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1. Building a path toward global deployment of fusion: Nonproliferation and export considerations

Author:
Sachin Desai, Michael Hua, Amy Roma, Jessica Bufford, Jacqueline Siebens, and Andrew Proffitt
Publication Date:
04-2025
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
Commercial fusion is on the horizon, with many experts arguing that fusion power plants could put electrons on the grid by the end of this decade. However, there are questions around the process for regulating fusion power plants. In this Atlantic Council issue brief, authors Sachin S. Desai, Michael Y. Hua, Amy C. Roma, Jessica A. Bufford, Jacqueline E. Siebens, and J. Andrew Proffitt explore pathways to address regulation, nonproliferation, and export considerations for fusion technologies. They argue that fusion power plants should be regulated in a pathway that is separate from the regulatory pathways established for fission reactors, especially since the materials and processes involved in fusion power plants are significantly different from fission reactors.
Topic:
Geopolitics, Nonproliferation, Exports, Renewable Energy, Nuclear Energy, Energy, and Energy Transition
Political Geography:
Global Focus

2. Infrastructure Grids and Networks. The Challenges Ahead, amid Security and Efficiency

Author:
Carlo Secchi and Alessandro Gili
Publication Date:
06-2025
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
In recent years, accelerating geopolitical tensions, economic disruptions, and climate-related disasters have elevated resilience and economic security to the forefront of both global and European policy agendas. In response, strategies such as de-risking have driven substantial investments in redundancy, new trade corridors, and expanded infrastructure – including railway lines, highways, ports, electricity grids, pipelines, and undersea digital cables. This infrastructure forms the backbone of the global economy. It is not only crucial for maintaining competitiveness and supporting growth but also plays a central role in enabling the energy and digital transitions. As such, protecting these systems from hostile actions or third-party interference has become an urgent priority. At the same time, the long-standing trade-off between efficiency and security has grown more pronounced amid increasingly strained international relations. Both governments and private sector actors are now more willing to absorb higher costs in order to enhance the resilience of supply chains and connectivity networks. Against this backdrop, a new paradigm is emerging - one that raises two critical questions: Where will the balance ultimately settle between economic efficiency and security/resilience? And what investment priorities will shape the future of transport, energy, and digital connectivity infrastructure?
Topic:
Security, Infrastructure, Economy, Energy, and Digital Transition
Political Geography:
Global Focus

3. The flaws in project-based carbon credit trading and the need for jurisdictional alternatives

Author:
Byron Swift, Ken Berlin, George Frampton, and Frank Willey
Publication Date:
04-2024
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
This issue brief highlights several significant, and at times unresolvable, problems with the project-based approach to carbon credit trading, the purpose of which is to reduce deforestation and sequester carbon. Beginning with first-hand observations of the principal author during his experience with forest conservation efforts in the tropics, the brief describes the challenges that arise when this crediting model is implemented in the field, particularly in rainforests and other remote areas of the world. The publication then assesses the three critical structural problems with project-based credit trading that lead to a fundamental lack of integrity in such programs: The intractable challenges of a project-based regulatory structure involving difficult-to-prove requirements of additionally and leakage prevention. The major transaction and intermediary costs that can amount to half of project funding. The credit duration that is far less than the life of the additional CO2 emissions that are consequently emitted. The analysis also explains how economic forces and incentives exacerbate these problems, particularly with programs that are carried out by commercial credit traders as opposed to nonprofit entities. Finally, this brief discusses better alternatives, such as jurisdictional programs administered by governments or Indigenous associations, that could more effectively reduce emissions and strengthen the social fabric of communities required to assure credit integrity, accurate measurement, and adequate co-benefits.
Topic:
Climate Change, Environment, Markets, Governance, Carbon Emissions, Energy, and Energy Transition
Political Geography:
Global Focus

4. Blockchain and Energy Understanding Opportunities and Challenges

Author:
Nicola De Blasio and Charles Hua
Publication Date:
02-2024
Content Type:
Special Report
Institution:
Italian Institute for International Political Studies (ISPI)
Abstract:
The transition to a decarbonized, decentralized, and digitized energy future will unlock new business, policy, and technology models with the associated opportunities and challenges. Innovative technologies like blockchain, a shared, decentralized, and immutable digital ledger system that processes, validates, and manages digital transactions based on algorithmic consensus protocols, may enable this transition. Potential blockchain applications in energy range from enhanced distributed energy resources and peer-to-peer energy trading regimes to more robust grid management and smart energy contracts. There has been significant hype around blockchain’s potential impact in shaping economic and energy systems. Yet, it is essential to separate signal from noise and assess blockchain’s potential impact. This paper aims to provide a comprehensive analysis by identifying key use cases and then addressing which key characteristics blockchain technologies need to bring to fruition to support them. It also proposes an analytical framework to evaluate the potential impact of eight applications based on four key criteria: feasibility, maturity, scalability, and value additivity.
Topic:
Science and Technology, Innovation, Blockchain, Decarbonization, Energy, and Geoeconomics
Political Geography:
Global Focus

