Energy

In an interview with Nada Ramadan Ahmed, North Africa Analyst with MEES magazine, she quotes Marina Lorenzini on the topic of the El Dabaa Nuclear Power Plant in Egypt: "Putin has used the Russian nuclear energy industry, through Rosatom, as a strategic export to build deep dependencies with geopolitically significant countries, such as Bangladesh, Egypt, and Turkey. So, even as times get tough in Moscow, Rosatom's foreign projects may not receive an immediate axe."

Other companies cannot necessarily replace Rosatom if needed, leaving Cairo "in a bind to negotiate with Moscow on a point-by-point basis on how to purchase and integrate new equipment. Moscow will likely not welcome such a move, and Cairo may not have a strong enough bargaining position, especially if it's not paying its bills on time, in order to introduce non-Russian supplies on site."

With 22 countries pledging to triple global nuclear energy production by 2050 at the COP28 climate meeting in Dubai, sincere prospects for growth in global nuclear energy market is on the table. Nonetheless, these 22 countries largely represent ones that have minimal ties with Russia’s nuclear exports or are seeking to decouple themselves from a current dependency. 

Many other countries are considering the option of nuclear energy, and several will turn to Russia’s state-owned nuclear energy company, Rosatom, to build their new reactors. Since assuming power, Russian President Vladimir Putin has developed Russia’s nuclear industry exports as a key piece of its energy and geopolitical portfolio. 

One country in particular has embraced a partnership with Rosatom: Egypt. In 2015, Russia and Egypt concluded an intergovernmental agreement that led Rosatom to build a $30-billion nuclear power plant near the Mediterranean coastal town of El Dabaa, about 170 kilometers west of Alexandria. With four Russian-designed, 1.2-gigawatt, VVER reactor units, the El Dabaa nuclear power plant is expected to generate more than 10 percent of total electricity production in Egypt and provide a consistent baseload power source for 20 million people.

Oil prices have been persistently high over the past two years , at times breaking above $120 a barrel. According to economic theory, that should be good news for climate change. But the political reality is more complicated. Climate policies are increasingly the casualties of high oil prices.

Amid the global energy transition, investors are anxious to pour billions of dollars into many of these countries to turn the new fossil fuel finds into hydrogen. The element is the key feedstock for fuel cells, which use chemical reactions to generate electricity cleanly, with water as the main byproduct. Notwithstanding the considerable technological challenges ahead, demand for the gas in Europe and elsewhere is widely expected to surge as vehicles, factories, and other energy users seek to reduce greenhouse gas emissions.

For Southern Rim nations, however, this tantalizing opportunity for economic development risks turning into just another Sahara mirage. That’s because the hype surrounding hydrogen may continue to distract the regions’ leaders from addressing the tough domestic social issues that are behind the migration crisis. If the technology does become viable, revenue from hydrogen exports to Europe could just perpetuate rent-seeking behavior by political and economic elites at the expense of their own citizens.

The geopolitical implications of solar displacing oil as the world’s major source of energy are enormous. Why has the Middle East been a central arena in the “great game” for the past century? Because countries there have been the major suppliers of the oil and gas that powered 20th-century economies. If, over the next decade, photovoltaic cells that capture energy from the sun were to replace a substantial part of the demand for oil and gas, who will the biggest losers be? And even more consequentially: who will be the biggest winner?

Why do we think Vladimir Putin will not use “the bomb” when there is so much evidence that he will?

For over a decade, American officials have been touting the wisdom of a strategic “pivot” away from the Middle East in order to face the threat of a rising China. During that same period, Beijing has identified the Middle East as a primary arena for great power competition with the United States. 

Belfer Center experts on the U.S.-China relationship and Middle East issues shared thoughts on the significance of the unexpected Iran-Saudi Arabia agreement brokered by China. 

As the best documented major crisis in history, in substantial part because Kennedy secretly taped the deliberations in which he and his closest advisers were weighing choices they knew could lead to a catastrophic war, the Cuban missile crisis has become the canonical case study in nuclear statecraft. Over the decades since, key lessons from the crisis have been adapted and applied by the successors of Kennedy and Khrushchev to inform fateful choices.

Recap of James Snyder in Conversation event "Israel and the Middle East through a Literary Lens"