This policy perspective sums up the main input of four members of the Research Panel for IRENA's Global Commission on the Geopolitics of the Energy Transformation. The geographic and technical characteristics of renewable energy systems are fundamentally different from those of coal, oil, and natural gas. This has implications for interstate energy relations and will require early attention if states are to exploit opportunities and address challenges. We point to six clusters of renewables' geopolitical implications that will manifest themselves over different time horizons. Overall, a generally positive disruption is foreseen, but also one that raises new energy security challenges. Moreover, while renewables will eventually render energy relations more horizontal and polycentric, achieving a smooth transition will not be easy. Renewables alter arenas of energy interaction, transforming markets and shifting trade partners, and reshape patterns of cooperation and conflict among countries. One possible outcome is a world of continental-sized grid communities made up of prosumer countries that continuously strategize between secure domestic production and cheap imports. Political action is required to manage, inter alia, industrial competition, stranded assets, availability of electricity and storage capacity, critical materials, and rivalry over ownership of key infrastructure assets.

In this perspectives piece, an interdisciplinary team of social science researchers considers the implications of Covid-19 for the politics of sustainable energy transitions. The emergency measures adopted by states, firms, and individuals in response to this global health crisis have driven a series of political, economic and social changes with potential to influence sustainable energy transitions. We identify some of the initial impacts of the ‘great lockdown’ on sustainable and fossil sources of energy, and consider how economic stimulus packages and social practices in the wake of the pandemic are likely to shape energy demand, the carbon-intensity of the energy system, and the speed of transitions. Adopting a broad multi-scalar and multi-actor approach to the analysis of energy system change, we highlight continuities and discontinuities with pre-pandemic trends. Discussion focuses on four key themes that shape the politics of sustainable energy transitions: (i) the short, medium and long-term temporalities of energy system change; (ii) practices of investment around clean-tech and divestment from fossil fuels; (iii) structures and scales of energy governance; and (iv) social practices around mobility, work and public health. While the effects of the pandemic continue to unfold, some of its sectoral and geographically differentiated impacts are already emerging. We conclude that the politics of sustainable energy transitions are now at a critical juncture, in which the form and direction of state support for post-pandemic economic recovery will be key.

This article reviews the literature on the geopolitics of renewable energy. It finds that while the roots of this literature can be traced back to the 1970s and 1980s, most of it has been published from 2010 onwards. The following aggregate conclusions are extracted from the literature: renewable energy has many advantages over fossil fuels for international security and peace; however, renewable energy is thought to exacerbate security risks and geopolitical tensions related to critical materials and cybersecurity; former hydrocarbon exporters will likely be the greatest losers from the energy transition. Many of the reviewed publications share some weaknesses: a failure to define “geopolitics”; an unwarranted assumption that very little has been published in the field previously; limited use of established forecasting, scenario-building or foresight methodologies; a lack of recognition of the complexity of the field; a lack of theorisation. Most authors do not distinguish between the geopolitical risks associated with different types of renewable energy, and only a few distinguish clearly between the geopolitics of the transitional phase and the geopolitics of a post-energy transition world. A disproportionately large part of the literature is dedicated to critical materials and cybersecurity, while only a small part concerns the decline of former fossil fuel powers. Among those publications that do discuss the decline of fossil fuels, there is also an over-focus on oil producers and a lack of attention to the countries that rely heavily on coal, for example Australia, China, Germany, Indonesia, Poland and the United States.

While most hydrogen research focuses on the technical and cost hurdles to a full-scale hydrogen economy, little consideration has been given to the geopolitical drivers and consequences of hydrogen developments. The technologies and infrastructures underpinning a hydrogen economy can take markedly different forms, and the choice over which pathway to take is the object of competition between different stakeholders and countries. Over time, cross-border maritime trade in hydrogen has the potential to fundamentally redraw the geography of global energy trade, create a new class of energy exporters, and reshape geopolitical relations and alliances between countries. International governance and investments to scale up hydrogen value chains could reduce the risk of market fragmentation, carbon lock-in, and intensified geo-economic rivalry.