global shift: the challenges of energy interdependence and climate change
TRANSCRIPT
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p a p e r s e r i e s
Global Shift
the ChallenGeS of enerGy interdependenCe and
Climate ChanGe
Hanns W. Maull
Research Fellow, Transatlantic Academy
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2011 ransatlantic Academy. All rights reserved.
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Global ShiftThe Challenges of Energy Interdependence
and Climate Change
Transatlantic Academy Paper Series
September 2011
H W. Mu
Research Fellow, Transatlantic Academy
Akw . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exuv Su . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
T G E S: B F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
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Av G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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(Pv 6).
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Transatlantic Academyii
Acknowledgements
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Global Shift 1
Executive Summary
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Global Shift 3
On average more
than one out
of five units of
energy consume
anywhere in
the world would
come from
internationally
traded oil.
The Global Energy System:
Basic Facts1
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Transatlantic Academy4
High levels of
interdependence
between nations
and societies
mean that energy
objectives cannot
be pursued in
isolation: energy
independence
is a chimera.
Rather, they need
to be pursued
cooperatively.S 993, C j
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Source: BP Statistical Review of World Energy 2011
Figure 1: Major trade movements of oil in 2010 (million tons)
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Global Shift 5
A growing world
population and
huge disparities
in social
development
between
countries...all
point to further
significant
increases in worl
primary energy
demand well
into the future.
But growth will
increasingly be
concentrated
in non-OECD
countries.
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The Link between Energy and Social
Development
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Primary Energy
demand (mtoe)
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2010: 1990
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Eu U 643.5 7.4 88. 73.9 + 5 %
C 685. 38. 69.5 43. + 55 %
Table 1: Evolution of World Primary Energy Demand
Source: BP Statistical Review of World Energy 2011 (Workbook)
Source: BP Energy Outlook 2030
Figure 2: Energy use per unit of GDP, expressed in tons of oil equivalent per
000 $GDP (2009, purchasing power parity)
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Transatlantic Academy6
Global emissions
continue to grow
rapidly: for CO2alone, the global
increase between
1990 and 2009
totalled 7,671
million tons of
CO2, a rise of
over 34 percent.
Chinas CO2
emission growth
accounted for 20
percent of the
global increase.
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Global Shift 7
International Governance of Energy
and Climate Change Issues2
The most
important
arrangement in
...international
oil governance...
is informal and
bilateral, rather
than multilateral
the close but
also conflict-
ridden bilateral
relationship
between the
United States an
Saudi Arabia.
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Transatlantic Academy8
The problem with
this system of
governance for
world oil is that
it leaves out ...
major new oil
importers, led by
China and India.
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Global Shift 9
u 9. S , v , k u $/
( u 3).
Governance Structures to Address
Climate Change
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Figure 3: World oil prices: the big picture
Source: BP
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Transatlantic Academy10
A look at global
CO2 emissions
since 1990...
suggests
that present
arrangements of
global governance
to address
climate change
are insufficient,
if not completely
dysfunctional. Cv w Cv
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Difference
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Au 48.4 496. 549.4 45.8 - 8 %
Canada 591.8 717.1 701.4 556.3 - 21 %
China 2244.0 3077.6 7056.3 n.a. n.a.
India 589.3 976.4 1537.0 n.a. n.a.
Table 2: Evolution of greenhouse gas emissions (in million ton CO2
equivalent), 1990 2009
a Negative figure: 2009 emissions exceed target; positive figure: emissions below target
Source: Ziesing (2010)
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Global Shift 11
International
climate change
diplomacy
has produced
agreements that
either were so
vague as to be
easy to fulfill but
meaningless in
practice, or so
specific that eve
well-intentioned
governments
found it hard
to achieve
those targets.
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Transatlantic Academy12
The global energy
system...seems
headed towards
major upheavals.
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Trends and Critical Uncertainties
3
Source: BP Energy Outlook 2030
Figure 4: world population, primary energy demand, and GDP growth, 1970 - 2030
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Global Shift 13
The essence
of the energy/
climate change
conundrum is th
the unsustainabl
energy- and
resource-
intensive modes
of production
and lifestyles
of industrial
societies have
been spreading
on a global scale
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Transatlantic Academy14
A more fragile
and conflict-
ridden system
of international
oil governance
seems likely.
This will probably
result in stronger
price fluctuations
and a general
upward pressure
on oil prices.
