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.

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.

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.

"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."

Over the past decade, countries with emerging economies like Brazil, Russia, India, Mexico, China, and South Africa have become important global players in political and economic domains. In 2007, these six countries consumed and produced more than a third of the world's energy and emitted about 35 percent of total greenhouse-gas (GHG) emissions. The changing global energy landscape has important implications for energy technology innovation (ETI) nationally and internationally. However, there is limited information available about the investments and initiatives that are taking place by the national governments within these countries. This paper presents the information available on energy RD&D investments in the emerging economies. 

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.

The paper argues that despite the widespread view of Saudi Arabia as "al-Qa'ida country," and despite the recent developments in Yemen, the jihad in Saudi Arabia has failed so far. The late 1990s saw no operations in the Kingdom because Bin Ladin's infrastructure there was too weak. The AQAP campaign, made possible by the massive influx in 2002 of al-Qa'ida members from Afghanistan, petered out in 2006. Today, practically nothing remains of the original AQAP organization. Nevertheless, its legacy and propaganda continues to inspire amateur cells, and al-Qa'ida in Yemen is actively planning operations in the Kingdom.

"Is Pakistan collapsing? How far are the Taliban from Islamabad? Can al-Qaeda grab the country's nuclear weapons? These are the types of questions raised every day by the American media, academia and policy circles. And these are critical issues, given the nature of the evolving crisis in Pakistan. The approximately two dozen suicide bombings in 2009 so far, 66 in 2008, and 61 in 2007, all of which have targeted armed forces personnel, police, politicians, and ordinary people not only in the country's turbulent northwest but also in its major urban centers, indicate the seriousness of the threat. A major ammunition factory area located close to some very sensitive nuclear installations in Wah (Punjab) was targeted by two suicide bombers in August 2008, an act that sent shudders across the country's security establishment...."

The Belfer Center hosted a half-day conference on March 23, 2017, gathering a group of top-level American and Japanese academics to discuss the US-Japan alliance and the rise of China. The event was well attended by scholars and students of Harvard and nearby universities, including a large group of scholars from the US Naval War College. Other notable attendees included policy officials as well as members of the Japanese Consulate in Boston.