South Asia

Joseph Nye considers lessons from his own work on preventing the spread of nuclear technology in the 1970s.

In late 2017, Mexico made headlines as Italian company Enel bid what was then a world-record low price for renewable energy in the country’s third such energy auction. This development was possible due to the historical and sweeping energy reforms passed with broad support in Mexico in 2013. Then-President Enrique Peña Nieto had succeeded where previous Mexican presidents had failed, reversing decades of resource nationalism and overhauling the energy sector through constitutional reforms that gave the private sector a larger role and advantaged renewable energy in Mexico’s economy. The 2017 auction seemed to indicate Mexico’s bright future not only as a conventional oil producer, but also as a clean energy power.

Russian military action in Ukraine could trigger an energy crisis even more serious than the one already hitting Europe. As has been pointed out, should the West hit Russia with severe new sanctions, President Vladimir Putin could cut off natural gas exports, leaving the continent shivering through midwinter. Yet there is another potential weapon of Russia’s that’s been less discussed and might be very effective: An ability to disrupt global oil markets, which would directly hit U.S. consumers.

The first half century of the nuclear age witnessed the gradual construction of a global nuclear order designed to mitigate nuclear dangers, inhibit arms racing, and prevent the spread of nuclear weapons to additional states. Spurred by the experiences, the dangers, the crises, the near misses, and the frightening risks on display in the early years of the Cold War, sustained efforts were made, in McGeorge Bundy’s vivid phrase, “to cap the volcano.” The time had arrived, Bundy wrote in 1969, for the two great nuclear superpowers “to limit their extravagant contest in strategic weapons,” a contest that had “led the two greatest powers of our generation into an arms race totally unprecedented in size and danger.” In the subsequent twenty-five years after Bundy’s appeal, an increasingly elaborate and institutionalized arms control process produced, with many ups and downs, a detailed web of constraints on the nuclear behavior of the superpowers. The articulated goal was to stabilize the superpower nuclear balance by reinforcing mutual deterrence. The vast nuclear arsenals of the superpowers, however, were not the only source of nuclear danger. In a world in which the number of states armed with nuclear weapons was slowly growing and many additional states had interest in acquiring such weapons or the technology to produce them, there was reason, as Albert Wohlstetter warned in 1961, to be “concerned with the enormous instabilities and dangers of a world with many nuclear powers.” Such a world—“life in a nuclear armed crowd”—Wohlstetter wrote in a later famous study, was widely believed to be “vastly more dangerous than today’s world.” The desire to prevent this unattractive world led to the negotiation of the Nuclear Nonproliferation Treaty (NPT), which entered into force in 1970, and to the subsequent development of an associated regime intended to create legal and technical barriers to the spread of nuclear weapons. Thus, in reaction to the major perceived dangers of the nuclear age, there emerged what Lawrence Freedman calls the “twin pillars” of the global nuclear order: mutual stability in the major nuclear rivalry and nonproliferation to inhibit or prevent the spread of nuclear weapons to additional states.

The geopolitical and geo-economic forces wrought by the coronavirus pandemic, as examined previously in this series, are likely to slow the transition to a more sustainable global energy mix. Fortunately, the pandemic has also resulted in governments gaining vastly greater influence over whether this shift stalls or accelerates.

For most people, there was nothing to celebrate when the International Monetary Fund downgraded its outlook for global economic growth in June, anticipating a contraction of 4.9% for 2020. Yet for others, such as the small but persistent group of economists and others known as the “degrowth movement,” the Covid-induced economic slowdown has a silver lining.

The search for silver linings to the coronavirus pandemic has come up woefully short. But one hopeful — and much talked of — prospect is that the disruption will accelerate the global shift to a more sustainable energy future.

The Bulletin of Atomic Scientists has published a document from the Pugwash Conference on Science and World Affairs concerning nuclear problems and tensions in the time of COVID-19. The document has been co-signed by a large number of Pugwash colleagues and personalities.

The world is on the cusp of a geopolitical reset. The global pandemic could well undermine international institutions, reinforce nationalism and spur de-globalization. But far-sighted leadership could also rekindle cooperation, glimmers of which appeared in the G-20’s offer of debt relief for some of the world’s poorest countries, a joint plea from more than 200 former national leaders for a more coordinated pandemic response and an unprecedented multinational pact to arrest the crash in oil markets.  

Henry Kissinger warns that many existing domestic and international institutions that have helped govern the past decades will not survive the Covid-19 crisis. He is surely correct.