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1. Southeast Asia’s Renewable Energy Ambition: The Case of Vietnam

Author:
Margareth Sembiring
Publication Date:
02-2025
Content Type:
Working Paper
Institution:
Centre for Non-Traditional Security Studies, S. Rajaratnam School of International Studies
Abstract:
Southeast Asia has made remarkable progress in expanding renewable energy sources. Facilitated by the various national policies that are in place to encourage their development, the share of renewable energy sources in the region’s installed capacity has increased significantly, rising from around 20 percent to 33 percent in the last twenty years, and is expected to surpass the regional 35 percent target by 2025. While the regional figures look promising, individual countries differ in terms of speed, scale, and the choice of renewable energy technologies developed. Vietnam is a forerunner of renewable energy expansion in Southeast Asia. Significant investments have been made in utility-scale solar and wind power projects since mid-2010s, particularly in provinces with high renewable energy potential such as Ninh Thuan, Binh Thuan, Bac Lieu and Quang Tri. The country added 1,718 Megawatt (MW) of hydropower and 3,405MW of wind power between 2020 and 2022, which accounted for around half of additional hydropower capacity and all of additional wind power capacity in Southeast Asia during that period. Similarly, the country’s solar power development made up approximately 70 percent of additional solar power capacity in Southeast Asia between 2013 and 2022.
Topic:
Climate Change, Energy Policy, Investment, and Renewable Energy
Political Geography:
Vietnam and Southeast Asia

2. Geothermal Energy and U.S. Competitive Advantage: Drill, Baby, Drill

Author:
Robert W. Sweeney and Noah Gordon
Publication Date:
03-2025
Content Type:
Working Paper
Institution:
Carnegie Endowment for International Peace
Abstract:
The United States and the rest of the world sit at the intersection of potentially destabilizing trends. Great power competition, climate change, intensifying geopolitical uncertainty, the economy’s potential deglobalization, and the potential massive increase in energy demands arising from artificial intelligence (AI) are creating challenges for U.S. national energy policy. A foremost concern is the vulnerability of energy supply chains to interference from or control by a hostile power. In this dynamic context, U.S. energy policy has evolved significantly in terms of markets, supplies, regulation, and legislation. The country’s success in using fracking technology and exploiting abundant shale reserves have made it the world’s largest producer of hydrocarbons and a major exporter, especially of natural gas.1 Further, as national and international concerns about climate change have grown, U.S. energy policy has become more aligned with transitioning to renewable sources. So far, the focus of clean energy additions has been on wind, solar, and nuclear power. Beginning in the mid-2000s, the United States issued legislation and policies raising renewable energy to the level of industrial policy. Among those were the Energy Policy Act (2005), the American Recovery and Reinvestment Act (2009), the Infrastructure Investment and Jobs Act (IIJA) (2021), the CHIPS and Science Act (2022), and the Inflation Reduction Act (IRA) (2022). However, geothermal energy—which uses the heat of the earth’s crust for power—has been largely left out of U.S. industrial policy. This is despite the facts that utilizing this source of renewable energy requires some of the same technologies that have made the United States the world’s top oil and gas producer and that geothermal has the potential to provide clean, dispatchable power that does not rely on weather conditions. With U.S. clean firm power demand expected to increase by approximately 700–900 gigawatts by 2050,2 the United States needs to dramatically increase capacity while reducing or eliminating net carbon output and insulating its energy supply from dependence on international supply chains. The question for the country now is: how should public and private resources be directed to provide the United States with an energy system optimized for the current national and international environment? This paper argues that recent advances in geothermal power have made it the technology with superior characteristics for future U.S. energy system development. With its comparative advantages, geothermal power merits an urgent, intense, and dedicated reorientation of U.S. industrial policy, legislation, and resources.
Topic:
Development, Energy Policy, Science and Technology, and Geothermal Power
Political Geography:
North America and United States of America

