Energy - Climate
In the face of the climate emergency and geopolitical confrontations, how can we reconcile security of supply, competitiveness, accessibility, decarbonization and acceptability? What policies are needed?
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Electric Vehicles: A Strong and Still Understated Performance
Electric vehicles (EVs) are better for the climate – even in worst-case scenarios. Across its life cycle, a typical European electric car produces less greenhouse gas (GHG) and air pollutants or noise than its petrol or diesel equivalent. Emissions are usually higher in the production phase, but these are more than offset over time by lower emissions in the use phase. According to the European Environment Agency’s report on electric vehicles, life cycle GHG emissions of EVs are about 17-30% lower than those of petrol and diesel cars.
How Can the Green Deal Adapt to a Brutal World?
The European Green Deal has not been planned for the current extraordinarily deteriorated internal and external environment. Russia’s war in Ukraine, higher interest rates, inflation, strained public finances, weakened value chains, and lack of crucial skills pose unprecedented challenges.
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.
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.
COP28: A Tale of Money, Fossil Fuels, and Divisions
“Humanity has opened the gates of hell”, said the UN Secretary General Antonio Guterres during the Climate Ambition Summit, in New York, in September 2023, three months before COP28. The sense of urgency that he conveyed seems shared across the international community.

Pétrole : l’attaque du Hamas contre Israël nourrit des craintes autour de l’Iran
Les Etats-Unis, alliés traditionnels d’Israël, pourraient être amenés à encadrer plus strictement l’application des sanctions contre Téhéran, pays qui représentait 4 % de l’offre mondiale de brut en 2022. Voire à les durcir s’il est avéré que l’Iran a aidé à planifier les actes terroristes du Hamas.
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.
European Union: A Geopolitical Illusion?
The European Union (EU) is holding firm in the face of the war in Ukraine—perhaps better than expected. But what long-term effects will the war have on European institutions and policies? The institutions will need to be changed to cope with the forthcoming expansions. The EU has certainly made progress toward common industrial and technological policies. But will this dynamic do away with a conception of strategic autonomy, encompassing both diplomacy and strategy? The European Union, which will undoubtedly be a key mover of future changes for the continent, remains largely uncertain in terms of its future configurations.

Long-Term Operation Of Nuclear Plants Vital For Future Of Grid, Says Expert
Argument that reactors are expensive "does not hold any more", conference hears. Nuclear plants will be needed for the future stability of Europe’s grid, Marc-Antoine Eyl-Mazzega said.
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.
IRA: Towards Clean Hydrogen Leadership in the U.S.
Although late in adopting clean hydrogen (H2) and defining a national strategy–a draft was presented by the Department of Energy (DOE) in September 2022–, the United States (US) has strongly reinforced its support to clean hydrogen with the passage of the Inflation Reduction Act (IRA) in August 2022.
The Europeanisation of the Energy Transition in Central and Eastern EU Countries: An Uphill Battle that Can Be Won
Russia’s war in Ukraine, and the brutal decoupling from Russian fossil fuels, is a game changer for the Central and Eastern Europe region which was still heavily dependent on Russia for its energy supply.
The Strategic Repositioning of LNG: Implications for Key Trade Routes and Choke Points
2022 saw the climax so far of the weaponization of energy. Following its geopolitical demise, Russia has undertaken its own gas amputation, moving from a super energy power status to a diminished role with uncertain prospects and only hard options left.
G20 Energy Transitions and Climate Finance Task Force Report
India is at the helm of the G20 presidency since the 1st of December 2022 for the duration of a year, with energy transition and climate finance being key topics on its agenda. In this context, the Gateway House put in place a G20 Energy Task Force to which Ifri’s Research Fellow, Diana-Paula Gherasim, participated.
Higher Renewable Energy Targets in Germany: How Will the Industry Benefit?
“Deutschland – Einstieg in die Deindustrialisierung?” – “Germany, the beginning of deindustrialisation?” asked the German economic newspaper Handelsblatt in the context of the spike in energy prices that has put at risk thousands of companies across Germany in 2022. Whereas some sectors such as steel, glass and chemicals have been seriously hit, the manufacturing industries operating in the areas linked to the energy transition (such as renewable energies and hydrogen production) should benefit from decisions taken to reach climate neutrality.
Japan’s Africa policy: Back to basics in times of crisis
Addressing remotely the 8th Japan-Africa TICAD Summit held in Tunis between August 27th and 28th, Japanese Prime Minister Fumio Kishida pledged $30 billion in public and private contributions to the African continent over the course of the next three years. This is a quite a remarkable move, as no specific amount was mentioned by the late Prime Minister, Shinzō Abe, at the previous TICAD 7 in 2019. By doing so, Japan aims at demonstrating that its commitment to Africa is solid and sustainable: its traditional approach towards a human-centered development is more relevant than ever in these times of crisis (between the pandemic, the war in Ukraine, and the adverse effects of climate change), and clearly marks a difference from China’s practices.
The Missing Guest: Energy Efficiency in the Multilateral Energy Arena
Since the 1970s, energy efficiency has gained visibility as a low hanging fruit – its potential impact on critical issues such as climate change, energy security, or competitiveness is now widely acknowledged, even more so in times of higher energy prices.
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.
CCUS in Europe: A New Role and Implications for France and Germany
A second wave of carbon capture, utilization and storage (CCUS) projects is under development, and it is much different from the 2000 wave. While Norway, the United Kingdom and the Netherlands are at its forefront, France and Germany have major competencies, and many projects could be carried out in these countries.
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.

COMMENT: Does the Trump-led trade war with China threaten US energy dominance?
President Trump is using tariffs and quotas as weapons in his trade dispute with China. Sylvie Cornot-Gandolphe and Jean-François Boittin of think tank the French Institute of International Relations (IFRI) argue that his actions threaten US energy dominance worldwide.

French environment minister Nicolas Hulot resigns
Activist hits out at President Macron for taking only ‘small steps’ on green issues in government

The Vienna Compromise
In June, the alliance of producing countries decided to increase the output of crude oil, against the backdrop of a surge in prices and severe restrictions on imports to Venezuela and Iran, shaken by sanctions and economic difficulties
Super-synergies could arise from cross-border projects
Shared projects, shared tenders and joint R&D projects could see low-cost offshore windfarms and interconnectors criss-crossing the North Sea.

Opinion : "No common view on the role of nuclear energy at COP climate talks, but individual countries can decide"
A year after the landmark COP21 climate discussions, the ambitious Paris Agreement entered into force just before COP22 began in Marrakech, Marrocco. With this latest round of talks new over, Carole Mathieu of Ifri debriefs Nuclear Report on what happened in Marrakech, the importance of the decarbonization agenda, and on the silent place nuclear energy occupies at the UNIFCCC negociations.
To Read the Full Interview click here

US LNG Exports will be Game-Changer: Ifri Report
“US LNG exports will revolutionise international trade in LNG” according to a recently published report from French think-tank, Institut Francais des Relations Internationales (Ifri).
Thanks to their price indexation to the US Henry Hub price, absence of destination clauses, and the projected volumes that will become available, US LNG exports will facilitate greater flexibility on world markets and more price convergence, the report says.
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