The Aluminum Value Chain: A Key Component of Europe’s Strategic Autonomy and Carbon Neutrality
The United States of America (US), Canada and the European Union (EU) all now consider aluminum as strategic. This metal is indeed increasingly used, especially for the energy transition, be it for electric vehicles (EVs), electricity grids, wind turbines or solar panels.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
European Solar PV Manufacturing: Terminal Decline or Hope for a Rebirth?
While solar photovoltaic (PV) installations are booming in Europe (and in other parts of the world), the local industry is closing down. Over the past two years, the European installed solar PV capacity has been multiplied by two. On the other hand, the remaining European manufacturers of solar PV panels are dying.
Global Gateway: Towards a European External Climate Security Strategy?
Transport, energy, water and telecommunications infrastructures are vital for economic development. These infrastructures are also fundamental for the achievement of the 2030 Sustainable Development Goals (SDGs), which have suffered a setback notably due to the Covid-19 pandemic, wars, and weak economic performance. Based on the Global Infrastructure Outlook, the world needs 97 trillion dollars ($) in infrastructure investments (energy, water, airports, ports, rail, road, and telecommunications) over 2016-2040, and based on the current investment trends ($79 trillion over the given period), the cumulative global infrastructure investment gap amounts to $18 trillion.
Critical Minerals: A Problematic Diversification
Faced with the boom in demand for metal resources generated by the latest technology, the United States and Europe have been forced to revise the geography of their supply networks, which is synonymous with strategic dependency.
The South versus the West?
In 2023, forums that amplify the voice of the “Global South” have proliferated and grown louder. As contradictory and divided as they may be, these forums (BRICS+, Shanghai Cooperation Organization (SCO), G20, the Group of 77, the European Silk Road Summit…) attest to the emergence of new power relations, and especially new directions in foreign policy, with states rejecting alignment with the dominant powers of the past in favor of putting their own interests first. A new world is taking shape, with changeable, still uncertain, contours.
How to Meet the Industrial Challenge of Electric Mobility in France and in Europe
The deployment at scale of electric mobility in France and in Europe withholds significant industrial, societal, geopolitical, and financial challenges, against the backdrop of strategic dependencies along the value chain of the electric vehicle (EV).
Global Coal Markets at a Climax. An Era of Coal Decline is Finally about to Begin
In a previous note published in 2018, we noted that global coal demand had flattened. Several governments had announced coal phase-out plans, global coal power investment had contracted, and investment in greenfield coal mines was also at a standstill. The freezing of financial resources for coal projects might have indicated the beginning of a structural decline in coal demand and supply.
A framework for a Win-Win Europe-Africa Energy and Climate Partnership
North-South tensions are exacerbated at a time of unprecedented turmoil for both Europeans and Africans. European polycrises (geopolitical, energy-related and economic) echo the systematic vulnerability of Africans, which is reinforced by external shocks.
Is International Climate Finance Unfair and Inefficient?
Finance is arguably the most sensitive climate negotiation topic. Different studies have shown that rich countries emit the majority of greenhouse gas (GHG) emissions, while the climate footprint of the poorest countries is much more limited.
After the Hydrogen Bubble Bursts: The Factors Shaping and Possibly Unfolding International Hydrogen Value Chains
The laws of physics and the geographic realities will prevail over the myths of hydrogen (H2): it will essentially be delivering carbon-neutral feedstocks to the chemical and steelmaking industries, carbon-neutral fuels to shipping and aviation, and eventually ensuring security in fully decarbonized power grids.
The Herculean Task of Decarbonizing the American Power System by 2035
The Biden Administration has so far taken the focus of the Biden candidate on climate issues seriously, especially the commitment made during the campaign of a net zero power system by 2035.
United States Climate Politics Under Biden: Is the Clean Energy Revolution Under Way?
For most of United States (US) history, environmental issues enjoyed bipartisan support. While Democratic President Johnson signed the Clean Air Act in 1963, Republican President Nixon established the Environmental Protection Agency (EPA) in 1970. America’s “environmental decade” culminated under President Carter, with Congress enacting ambitious environmental legislation.
Japan’s Hydrogen Society Ambition: 2020 Status and Perspectives
Japan has been steadfastly promoting the development of its hydrogen economy at all levels: political, diplomatic, economic and industrial. It is yet to be seen if this excitement can be turned into a credible, cost-effective and large scale deployment.
Russia, the Global Sanitary Crisis and Oil Meltdown: Revisiting Power and the Enemy
In global affairs, the Covid-19 virus makes all countries, powers and individuals equal in one dimension: none is immune to or spared from contamination. In an open and interdependent world, we are all exposed to global sanitary and environmental degradations. Russia is no exception: it has gone into lockdown, with increasing economic and social costs adding up to the fall in oil and gas prices and upcoming impacts of the global recession.
The Green Deal’s External Dimension. Re-Engaging with Neighbors to Avoid Carbon Walls
The European Union (EU)’s Green Deal is a game changer with attention so far focused on forthcoming actions plans, the Climate Law, financial resources, the revision of the 2030 targets and of the emissions trading system (ETS).
The War on Carbon. Five Priorities for the European Green Deal
2019 has marked a fundamental turning point in the energy transition of the European Union (EU).
Accelerating the Energy Transition in the Southern Mediterranean
The Mediterranean region has been identified as one of the most affected regions by climate change endangering human security at the food-water-energy nexus.
Carbon Capture, Storage and Utilization to the Rescue of Coal? Global Perspectives and Focus on China and the United States
In most of the pathways that limit global warming to 1.5°C, capture of CO2 from fossil-fuel or biomass-based installations and its long-term geological storage (carbon capture and storage - CCS and bio-energy with carbon capture and storage - BECCS) plays a crucial role.
Sustaining Multilateralism in a Multipolar World. What France and Germany Can Do to Preserve the Multilateral Order
While international multilateralism is under strain, it is vital for France and Germany to defend it, since it is the most appropriate system for preserving their interests – particularly in terms of welfare, security, prosperity and environmental protection. Against this backdrop, three political fields offer opportunities for joint initiatives: trade, conventional arms control and climate change.
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