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15851. Nuclear Decision-Making in Iran: Implications for US Nonproliferation Efforts

Author:
Ariane Tabatabai
Publication Date:
08-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Assessments of foreign policy tend to fall into one of two major camps: either they ascribe to a state’s actions all of the characteristics of a unitary actor, in which there is a decision made and executed as designed; or they fixate on the minutiae of the internal politics and deal making that went into the decision, underscoring the complexity of decision-making but often losing the thread of what results. This is particularly pernicious when involving the actions of a state with opaque decision-making and where attribution of responsibility is often itself the subject of intense internal political debate and controversy, as is the case with Iran. In this paper, Ariane Tabatabai seeks to pierce the veil of Iranian nuclear decision-making to both explain how decisions are reached and identify the effects of those decisions as a matter of Iranian state policy. This is, in many ways, an essential matter for those interested in understanding how Iran will decide—and what Iran may decide—to do in response to the continued stresses being imposed upon it by US-led international sanctions, especially when previous analysis has proven to be both overly optimistic (that Iran would meekly absorb the costs of US sanctions) and, at times, overly pessimistic (that Iran would withdraw from the nuclear agreement known as the Joint Comprehensive Plan of Action without delay). It is necessary to understand better how Iran reaches its decisions, particularly in the nuclear sphere, to be able to more accurately predict what it may choose to do next. This has utility in a variety of lines of work and study, but perhaps no more so than in the energy industry, which is both affected by—and has the power to affect in turn—Iranian decision-making. For this reason, we commissioned this paper and commend it to you as an important source of knowledge on how Iran’s decision-making process works, especially as relates to its nuclear weapons–relevant capabilities. Though the weapons program remains dormant, the way in which Iranian officials—and Iran as that unitary actor—think about these capabilities is an essential element of the story to come.
Topic:
Foreign Policy, Energy Policy, Military Strategy, and Nuclear Energy
Political Geography:
Iran and Middle East

15852. A Near-Term to Net Zero Alternative to the Social Cost of Carbon for Setting Carbon Prices

Author:
Noah Kaufman, Peter Marsters, Alexander R. Barron, Wojciech Krawczyk, and Haewon McJeon
Publication Date:
08-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The social cost of carbon (SCC) is commonly described and used as the optimal CO2 price. However, the wide range of SCC estimates provides limited practical assistance to policymakers setting specific CO2 prices. Here we describe an alternate near-term to net zero (NT2NZ) approach, estimating CO2 prices needed in the near term for consistency with a net-zero CO2 emissions target. This approach dovetails with the emissions-target-focused approach that frames climate policy discussions around the world, avoids uncertainties in estimates of climate damages and long-term decarbonization costs, offers transparency about sensitivities and enables the consideration of CO2 prices alongside a portfolio of policies. We estimate illustrative NT2NZ CO2 prices for the United States; for a 2050 net-zero CO2 emission target, prices are US$34 to US$64 per metric ton in 2025 and US$77 to US$124 in 2030. These results are most influenced by assumptions about complementary policies and oil prices.
Topic:
Climate Change, Energy Policy, Environment, Natural Resources, and Carbon Emissions
Political Geography:
Global Focus

15853. Trends and Contradictions in China’s Renewable Energy Policy

Author:
Anders Hove
Publication Date:
08-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
China is the world’s leader in wind and solar power, although new capacity is being added more slowly than several years ago. Meanwhile, a wave of coal power plant approvals and fewer public mentions of urban air pollution and climate change have raised questions about the future of China’s renewable power sector in the wake of Covid-19. In this commentary, Anders Hove examines China’s recent energy policy announcements and their implications for the 14th Five-Year Plan, which will set energy policy for the period from 2021–2025. He argues that the future of renewable energy deployment in China will be shaped by an ongoing contradiction within the power sector between long-term market-oriented reforms on the one hand and short-term administrative planning on the other. This contradiction is well represented in two draft laws issued in April and June 2020: the draft Energy Law and the draft Guiding Opinion on Establishing a Clean Energy Consumption Long-Term Mechanism. The former states that the country should prioritize development of renewable energy by opening the market to more players, while the latter puts grid companies, provincial officials, and incumbent generation companies in charge of all aspects of planning and target-setting. The ways in which this contradiction will be resolved are unclear. China’s central government remains focused on promoting markets in the longer term, in part based on market models that have worked in Europe and the US, so international lessons and experiences could play a role. China’s power reform could benefit from a greater focus on including consumers and other market players, and greater emphasis of long-term over short-term planning. Such a shift would help ameliorate the current trend of over-investment in unneeded and uneconomic coal capacity at the expense of renewables.
Topic:
Energy Policy, Renewable Energy, Wind Power, and Solar Power
Political Geography:
China and Asia

15854. Fighting Against Imperialism: The Latin American Approach to International Sanctions

Author:
Jose Ignacio Hernandez
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The Latin American experience with international sanctions has been mostly as sanctioned states rather than targeting states. This is not merely because Latin American countries have lacked the interest in using sanctions tools but also because of more complex factors, including the historical evolution of Latin American nationhood, a set of cultural values rooted in the defense of national sovereignty, and opposition to any foreign intervention. Although those values were embraced as a result of defending the independence of Latin American nations against European dominance, the values were also applied in intraregional relations in Latin America. As a result, there is not a strong culture of international sanctions imposed by Latin American countries. With few exceptions—such as Cuba—Latin American countries tend to rely on diplomatic negotiations conducted under the nonintervention principle. The unparalleled crisis in Venezuela has produced a change in perspective. While the main actions adopted regarding this crisis were undertaken to facilitate diplomatic negotiations with the Venezuelan government, Latin America—particularly within the framework of the Organization of American States (OAS)—has started to implement international sanctions as a tool to promote a transition in Venezuelan governance. This shift has not been without controversy in Latin America. Consequently, the principle of nonintervention as relates to the use of sanctions is under stress in Latin America and merits re-examination. This paper, part of the International Security Initiative at the Center on Global Energy Policy, reviews the history of international sanctions in Latin America in the context of broader diplomatic developments.
Topic:
Foreign Policy, Diplomacy, Imperialism, Sanctions, and Negotiation
Political Geography:
South America, Latin America, and North America