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Global Shift 15
Global warming
represents one o
the major nation
and global secur
concerns for the
coming decades
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New Policies Scenario Current Policies Scenario
1980 2008 2020 2035 2020 2035
Coal ,79 3,35 3,966 3,934 4,37 5,8
Oil 3,7 4,59 4,346 4,66 4,443 5,6
Gas ,34 ,596 3,3 3,748 3,66 4,39
Nuclear 86 7 968 ,73 95 ,8
Hydro 48 76 376 476 364 439
Biomass and waste* 749 ,5 ,5 ,957 ,46 ,75
Other renewables 89 68 699 39 468
Total 7,229 12,271 14,556 16,748 14,896 18,048
Table 3: World primary energy demand, by fuel, different scenarios (Mtoe)
*Includes traditional and modern uses.
Source: IEA World Energy Outlook 2010
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Transatlantic Academy16
A u u w , w
wu u u
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( w u wu v u u
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wu u k w
uu . T
v u
w u u.Problems could...
get worse before
they get better
despite successful
policy efforts.
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Global Shift 17
Challenges of Energy Transition
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China in World Energy and
Climate Change Politics4
Figure 5: Chinas share of the projected net global increase for selected indicators
Source: International Energy Agency, World Energy Outlook 2010
China alone coul
account for abou
90 percent of
incremental glob
coal demand and
net oil imports,
close to 60
percent of the
global increase in
oil demand and
CO2 emissions,
and about 35
percent of the ne
increase in world
energy demand.
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Chinas energy
situation clearly
presents major
challenges to
the leadership.
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Global Shift 19
. S, w ,
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Whichever choic
the government
makes, and
whichever
direction Chines
energy policies
will take, China
will remain highl
interdependent
with the world
energy system.
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- CO (U S:.5 ; EU 7.8 ).38 Ev u
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China has been
doing, and will
be doing, a
great deal to
help stem global
warming out of its
own, pragmatic
assessment of its
national interest.
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Global Shift 21
T wj u:
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Policy Recommendations
5
There is an
inescapable nee
to coordinate
national policy
efforts, and
China could not
be expected to
initiate this. The
transatlantic
community is be
placed to do so.
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CO v x u u
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Figure 6: Alternative illustrative price paths for fossil fuels for final consumers
Markets are
unable on their
own to achieve
the needed
energy transition
away from fossil
fuels, as they are
unable to price in
the full costs of
climate change.
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Global Shift 23
u wu k ju
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Member countrie
in this agreemen
would form an
avant-garde club
of promoters of
climate protectio
leading the rest
of the world by
example and by
down payments
of their own.
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, w x w w, wu
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The negotiating
strategy for an
agreement on
global warming
would thus
resemble that
for the present
world trade order.
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Global Shift 25
wu uw k u u, ,
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Figure 7: Global concern about climate change:
governments are not doing enough
Source: World Development Report 2010
Public opinion
data suggest
that ...there is
a significant
awareness of the
need for higher
energy prices, an
a willingness to
pay for containin
the risks of
climate change.
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k . Tu,
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Figure 8: Willingness to accept higher energy prices to
combat climate change
Source: World Development Report 2010
Strategic
vulnerability for
oil and natural
gas importers
would continue for
some time...The
management of
this vulnerability
need to be put
on a broader
basis to make
it sustainable.
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Global Shift 27
w vu uu. T
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Figure 9: The three dimensions of strategic energy vulnerability
An inclusive
international
framework for
negotiations,
bringing together
the most
important presen
and future oil an
energy producer,
consumer and
transit countries,
therefore needs
to be established
and empowered.
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R, I EC T. P, u
u w M E
u w, u C
I, u
u .
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Global Shift 29
bcm: billion cubic meters ( u u w). O qu
x .9 .
CCS: Carbon capture storage/sequestration.
T v CO
(u u w )
- .
CDM: clean development mechanism. N
UNFCCC x u K
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u -
( - Ax B P)
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Emission trading. E , u
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u u
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. M u Su A,
Kuw, Q, U A E, B,
O.
GDP: Gross Domestic Product.
GHG: Greenhouse Gases. T
v ,
w
u u, u w
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u x (NO), z, w uu
xu (SF6), u (HFC),
u (CF). T
CO, w u u w-
GHG u u v, u u
GHG.
IEA: International Energy Agency. Fu
974, IEA z
u ( w
OECD, u OECD
IEA) ... u ,
, 8
u . I
u, v,
v w, w w u.
Joint implementation. A A 6
K P, j w
u w u
u K P (Ax
B P) u u (ERU)
-u v
j Ax B P.
Kyoto Protocol: see UNFCCC.
mcm: million cubic meters (u u w).
million barrels per day(: ):
. S u (u)
w; qu 57 .
Mt: million tons. F u w, 49.8 /
x .
Mtoe: quv (qu
u u w).
