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21. The Scramble for the Eastern Mediterranean: Energy and Geopolitics

Author:
Valeria Talbot
Publication Date:
08-2021
Content Type:
Working Paper
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
Over the past few years, the Eastern Mediterranean has become a major hotspot for both natural gas and geopolitical competition. Natural gas discoveries in the last decade have attracted growing interest from regional countries and beyond. However, recent escalations in tensions and outright confrontations suggest that competition goes beyond the scramble for energy. Indeed, natural gas is just one of the factors that contribute to shaping security and geopolitical dynamics in the Eastern Mediterranean, which has emerged as a crucial strategic area in the broader Mediterranean and the Middle East. Moving from the analysis of these interconnected factors, this Report examines the strategy and the plethora of interests of regional and international players, as well as the interplay between cooperative and competitive dynamics in the region. What are the geopolitical, security, and energy interests of the countries involved? What are the implications on the regional security context of the moves and policies of regional and international powers?
Topic:
Natural Resources, Geopolitics, Gas, Strategic Competition, and Energy
Political Geography:
Middle East and Mediterranean

22. "Picture a Pasture Open to All:" Recognizing Community Conserved Areas and Territories in Morocco

Author:
Leah Mesnildrey
Publication Date:
05-2021
Content Type:
Journal Article
Journal:
Journal of Public and International Affairs (JPIA)
Institution:
School of Public and International Affairs (SPIA), Princeton University
Abstract:
Since the Fifth World Parks Congress in Durban (2003) and the Seventh COP on Biological Diversity in Kuala Lumpur (2004), the definition of protected areas has evolved. Now, the definition incorporates principles of participation and inclusion, as well as traditional and local knowledge. This newfound recognition on the international scene shed light on the role of non-state actors, including indigenous peoples and local communities, as guarantors of conservation, and marked a decisive turning point in the evolution of international policies on this issue. Despite the growing awareness of the importance of biodiversity conservation and the role played by local communities to this end, national legislation and policies in Morocco do not yet give due recognition to areas conserved by local communities. Developed around the case study of a traditional natural resource management regime—the agdal—practiced by communities of the Moroccan Atlas, this piece highlights the extent to which traditional modes of managing common-pool resources (CPR) are compatible with a government’s strategy to decentralize natural resource management. Despite the benefits that community conserved areas and territories represent for maintaining ecosystems, traditions, and livelihoods, as well as their advantages in terms of decentralization, these practices are under threat due to a lack of policies and programs directly supporting or recognizing communities' agency over local natural resources.
Topic:
Environment, Natural Resources, International Development, Indigenous, and Biodiversity
Political Geography:
Middle East, North Africa, and Morocco

23. Saudi-Russia oil war is a game theory masterstroke

Author:
Antoine Halff
Publication Date:
03-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On the face of it, the idea of Saudi Arabia and Russia starting an oil price war in the middle of a global pandemic is as dumb as it gets. From a game theory perspective, it is a masterstroke. Analysts have called the breakdown of Opec+ and the lifting of the supply cuts that kept the oil market balanced in the last two years anything from a spectacular blunder to collective suicide. A new model of the oil market led by the inventors of mean-field game theory, Fields Medal laureate Pierre-Louis Lions and Jean Michel Lasry, suggests otherwise.
Topic:
Energy Policy, Oil, Natural Resources, and Strategic Competition
Political Geography:
Russia, Europe, Middle East, and Saudi Arabia

