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?
Related Subjects
From Crisis Hotspots to Convening Powers. African Cities Launch Diplomacy to Create Climate Mobility Partnerships
African local governments cannot afford to turn into climate mobility hotspots without taking proactive action – drawing on local knowledge, convening power and access to affected communities.
Can carbon markets make a breakthrough at COP29?
Voluntary carbon markets (VCMs) have a strong potential, notably to help bridge the climate finance gap, especially for Africa.
Taiwan's Energy Supply: The Achilles Heel of National Security
Making Taiwan a “dead island” through “a blockade” and “disruption of energy supplies” leading to an “economic collapse.” This is how Colonel Zhang Chi of the People’s Liberation Army and professor at the National Defense University in Beijing described the objective of the Chinese military exercises in May 2024, following the inauguration of Taiwan’s new president, Lai Ching-te. Similar to the exercises that took place after Nancy Pelosi’s visit to Taipei in August 2022, China designated exercise zones facing Taiwan’s main ports, effectively simulating a military embargo on Taiwan. These maneuvers illustrate Beijing’s growing pressure on the island, which it aims to conquer, and push Taiwan to question its resilience capacity.
India’s Broken Power Economics : Addressing DISCOM Challenges
India’s electricity demand is rising at an impressive annual rate of 9%. From 2014 to 2023, the country’s gross domestic product (GDP) surged from 1.95 trillion dollars ($) to $3.2 trillion (constant 2015 US$), and the nation is poised to maintain this upward trajectory, with projected growth rates exceeding 7% in 2024 and 2025. Correspondingly, peak power demand has soared from 136 gigawatts (GW) in 2014 to 243 GW in 2024, positioning India as the world’s third-largest energy consumer. In the past decade, the country has increased its power generation capacity by a remarkable 190 GW, pushing its total installed capacity beyond 400 GW.
The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies
With the demand for critical raw materials set to, at a minimum, double by 2030 in the context of the current energy transition policies, the concentration of critical raw materials (CRM) supplies and, even more, of refining capacities in a handful of countries has become one of the paramount issues in international, bilateral and national discussions. China’s dominant position and successive export controls on critical raw materials (lately, germanium, gallium, rare earths processing technology, graphite, antimony) point to a trend of weaponizing critical dependencies.
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.
Critical Raw Materials: What Chinese Dependencies, What European Strengths?
In adapting to growing geopolitical competition over digital technology, the EU and the UK are striving for economic security and technological sovereignty. European policies focus on reducing critical over-dependencies on China. This de-risking is a necessary process of adaptation to the new geopolitical realities.
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.
Road to Paris: What Would Be a Successful Outcome for COP21?
Eight months before the opening of the Paris climate conference (COP21), it can be reasonably argued that a global climate agreement is now within reach.
The Saudi Electricity Sector: Pressing Issues and Challenges
With 266 billion barrels of proved oil reserves (16% of world total), Saudi Arabia holds the world's largest (conventional) crude oil reserves, was the largest exporter of total petroleum liquids in 2013, and the second largest petroleum liquids producer behind the United States[1].
Ifri’s conference on the New Frontiers of Energy Identified Strategic Orientations for the European Energy Union
The Ifri Center for Energy held its annual conference in Brussels on March 4th, 2015. The event gathered more than 150 participants, together with prominent policy makers, industry leaders and distinguished academics to discuss how the European energy policy can deliver effective results in light of geopolitical upheavals, technological developments and governance issues.
To download the presentations, click here
Energy Union: What's Inside the Defence Walls?
Conflicts in Ukraine and Middle East are giving resonance to the proposal for an Energy Union, originated by Poland, and, initiated by the European Commission. Indeed, access to affordable energy stands as a major concern for all EU citizens and becomes, as such, a strong political argument for the Juncker Commission to back-up an Energy Union.
The US Shale Oil Revolution: The Test of the Business Model is Underway
Since 2010, the United States has been undergoing a second shale revolution with the very rapid development of Light Tight Oil (LTO) or shale oil, following the revolution in shale gas. This development has allowed the production of oil and liquids to increase, so that the US is the world’s largest producer today, ahead of Saudi Arabia and Russia.
The EU Electricity Policy Outlook for the Smart Grid Roll-Out
The energy transition from a socio-economic system based on fossil fuels to a sustainable low-carbon system is a multi-facetted process. This “transformation” of the energy system, more specifically of the power system, creates several challenges.
Greenland and Iceland: Meeting Place of Global Powers in the Arctic
At the crossroads of American, European and Asian interests in the Arctic, Greenland and Iceland, the importance of which had for too long been underestimated, are set to play a central role in future regional developments. In order to exploit the potential of their growing economic ties with Asia, without becoming the Arctic “weak links”, Greenland and Iceland need to secure their economy on a long-term basis.
Strengths and weakness of the European Union gas security of supply
Lead Authors: Marie-Claire Aoun and Quentin Boulanger (IFRI); Authoring Team: Damir Pešut, Marko Matosović and Robert Bošnjak (EIHP); Paul Deane, James Glynn and Brian Ó Gallachóir (UCC); Reviewer: Nathalie Desbrosses (Enerdata)
Coal and Climate Change: the "Chinese Way" ?
This article, issued after Asia Center and ASEF's international conference on coal issues in China (26th and 27th of June 2014 in Beijing), tackles the challenges the country is facing in restructuring its coal industry, in a context of severe and recurrent air, soil and water pollution outbursts.
The European Energy Policy: Building New Perspectives
“After 17 years of supranationality, we are still seeking how to define a common energy policy and what it might be. [...] Could we have done more in one generation? Or were goals only established to achieve a political balance which it was explicitly agreed to ignore, once the machinery began to operate? Historians will have a hard task to distinguish between excessive ambitions and national hypocrisies”.
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Center for Energy & Climate
Ifri's Energy and Climate Center carries out activities and research on the geopolitical and geoeconomic issues of energy transitions such as energy security, competitiveness, control of value chains, and acceptability. Specialized in the study of European energy/climate policies as well as energy markets in Europe and around the world, its work also focuses on the energy and climate strategies of major powers such as the United States, China or India. It offers recognized expertise, enriched by international collaborations and events, particularly in Paris and Brussels.