15855. The Implications of an Iran Sanctions Snapback

Author:
Richard Nephew
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
For several months, it has seemed likely that the Trump administration would elect to pursue the reimposition, or snapback, of UN Security Council (UNSC) sanctions against Iran. For those less steeped in the terminology, the concept of sanctions “snapback” is one developed as part of the Joint Comprehensive Plan of Action (JCPOA). It refers to the ability of the United States and other partners to quickly reimpose the sanctions that were suspended as part of the quid pro quo that saw Iran accept significant restrictions and transparency requirements for its nuclear program. Conceptually, this was necessary because Iran had the ability to restart its nuclear program if the United States or others were seen as cheating on the deal. The United States and its partners needed some assurance that, if Iran were found to be cheating, they could react just as swiftly. On August 20, Secretary of State Mike Pompeo finally submitted the notification that, according to the US government, would trigger a 30-day timeline for the reimposition of these sanctions. In the US view there is now no stopping the return of the UNSC’s original Iran sanctions regime, though there may be some procedural wrangling over how and when the measures will be reimposed. It is not clear, however, whether this will be the case. A fair amount of analysis has gone into the fundamental question of whether the United States has the standing to trigger snapback, which is an issue I explored in 2019.[1] European, Russian, Chinese, Iranian, and other observers argue that the United States has no such standing, because, under the terms of the UN Security Council resolution that created the snapback mechanism (UNSCR 2231), it is no longer a “participant” of the JCPOA following its withdrawal in 2018. Even former National Security Advisor John Bolton—who was in large part responsible for the US withdrawal from the JCPOA—tends to agree with this reading.[2] The Trump administration obviously disagrees. It is an important question, and one that speaks to the underlying credibility and integrity of the US snapback decision as well as its results. But, ultimately, there is no way of finding a conclusive answer. International law being what it is, there are no authoritative arbiters available to determine whether the United States or its many critics are right. Snapback is happening and will have consequences, we now need to shift to considering what comes next. I see four main outcomes that are directly relevant to this decision and the future of US sanctions policy and negotiations.
Topic:
Arms Control and Proliferation, Nuclear Weapons, United Nations, Military Strategy, Sanctions, and JCPOA
Political Geography:
Iran, Middle East, North America, and United States of America

15856. Leveraging State Funds for Clean Energy: Lessons from New York State

Author:
Richard L. Kaufman and David B. Sandalow
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The COVID-19 pandemic is creating extraordinary financial challenges for state governments. Tax revenues are plummeting and social service expenses increasing, leaving budget shortfalls projected to exceed $750 billion over the next three years.[1] For state governments to continue playing important roles in promoting clean energy, they will need to adopt strategies that leverage their limited funds. This commentary proposes four principles to guide state governments in spending limited funds to promote clean energy and discusses recent programs that applied those principles in New York State. One of the authors, Richard Kauffman, played a central role in the development of those programs as New York State “Energy Czar” from 2013 to 2019 and continues to serve as Chair of the New York State Energy Research and Development Authority (NYSERDA).
Topic:
Energy Policy, Renewable Energy, COVID-19, and Safe Energy
Political Geography:
New York, North America, and United States of America

15857. Energizing America

Author:
Varun Sivaram, Colin Cunliff, David Hart, Julio Friendmann, and David B. Sandalow
Publication Date:
09-2020
Content Type:
Book
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Clean energy innovation is central to the fight against climate change. The dramatic success in lowering the costs of solar panels and wind turbines in the past decade must be replicated across a wide range of other energy technologies. Doing so will open extraordinary economic opportunities. To rise to this challenge, the United States should launch a National Energy Innovation Mission. Led by the president and authorized by Congress, this mission should harness the nation’s unmatched innovative capabilities—at research universities, federal laboratories, and private firms (both large and small), in all regions of the country—to speed the progress of clean energy technologies. To jumpstart this mission and unlock a virtuous cycle of public and private investment, the US federal government should triple its funding for energy research, development, and demonstration (RD&D) over the next five years.
Topic:
Energy Policy, Green Technology, Renewable Energy, Wind Power, Solar Power, and Safe Energy
Political Geography:
North America and United States of America

15858. Reform Is in the Pipelines: PipeChina and the Restructuring of China’s Natural Gas Market

Author:
Erica Downs and Sheng Yan
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Beijing launched the most ambitious reform of China’s oil and natural gas industry in more than two decades with the establishment of the China Oil & Gas Piping Network Corporation (PipeChina) last December. The company is being developed from midstream assets—pipelines, liquified natural gas (LNG) import terminals, and storage facilities—and personnel transferred from China’s national oil companies (NOCs). Beijing expects that its goals of increasing China’s domestic and imported natural gas supplies and consumption will be more effectively advanced by having China’s midstream infrastructure owned and operated by a single company that provides fair and open access to its pipelines, LNG import terminals, and storage facilities instead of by three NOCs reluctant to grant third-party access to infrastructure.
Topic:
Energy Policy, Natural Resources, Gas, and LNG
Political Geography:
China and Asia

15859. Net-Zero and Geospheric Return: Actions Today for 2030 and Beyond

Author:
Julio Friedmann, Alex Zapantis, Brad Page, Chris Consoli, Zhiyuan Fan, Ian Havercroft, Harry Liu, Emeka Richard Ochu, Nabeela Raji, Dominic Rassool, Hadia Sheerazi, and Alex Townsend
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The case for rapid and profound decarbonization has never been more obvious or more urgent, and immediate action must match growing global ambition and need. An important new component of this discussion is the necessity of achieving net-zero global greenhouse gas emissions for any climate stabilization target. Until net-zero emissions are achieved, greenhouse gas will accumulate in the atmosphere and oceans, and concentrations will grow, even with deep and profound emissions reduction, mitigation, and adaptation measures. This places a severe constraint on human enterprise: any carbon removed from the earth must be returned to the earth.
Topic:
Climate Change, Environment, Green Technology, Carbon Emissions, and Decarbonization
Political Geography:
Global Focus

15860. Why the United States Should Remain Engaged on Nuclear Power: Geopolitical and National Security Considerations

Author:
Matt Bowen
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Nuclear energy has shown much promise and faced considerable challenges since its origins in the mid-20th century. While the United States drove the early charge for safe nuclear power around the globe, its leadership has waned in recent decades. US reactors now under construction—following no orders for such plants in the United States for several decades—have gone well over planned budgets and schedules. And while the United States was once the leading international supplier of reactors, other countries have since stepped forward to fill that role. Columbia University’s Center on Global Energy Policy, as part of its wider work on nuclear energy, is examining the impact of potential American disengagement from nuclear power’s development and where opportunities exist to step back in and shape its future. The program also will assess the US nuclear waste management program and efforts to collaborate with other countries on advanced reactor development as well as options for improvement on both fronts. This effort includes a two-part commentary on some of the benefits the United States might derive from increasing its engagement on nuclear power. The first in the series explored the important role nuclear energy can play in lowering air pollution and greenhouse gas emissions to avoid the worst potential outcomes of climate change. The second part of the series, this piece, examines the geopolitical and national security implications of the United States and its traditional allies effectively ceding the international nuclear energy marketplace to the Chinese and Russians. The nuclear program’s ultimate goal is to inform readers—policy makers, industry leaders, academics, and others—with objective, research-based analysis. It will strive in the months and years ahead to contribute constructively to a necessary dialogue on the future of nuclear power.
Topic:
Security, Energy Policy, National Security, and Nuclear Power
Political Geography:
North America and United States of America

15861. Carbon Pricing in Organized Wholesale Electricity Markets

Author:
David R. Hill
Publication Date:
09-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Speaking at the Federal Energy Regulatory Commission Technical Conference regarding Carbon Pricing in Organized Wholesale Electricity Markets, adjunct senior research scholar David R. Hill delivered a statement on issues surrounding carbon pricing in the FERC-jurisdictional markets. The purpose of this conference was to discuss considerations related to state-adoption of mechanisms to price carbon dioxide emissions, commonly referred to as carbon pricing, in regions with Commission-jurisdictional organized wholesale electricity markets (i.e., regions with regional transmission organizations/independent system operators, or RTOs/ISOs). The conference focused on carbon pricing approaches where a state (or group of states) sets an explicit carbon price, whether through a price-based or quantity-based approach, and how that carbon price intersects with RTO/ISO-administered markets, addressing both legal and technical issues.
Topic:
Energy Policy, Environment, International Cooperation, and Carbon Emissions
Political Geography:
Global Focus