OPEC: Organization for Petroleum ExportingCountries. Fu 96 v
x u , u
w . Fu
Iq, I, Kuw, Su A Vzu;
Q (96), L (96), U A
Abbreviations and Glossary
6
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Transatlantic Academy30
E (967), A (969), N (97), A (7) j . Eu j
OPEC 973; u
99 7; G w
975 99. I, w j 96,
u OPEC 9.
ppm: parts (of GHG) per million. S
u GHG
.
UNFCCC: United Nations Framework
Convention on Climate Change. B
wk CO
u .
U K P, v u
CO (u)
(Ax B u). T P
u , CDM j
v w u
w.
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Global Shift 31
Endnotes
7 Tk , u u u -v(4.8 ) w 9. A u w , vu w u
995 v, . T vu u u , wv. Tvu w u 8 4 v 7, u 9 37 8, w w u , uu. I 9, w u w w u $.8 (W T O, International Trade Statistics2010, Gv: WTO , . 43).
Ow u, k BPStatistical Review of World Energy, vu .
3 T v u , w u u - u u , (u w ) v u .
4 IEA, CI I, P: IEA [://www../u/_w_D.?PUBS_ID=, Ju 7, ].
5BP Statistical Review of World Energy 2011, . 8 [://
www../.?I=75&I=76848, Ju , ]
6 F x, Su A vu 9 x , 45 GNP, 8 v vu. CIA World Factbook,Su A E [://www..v//u/-w-k//., Ju 8, ].
7 I uv , I Mu v w u uu . Av
u u . SM, I: Why the West Rules the World for Now,The Patterns of History, and What They Reveal Aboutthe Future, Nw Yk: F, Su & Gux , .43.
8 M : 599. T GHG
. Tu, IPCC WkGu O 75, ... u w CO u:
5 v -u vu w 97 , w 5 w v u 3 .I 995 5, CO u 9 ; v w CO u 95. S S,S., D. Q, M. M, Z. C, M. Mqu, K.B.Av, M. T H.L. M (.): Contributionof Working Group I to the Fourth Assessment Reportof the Intergovernmental Panel on Climate Change,
7, C Uv P: C, UK Nw Yk, NY, USA 7, . 35 (://www../u__/4/w//q--.) [ A 5, ].
9 Z, H-J: Wk Rk ww CO E , Zeitschrift fr Energiewirtschaftliche Tagesfragen, V. 6,Iu 9 (S. ), . 54-65.
E k v : I 979/8; x Gu w
Kuw Iq x 99; Ju , u OPEC u v u u u L u. I ,IEA w u . T u u IEA v qu u: U S k u 4.4 , u I uu . S P, Sv:W , Financial Times, Ju3, .
F x, Su A u v Tu E w
w $33 S Skk, J: Su k uv wu, Financial Times, Fu 3, .
O x w OPEC V Ju w Su A wuuv I u u
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OPEC v u . S B, Dv: O OPEC , Financial Times, Ju 8, .
3 K, R O./V, Dv G.: T RCx C C, APSA Perspectives onPolitics, V. 9 Iu (M ), . 7-3
4 Tu, Ru, Bu, Uk, Cv u 9 v 4 ( w z
99 v). T -qu u v Ax I u 9 u . S Z, .., . 55.
5 V, Dv G.: Global Warming Gridlock, CreatingMore Effective Strategies for Protecting the Planet,C: C Uv P , .3. S A, W/T, S: FastForward, Ethics and Politics in the Age of Global Warming,W, DC: Bk (v ), .68.
6 S BP Energy Outlook, L: BP, Ju , .7 [://www../8.?I=93734&I=768677, Ju7, ]. T j IEA W EOuk . S I E
A, World Energy Outlook (WEO) 2010, P: OECD, . 89.
7 IEA, World Energy Outlook 2010, - ., . 6.
8 IEA, World Energy Outlook 2010, P: IEA ,. 9. T ( w IEA) w u u , w w v u (u u) u u 9/.
9 I., . 94.
T w w , 9 ( .3 ). T w v u w .
Z, .., . 56.
IEA, World Energy Outlook 2010, P: OECD ,. 384.
3 Tw j v w v u uk u Fukuw u uu u x u. Au w v , v k vv u . T u v vw ,wv. W u u w u CO, u. Bu u u u
CO u , u 3 CO u (w w u u GHG). Bu u u u ; u u u u u z, CO x u, u u 7.9 u u u. M, u ,w v CO u w, S T Z, Pk H G
I, New York Times, A , , B,6.4 T v SuDu v, x; J Mz - . S Mz,J, Climate Conflict: How Global Warming ThreatensSecurity and What to Do About It, L: T &F IISS 9, .73-86 ( = IISS A P49, S 9).