24. A Saudi-U.S.-Russia Oil Deal Is Not a Good Idea

Author:
Christof Ruhl
Publication Date:
04-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Oil markets are sending confusing signals at a time when more confusion is the last thing anyone needs. When Russia walked out on OPEC+ rather than contribute to more output cuts, Saudi Arabia turned on the crude taps. Whatever Riyadh’s intention, this “price war” was quickly made meaningless by the impact of the new coronavirus on global oil demand. The price collapse has been beyond anything anyone could have imagined. Now, storage room for crude is becoming scarce. Analysts warn darkly that plunging prices may threaten global economic stability. Equities follow the oil price news. Everyone seems to agree that prices should stop falling; and yet no one seems to argue that a very low oil price is exactly what the world’s economy needs to recover. The combination of price war and pandemic is also creating strange bedfellows. Some American shale producers are advocating that their country blocks Saudi oil imports, others want to talk to OPEC. President Donald Trump’s government has expressed an interest in cooperating on global oil supplies with Saudi Arabia and Russia; it’s nudging OPEC+ to reconvene, or an even wider group of producers to meet. Could we be witnessing the emergence of an unholy alliance of Saudi Arabia, Russia and the U.S., to “manage volatility,” and incidentally shore up the price of oil?
Topic:
Energy Policy, International Trade and Finance, Oil, and Natural Resources
Political Geography:
Russia, Europe, Middle East, Saudi Arabia, North America, and United States of America

25. 5 Reasons Why a Global Agreement to Prop Up Oil Prices Won’t Work

Author:
Jason Bordoff
Publication Date:
04-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In April 1986, U.S. Vice President George H.W. Bush traveled to Saudi Arabia with a request for King Fahd, the country’s ruler at the time: Please raise the price of oil. After falling around 60 percent over the course of a few months, cheap oil was becoming a “two-edged sword for America,” Bush explained. Consumers might enjoy low prices at the gas pump, but evaporating revenues for U.S. oil producers undermined America’s own oil supply, and thus its national security. That was the last time the White House publicly sought more expensive oil—until now. U.S. President Donald Trump has been pushing Saudi Arabia and Russia to cut output in the hopes that less crude on the market will raise oil prices, which have fallen by two-thirds since the start of the year. A low oil price threatens an already teetering U.S. shale oil sector with a wave of bankruptcies and job losses. All eyes are therefore on OPEC and its allies, which will meet by videoconference on Thursday to discuss the way forward—followed by an emergency meeting of G-20 energy ministers on Friday, where the United States will be represented as well. It was at the last meeting of OPEC and key non-OPEC producers in Vienna on March 6 that Russia refused to go along with a Saudi proposal for deeper production cuts. The subsequent surge in Saudi supply set off a vicious price war that has seen the price of oil briefly fall below $20 a barrel.
Topic:
Energy Policy, Oil, Regional Cooperation, Natural Resources, and OPEC
Political Geography:
Middle East and Persian Gulf

26. Under a Cloud: The Future of Middle East Gas Demand

Author:
Robin Mills
Publication Date:
04-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
During the early years of the 21st century, the Middle East emerged as a fast-growing center not just of natural gas production and exports but also of demand. Including Egypt, total growth in annual demand from 2000 to 2017 was greater than any region except Asia, a feat more surprising when considering the region’s relatively small population and economy. That’s about to change, however. After two decades of rapid expansion of natural gas consumption in the Middle East, growth should drop through 2035 due to four factors: improved efficiency, higher gas prices, slower economic growth, and alternative generation. Demand growth was driven by low, subsidized gas prices intended to spur economic growth, encourage energy-intensive industrialization, and share some benefits with the local population. But budget deficits and unsustainably rising domestic energy consumption have encouraged regional governments to cut subsidies and introduce efficiency policies, particularly since the fall in oil prices in late 2014. Industrial demand growth is also poised to fall as the Middle East’s key competitive advantage was its low energy and feedstock cost. The analysis undertaken in this paper to project future gas demand in the Middle East yields significantly lower estimates than forecasts by a number of international bodies (IEA, GECF, BP, ExxonMobil), especially post-2030.
Topic:
Energy Policy, Natural Resources, Gas, and Trade
Political Geography:
Middle East