5. Friendshoring the Lithium-Ion Battery Supply Chain: Final Assembly and End Uses

Author:
William Alan Reinsch, Meredith Broadbent, Thibault Denamiel, and Elias Shammas
Publication Date:
06-2024
Content Type:
Policy Brief
Institution:
Center for Strategic and International Studies (CSIS)
Abstract:
Policies surrounding the lithium-ion battery (LIB) supply chain lie at the intersection of trade, climate, and national security considerations. The LIB supply chain spans the globe, and yet some critical inputs are only produced in a handful of countries—in particular China, which is dominant at several key stages of the technology’s production. The Biden administration appears to have three central, yet misaligned, objectives regarding the LIB supply chain: de-risking away from China’s dominance, reshoring manufacturing capabilities, and accelerating the green transition. To spur the technology’s production and deployment, the United States must undertake several economic and trade policy changes to address gaps in its current approach.
Topic:
Innovation, Lithium, Supply Chains, Energy, and Friendshoring
Political Geography:
Global Focus

6. Using New Marginal Emissions Data to Improve State Renewable Portfolio Standards

Author:
Devan Samant, Abraham Silverman, and Zachary A. Wendling
Publication Date:
05-2024
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The majority of US states use a renewable portfolio standard (RPS) to achieve clean energy targets. RPS programs typically set annual clean energy production levels, but they ignore the significant variations in greenhouse gas (GHG) emissions intensity of the grid at different times of the day and at different locations. Newly available locational marginal emissions (LME) data, which are collected at thousands of physical locations and updated every five minutes, provide insights into where and when the electricity sector produces the most and least GHG emissions. Incorporating LMEs into RPSs would allow states to identify and reward “high impact” clean energy production: that which replaces the dirtiest generation. This report examines the impact that incentivizing clean energy production at high LME times and locations could have on reducing emissions in RPS programs. In five scenarios based on data from four states in the PJM grid (Illinois, New Jersey, Pennsylvania, and Virginia), the authors examine hypothetical shifts in energy production from times and geographic areas with differing clean or dirty generation mixes. The proof-of-concept exercises the authors ran found that shifting clean energy production into the three dirtiest hours of the day resulted in approximately 10% less emissions than the baseline case. Geographically shifting production to displace energy at a dirtier locale resulted in 9%–20% less emissions, depending on the LME makeup at the given location versus the baseline.
Topic:
Regulation, Electricity, Carbon Emissions, and Energy
Political Geography:
Global Focus

7. Estimating the Number of Women Household Biomass Producers, the Largest Segment of the Global Energy Labor Force

Author:
Philippe Benoit and Siyuan Ding
Publication Date:
01-2024
Content Type:
Special Report
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
While tens of millions of people work in formal energy jobs around the world, another group that comprises a massive and key labor segment in this sector is often overlooked: women and girls producing biomass to meet the basic energy needs of millions of poorer households across the developing world. Some 2 billion people rely on biomass for cooking (and some for heating), making those who gather it critical players in the global energy supply system. Women and girls in many developing countries constitute the majority of people collecting fuelwood for household consumption—an often strenuous and time-consuming effort—and estimating their number could elevate the importance attached to improving their working and living conditions. While some initial estimates of this labor force have been made, analyses remain superficial. This report, part of ongoing research into energy for development and gender dynamics at the Center on Global Energy Policy at Columbia University SIPA, attempts to improve this deficit, providing a systemic albeit rough estimation—given minimal available data—of the number of women household biomass producers. An analysis of clean cooking access rates, population figures, and average household sizes for both rural and urban areas in 92 developing countries estimates that 389 million women and girls undertake this work, which would represent the largest labor segment of today’s global energy system.
Topic:
Development, Labor Issues, Women, Energy, and Biomass
Political Geography:
Global Focus

