South Asia

This essay examines Russia’s growing role in Asia’s energy markets, assesses the implications for the U.S., and examines the claim that closer Sino-Russian energy ties are adding new incentives for a broader strategic alignment.

The paper provides a detailed analysis of the contemporary Sino-Indian conventional ground and nuclear force balances and carefully reconstructs how mutual developments in these areas are perceived by both New Delhi and Beijing.

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.

This paper examines the domestic sources of the internationalization of national oil companies (NOCs) in China and India. It argues that—counter to notions of state-led internationalization—the going abroad of NOCs reflects a pattern of “coopetition,” i.e., the co-existence of cooperation and conflict between increasingly entrepreneurial NOCs and partially supportive and interventionist home governments.

This paper examines the strategic future of South Asia in the wake of the U.S. drawdown from Afghanistan through three key research questions: first, how does the U.S. drawdown from Afghanistan affect the regional security and economic interests of India, Pakistan, and China? Secondly, what kinds of responses to terror attacks by India, Pakistan, and China could further destabilize the region? Thirdly, what key steps can the United States take to prevent further instability in this context?

As Moscow’s relations with the West deteriorate, Putin seeks to show the world and the Russian people that he has alternative friends to the East. Be that as it may, the incentives leading to the mega deal were in place much earlier. This paper proposes a framework for assessing the deal along three dimensions: 1) gas trade and energy security implications; 2) regional- and global policy-related implications; and 3) prospects for the future.

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."

"Western analysts can no longer afford to ignore the growing potential for sectarian violence in Pakistan, for uncontrolled sectarian violence can destabilize Pakistan and the region at large. Internally, sectarian groups prefer to conduct their attacks in the Punjab, the center of gravity of the country's military and political elite. Attacks against Pakistan's Shia are also bound to have regional implications, since they can further stoke tensions between Pakistan and its neighbor Iran, a Shia-majority state."

New Harvard Kennedy School research finds that energy research, development, and demonstration (ERD&D) funding by governments and 100 percent government-owned enterprises in six major emerging economies appears larger than government spending on ERD&D in most industrialized countries combined. That makes the six so-called BRIMCS countries—Brazil, Russia, India, Mexico, China, and South Africa—major players in the development of new energy technologies. It also suggests there could be opportunities for cooperation on energy technology development among countries.