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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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semiconductor industry concept
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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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Status of Global Coal Markets and Major Demand Trends in Key Regions

Date de publication
27 June 2019
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For the second consecutive year, the coal sector registered good results in 2018. Global coal demand continues to increase (+0.7% in 2018), reversing the trend observed in 2015-16. Coal accounted for 26% of global primary energy consumption, maintaining its position as the second-largest energy source after crude oil, and the first for electricity generation with 38% of global power generation.

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Carbon Capture, Storage and Utilization to the Rescue of Coal? Global Perspectives and Focus on China and the United States

Date de publication
04 June 2019
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In most of the pathways that limit global warming to 1.5°C, capture of CO2 from fossil-fuel or biomass-based installations and its long-term geological storage (carbon capture and storage - CCS and bio-energy with carbon capture and storage - BECCS) plays a crucial role.

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Sustaining Multilateralism in a Multipolar World. What France and Germany Can Do to Preserve the Multilateral Order

Date de publication
03 June 2019
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While international multilateralism is under strain, it is vital for France and Germany to defend it, since it is the most appropriate system for preserving their interests – particularly in terms of welfare, security, prosperity and environmental protection. Against this backdrop, three political fields offer opportunities for joint initiatives: trade, conventional arms control and climate change.

Claire DEMESMAY, Director of Institut français de Bonn Barbara KUNZ
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Biogas and Biomethane in Europe: Denmark, Germany, Italy lead

13 May 2019
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Over and again, legislators worldwide are confronting the same question: which technologies do we subsidise and support, when, by how much, and for how long. Get it right and those costs will reduce and should disappear once scale is reached. Solar and wind are on their way to proving that. What about biofuels? 

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EU challenges Asian dominance of battery cell manufacturing

10 May 2019
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Carole Mathieu of the French Institute of International Relations explains some of the developments between the EU battery manufacturing and automaker industries and how they impact on the region's contributions towards the global energy storage market.

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Strategic Dimensions of the Energy Transition: Challenges and Responses for France, Germany and the European Union

Date de publication
29 April 2019
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The low-carbon energy transition in France, the European Union (EU) and the world is today taking place unevenly and too slowly to preserve the climate and biodiversity. CO2 emissions are continuing to rise, while governments’ commitments are insufficient: in the long-term, the world is set to see temperatures increase by +3°C. Efforts to fund adaptation measures still need to be strengthened considerably.

Russia-Ukraine Gas Relations: The Mother of All Crises or a New Start to 2030?

Date de publication
19 April 2019
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Ten years after the January 2009 gas crisis, Russian-Ukrainian gas relations are at another turning point: the then concluded contracts are terminating on 31 December 2019. While trilateral talks brokered by the European Commission (EC) have started in July 2018, the real negotiations about the future of this relationship can be expected to start no earlier than in December, that is in the midst of the winter and a second to midnight. Crucial months lie ahead.

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Biogas and Biomethane in Europe: Lessons from Denmark, Germany and Italy

Date de publication
11 April 2019
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At a time when the European Union (EU) is discussing its long-term climate strategy and drafting new legislation to foster the decarbonization of its gas sector, a close look at the experience of Denmark, Germany and Italy with renewable gas production can provide valuable lessons. 

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2019-2029: The World in 10 Years

Date de publication
29 March 2019
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The last four decades have witnessed the profound transformation of the very foundations of the international system: the globalization of trade, technical revolutions, the upheaval of the hierarchy of powers, the emergence of China, the explosion of the Middle-East, the mutation of conflicts and threats, climate concerns, etc.

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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

Marc-Antoine Eyl-Mazzega on Global Energy, Valdai Discussion Club

14 March 2019
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Marc-Antoine Eyl-Mazzega, director of Ifri’s Centre for Energy, discusses various issues related to the energy market, from the strategic move of Russia towards Saudi Arabia and the role of the United States to the recent prices collapses and gas crises.

