South Asia

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The US-China Trade War and its Implications for Saudi Arabia

AP/NASA TV

Analysis & Opinions - Global Policy

The US-China Trade War and its Implications for Saudi Arabia

| Feb. 12, 2019

As American and Chinese trade representatives continue to discuss the two countries’ ongoing trade war, the architects of Middle East’s ambitious renewable energy policies are watching closely for opportunities to expand their burgeoning green industries. Regional leaders from across industry, government, and academia have recently gathered at the World Future Energy Summit and the Jubail Energy Management Conference, and the trade war has been high on the agenda.

Sovereign Venture Capitalism: At a Crossroad

StockSnap/Pixabay

Analysis & Opinions - The Economist

Sovereign Venture Capitalism: At a Crossroad

| Oct. 03, 2018

What the Iron Man-like character is claiming for his futuristic automotive company is not unheard of. On a systemic basis, mammoth institutional investment—especially from sovereign wealth funds (SWFs)—is flowing into start-ups and technology-oriented publicly traded companies. In this case, Saudi billions would help Mr Musk escape the pressures of being publicly listed. SWFs have invested large sums into high-growth start-ups promising innovation and financial returns. In fact, just this month, Saudi’s Public Investment Fund (PIF) announced a US$1bn investment in Tesla’s rival, Lucid, and a US$2bn stake in Tesla. The rise in SWF balance sheets and activity is having ramifications on global efforts to be more Silicon Valley-like, and on Silicon Valley itself.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

Simon & Schuster

Analysis & Opinions - Oxford University Press

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

| May 01, 2018

In conclusion, much has been written about the world's energy resources, but only a few books have been able to link energy realities to geopolitics. Windfall provides an important corrective to conventional wisdom on foreign and energy policies—and shows how the US can take full advantage of the new energy landscape. Thus O'Sullivan shows that by looking at both foreign policy and energy markets, businesses will make better investment decisions and policy-makers will make better strategic decisions.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power, by Meghan O'Sullivan. Published by Simon & Schuster on September 12, 2017.

Simon & Schuster

Analysis & Opinions - Axios

Good Use of Your Holiday Gift Card (Before it Vanishes Behind the Fridge)

| Jan. 02, 2018

During our holiday newsletter hiatus, I finally had time to read Meghan O'Sullivan's book (pictured above) about how the shale boom is shaking up global oil-and-gas markets — a phenomenon that has broad and important geopolitical effects.

The boom benefits U.S. global posture and economy, but O'Sullivan warns that policymakers cannot be complacent and must take steps to harness its geo-strategic benefits while mitigating environmental risks.

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power, by Meghan O'Sullivan. Published by Simon & Schuster on September 12, 2017.

Simon & Schuster

Book - Simon & Schuster

Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power

| Sep. 12, 2017

Windfall is the boldest profile of the world’s energy resources since Daniel Yergin’s The Quest. Harvard professor and former Washington policymaker Meghan L. O’Sullivan reveals how fears of energy scarcity have given way to the reality of energy abundance. This abundance is transforming the geo-political order and boosting American power.

 

This image made from undated video of a news bulletin aired by North Korea's KRT on Sept. 3, 2017, North Korea's leader Kim Jong Un holds the Presidium of the Political Bureau of the Central Committee.

KRT via AP Video

Analysis & Opinions - Bloomberg Opinion

Trump Can't Solve North Korea by Just Making a Deal

| Sep. 05, 2017

President Donald J. Trump’s tweet this weekend that the U.S. might terminate all trade with countries doing business with North Korea was widely derided on the grounds of realism. Given that 90 percent of North Korea’s trade is with China, the tweet was little more than a veiled threat to terminate all U.S. trade with Beijing, ending a bilateral trade relationship valued at $650 billion a year. It would, as many correctly pointed out, mean economic disaster for North Korea -- and also for the U.S.

Solar panels at sunrise.

Karsten Würth

Paper - Belfer Center for Science and International Affairs, Harvard Kennedy School

The Geopolitics of Renewable Energy

| June 28, 2017

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.

Los Alamos National Laboratory, National Security Science, July 2015

Los Alamos National Laboratory

Discussion Paper - Managing the Atom Project, Belfer Center

When Did (and Didn’t) States Proliferate?

| June 2017

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.

teaser image

Magazine Article - Forbes

U.S. Ambassador To India Richard Verma Leaves A Lasting Legacy To Follow

| Feb. 03, 2017

Richard Verma’s two-year tenure as U.S. Ambassador to India concluded last month with the new incoming presidential administration. During his time in New Delhi, Verma established himself as one of the most consequential envoys to ever occupy the prestigious post once held by such foreign policy legends as John Kenneth Galbraith and Frank Wisner. The first Indian American to serve in the role, Verma leaves behind a far-reaching legacy. He raised the U.S-India strategic partnership to unparalleled heights in virtually every arena of bilateral cooperation while serving as a skilled and talented public diplomat.