3. Effective US Energy Policy Could Strengthen International Security

Author:
Brigham McCown
Publication Date:
03-2024
Content Type:
Special Report
Institution:
Hudson Institute
Abstract:
America faces significant geopolitical risk across multiple theaters of operation. With the post–Cold War peace dividend depleted, today’s multipolar political alignment reflects an instability not seen in nearly 100 years. Russia, Iran, and China are directly challenging the American-led world order. Their goal is clear, and the United States cannot allow them to prevail. While Russia’s disregard for the rule of law and internationally established boundaries preoccupies the near term, an emerging great power competition between the West and China looms over Washington’s mid- to long-term foreign policy priorities. Additionally, Iran’s malign influence has led to a resurgence of violence and instability in the Middle East. Closer to home, socialist and anti-democratic governments in the Western Hemisphere are again wooing voters with the failed and discredited policies of yesteryear. As a new geopolitical status quo emerges, the United States will need a secure source of energy. Energy security can be defined as a country’s ability to ensure the uninterrupted availability of reliable and affordable energy sources. It encompasses the stable supply of energy resources, the resilience of energy infrastructure, and a country’s ability to meet its current and future energy demands while also dealing with emergencies, natural disasters, and geopolitical tensions that could disrupt supply. A responsible energy mix promotes national and economic security while providing a realistic pathway to reduce greenhouse gas emissions. This will include hydrocarbons, renewables, nuclear, and lower-emitting energy sources such as geothermal, hydroelectric, and biofuels. However, the glue that binds any stable energy transition is a key bridge fuel: natural gas. Liquified natural gas (LNG) is critical to meet global energy demand and reduce emissions while promoting American energy security and economic stability worldwide. Yet, the Biden administration recently announced plans to restrict US natural gas exports, directly affecting America’s key allies. In this environment, lawmakers should reflect upon their previous missteps before implementing energy policies that will make the regulatory environment more unstable and unpredictable. Lessons from the Past and Present During World War II, President Franklin Delano Roosevelt’s drive to build an arsenal of democracy required American energy resources. The US supplied 85 percent of the oil and gas the Allies used,1 including 90 percent of aviation fuel by 1944.2 Ever since then, energy security has been necessary for creating and maintaining peace. Recent events have brought the relationship between energy, economics, and national security back into acute focus. Last year marked the fiftieth anniversary of the Arab Oil Embargo, a reminder of the shortsighted energy policies that gave away America’s energy independence and made the US reliant on Middle Eastern oil for decades. The anniversary coincided with Europe’s struggle to sustain itself following the removal of Russian oil and gas from the market.3 That struggle is not over,4 and the collapse of certain European industrial sectors is ongoing as the continent’s energy prices remain elevated (see figure 1). Drawing on these lessons from history and recent events, below are four principles to guide the future of American energy policy.
Topic:
Energy Policy, National Security, International Security, and Natural Gas
Political Geography:
North America and United States of America

4. The Impact of Climate and Geopolitical Changes on Russia’s Energy Policies in The Arctic Region

Author:
Ferdi Güçyetmez and Sina Kısacık
Publication Date:
06-2024
Content Type:
Journal Article
Journal:
Novus Orbis: Journal of Politics & International Relations
Institution:
Department of International Relations, Karadeniz Technical University
Abstract:
After the Industrial Revolution, the energy resources under the polar ice sheets became even more important for becoming a global power. Providing the security of this energy, as well as its utilisation, is a very challenging process for countries. However, a new challenge has recently been added to these challenges: The Climate Crisis. In the new global system, new Arctic-centred policies must cover three important issues: Climate, security and energy. Russia has the longest border in the Arctic Circle. Russia’s challenge in the Arctic is not only to extract energy but also to protect it and deliver it safely to ports. Therefore, Russia needs to formulate security policies without ignoring geopolitics and climate, which are of vital importance for its national borders. In this study, Russia’s new energy security will be analysed by considering the effects of climate and geopolitics changes on the Arctic region. The focus will be on valuable minerals and energy transportation from the Arctic region. The research question is: How is Russia adapting its energy security policies in the Arctic region in response to the dual challenges of climate change and geopolitical security, focusing on the extraction and transportation of precious minerals and energy resources?
Topic:
Climate Change, Energy Policy, and Geopolitics
Political Geography:
Russia and Arctic

5. Economic Performance in US Fossil Fuel Communities

Author:
Noah Kaufman, Ariane Desrosiers, and Sarah Doctor
Publication Date:
12-2024
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Rapidly reducing greenhouse gas emissions from fossil fuels to address the severe threats of climate change requires economic transformations that pose challenges for regions heavily dependent on coal, oil, natural gas, or other carbon-intensive industries. The United States is the world’s largest producer of oil and natural gas and the fourth-largest producer of coal, and communities across the country depend heavily on fossil fuel industries for jobs, investments, and public revenues that fund schools and other critical services. These communities will need considerable support to successfully navigate a global transition away from fossil fuels, and a better understanding of their local economies will help policymakers design and implement pragmatic support. However, scant evidence exists for such use today. This report, part of the Resilient Energy Economies initiative co-led by the Center on Global Energy Policy at Columbia University SIPA, uses a novel dataset and case studies to establish a baseline of local economic performance in fossil fuel–dependent communities between 2004 and 2019. This period captures the peak and first decade of decline of the US coal industry as well as the shale revolution that boosted US oil and gas production.
Topic:
Climate Change, Energy Policy, Finance, Fossil Fuels, and Carbon Emissions
Political Geography:
North America and United States of America