5 S V, . ., . 65; T
, W Bk, World Development Report 2010:
Development and Climate Change, W, DC:W Bk 9, . 7-84.
6 S, x, D D, QuadrennialDefense Review 2010, W, DC: D D, . IV, 86. T CIA S 9 C C C N Su.
7 T u u v qu ;
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Global Shift 33
vu u v. F u v P, E A./W, Dv:Climate Change Justice, P: P Uv
P , C. 6.
8 I., . 83.
9 IEA, World Energy Outlook 2010, . .
3 I., . 3.
3BP Statistical Review of World Energy 2011, . .
3 IEA, World Energy Outlook 2010, . ., . 98.
33 S W Ru Iu: C E C Iv: Su, C, I U.S. P, A , [v: ://www.q./-/----v-u----u-, Ju , ].
34 H, Mkk: Fu D: C EP I I, W,A/Ou, R/Pv, J (): Energyand the Transformation of International Relations. Towarda New Producer-Consumer Framework, Ox: OxUv P 9, . 69-97 (7).
35 C - Gu A A S S u x x u. S Wz, R: P C
C Nv D H A, T Jw Fu, China Brief, V. Iu 4(D 9).
36 Hk, L: A v u v, Financial Times, M 3, ; CN E B I EA J S, O. 4, 9, v : ://www....j//9/8. [
Ju , ]. T u k 6( ://www../wk/wk.?WS_ID=8).
37 Su: Z , . ., T , . 55.
38 IEA, World Energy Outlook 2010, . C., . 99.
39 H, . ., . 93.
4 Tu, v v 4 C x w v; u C 5 u w C.S D, A: C P PRu C Guwk SuGw? KAS International Reports N. 4/, .77,v : ://www.k./w//35.333/ [Ju , ] P, J/O, P: TSu I C C, TheWashington Quarterly, V.3 Iu (W 7/8),. 5-38 (7).
4 S Lv, Mk: W COvw W w Gu GE? W Ru Iu B C E C Iv: Su,C, I U.S. P, A5, , v : ://www.q.///v__4-5-. [ Ju ,].
4 S Wk, Guu: Cu M: CCu u Av R I CN, D, Su (): InternationalClimate Policy, Priorities of Key Negotiating Partners,B SWP , (SWP R P), .54-66(v ://www.w-.//
/u/_/_RP__k. [ Ju , ]).
43 S Du, D/G, J/K, S/K, S Y/Mu, H W./R, Ik:Global Shift, How the West Should Respond to the Rise ofChina, W, DC: T A ,.4.
44 T u w x A C E Su A, w w U.S. Hu Rv , u u j U.S. S.I A, w v
, v w u. T wu v v w . A C Bu O, v wu v x $75 v u/. SA, W/T, S: Fast Forward, Ethics
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and Politics in the Age of Global Warming, W,DC: Bk (v ), . 47.
45 I u , W Dv R u w (w vu u w .3 .7 GDP) w v -, u u k. S World Development Report 2010,. ., . 7.
46 F x, v x $5/ , w wu $.44
, wu $3 u U S, u G/G ( Pk, J., R: The Climate Fix, WhatScientists and Politicians Wont Tell You About GlobalWarming, Nw Yk: B Bk , . 8).
47 S V, . ., C. 5.
48 T v v v x u u qu , . T w , w u , u v x
u. S OECD: AI Cv W NuC P: L D OECDA, P: OECD , v : ://www..//34/6/4653374. [ Ju ,].
49 S V, . ., C. 8 A, W/T, S: Fast Forward, Ethics and Politics in theAge of Global Warming, W, DC: Bk (v ), . 9 x uGATT .
5 T uu ( )
w u u uv v, u u u.
5 T uv w w u 6 u, v vu. I 5 u 6 u, j v w k
u u , wuw . S W Dv R ,Pu u w : u-u , W, DC: T W Bk, . 5 (v : ://u.wk.
/INTWDR/Ru/CC_P_R_Ju__. [ Ju , ].
5 Pk, .., . 4.
53World Development Report 2010 (Pu Au),
. ., . 8-. Cu w US, F, J ( u); Bz,Mx, Ru, Tuk (u- u)C, I, I, I, E (w-
u); B, K, S, V (w- u).
54 I., . 8-.
55 Bw, S: Higher Realism, A New Foreign Policyfor the United States, D: P Pu 9,. 76.
56 T v v u u v x uu. S N, P: BD: Hw D w Ru G, L:Eu Cu F R 8, v
://.u//-/u/Ru---. [ Ju , ).
57 S World Development Report 2010 . ., . 4.
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