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Shaping the Global Governance of Renewables: A Comparative Institutional Analysis

Date de publication
11 March 2019
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Over the past decade, facilitating the widespread deployment of renewable energy sources (RES) and enabling their integration within the energy systems has become a central priority for various international organizations (IO) and initiatives. 

Amélie LOUGSAMI
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The US-EU Rivalry for Data Protection: Energy Sector Implications

Date de publication
22 February 2019
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The General Data Protection Regulation and the energy sector

The energy sector is undergoing a ‘digital revolution’, whereby information and communication technologies (ICTs) are increasingly deployed throughout energy infrastructure, leading to the growing digitization of production, storage and consumption processes. With potentially hundreds of millions of smart meters to be installed in the European Union (EU) and the United States (US) in the coming years, ICTs make it possible to collect and analyze large amounts of complex data to optimize the whole energy system, while providing consumers with a number of customized services. Firms in the energy sector are gradually turning into massive data collectors. As a result, the energy industry is one of the sectors that has been most impacted by the requirements outlined in the EU’s new General Data Protection Regulation (GDPR), launched in May 2018. The GDPR contains a number of strict and far-reaching requirements for firms that process EU citizens’ data. The regulation is explicit that these cover not only EU-based firms, but any company anywhere in the world that processes the data of EU citizens or residents. As a result, the extra-territorial reach of the GDPR is considerable. Since the EU is the first trading partner of the US, many American firms will have to abide by the new rules set out in the GDPR.
Arnault BARICHELLA
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Going Green: Are Chinese Cities Planting the Seeds for Sustainable Energy Systems?

Date de publication
14 February 2019
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The Global Climate Action Summit held in September 2018 in California has highlighted the importance of cities for promoting clean energy solutions and for combatting climate change. While energy policies in most countries depend primarily on national governments, cities have the possibility to develop and implement innovative solutions and ambitious policies. Chinese cities should be at the core of these developments, as they are confronted with many energy and climate challenges, often at an unprecedented scale: notably air quality, traffic congestion, energy security and massive consumption of building materials. For instance, outdoor air pollution in China has reportedly caused 1 million premature deaths in 2016, and in 2014 only 8 out of 74 Chinese cities would meet the national standards in terms of air quality.

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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. 

Deep Seabed Mining of Critical Metals: Strategic and Governance Challenges

Date de publication
18 December 2018
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Interest in deep seabed mining is growing due to the increasing in global demand for metals and recent technological progress. Critical metals are used in low carbon energy technologies, as well as in the mobility, electronics and the defense industries. Metals become strategic when they are essential to the economy of a state, its defense and energy sector and when their supply presents high risks. Uneven distribution of resources and differences in cost of production have led to a market characterized by oligopolies (China for rare earth elements, or the Democratic Republic of Congo for cobalt). As the remaining onshore resources of critical metals appear complex and costly to exploit, attention has been shifting to deep sea resources. 

Cécile PELAUDEIX
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The need for a strategic recycling approach to take up the challenge of critical metals

Date de publication
10 December 2018
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In September 2010, China stopped all exports of rare earths and associated products to Japan, depriving Japan’s industry of essential raw materials. This decision highlighted the tensions around the trade of critical materials and China’s monopoly on a group of particular metals. Western countries had already taken some initiatives so as to reduce, or at least to analyse their vulnerabilities in the segment of critical materials. 

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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.

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Oil rent and Corruption : the case of Nigeria

Date de publication
30 November 2018
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This study analyses the various mechanisms that explain the leakage of the main source wealth in Nigeria at all levels of the production and commercialization of oil and gas, from the wellheads, with the bunkering of pipelines, up to the export of crude oil and the import of refined products, including through capital flight to tax havens. 

Marc-Antoine PEROUSE DE MONTCLOS
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Total CEO Steps Into Eye of Saudi Storm as Other Bosses Balk

24 October 2018
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Total SA boss Patrick Pouyanne proved once again that he’ll go where other business leaders fear to tread. The storm in Saudi Arabia caused by the killing of dissident journalist Jamal Khashoggi was too much for the chief executive officers of Siemens AG and BlackRock Inc., who pulled out of an investment conference in Riyadh this week. But the head of France’s oil giant didn’t just show up, he maintained a high profile.