15862. Planning a Sustainable Post-Pandemic Recovery in Latin America and the Caribbean

Author:
Mauricio Cardenas and Juan Jose Guzman Ayala
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In 2020, Latin America and the Caribbean (LAC) will experience the most severe economic recession in decades. This paper looks at the challenges confronted by LAC and proposes a series of actions to structure a recovery plan that minimizes potential moral hazard effects while aligning fiscal, social, and environmental sustainability priorities.[1] High pre-pandemic sovereign debt levels, worsening credit ratings, and low tax revenues limit the much-needed fiscal space to overcome the present health and economic crises. Most countries in the region are at risk of losing two decades of progress in the fight against poverty and inequality, while their upper-middle income status makes them ineligible for debt relief and aid packages from advanced economies. The focus on solving the current crisis may also delay much-needed progress on climate change mitigation and adaptation efforts, as well as overall improvements in the United Nations Sustainable Development Goals (SDG). We propose a combination of fiscal policy responses combined with new sources of financing to unlock a sharp recovery with minimal harm to fiscal sustainability in the long run. Through expanded public-private partnerships and blended finance structures, governments should be able to leverage private financing in large job-creation undertakings. Additionally, the issuance of SDG-linked sovereign debt and Special Drawing Rights (SDRs) with SDG conditionality could also provide much-needed liquidity at low cost.
Topic:
Environment, International Cooperation, Global Recession, Sustainable Development Goals, and COVID-19
Political Geography:
Latin America, Caribbean, and North America

15863. New York City’s Building Emissions Law Shows the Importance of Economywide Climate Policy

Author:
Noah Kaufman and Yu Ann Tan
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Regulations of greenhouse gas emissions, which are global pollutants, should ideally be coordinated across broad geographic and economic scopes. That way, climate policies can capture important interactions across sectors and borders. However, the United States has repeatedly failed to implement national and economywide climate legislation. That failure has led to an increasing focus on climate actions that are much narrower in scope: sector-specific regulations from subnational governments. A prominent recent example is New York City’s Local Law 97, which limits carbon dioxide (CO2) emissions from a large segment of the city’s residential and commercial buildings. This law is among the most ambitious building emissions regulations in the world, but this commentary focuses on a concern with the design of Local Law 97. The law does not account for the planned decarbonization of the local electricity grid over the next decade, and thus fails to sufficiently encourage a shift from fossil fuels to electricity (or “electrification”), a critically important strategy for achieving a low-carbon building sector. Such a narrow focus is common for sector-specific climate regulations. The following sections explain the importance of electrification to deep decarbonization and the failure of building regulations to encourage it, focusing on New York City’s Local Law 97. Fortunately, solutions to the overly narrow focus of the New York City buildings law are readily available, including via New York State’s comprehensive climate strategy, which can align climate action across economic sectors within the state.
Topic:
Climate Change, Energy Policy, Environment, Law, Green Technology, and Carbon Emissions
Political Geography:
New York, North America, and United States of America

15864. Nowhere to Hide: Implications for Policy, Industry, and Finance of Satellite-Based Methane Detection

Author:
Jonathan Elkind, Erin Blanton, Robert Kleinberg, and Anton Leemhuis
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
In August 2020, the Trump Administration finalized plans to roll back regulations on oil and gas industry emissions of methane from new and modified infrastructure. In the same month, the European Commission gathered stakeholder comments as part of its process to introduce the first EU-wide methane regulations. Though contradictory in direction, these regulatory processes on opposite sides of the Atlantic highlighted a critical climate protection challenge: How can the oil and gas industry—and the regulators who oversee it—best detect and address methane emissions to protect the environment and the climate in particular? The answer to this question will drive planning and operational approaches in the oil and gas industry. It could also significantly affect the future role of natural gas. Five years ago, many energy analysts expected natural gas to serve as a bridge fuel that would result in only half as much climate warming as coal, and fewer local air pollutants. Among other roles, gas was seen as a natural complement for variable wind or solar power—a way to provide firm, dispatchable, low-emissions power. Now that it is apparent that our understanding of methane emissions is poor, the climate implications of gas are far less clear. This poor grasp of methane emissions appears likely to become a thing of the past, however. In roughly the next five years, new satellite detection systems—used in concert with existing systems, aerial monitoring platforms, and ground-based monitors—can increase markedly the transparency surrounding methane leakage. The new wave of satellite monitoring capability has major implications for industry and governments. Our world is rapidly becoming a place in which methane emissions will have nowhere to hide. This commentary, co-authored by the Center on Global Energy Policy and TNO, focuses on detection and response to oil- and gas-related methane emissions, which have been the subject of increasing focus on the part of industry and the public policy community. It addresses the significance of methane emissions for the climate, and the challenges of detecting and accurately quantifying methane emissions. It then explores the evolving capabilities of satellite-based methane detection and monitoring systems, which are expected to advance rapidly in the coming years, and which can be especially powerful when used in concert with aerial and ground-based monitoring systems. It concludes with a discussion of the implications of the changing satellite detection landscape for the oil and gas industry, the finance and investment community, and the realm of public policy.
Topic:
Climate Change, Energy Policy, Environment, Gas, Finance, and Methane
Political Geography:
Global Focus

15865. Expanding the Reach of a Carbon Tax: Emissions Impacts of Pricing Combined with Additional Climate Actions

Author:
John Larsen
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Putting a price on carbon dioxide (CO2) emissions can help governments reduce them rapidly and in a cost-effective manner. While 10 carbon tax bills have been proposed in the 116th US Congress, carbon prices alone are not enough to reach net-zero emissions by midcentury. Additional policies are needed to complement an economy-wide carbon tax and further cut CO2 from the US energy system. This study aims to provide a better understanding of such policy combinations. It projects the energy CO2 emissions impacts of two carbon taxes, starting in 2021, that span the rates in the carbon tax bills in Congress. The “low” tax scenario starts at $30 per ton in 2021 and rises at 5 percent plus inflation per year, reaching $44 by 2030, while the “high” carbon tax starts at $15 per ton and rises $15 per year, reaching $150 by 2030. The paper then describes the barriers inhibiting emissions reductions beyond those achieved by the carbon taxes alone for each major sector: electricity, transportation, buildings, and industry. Finally, it explores the energy system changes needed to overcome those barriers and the policy interventions that could deliver those changes. For certain key energy system changes, it provides quantitative estimates of emissions reductions incremental to the two carbon taxes. This paper is part of a joint effort by Columbia University’s Center on Global Energy Policy (CGEP) and Rhodium Group to help policy makers and other stakeholders understand the important decisions associated with the design of carbon pricing policies and the implications of these decisions. The paper finds the emissions impacts of the low and high carbon taxes alone lead to economy-wide energy CO2 emissions reductions by 2030 of 33 percent and 41 percent, respectively, below 2005 levels. A carbon tax combined with policy actions that support comprehensive, ambitious energy system changes could lead to emissions reductions in the range of 40 to 45 percent, arguably consistent with US midcentury deep decarbonization goals for the energy system. In the 2020s, the bulk of these emissions reductions are likely to occur in the power sector, even under a broad decarbonization strategy, due to the significant barriers to large near-term emissions reductions in the transportation, buildings, and industrial sectors.
Topic:
Climate Change, Energy Policy, Environment, Carbon Tax, and Carbon Emissions
Political Geography:
Global Focus

