Défis industriels, économiques et géopolitiques de la transition énergétique

The road to decarbonizing the planet runs through the energy transition, which includes the shift from fossil-fueled cars to renewable energy vehicles. This automotive transition is unfolding as a true revolution in the industry. The evolution toward electric and hybrid vehicles has come in tandem with the ascent of Chinese producers. In the current context of geopolitical and technological rivalries, the automotive transition has been marked by an intense trade war, with implicati ...

The global economic environment has changed as the U.S.—and to a less confrontational degree, the European Union—have clearly established a context of technological rivalry with China. Hindering China’s progress in the sophistication of semiconductor production has become a centerpiece of current U.S. foreign policy. While the U.S. is clearly winning the semiconductor war, the picture is different when it comes to clean-energy technology. Both technology wars overlap with access to ...

In May 2021, the International Energy Agency’s (IEA) report Net Zero by 2050 stated that there is no need for new investments in oil and gas fields in their net zero pathway[1]. The message was clear: place your next investments in clean energy sources and energy efficiency. However, the IEA’s Africa Energy Outlook 2022 stated that Africa’s industrialisation relies in expanding the use of natural gas[2]. Even the IEA executive director Fatih Birol said, “if we make a list of the top ...

The pandemic is accelerating history, in the sense that it is leading to the speeding up of some recent trends. In the case of globalization, the pandemic will not reverse it, but it will reshape it. Here we take a bird’s eye view of global trade during the pandemic, relate it to previous trends, and guess how global value chain managers and government trade policymakers are likely to react. A Bird’s Eye View of Global Trade during the Pandemic World trade took a deep dive during ...

Decades of rapid economic growth have dramatically expanded China’s energy needs. The magnitudes are impressive. China is now the world’s largest consumer of energy, the largest producer and consumer of coal, and the largest emitter of carbon dioxide. It is increasingly looking toward securing its future energy needs with sustainable alternatives. China has also become the world’s largest producer, exporter and installer of solar panels, wind turbines, batteries, electric vehicles, ...

Awad Ibrahim, chairman of the Lybian Organisation of Policies and Strategies (LOPS), one of the few think tanks in this violence-torn country, has escaped to establish contacts with his African colleagues at the African Think Tank Summit held in Rabat from May 9th to 11th. For a few years he was Minister of Electricity and Renewable Energy in his country, and later appointed Deputy Prime minister. At times Awad Ibrahim fears for his life, but he believes a political solution between ...