South Asia

For a century, the geopolitics of energy has been synonymous with the
geopolitics of oil and gas. However, geopolitics and the global energy economy
are both changing. The international order predominant since the
end of World War II faces mounting challenges. At the same time, renewable
energy is growing rapidly. Nevertheless, the geopolitics of renewable
energy has received relatively little attention, especially when considering
the far-reaching consequences of a global shift to renewable energy.

The paper starts with a discussion of seven renewable energy scenarios
for the coming decades: the IEA’s World Energy Outlook 2016, the EIA’s
International Energy Outlook 2016, IRENA’s REmap 2016, Bloomberg’s
New Energy Outlook 2016, BP’s Energy Outlook 2016, Exxon-Mobil’s Outlook
for Energy 2016 and the joint IEA and IRENA G20 de-carbonization
scenario.

In this Project on Managing the Atom Discussion Paper, Philipp C. Bleek chronicles nuclear weapons proliferation choices throughout the nuclear age. Since the late 1930s and early 1940s, some thirty-one countries are known to have at least explored the possibility of establishing a nuclear weapons program. Seventeen of those countries launched weapons programs, and ten acquired deliverable nuclear weapons.

A study directed by Harvard University’s Geopolitics of Energy Project at the Kennedy School, the Center for Energy Studies at Rice University’s James A. Baker III Institute for Public Policy, and the University of California, Davis Graduate School of Management.

In the Foreword to this paper by Andrei Kokoshin, Belfer Center Director Graham Allison writes: "The global nuclear order is reaching a tipping point. Several trends are advancing along crooked paths, each undermining this order. These trends include North Korea’s expanding nuclear weapons program, Iran’s continuing nuclear ambitions, Pakistan’s increasing instability, growing doubts about the sustainability of the nonproliferation regime in general, and terrorist groups’ enduring aspirations to acquire nuclear weapons. Andrei Kokoshin, deputy of the State Duma and former secretary of Russia’s Security Council, analyzes these challenges that threaten to cause the nuclear order to collapse in the following paper."

In the 1970s, nuclear-power boosters expected that by now nuclear power would produce perhaps 80 to 90 percent of all electrical energy globally. Today, the official high-growth projection of the Organization for Economic Co‑operation and Developments (OECD) Nuclear Energy Agency (NEA) estimates that nuclear power plants will generate about 20 percent of all electrical energy in 2050. Thus, nuclear power could make a significant contribution to the global electricity supply. Or it could be phased out — especially if there is another accidental or a terrorist-caused Chernobyl-scale release of radioactivity. If the spread of nuclear energy cannot be decoupled from the spread of nuclear weapons, it should be phased out.

Matthew Kroenig examines the effect of the spread of nuclear weapons on international politics in a Managing the Atom Working Paper.  He observes that the spread of nuclear weapons threatens some states more than others, and proposes a theory of nuclear proliferation that examines the differential effects of proliferation.  He argues that the threat nuclear proliferation poses to a particular state depends on that state’s ability to project military power.  The spread of nuclear weapons is worse for states that have the ability to project conventional military power over a potential nuclear weapon state because nuclear proliferation constrains their conventional military freedom of action.