6. UK-EU climate and energy relations

Author:
Camilla Born and Joël Reland
Publication Date:
09-2024
Content Type:
Special Report
Institution:
UK in a Changing Europe, King's College London
Abstract:
As the new UK government sets out its plans for a ‘reset’ of EU relations, plenty of attention has been paid to the security and trade aspects of the bilateral relationship. Much less discussed has been the issue of climate and energy cooperation. But, as this report sets out, these policies are inextricably linked to issues of security and trade. What’s more, there is an unusually high degree of potential to deepen UK-EU cooperation on climate and energy. The European Commission actively wants a closer partnership, and there is plenty of low hanging fruit to picked under the current trade agreement. The report covers energy and climate cooperation under the Trade and Cooperation Agreement, highlighting the significant untapped potential for closer relations in terms of pre-existing commitments which have lain dormant. The report also looks at areas where cooperation could be deepened beyond the TCA, such as around trade and supply chains, regulatory divergence, and climate diplomacy. It also considers the politics on both the UK and EU side.
Topic:
Security, Climate Change, Energy Policy, Bilateral Relations, European Union, and Trade
Political Geography:
United Kingdom and Europe

7. The East Mediterranean Gas Forum: Convergence of Regional and Energy Security Concerns

Author:
Stefy Joseph and Aneeta Thomas Peedikayil
Publication Date:
03-2023
Content Type:
Journal Article
Journal:
AUSTRAL: Brazilian Journal of Strategy International Relations
Institution:
Postgraduate Program in International Strategic Studies, Universidade Federal do Rio Grande do Sul
Abstract:
As energy insecurity remains an imminent characteristic of energy security, it can simultaneously influence the securitization of non-energy referent objects in other sectors (Adamides and Odysseas 2015). This leads one to examine the geopolitical underpinnings behind the formation of the EMGF which by and large has affected the region as a whole. Egypt, the region’s star player has always played a fundamental role in harbouring relations based on energy and regional security and hence its relations with Greece, Cyprus, Israel, France, Italy and the EU needs examination in the wake of the establishment of the EMGF. The EMGF has been kept as the central pillar in understanding the international political economy behind the energy and regional security convergences by the above-mentioned member states. The objective behind undertaking this study has been to point out the inadequacies in establishing the EMGF which has inevitably shaped the geopolitics of the region.
Topic:
Security, Energy Policy, Natural Resources, and Gas
Political Geography:
Global Focus

8. The Pathway to an Effective ETS and Power Market Interaction: The Case of the Korean ETS

Author:
Alistair Ritchie
Publication Date:
03-2023
Content Type:
Working Paper
Institution:
Asia Society
Abstract:
The power sector is one of the most important areas to cover in any emissions trading system (ETS), due to the scale and abatement potential of greenhouse gas (GHG) emissions in that sector. However, some critical challenges need to be overcome before an ETS can fulfil its emissions-reduction potential by driving fuel switching away from coal and toward renewables and low-carbon fuels. This is one of the most important topics for ETS development in Asia given the tight controls on power markets. The case of the Korean ETS (K-ETS) provides valuable insights for the pathway to an effective interaction between an ETS and the power market to support power sector decarbonization, based on recent developments and potential next steps. The Pathway to an Effective ETS and Power Market Interaction: The Case of the Korean ETS describes the details of recent developments in Korea's power market and the emission trading system to address insufficient emission reductions in the power sector, key future developments required, and learning points for ETSs in other Asian jurisdictions.
Topic:
Energy Policy, Markets, Carbon Emissions, and Decarbonization
Political Geography:
Asia and South Korea

9. China, climate change and the energy transition

Author:
Professor Xu Yi-Chong
Publication Date:
03-2023
Content Type:
Working Paper
Institution:
Australian Strategic Policy Institute (ASPI)
Abstract:
This report surveys China’s enormous energy transition to renewables. It begins by sketching the energy challenges China faces and its climate-change-related energy policies, in the context of the global geopolitics of the energy transformation. Next the report focuses on conventional energy sources (oil and natural gas), followed by electricity, and energy technologies. Although the report is intended primarily to survey developments to date, it concludes with some brief observations about the considerable energy challenges China faces in the years ahead.
Topic:
Security, Climate Change, Development, Energy Policy, and Energy Transition
Political Geography:
China and Asia

10. Putin the Green? The Unintended Consequences of Russia’s Energy War on Europe

Author:
Mitchell Orenstein
Publication Date:
02-2023
Content Type:
Special Report
Institution:
Foreign Policy Research Institute (FPRI)
Abstract:
Both before and during its re-invasion of Ukraine in 2022, Russia cut energy supplies to Europe in an effort to force the continent to abandon Ukraine. Instead, Vladimir Putin accelerated Europe’s transition to green energy, decimating a key market for Russian exporters. Over the long term, Europe is well-positioned to win the energy war with Russia.
Topic:
Energy Policy, Markets, Renewable Energy, Energy Crisis, Russia-Ukraine War, and Invasion
Political Geography:
Russia, Europe, Eurasia, and Ukraine