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Energy-Climate

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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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Publications
Analyse mise en avant
Date de publication
March 2026

The US’s Critical Mineral Offensive Strategy: How Can Europe Step Up?

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Ge (Germanium) Ga (Gallium) on US dollar banknote, American flag and CPU computer
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As Organization for Economic Co-operation and Development (OECD) economies are confronted with mounting threats to critical raw materials (CRM) supplies, resolute interventionist policies are needed to build resilient value chains. 
 

Thibault MICHEL Peter HANDLEY
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The Geopolitics of the Amazon

Date de publication
10 March 2020
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An irreplaceable reservoir of biodiversity and freshwater, the Amazon basin has become extremely important in this age of climate disruption.

Ombelyne DAGICOUR
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The Gulf Economies and Energy Transition

Date de publication
10 March 2020
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The economies of the Persian Gulf are highly dependent on their petrol exports, particularly to Asia.

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The Recycling of Lithium-Ion Batteries: A Strategic Pillar for the European Battery Alliance

Date de publication
11 March 2020
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Although it is still marginal, the market for electric vehicles (EVs) is growing. According to the French Institute of Petroleum and Renewable Energies (IFPEN, Institut Français du Pétrole et des Énergies Renouvelables), EVs accounted for a little more than 2% of the light vehicle market in 2019. This was up by 54% compared to 2018, but EVs still only represent 0.8% of the global car fleet. That said, the International Energy Agency (IEA) estimates EVs could make up between 15% and 30% of vehicle sales in 2030. 

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The Green Deal’s External Dimension. Re-Engaging with Neighbors to Avoid Carbon Walls

Date de publication
03 March 2020
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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). 

Civilian nuclear energy’s strategic dimension

Date de publication
14 January 2020
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French stakeholders in civilian nuclear energy are making a full diagnosis of the industry in order to cope with disappointments and lay down the conditions for relaunching programs for building reactors.

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The Battle Heats Up: Climate Issues in the 2020 US Presidential Election

Date de publication
06 December 2019
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Environmental issues have frequently enjoyed bipartisan support in American history: the Clean Air Act was enacted in 1963 under Democratic President Johnson, and the Environmental Protection Agency (EPA) was established in 1970 under Republican President Nixon. 

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The Development of Hydrocarbons in East Africa: Political and Security Challenges

Date de publication
03 December 2019
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East Africa has the potential to experience a gas and liquefied natural gas (LNG) export boom in the coming years due to several projects that have been released. 

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The War on Carbon. Five Priorities for the European Green Deal

Date de publication
08 October 2019
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2019 has marked a fundamental turning point in the energy transition of the European Union (EU). 

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Academic: Higher carbon price needed to ramp up EU biomethane production

01 October 2019
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The price of CO2 credits on Europe’s emissions trading scheme needs to rise to around €50 per tonne in order to drive the long-term development of Europe’s biomethane industry, says Marc-Antoine Eyl-Mazzega, a French researcher.

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The future of biogas in Europe: it’s a local affair

30 September 2019
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The prospects for biogas in Europe look bright, with conservative estimates pointing to a tenfold increase in production by 2030. However, the industry will need to stay rooted in the local economy and come clean on environmental credentials if it wants to avoid a green backlash, analysts say.

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China’s Ambiguous Positions on Climate and Coal

Date de publication
19 September 2019
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China’s 2018 energy consumption data capture the ambiguity of Beijing’s attitude toward climate change. Energy demand rose by 3.5% to 3,155 million tonnes of oil equivalent (Mtoe), with an increase of coal consumption (though its share in the overall energy mix is decreasing) and an expected greenhouse gas (GHG) emission surge of 2.3%, to 9.5 gigatonnes (Gt) for the same year. 

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(De)globalization of International Plastic Waste Trade: Stakes at Play and Perspectives

Date de publication
19 September 2019
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The world plastic production has been multiplied by 23 since 1964 to reach 348 million tonnes (mt) in 2017. This production level is expected to double in the next 20 years, largely because of the significant growth in plastic consumption in developing countries. Today, China is the largest producer of plastics (representing nearly 30% of global production) and the European Union (EU) comes second (18.5%) with 64 mt. 

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Waste Management and Electricity Generation in Africa: Developing Waste-to-Energy to the Benefit of Sustainable Cities?

Date de publication
18 September 2019
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With the expansion of modern production and consumption patterns to large African cities, population growth and urbanization, production of municipal waste has risen sharply. Unregulated dumps are becoming numerous and have strong negative health effects by polluting the local environment. 

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Accelerating the Energy Transition in the Southern Mediterranean

Date de publication
16 September 2019
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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. 

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Naftogaz vs Gazprom: Infinity War

16 September 2019
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Energy has been at the heart of Ukraine's troubles with Russia over the past two decades, typically as a means for Moscow to pressure its former province. The pressure points have changed over the years – moving from a focus on direct supplies to transit through Ukraine – but the battle remains a constant for regional energy and security.

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China’s Quest for Blue Skies: The Astonishing Transformation of the Domestic Gas Market

Date de publication
10 September 2019
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China’s gas industry has been moving into a new era. China’s natural gas demand has skyrocketed amid a state campaign that encourages coal-to-gas switching. In just two years, China added 75 billion cubic meters (bcm) to global gas demand, the equivalent of the UK gas market, the second largest European market. Despite steadily rising, Chinese gas production has not been able to cope with such a huge increase in demand and gas imports have also surged.