27. The 2020 Oil Crash’s Unlikely Winner: Saudi Arabia

Author:
Jason Bordoff
Publication Date:
05-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
With 4 billion people around the world under lockdown as the coronavirus pandemic grows, demand for gasoline, jet fuel, and other petroleum products is in freefall, as are oil prices. The price of a barrel of crude has been so low in the United States that sellers recently had to pay people to take it off their hands. As a result, oil-dependent economies are reeling. In the United States, the largest oil producer in the world, the number of rigs drilling for oil has plummeted 50 percent in just two months, almost 40 percent of oil and gas producers could be insolvent within the year, and 220,000 oil workers are projected to lose their jobs. Around the world, petrostates from Nigeria to Iraq to Kazakhstan are struggling and their currencies tanking. Some, like Venezuela, face an economic and social abyss. While 2020 will be remembered as a year of carnage for oil nations, however, at least one will most likely emerge from the pandemic stronger, both economically and geopolitically: Saudi Arabia.
Topic:
Energy Policy, Oil, Natural Resources, and Gas
Political Geography:
Middle East, Saudi Arabia, and Gulf Nations

28. Reviving the Dying Giant: Addressing the Political Causes of Water Shortage in the Zayandeh Rud River, Iran

Author:
Ali Yousefi, Christian Knieper, and Claudia Pahl-Wostl
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
The Zayandeh Rud, one of the main rivers in Iran, suffers from severe water scarcity caused by competition among different water users. Overcoming the dominance of supply-oriented water management, strengthening transparency and more collaborative governance would help address the water crisis.
Topic:
Politics, Natural Resources, and Water
Political Geography:
Iran and Middle East

29. The Lebanese Crisis and the Mirage of Natural Gas

Author:
Benedetta Brossa
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Istituto Affari Internazionali
Abstract:
Lebanon is teetering on the brink of collapse as mounting economic, political and geopolitical pressures put unprecedented stress on the country’s institutional – and deeply sectarianised – setup. In October 2019, when large scale anti-establishment protests erupted across the country, what has been described as the Lebanese “Ponzi scheme”,[1] a shady mechanism through which the country was able to attract continuous injections of foreign currency to sustain Lebanon’s financial system with artificially inflated interest rates, came to a breaking point. The value of the Lebanese lira dropped significantly, as have socio-economic conditions for large parts of the population. Then came the massive explosion in Beirut, the latest, severe blow to the country’s economy, already suffering from a dysfunctional political apparatus, the recent default on the state’s debt in March 2020 and the COVID-19 pandemic. The tragic explosion reignited popular anger. Lebanese citizens renovated their grievances against the pervasive corruption and sectarianism that has dominated Lebanon’s confessional system, leading the country to the brink of bankruptcy.
Topic:
Natural Resources, Gas, Economy, and Domestic Policy
Political Geography:
Middle East, Lebanon, and Mediterranean

30. The Creeping Threat of Climate Change

Author:
Mirette F. Mabrouk, Abla Abdel Latif, and Sarah El-Battouty
Publication Date:
12-2020
Content Type:
Video
Institution:
Middle East Institute (MEI)
Abstract:
Climate change is slowly stamping an imprint on Egypt’s environment, culture, and economy. The most obvious of these challenges is the rising scarcity of water. Egypt is already one of the world’s most water scarce countries; while the UN assesses water scarcity at 1,000 cm3 per person annually, Egypt has less than 560 cm3 per person. Rapid population growth, urbanization, desertification, and unpredictable weather patterns are all taking an unrelenting toll on the country’s strained water resources, while fear is climbing over loss of water from the Nile if the Great Ethiopian Renaissance Dam holds back water during droughts. Just as worrisome is rising heat. This threatens health, water supplies and, in a country where over 30 percent of the labour force is directly involved in agriculture, Egypt’s harvests. While there has been much work done on water conservation, climate change mitigation policy is unclear. Much of the action is handled by the private sector which is not always invested in the strictest environmental standards. Is it possible to tackle the oncoming threat while balancing mitigation with the need for development?
Topic:
Climate Change, Environment, Natural Resources, Water, Culture, and Economy
Political Geography:
Middle East and Egypt