15866. Roundtable on Climate-Oriented Economic Recovery

Author:
Center on Global Energy Policy
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On July 2, 2020, Columbia University’s Center on Global Energy Policy (CGEP) and Harvard University jointly hosted a virtual roundtable on climate-oriented economic recovery and stimulus packages. Stakeholders included senior experts from universities and policy institutes as well as former high-level government officials. Key questions discussed at the roundtable, held under the Chatham House Rule, included the following: What are the appropriate objectives of economic stimulus and recovery packages? What clean energy lessons from the 2009 American Reinvestment and Recovery Act are most relevant to the design of economic stimulus legislation today? What climate and energy policies are best suited to deliver on both economic stimulus and climate objectives? How does near-term climate-oriented stimulus complement medium-term climate policy and yield progress on long-term climate goals? The following is an overview of the discussion.
Topic:
Climate Change, Energy Policy, Environment, and Economic Recovery
Political Geography:
North America and United States of America

15867. Shifts in Global Sanctions Policy, and What They Mean for the Future

Author:
Richard Nephew
Publication Date:
11-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The last four years have borne witness to a range of new sanctions, policies, and approaches around the world. Some of these were predicted in November 2016, as Donald Trump took to sanctions far more than his predecessors, using them to tackle virtually every foreign policy problem he encountered. In fact, Trump’s use of sanctions transcended their typical usage in both form and content, as he employed tariffs and other more traditional “trade” tools to try to manage a bevy of nontrade problems. The long-term effects of this decision have yet to be felt or properly understood. It may be that Trump was ahead of the curve in seeing the fracturing of the global liberal economic order and employed the US economy for strategic advantage while it was still ahead. It may also be that Trump undermined the US position in the global economy through his policies, if not actually hastened the demise of this system of managing global economics. Time and the evolution of policy in other global power centers will eventually tell. The shifting approach to sanctions policy by a variety of other states is a manifestation of the potential effects of Trump’s policy choices in using US economic power. From the EU to Russia to China, other countries have changed long-standing policy approaches as they relate to sanctions, either to respond to or perhaps to take advantage of the new paths forged by the United States. The actions that they have taken are not “unprecedented” per se, as each of these countries or organizations has—at times—embraced policies that are consistent with some of these current actions. But, in aggregate, they describe an overall shift in how the world treats sanctions and trade policy, particularly that as practiced by the United States.
Topic:
Diplomacy, International Cooperation, International Trade and Finance, and Sanctions
Political Geography:
China, Europe, Asia, North America, and United States of America

15868. Between Eurasia and the Middle East: Azerbaijan’s New Geopolitics

Author:
Svante Cornell
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Azerbaijan’s geopolitics have changed considerably in the last decade, along with the growing general instability in its neighborhood. Gone are the days symbolized by the Baku-Tbilisi-Ceyhan pipeline’s construction, when a relatively stable balance existed between a loose Russian-led alignment including Iran and Armenia, and an informal entente between the United States and Turkey, which supported the independence of Azerbaijan and Georgia and the construction of direct energy transportation routes to Europe.
Topic:
Foreign Policy, Energy Policy, and Geopolitics
Political Geography:
Eurasia, Middle East, and Azerbaijan

15869. Geopolitical Keystone: Azerbaijan and the Global Position of the Silk Road Region

Author:
Nikolas Gvosdev
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Historian Peter Frankopan concludes his magisterial sweep of world history, entitled The Silk Roads (2015), by noting that at the beginning of the twenty-first century, “networks and connections are quietly being knitted together across the spine of Asia; or rather, they are being restored. The Silk Roads are rising again.” The Caspian-Black Sea mega-region, to use the formulation of Amur Hajiyev, director of the Modern Turkey Study Center at the Institute of Oriental Studies of the Russian Academy of Sciences, serves as the buckle connecting these various belts together— linking the northern Middle East with Central Asia and Southeastern Europe. Former U.S. ambassador to Azerbaijan Matthew Bryza prefers the term “greater Caspian region,” which he defines as “the area stretching from India to the Black and Mediterranean Seas with the Caspian Sea at the center.”
Topic:
History, Geopolitics, and Silk Road
Political Geography:
Azerbaijan and Global Focus

15870. Against ‘the Blob’: America’s Foreign Policy in Eurasia’s Heartland is Becoming its Own Greatest Enemy

Author:
Michael A. Reynolds
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
As this article goes to press, America and the world are in the midst of the coronavirus pandemic. The pandemic’s end remains invisible, yet it has already wreaked extraordinary economic disruption around the globe. Inevitably, political upheaval will follow. Indeed, the strain of the pandemic has now catalyzed social and political unrest throughout the United States on a level not seen in half a century.
Topic:
Foreign Policy and Grand Strategy
Political Geography:
United States and Eurasia

15871. Not A Top European Priority: Can the EU Engage Geopolitically in the South Caucasus?

Author:
Amanda Paul
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The European Union has been active in the South Caucasus since Armenia, Azerbaijan, and Georgia regained independence in 1991. While the EU has established itself as an important partner for all three states over the past three decades, the South Caucasus is certainly not a top foreign policy priority for Brussels. Despite hopes that EU policies could act as transformative tools to help strengthen stability, security, and democracy as well as bring about a more cohesive and resilient region, the results have been rather patchy from the EU’s perspective. Likewise, expectations that the EU would develop a more geostrategic and security orientated policy in order to balance Russia have been dashed.
Topic:
European Union and Geopolitics
Political Geography:
Europe and South Caucasus

15872. Five-Star Hubs: Conceptual Key to Innovation and Prosperity

Author:
Taleh Ziyadov
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
One thousand years ago two fundamental human concepts, namely history and time, were united for the first time by a great figure of the Silk Road region. Serving at the court of Qabus ibn Wushmagir (a great scion of the Ziyarid dynasty that ruled over the Southern Caspian basin in present-day Iran), a young man of around thirty by the name of Abu Rayhan Muhammad al-Biruni was provided with the wherewithal to engage in a lifelong, systematic quest to try to understand nations and societies— irrespective of geographic or cultural provenance—as they understood themselves. Surpassing even Herodotus and Thucydides in investigative open-mindedness, Biruni also went on to become the first to standardize a single, objective timescale measuring system or matrix within which all of the particulars of human history could be compared chronologically side by side.
Topic:
Science and Technology, Innovation, Economic Development, and Silk Road
Political Geography:
Europe, Eurasia, and Global Focus