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Challenge of Making Smart Cities in India

Date de publication
24 October 2016
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The Indian government has launched the Smart Cities Mission in June 2015 with the aim of providing a better quality of life to the citizens in 100 cities of the country. This paper describes the main features of the Mission and attempts to explain the challenges in the way forward.

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The Last-ditch Attempt to Build the Energy Union

Date de publication
07 April 2016
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Nearly one year after the presentation of the Energy Union project, while 2016 promises to be a critical year for its implementation, what is the status of this flagship project of the Juncker Commission?

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Shifting Political Economy of Russian Oil and Gas

Date de publication
01 March 2016
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Dramatic changes in the Russian energy strategy and energy-based political alliances are to be expected due to the evolution of the domestic oil and gas market resulting from the economic crisis and sanctions linked to the annexation of Crimea.

Exploring the strengths and weaknesses of European innovation capacity within the Strategic Energy Technologies (SET) Plan

Date de publication
11 December 2015
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The purpose of this policy report is to explore the strengths and weaknesses of European innovation capacity within the Strategic Energy Technologies (SET) Plan Integrated Roadmap.

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Innovation: a New Mode of Climate Action

Date de publication
11 December 2015
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A range of announcements of energy and climate coalitions have been made during COP21. Beyond their important diplomatic objectives, these new forms of coalitions bring scientists and industry leaders towards new long term visions of energy consumption modes.

Climate Action beyond COP21 - Conference Brief

Date de publication
12 November 2015
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On November 4th 2015, the Ifri Center for Energy held an international conference on the future of Climate Action beyond the COP21. The conference brought together key experts to outline reasonable expectations for the Paris Climate Summit, in terms of binding commitments from the parties and, more broadly, in terms of the profound transformation that an agreement could trigger.

There Will Be Gas: Gazprom’s Transport Strategy in Europe

Date de publication
30 October 2015
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The key role of Ukraine in the transportation of Russian gas and the underground gas storage facilities are a legacy of the Soviet era. From the mid-1990s onwards, Gazprom has repeatedly tried to control gas transit through Ukraine and other infrastructures from the Soviet era without success. 

Water and Energy in the GCC: Securing Scarce Water in Oil-Rich Countries

Date de publication
08 September 2015
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Water scarcity in the Gulf Cooperation Council (GCC) states has traditionally been addressed by finding new ways of producing water. The high costs of desalinated water production are borne by the State through subsidies. As this trend is not environmentally or economically sustainable, new strategies are now giving priority to cost recovery and efficient resource management.

Laura PARMIGIANI

Demand Response in Europe’s Electricity Sector: Market barriers and outstanding issues

Date de publication
22 April 2015
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In October 2014, Europe’s drive for sustainability has been further continued with the set objectives for 2030, aiming for 40% emission reduction compared to 1990 levels and at least a 27% share of renewable energy sources. For the longer term, the European Commission (EC) targets a zero CO2 emitting electricity sector in 2050. Those objectives for the electricity sector have a large impact on the expected development of electricity generation, but also on the evolution of demand. To meet those objectives, a larger share of electricity supply will come from intermittent sources like wind turbines and solar panels.

Cherrelle EID

Road to Paris: What Would Be a Successful Outcome for COP21?

Date de publication
09 April 2015
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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.

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Ifri, a foundation recognized as being of public utility, relies largely on private donors – companies and individuals – to guarantee its sustainability and intellectual independence. Through their funding, donors help maintain the Institute's position among the world's leading think tanks. By benefiting from an internationally recognized network and expertise, donors refine their understanding of geopolitical risk and its consequences on global politics and the economy. In 2026, Ifri partners with over 90 French and international companies and organizations.

Presentation of Ramses 2026, Ifri, Paris
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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