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China’s Quest for Gas Supply Security: The Global Implications

Date de publication
10 September 2019
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The major transformations that are occurring on the Chinese gas market have profound repercussions on the global gas and LNG markets, especially on trade, investment and prices. In just two years, China has become the world’s first gas importer and is on track to become the largest importer of Liquefied natural gas (LNG).

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Tackling inequalities and vulnerabilities: Why and how G7 development policies could do better

Date de publication
23 August 2019
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The G7 has made the fight against inequality a crosscutting issue for the Biarritz Summit. The Development Ministerial will address issues of vulnerability, especially the Sahel Alliance. This focus on inequalities and vulnerabilities is nonetheless inseparable from a general discussion on financing sustainable development.

Sébastien TREYER Patrick GUILLAUMONT
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Naftogaz vs Gazprom: Infinity War

01 August 2019
Accroche

Energy has been at the heart of Ukraine's troubles with Russia over the past two decades, typically as a means for Moscow to pressure its former province. The pressure points have changed over the years – moving from a focus on direct supplies to transit through Ukraine – but the battle remains a constant for regional energy and security.

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Offshore Wind Power Floating in its Industrial and Technological Dimension

Date de publication
09 July 2019
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Europe has become a frontrunner in fixed offshore wind. Can this success story be replicated with floating offshore wind, a technology that would lift the sea depth constraint and thus open up wider market opportunities? This research study looks at the main success factors for this emerging industry.

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Possible Energy Transitions through 2029

Date de publication
20 March 2019
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Renewable energies are experiencing rapid growth, due not only to their limited impact on the environment but also to shrinking costs. To fight climate change, new investments in low carbon technologies are necessary. Apart from its positive aspects, the energy transition carries risks, notably geopolitical. The notion of energy security will be profoundly modified. These risks can be anticipated and managed.

Adnan Z. AMIN
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The Arctic: Critical Metals, Hydrogen and Wind Power for the Energy Transition

Date de publication
25 January 2019
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According to a 2008 estimate, the Arctic hosts approximately 412 billion barrels of oil equivalent of conventional oil and gas resources. And since then, following the so-called shale revolution and technology improvements, numbers have gone even higher. 

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Mexico’s Energy Reforms at Risk?

Date de publication
03 December 2018
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Mexico’s Energy Reform (hereafter, the Reform) enacted on December 20th 2013, and the Secondary Laws adopted on August 11th 2014, marked a milestone in the history and the development of the Mexican energy sector.

These major changes were unexpected considering that multiple sectorial reforms pursued since the 1990s had systemically failed to address the structural problems which had been mounting over the years.

The US Oil Embargo on Iran: A New Oil Shock?

Date de publication
17 October 2018
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The 14 July 2015 Vienna agreement on Iran’s nuclear activities (Joint Comprehensive Plan of Action – JCPoA) was a game changer on the geopolitics in the Middle East and for the oil market. The oil sanctions were lifted and Iran increased significantly its production and exports. On 8 May 2018, President Trump announced that the United Stated (US) would withdraw from the agreement. Financial sanctions were reintroduced. From 5 November 2018 onwards, further sanctions will be re-imposed more specifically on petroleum related transactions, including the purchase of petroleum, petroleum products and petrochemical products. What could be the impact of this new embargo? Is there a risk of a new oil supply and price shock?

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The Next Wave of Global LNG Investment Is Coming

Date de publication
16 October 2018
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With an annual growth of 10% in 2017 to 290 million tons (Mt) and 8.3% in the first half of 2018,​ Liquified Natural Gas (LNG) demand is rising faster than expected. Accounting for 44% of global demand growth in 2017, China is the main driver of the growth as the government has made natural gas a key policy choice to reduce air pollution and restructure its high-carbon energy mix. 

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Japan’s Hydrogen Strategy and Its Economic and Geopolitical Implications

Date de publication
08 October 2018
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With the Basic Hydrogen Strategy (hereafter, the Strategy) released on December 26, 2017, Japan reiterated its commitment to pioneer the world’s first “Hydrogen Society”. The Strategy primarily aims to achieve the cost parity of hydrogen with competing fuels, such as gasoline in transport and Liquified Natural Gas (LNG) in power generation. 

Xi Jinping’s Institutional Reforms: Environment over Energy?

Date de publication
02 October 2018
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During its two sessions (lianghui) in March 2018, the National People’s Congress (NPC) announced China’s most important institutional reforms in the last 30 years. These changes occurred right after Xi Jinping consolidated his power and at a time when stakeholders working in the energy field were expecting more clarity on policy orientations. 

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Romania: a key player in the Energy Union for the security of natural gas supply?

Date de publication
01 August 2018
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In 2015, Maroš Šefcovic, Vice President of the European Commission for Energy Union, was writing about Romania as being «at a crossroads - both in strategic and physical terms.

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Decarbonizing Germany’s Power Sector: Ending Coal with a Carbon Floor Price?

Date de publication
14 December 2017
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Germany has a long tradition of climate policy programmes with ambitious greenhouse gas emission reduction targets and comprehensive climate and energy policy packages.

This target-driven policy approach is, however, increasingly facing challenges due to the lack of progress on greenhouse gas emission reductions in key sectors, i.e. the power, the transport and the building sector. 

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Electricity storage in a redesigned market

Date de publication
20 March 2017
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Storage technologies have the potential to significantly support the EU’s electricity system, bringing a number of flexibility services. There are numerous electric energy storage (EES) technologies, tackling different magnitudes in terms of quantity of energy, ramp-up time, duration of discharge, costs, and lifetime. 

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Related centers and programs
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Climate & Energy
Center for Energy & Climate
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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.

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