15873. Eurasia, the Hegemon, and the Three Sovereigns

Author:
Pepe Escobar
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
I t is my contention that there are essentially four truly sovereign states in the world today, at least amongst the major powers: the United States, the Russian Federation, the People’s Republic of China, and the Islamic Republic of Iran. These four sovereigns—I call them the Hegemon and the Three Sovereigns—stand at the vanguard of the ultra-postmodern world, characterized by the supremacy of data algorithms and techno-financialization ruling over politics.
Topic:
Foreign Policy, Sovereignty, Power Politics, Geopolitics, Emerging Powers, and Regional Power
Political Geography:
United States, China, Iran, Global Focus, and Russian Federation

15874. Silk Road Pathways: The China–Central Asia–West Asia Economic Corridor

Author:
Yu Hongjun
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
Since the outbreak of 2008 world financial crisis, issues such as lackluster economic growth around the world and lack of progress in regional cooperation have not been resolved. Conservatism, isolationism, racism, populism, and unilateralism are on the march; political and social movements based on opposition to economic globalization are in vogue; and policymakers as much as ordinary people are expressing concern about the future of the world. Based on his observations and thoughts with regards to modern international relations, as well as his commitment towards a common destiny for mankind, Chinese President Xi Jinping proposed the launch of the Silk Road Economic Belt and Twenty-first Century Maritime Silk Road, which together form the globally influential Belt and Road Initiative (BRI).
Topic:
International Political Economy and Geopolitics
Political Geography:
China, Europe, Asia, and Global Focus

15875. Completing the Southern Gas Corridor: SGC in a Post-pandemic World

Author:
Akhmed Gumbatov
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The global spread of the latest zoonotic virus, commonly known as COVID19, has become an unprecedented calamity for all humankind. By the time this publication goes to press, it is likely that worldwide around 25 million people will have been infected and the number of lives lost will approach the one million mark.
Topic:
Energy Policy, International Political Economy, Natural Resources, Gas, and Pandemic
Political Geography:
Europe, Caucasus, Asia, and Global Focus

15876. The Karabakh Peace Process: Rebuilding Trust for International Engagement

Author:
Dennis Sammut
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The engagement of the international community in dealing with the Nagorno-Karabakh conflict has been somewhat erratic and the efforts to broker a peace deal largely unsuccessful. Short outbursts of violence now regularly alternate with even shorter moments of optimism when peace appears within reach. Since the ceasefire agreement of 1994, geopolitical considerations have contributed to the reinforcement of deeply entrenched local animosities, fears, and distrusts, all of which have reduced the ability of the international community to act as an honest broker. A conflict that many believed could have been defused and resolved 30 years ago now appears intractable and unsolvable.
Topic:
Conflict Resolution, Political Violence, Peacekeeping, Military Affairs, International Community, and Peace
Political Geography:
South Caucasus and Nagorno-Karabakh

15877. Iran’s Longstanding Cooperation with Armenia: Domestic Azerbaijani Opposition May be Rising

Author:
Brenda Shaffer
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
When the Soviet Union collapsed in December 1991, Iran’s stable northern boundary suddenly became a shared border with five states: land borders with Armenia, Azerbaijan, and Turkmenistan, and maritime borders with Kazakhstan and Russia. Tehran viewed this momentous change as a source of several new security challenges. Among these were maritime delimitation in the Caspian Sea and the establishment of Azerbaijan and Turkmenistan, two states that shared ethnic ties with large numbers of Iranian citizens.
Topic:
Regional Cooperation and Geopolitics
Political Geography:
Iran, Armenia, and Azerbaijan

15878. The OSCE and Minorities in the Silk Road Region: Fostering Social Cohesion and Integration

Author:
Lamberto Zannier and Eleonora Lotti
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
At the beginning of the 1990s new conflicts erupted in Europe as new borders appeared on the map following the dissolution of the Soviet Union, Yugoslavia, and Czechoslovakia. As emerging states were striving to assert new identities (or revive old ones), various minorities found themselves living within new national borders, which in a number of cases provoked instability and conflict, with geopolitics complicating these dynamics even further. As quickly became apparent, some of these divisions were so deep that a number of those conflicts remain unresolved.
Topic:
Regional Cooperation, Minorities, Geopolitics, Silk Road, and OSCE
Political Geography:
Europe, Eurasia, and Asia

15879. Strategic Equilibrium: Azerbaijan’s Foreign Policy

Author:
Hikmat Hajiyev
Publication Date:
09-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
We all know that today Azerbaijan has good relations with its neighbors—except one, for obvious reasons—and that the country plays a crucial role in the development of the region. The development of mutually beneficial relations with neighbors, based on understanding and respect, is the foreign policy priority of Azerbaijan as defined by the President of the Republic of Azerbaijan, Ilham Aliyev. The realization of economic projects and the increase of prosperity was the result of the establishment of an atmosphere of partnership, both with regional and other partners. And one can refer to such a successful foreign policy with the academic term “strategic balancing.” But we can more properly classify it as an independent and pragmatic foreign policy based on the national interest.
Topic:
Foreign Policy
Political Geography:
Azerbaijan

15880. A Most Significant Geopolitical Development: Strategic Benefits and Strategic Focus

Author:
Metthew Bryza
Publication Date:
12-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The November 10th, 2020, trilateral agreement signed by Azerbaijani President Ilham Aliyev, Armenian Prime Minister Nikol Pashinyan, and Russian President Vladimir Putin could become the most significant geopolitical development in the South Caucasus since the collapse of the Soviet Union—perhaps even more than the establishment of the Baku-Tbilisi-Ceyhan oil and Baku-TbilisiErzurum natural gas pipelines. But it is not yet clear that key actors in the Transatlantic community appreciate this opportunity, especially Washington and Paris, who along with Moscow, comprise the Co-chairs of the OSCE Minsk Group, the supposedly impartial mediating body of the Nagorno-Karabakh conflict. The trilateral agreement defines a peace settlement in line with the framework unofficially agreed by the leaders of Armenia and Azerbaijan over a decade ago, and thus stands a good chance to hold. The so-called “Basic Principles” or “Madrid Principles” were originally tabled by the American Russian, and French Co-chairs of the Minsk Group in November 2007 at a meeting of OSCE foreign ministers in Madrid.
Topic:
Development, Diplomacy, Military Strategy, Geopolitics, and OSCE
Political Geography:
Europe, Eurasia, Asia, South Caucasus, and Nagorno-Karabakh

15881. Reassessing U.S.-Azerbaijani Relations: A Shared Imperative to Look Ahead

Author:
Robert F. Cekuta
Publication Date:
12-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The U.S.-Azerbaijan relationship remains important to both countries, but it is time to reevaluate and update how they engage with each other. The Second Karabakh War is the most visible of the reasons for such a reassessment, given Azerbaijan’s military successes, Russia’s headline role in securing the November 2020 agreement that halted the fighting, and the need to undertake the extremely difficult work of avoiding a new war and building a peace. But China’s high profile economic, diplomatic, and security activities across Eurasia, coupled with the results of the November 2020 election in the United States, have also significantly altered the diplomatic environment. Lastly, multinational challenges—such as the economic, social, and other ramifications of the COVID-19 pandemic or the realities of climate change—make the need for revaluation, dialogue, and mapping out new directions in the two countries’ relations even more apparent.
Topic:
International Relations, Foreign Policy, and Diplomacy
Political Geography:
United States, China, Eurasia, and Azerbaijan