8. Energy investment in a time of inflation

Author:
Charles Lichfield and Joseph Webster
Publication Date:
01-2023
Content Type:
Policy Brief
Institution:
Atlantic Council
Abstract:
High rates of inflation across the world are forcing central banks to reluctantly tighten monetary policy despite accompanying recession risks. Moreover, restricted credit access could jeopardize energy investments, particularly for capital-intensive clean energy projects, potentially rendering the world more vulnera­ble energy to price shocks, which are a significant contributor to the current crisis. This paper briefly considers the macroeconomic drivers of inflation in late 2022, including Russia’s war in Ukraine and uncertainties around energy supply, supply-chain resets, and lingering COVID-19 disruptions, before examining the persistent energy underinvestment of the past decade and how this has left markets exposed to varying degrees. As such, this paper also considers how private capital can accelerate cleaner energy adoption, suited to different markets’ unique conditions and needs. Bor­rowing costs will rise, but this doesn’t have to bring the transition to a standstill. With the Great Moderation of low volatility, interest rates, and inflation perhaps a relic of the past, assets offering inflation protection, such as infrastructure, may become increas­ingly attractive to investors. There is a fear that global inflation will sharply curtail energy investment into emerging markets. The fear is justified. Higher interest rates in developed markets mean higher rates of return which will lure emerging markets investors back to the US and Europe. Still, it’s not all bad news for emerging markets. Quasi-state actors like Pension and Sovereign Welfare funds are interested in very long term, high-yield projects—two criteria to which emerging market energy infrastructure correspond. Disruptions to interest rates and inflation, triggered in part by energy underinvestment, will cause disparate impacts in different markets. Inflation is not, perhaps, everywhere and always a mone­tary phenomenon. Energy investment faltered from 2014 to 2020, despite low interest rates. Meanwhile, aggre­gate supply shocks—first due to COVID, then from Putin’s invasion of Ukraine—have pressured energy production and prices, raising inflation and necessitating interest rate hikes. The consequences of persistent energy underinvest­ment are now becoming apparent. The need for new energy infrastructure cannot be met without private investment. This was the case when infla­tion was lower; it is even more important now.
Topic:
Environment, Markets, Oil, Governance, Gas, Economy, Investment, Inflation, and Energy
Political Geography:
Global Focus

9. Building Climate Resilience in Urban Informal Settlements through Data Co-production

Author:
Giulia Sofia Sarno
Publication Date:
03-2023
Content Type:
Commentary and Analysis
Institution:
Istituto Affari Internazionali
Abstract:
Climate change is worsening the number, frequency and duration of natural hazards across the globe, making disaster risk reduction and resilience building among the most pressing challenges ahead. According to UN-Habitat, informal settlements are where the impacts of climate change are the most acute in urban areas and strengthening resilience in these neighbourhoods represents a very complex yet urgent challenge.[1] Today, urban areas are home to 56 per cent of the world’s population and this figure is projected to increase to 60 per cent by 2030 and 68 per cent by 2050, with 90 per cent of the growth by 2050 expected to occur in less developed economies.[2] In these countries, population growth and displacement (including climate-driven migrations) will lead to rapid and unplanned urbanisation forcing a growing number of people into informal settlements. Currently, one billion people live in informal settlements, mostly in Asia, Sub-Saharan Africa and Latin America and this figure is expected to grow to 3 billion in 2050.[3]
Topic:
Climate Change, Crisis Management, Informal Settlement, and Energy
Political Geography:
Global Focus

10. The Geopolitics of Energy are Changing: It's Essential to Update Policies

Author:
Robert F. Cekuta
Publication Date:
10-2023
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Energy security is a core element of a country’s national security policy. However, what constitutes energy security is changing dramatically, which means governments must review and update their policies. Moreover, these policy reviews and updates must be ongoing, given the continuing, multifaceted evolution taking place in the global energy sector. Changes are afoot and it is imperative that policymakers are aware of this reality and are open to taking the necessary steps to take advantage of them. Just as a country keeps reviewing defense and other threats to its place in the world, so too must it reappraise and adjust its policies and tactics to ensure its energy security. Regardless of whether a country is a net importer or exporter of energy, countries the world over are affected by today’s dynamic realities. Moreover, while trying to anticipate how future directions and new developments in the global energy picture will affect a particular country or region, policymakers need to think not only about how to adapt, but also about how a country might try to affect those changes so as to improve its well-being. At the same time, a government must consider how others—whether friends or current or potential enemies—might try to shape these geopolitical changes. Passivity or simply just continuing policies that have been in place over the past few decades will not serve countries well.
Topic:
Security, National Security, Geopolitics, and Energy
Political Geography:
Global Focus