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
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.
War and energy transitions: medium and long-term consequences
In a world already threatened by climate change, wars bring an additional component of instability. How do armed conflicts impact the energy transition, and what can be done about this? Learn more from the discussion featuring Marc-Antoine Eyl-Mazzega, Director of Ifri’s Center for Energy & Climate, moderated by Tatiana Mitrova, NEAH Founder and Director.
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.
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.
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.
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.
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.
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.
Belgium's creaky nuclear reactors raise risk of winter power outages
Belgium is slowly phasing out its aging nuclear energy infrastructure. But looming winter weather, limited renewable options and a poorly connected electricity network have left the country at risk of blackouts.
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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Related centers and programs
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.