15882. While You Were Sleeping: Winds of Change in the South Caucasus

Author:
Alper Coşkun
Publication Date:
12-2020
Content Type:
Journal Article
Journal:
Baku Dialogues
Institution:
ADA University
Abstract:
The flaring up of active combat in the Southern Caucasus in late September 2020 between Azerbaijan and Armenia initially seemed to catch many by surprise. An immediate upside of this turn of events was seen in the rekindled interest it generated in the three decade-old conflict in and around Nagorno-Karabakh, which was often misleadingly labeled as being “frozen.” It also acted as a crude reminder of the need for consistency in advocating respect for a rulesbased international order.
Topic:
International Relations, Diplomacy, Regional Cooperation, Geopolitics, and International Order
Political Geography:
Armenia, Azerbaijan, and South Caucasus

15883. Levelized Cost of Carbon Abatement: An Improved Cost-Assessment Methodology for a Net-Zero Emissions World

Author:
Julio Friedmann
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
New policies are needed to achieve the net-zero emissions required to address climate change. To succeed, these policies must lead directly to swift and profound abatement of greenhouse gas (GHG) emissions. Policies that appear effective on the surface too often have little real impact or are costly compared to alternatives. Governments, investors, and decision makers require better tools focused on understanding the real emissions impacts and costs of policies and other measures in order to design the most effective policies required to create a net-zero world. This paper, from the Carbon Management Research Initiative at Columbia University’s Center on Global Energy Policy, puts forward a levelized cost of carbon abatement, LCCA, an improved methodology for comparing technologies and policies based on the cost of carbon abatement. LCCA measures how much CO2 can be reduced by a specific investment or policy, taking into account relevant factors related to geography and specific asset. It calculates how much an investment or policy costs on the basis of dollars per ton of emissions reduced. Previous marginal or levelized cost methodologies that assess carbon reduction options often failed to consider the specific contexts that determine the real, all-in costs of a policy and the real, all-in impacts on emissions. These costs and impacts can vary depending on the contexts and details of geography, existing infrastructure, timing, and other factors. LCCA attempts to improve understanding of the real climate costs and benefits by including specific and local CO2 reductions in all estimations and consistently applying standard financial metrics that more accurately represent and compare costs. Investors and policy makers interested in climate, energy, and decarbonization must balance many competing options. The scenarios and analyses presented in this report can provide a foundation for wider analytical applications, and can help focus investments in innovation for hard-to-abate sectors, determine essential infrastructure required to facilitate market uptake, and estimate the value of grants in deployment. If the LCCA is not estimated, decision makers will not know the value of their policies and investments in terms of achieving greenhouse gas reductions and their carbon goals or the opportunity costs of taking one path over another. Finally, although carbon abatement costs are only one consideration of many in crafting climate policy (e.g., jobs, trade, domestic security), LCCA analysis will deploy efficient and effective approaches of GHG reduction and help avoid waste. This paper uses four scenarios to illustrate the discipline and value of LCCA analysis: first, the $/ton cost of using new solar power (utility or rooftop) to displace power-sector emissions in one market (California); second, the $/ton costs of new rooftop solar generation in several states with different solar resources, grid mixes, and policy environments; third, the $/ton cost of various technology options to decarbonize a range of primary iron and steel production methods; and fourth, the $/ton cost associated with sustainable aviation fuels and direct air capture and storage of CO2. The analysis provides insight into (a) the highest value for carbon reduction, (b) the relative discrete costs and benefits for decarbonization options, and (c) the potential shortfalls in policy or portfolio goals. In this context, the LCCA estimates for even simple cases can prove complicated depending on how emissions reductions are achieved. For example, our first scenario finds the costs of reducing emissions by replacing existing power generation in California with solar PV range from $60/ton (utility solar PV displacing natural gas power generation) to $300/ton (rooftop solar replacing a grid-average mix of generation) to more than $10,000/ton (any solar replacement of nuclear or hydropower). These large ranges are contingent on policy, investment, and/or technical decisions.
Topic:
Energy Policy, Natural Resources, Green Technology, and Carbon Emissions
Political Geography:
Global Focus

15884. Potential Implications of the COVID-19 Crisis on Long-Term Electricity Demand in the United States

Author:
A.J. Goulding, Mugwe Kiragu, and David Nour Berro
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
The ongoing COVID-19 pandemic has caused unprecedented changes in the ways people interact and approach economic activities. Electricity demand has declined and usage patterns have been altered, changes that could remain even after the pandemic ends. Failure to properly account for these declines in demand could lead to excess capacity in the electric power sector, added costs for consumers, and losses for investors. This paper, from the power sector program at Columbia University’s Center on Global Energy Policy, presents a methodology to quantify potential permanent reductions in demand triggered by the pandemic. The authors first identify how electricity demand changed in the United States following the 2008–2009 global financial crisis, or “Great Recession,” the last event to cause a major reduction in consumption. They then analyze the unique ways in which demand patterns may change over the next three to five years as a result of the coronavirus, followed by some illustrative calculations of the potential impact. Finally, the authors discuss the implications for policy makers with regard to electricity sector evolution. The paper finds that the COVID-19 crisis is likely to result in a long-term decline in annual electricity consumption, though less than that observed after the global financial crisis. It is also likely to accelerate changes in the structure of electricity demand that were already underway.
Topic:
Energy Policy, Electricity, Public Health, Pandemic, and COVID-19
Political Geography:
North America and United States of America

15885. The Qatari Sanctions Episode

Author:
Richard Nephew
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On June 5, 2017, Saudi Arabia, the United Arab Emirates (UAE), Egypt, and Bahrain announced that they were cutting diplomatic ties with and imposing sanctions on Qatar. The most formidable of these sanctions was a comprehensive blockade of Qatar, which involved the closure of the land border between Qatar and Saudi Arabia as well as banning Qatari planes from entering these countries’airspace. The coalition then embarked on a limited program of sanctions advocacy, seeking US, European, East Asian, and other regional support for their efforts. Nearly three years after the crisis began, Qatar’s economic indicators all point to the positive and the International Monetary Fund (IMF) has broadly concluded that the Qatari economy is structurally sound. Qatar faces some of the same issues and tensions that other hydrocarbon-dependent economies experience, but is in a comparatively strong position, particularly as relates to its future sanctions resilience as will be described below. This paper, part of the broader sanctions work from the Energy Security program at Columbia University’s Center on Global Energy Policy, sets aside whether the cause of the Qatari dispute with its neighbors justified the use of sanctions and examines the significance of the execution of those sanctions. Qatar’s experience is not replicable in many contexts, given its sizable advantages in available resources. Nonetheless, how the country responded to and—in this paper’s assessment—effectively defeated the sanctions campaign mounted against it points to several lessons about the design and implementation of sanctions.
Topic:
Diplomacy, Military Strategy, Sanctions, and Regionalism
Political Geography:
Saudi Arabia, Qatar, Gulf Nations, and UAE

