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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