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
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.
Germany’s Strategy on Climate Foreign Policy: Balancing Sustainable Development and Energy Security
With the war in Ukraine, Germany’s “traffic light” coalition government has had to adapt its climate policy to the upheavals caused by this war, which has turned its economic, energy, and military model upside down. Against a backdrop of high energy costs and increasing calls for reshoring in Europe, German industry is looking at how to maintain its competitiveness while decarbonizing its industry.
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.
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.
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.
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.
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”.
Raising the Costs to President Putin
-by building dissonance within. Some like to remember fondly the call by Ronald Reagan for Gorbachev “to tear down this wall”. The United States “Won the Cold War” said George Bush Senior in his State of the Union Address. We need to step back and recognize with some humility that the Soviet Union fell largely of its own weight rather than as a result of external pressure. Again today Russia is economically weak. It has become an exporter of raw materials, its industrial sector is weak, and its revenues are already falling. Conditions now offer the opportunity to aggravate Russia’s economic frailty – let’s focus on that.
Middle East Oil and Gas Producers: Soon to Be Back in the Lead?
The World Energy Outlook 2013 published by the IEA confirms that despite the rise of unconventional fuels in particular in the US, Middle East will by the mid-2020s retake its place as the world major oil and gas supplier, providing most of the increase in global supplies. Well, there are some big ifs.
Ukraine: Is Europe Ready for Another Gas Cut?
The turmoil in Ukraine is now putting one question on everyone mouth: what if Russian gas transiting through Ukraine was cut once again? Today, Ukrainian gas pipelines still carry around 60% of the Russian gas intended for the European Union; i.e. around 16% of the EU final gas consumption.
Reading Rouhani Right
Poll numbers are the life blood of politics these days. Anything expressed in digits has a claim to truth that assertions without digits cannot make. They inspire confidence - especially among those aspiring to public office - that they actually understand what public sentiment is. If you lived between nuclear-armed Israel and Pakistan and had as many world class enemies as Iran has accumulated - would you give up your pursuit of a nuclear weapon?
The Impact of the Development of Shale Gas in the United States on Europa's Petrochemical Industries
The shale gas revolution has led to strong falls in energy prices, reducing significantly the raw material costs of the US petrochemical industry. Between 2008 and 2012, US gas prices fell by two thirds.
The Vegetation Programme
Under human pressure, many changes are taking place in the resources and the environment of Earth. An increasing global population fuels the need for food, natural resources and land. Consequently, the need for maintaining a capacity to observe and understand the Earth system and the biophysical processes has become a key element for the sustainable management of the planet’s natural resources. The SPOT-Vegetation instruments have significantly contributed to reach this goal.
Dynamics and drivers of shale gas development in three European countries: can a European policy be imagined?
The European Commission introduced in its Work Programme 2013 an action regarding “Environmental climate and energy assessment framework to enable safe and secure unconventional hydrocarbon extraction”.
Year 2 of Germany's Energy Transition
After a decade characterised by the take-off of renewable energies, Germany decided in 2010 to make them the top priority. At the same time, it decided to make exemplary efforts in terms of energy efficiency and the reduction of greenhouse gases. The audacious nature of this policy was strengthened by the “turn” taken in 2011 to give up nuclear energy in the wake of the Fukushima accident.
How is Russia Adapting to a Threatening New Energy World?
The US shale gas revolution has shaken global gas markets. The US is on the eve of becoming self-sufficient in natural gas (and oil), thanks to the massive discoveries of unconventional resources on their territory, while being able to export part of their production. These developments have been closely watched by traditional oil and gas producers.
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