15886. Latin America Is Avoiding the Obvious Need for Reform. Why?

Author:
Mauricio Cardenas
Publication Date:
10-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Since nearly the start of the COVID-19 pandemic, economic and political analysts have seen an urgent need – and opportunity – for Latin America to pursue reform. The argument is simple: The aftershocks of the current crisis will be devastating and long-lasting unless the region takes steps now to strengthen its labor markets and improve fiscal sustainability. That means taking advantage of unusual political circumstances to rally support for difficult decisions that have been put off for far too long. A failure to act would risk turning COVID-19 into the preamble to another lost decade. Unfortunately, there is little to suggest that governments in the region are prepared to use crisis in the present to prepare for the future. Throughout Latin America, the general response to COVID-19 has been to confront the challenge with increased spending. This will not have a happy ending. Governments will inherit massive debts, making it hard to deal with social unrest resulting from increased poverty and unemployment. Instead, the region needs to start making adjustments now – not only to spur economic recovery, but also to plant the seeds for a more sustainable performance down the road. The International Monetary Fund (IMF) last week added its voice to the chorus of those urging governments not to delay reform. As the region takes on debt to deal with the crisis, it will need to avoid falling over the fiscal cliff once the pandemic subsides, according to the IMF. That could mean, for example, pre-approving tax increases or the reduction in certain spending to be implemented once economic conditions return to normal. Labor laws could be changed to make it less costly for firms to hire (or hire back) workers, at least for the time being. Indeed, the right mix of reforms would have benefits in the short term as well. Given a better reading of future economic risks, markets and credit agencies would likely give countries increased fiscal space and capacity to deal with COVID-19 right now, when it is most needed. But there is little to suggest an appetite for reform. Few if any governments in the region have seriously pursued policy changes with a view not just of the short-term crisis but also their countries’ long-term health. Seldom has the disconnect between the opportunity for reform and the interest in pursuing it been so great. Instead of simply trumpeting the importance of reform, then, it’s important to also ask why it isn’t happening.
Topic:
Public Health, Sustainability, Pandemic, IMF, and COVID-19
Political Geography:
Latin America and North America

15887. Engaging State-Owned Enterprises in Climate Action: Workshop Report

Author:
Philippe Benoit and Alex Clark
Publication Date:
11-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On February 27, 2020, the Columbia University Center on Global Energy Policy (CGEP) convened a workshop at the university’s Faculty House in New York City. The workshop brought together a combination of practitioners, researchers, executives, and public sector officials to discuss the role of state-owned enterprises (SOEs) in realizing collective climate action goals. Under the Chatham House Rule, the discussion focused around sectors (power generation, oil and gas) and relationships (government-SOE relations, and the role of public financial institutions), before concluding with a roundtable discussion drawing together the day’s proceedings and outlining the next steps. The following is a summary of that workshop.
Topic:
Climate Change, Energy Policy, Natural Resources, and Governance
Political Geography:
Global Focus

15888. Electricity Oversupply: Maximizing Zero-Carbon Power to Accelerate the Transition from Fossil Fuels

Author:
Melissa Lott and Julio Friedmann
Publication Date:
11-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Decarbonizing and growing the power sector are critical steps to reducing greenhouse gas emissions in a cost-efficient and timely manner. As more renewable energy enters the market, the higher penetration of solar and wind sources means periods of temporary overgeneration are likely to increase. There are signs that renewable electricity oversupply is now actively being sought in order to create opportunities to decarbonize other sectors or build export markets for products derived from that additional energy. This commentary discusses the role of electricity in deep decarbonization efforts, and how zero-carbon oversupplies might be deployed. Policy makers must assess what public benefits to prioritize under this recent phenomenon. This commentary examines four countries—Germany, New Zealand, Saudi Arabia, and the United States—where excess generation is providing novel opportunities. The case of New Zealand is particularly illustrative of the choices countries and policy makers are facing. There, extra zero-carbon supply has suddenly appeared due to the closure of an aluminum smelter. The reduced load means this new abundance could be used to: expand the transmission infrastructure to feed electric loads elsewhere in the nation, decarbonize non-power sector applications (e.g., transportation or industry), produce and sell new products with near-zero carbon footprints (e.g., hydrogen, ammonia, chemicals, fuels), or operate machines that remove CO2 from the air and oceans.
Topic:
Energy Policy, Natural Resources, Electricity, Fossil Fuels, and Carbon Emissions
Political Geography:
Global Focus

15889. ESG Investing and the Oil and Gas Industry: Moving Toward a Holistic Approach to Risk, Governance; Performance Measurement, Disclosure, and Results

Author:
Hon Xing Wong, Marianne Kah, and Erin Blanton
Publication Date:
11-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
On September 17, 2020, Columbia University’s Center on Global Energy Policy (CGEP) held a virtual workshop about environmental performance in the oil and gas industry. Investors, senior oil and gas industry executives, NGOs, and other stakeholders participated in this candid discussion about how environmental risks should be measured, disclosed, and incorporated into investment decisions.
Topic:
Energy Policy, Oil, Natural Resources, Gas, and NGOs
Political Geography:
Global Focus

15890. Output-Based Rebates: An Alternative to Border Carbon Adjustments for Preserving US Competitiveness

Author:
Noah Kaufman, John Larsen, Ben King, and Peter Marsters
Publication Date:
12-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Two linked and frequently raised concerns about putting a price on carbon dioxide emissions in the United States are whether such a tax would unintentionally advantage foreign competitors and, as a result, lead to increased emissions outside American borders. The tax could make American products more expensive than those made by companies in countries not imposing comparable climate regulations, which could lead to shifts in production overseas. Because a central aim of climate policy is to reduce global emissions, the “leakage” of production overseas would run counter to this goal. To avoid this outcome, carbon tax proposals commonly include a border carbon adjustment (BCA), which would impose the carbon tax on imported energy-intensive and trade-exposed products and provide a tax refund for exports of the same products. This commentary, part of a series of joint research on carbon tax policies by Columbia University’s Center on Global Energy Policy and Rhodium Group, highlights an alternative way to ensure that US firms remain on a level playing field with foreign competitors: output-based rebates (OBRs). While a BCA would focus on imports and exports, an OBR would instead compensate vulnerable US firms based on their production—a simpler process. Both BCAs and OBRs have their benefits and drawbacks, but nearly all carbon tax bills recently proposed in Congress included a BCA, and none included OBRs. This commentary reintroduces output-based rebates as an alternative to BCAs, analyzes US industries that could be compensated with OBRs, and estimates the costs of doing so. A border carbon adjustment is an appealing concept: simply apply the same carbon tax to foreign firms that is applied to domestic firms. The key advantage of OBRs is avoiding the most significant administrative hurdles of BCAs, including the complexities of determining the carbon content of foreign goods and providing foreign firms credit for climate regulations in their home countries. The proposed (but not passed) American Clean Energy and Security Act of 2009, commonly called the Waxman-Markey climate bill, included compensation for energy-intensive and trade-exposed (EITE) US firms with OBRs. This commentary uses the Waxman-Markey proposal as a guidepost to analyze the potential scope and costs of OBRs today.
Topic:
Energy Policy, Natural Resources, Carbon Tax, and Carbon Emissions
Political Geography:
North America and United States of America

15891. Building a New Grid without New Legislation: A Path to Revitalizing Federal Transmission Authorities

Author:
Avi Zevin, Sam Walsh, Justin Gundlach, and Isabel Carey
Publication Date:
12-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Zero-carbon electricity will be the backbone of a net-zero economy, not only keeping the lights on in our homes and offices but also powering our transportation systems and industrial processes. Indeed, research indicates that in order to decarbonize the economy at a reasonable cost and within a reasonable time frame, we must rapidly decarbonize and grow the power sector. Electricity—how it is generated, moved along the transmission and distribution grids, and used—is already undergoing a rapid transformation in the United States. This transition has been supported over the last decade by steep cost declines for wind, solar, and battery technologies as well as cheap natural gas produced via hydraulic fracturing. But the transition to a net-zero power sector needs to accelerate to mitigate climate change, which is already impacting the health of people around the country and world. New long-distance, high-voltage transmission lines will be vital if the United States is to deploy enough renewable generation capacity to decarbonize the power sector and to integrate it cost-effectively, as well as electrify our economy in time to meet the targets established in the Paris Agreement. Because Congress may not take timely action to remove barriers to these power lines, policy makers and the incoming Biden administration should explore how the federal government could use existing authorities to foster new long-distance transmission line development. This paper seeks to explain steps that the federal government—particularly from within the US Department of Energy and Federal Energy Regulatory Commission—could take to facilitate development of a future grid that is capable of supporting a reliable, affordable, and increasingly zero-carbon power sector. Consistent with the mission of the Center on Global Energy Policy at Columbia University SIPA to advance smart, actionable, and evidence-based energy and climate solutions through research, education, and dialogue, the goal in publishing this paper in partnership with NYU School of Law’s Institute for Policy Integrity is to provide insights that are useful to policy makers in the format and time frame needed. We hope that this report contributes to supporting informed dialogue on potential tools for building a sustainable power sector in the United States.
Topic:
Energy Policy, Natural Resources, Electricity, and Carbon Emissions
Political Geography:
North America and United States of America

15892. How the US and China Could Renew Cooperation on Climate Change

Author:
Aimee Barnes, Fan Dai, and Angela Luh
Publication Date:
12-2020
Content Type:
Working Paper
Institution:
Center on Global Energy Policy (CGEP), Columbia University
Abstract:
Averting global climate catastrophe depends in large part on progress by the world’s two greatest powers and emitters: the United States and China. However, relations between these two countries—particularly on climate action—have deteriorated over the past four years. With a new presidential administration set to enter the White House in January 2021, there is an opportunity for the US and China to build trust and cooperation on climate change in a way that supports a cooperative and dynamic bilateral relationship more broadly. This commentary takes a close look at the Biden-Harris presidential platform with respect to climate action and China, and assesses China’s domestic and international climate efforts, particularly with respect to the status of its 14th Five-Year Plan. Importantly, what emerges from this examination is a starting point for China and the US to improve their relationship through climate action and collaboration. China’s announcement that it would seek to achieve carbon neutrality by 2060 is an important step towards such cooperation.[1] The most promising potential areas for US-China cooperation fall into three broad categories: renewing a shared commitment to global climate governance under the Paris Agreement; building trust to enable renewed bilateral cooperation, such as on technology innovation and investments; and supporting subnational leaders' progress in both countries through platforms where they can productively convene. Recognizing that a climate-safe future is bound up in our mutuality, these two world powers can promote a new era of climate action and resiliency.
Topic:
Climate Change, Diplomacy, Energy Policy, Environment, and International Cooperation
Political Geography:
China, Asia, North America, and United States of America

15893. How Germany and France Could Play a Leading Role in International Donor Coordination

Author:
Lennart Kaplan
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
In the framework of the Agenda 2030 for sustainable development, France and Germany face common challenges, ranging from security to global health. Against this background, this paper discusses opportunities and barriers for a French-German leadership in international donor coordination.
Topic:
Security, Climate Change, International Cooperation, Trade, and Donors
Political Geography:
Europe, France, and Germany

15894. Food Security in Times of Crisis: Poor Developing Countries are Different

Author:
Michael Brüntrup
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
Until now, the Corona crisis is mainly fought through lockdown measures. In more wealthy countries, these have barely an immediate effect on food security. In poor countries, the situation is different: There, these measures threaten people immediately. The text discusses issues and consequences.
Topic:
Development, Poverty, Food Security, COVID-19, and Health Crisis
Political Geography:
Global Focus

15895. Migration and the 2030 Agenda: Making Everyone Count Migrants and Refugees in the Sustainable Development Goals

Author:
Anne Koch and Jana Kuhnt
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
With its guiding principle “leave no one behind”, the 2030 Agenda aims at improving the living conditions of poor and marginalised groups. Migrants and refugees are not systematically considered in this process. In oder to do so, data disaggregated by migratory status is urgently needed.
Topic:
Migration, United Nations, Refugees, and Sustainable Development Goals
Political Geography:
Global Focus

15896. Bridging the Gaps: An Integrated Approach to Assessing Aid Effectiveness

Author:
Heiner Janus
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
This briefing paper proposes an integrated approach of aid effectiveness that brings together four fragemented policy and research communities. The integrated approach can help development organisations and researchers to better organise and communicate their contributions to the 2030 Agenda.
Topic:
Development, Foreign Aid, and Sustainable Development Goals
Political Geography:
Global Focus

15897. Pathways for Integrating Socially Responsible Public Procurement in Municipalities

Author:
Maximilian Müngersdorff and Tim Stoffel
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
Socially responsible procurement is a powerful policy instruments municipalities can use to help realising the SDGs and limiting human rights violations in value chains. However, implementation is low. We present success factors and triggers to utilise this instrument more broadly.
Topic:
Human Rights, Sustainable Development Goals, and Cities
Political Geography:
Global Focus

15898. Triangular Cooperation: Broader, more Dynamic and Flexible

Author:
Geovana Zoccal
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
rilateral Cooperation (TriCo) has to operate growing complexity in the international development cooperation, going beyond the North-South-divide. TriCo became broader, more dynamic and flexible. The briefing presents recommendations to advance TriCo for all donors, and to make the modality support the 2030 Agenda.
Topic:
Development, International Cooperation, and United Nations
Political Geography:
Global Focus

15899. Russia in Africa: Is Great Power Competition Returning to the Continent?

Author:
Agnieszka Paczyńska
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
Since 2014 Russian economic, political and security engagement in Africa has grown significantly. This policy brief analyses the motives and recent changes in Russia's Africa policy, and discusses implications for German and European cooperation with Africa.
Topic:
Foreign Policy, International Cooperation, Power Politics, Investment, and Trade
Political Geography:
Africa, Russia, China, and United States of America

15900. Earmarked Funding for Multilateral Development Cooperation: Asset and Impediment

Author:
Max Otto Baumann and Erik Lundsgaarde
Publication Date:
01-2020
Content Type:
Working Paper
Institution:
German Institute of Development and Sustainability (IDOS)
Abstract:
The United Nations development system and other multilateral organizations have increasingly been funded through earmarked contributions. This has implications for their ability to effectively and independently perform the functions member states’ expect of them.
Topic:
Development, International Cooperation, United Nations, Multilateralism, Development Aid, and Funding
Political Geography:
Global Focus