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As illustrated by the proposed EU Industrial Accelerator Act, concerns over clean technology dependencies are prompting importers to adopt trade-restrictive localization measures. States justify these measures by invoking the threat of weaponization of supplies, a phenomenon theorized in the energy statecraft literature. This article examines whether weaponization concerns, associated with strategic dependencies, can be accommodated under the GATT general exceptions. In order to understand the constraints that the GATT imposes on states’ responses to alleged weaponization risks, it analyses WTO decisions on ‘short supply’ and the recent US–Inflation Reduction Act Panel Report regarding ‘public morals’ based on the energy statecraft theory. It finds that general dependency offers little relief unless importers can demonstrate the unreliability of transnational supply chains, while diversification towards trusted partners may better align with public morals than localization. These constraints do not represent a failure of WTO law – given the threat that protectionism poses to accelerated decarbonization, WTO safeguards are necessary to ensure that clean industrial policies do not slow down the energy transition.
In an all-electric world, there would be little danger of an anthropogenic climate crisis. Humanity came close to that state 125 years ago, as all the ingredients had been discovered or developed, together with knowledge that greenhouse gases would cause global warming. We trace those developments and why they lost out to fossil fuel-based energy, drawing lessons about market failure for the present situation. We model and forecast the energy mix for UK domestic consumption, providing a historical counterfactual had the UK taken the electric path rather than the fossil fuel path more than a century ago.
Chapter 6 examines how leading energy companies have responded to pressures to decarbonize and transition to sustainable energy. Through comparative case studies of ExxonMobil, Saudi Aramco, and Ørsted, the chapter highlights three distinct strategic pathways. ExxonMobil exemplifies a business-as-usual approach, maintaining a primary focus on oil and gas production while investing selectively in carbon capture and storage to mitigate emissions. Saudi Aramco represents a diversification strategy, positioning itself as a broader energy company by expanding into renewables and low-carbon technologies while continuing to rely heavily on hydrocarbons. Ørsted serves as a pioneer of full transition, having moved fully away from fossil fuels to become a leader in wind power generation. Together, these cases illustrate the range of corporate responses to climate pressures, while demonstrating how factors such as resource dependencies, state ownership, and market positioning shape strategic choices in the evolving global energy landscape.
Chapter 6 summarizes the evidence and then asks whether this longue-durée reexamination of the ups and downs in natural gas interdependence provides insights into the recent collapse of decades of EU-Russia gas cooperation amid war in Ukraine. It considers how dominant narratives may help explain why Putin decided to invade Ukraine at considerable commercial and political cost. The chapter suggests solutions to three puzzles: (1) Does reconstructing Eurasian gas ties across time and space and uncovering sources of change contribute something new to an understanding of Russia’s gas interdependence with a host of neighboring countries? (2) Does this reexamination provide insight into the subsequent collapse of decades of EU-Russia gas cooperation amid war in Ukraine? (3) Does this reconstruction and reexamination of gas interdependencies across Eurasia offer anything new to explain puzzling political outcomes in dyads where economic interdependence is high? Finally, the chapter places the book’s central arguments in an International Political Economic perspective, considering pathways to energy cooperation across Eurasia under various circumstances, especially energy transition.
The chapter analyzes the conflict between nascent bright green environmentalism and well-established fossil fuel-based developmentalisms, set against a backdrop of global population growth and resource concerns in the 1970s. It addresses the questions of how and why fossil fuel-based developmentalism contributed to the prolonged marginalization of bright green environmentalist ideas about zero-carbon offshore energy generation. Intellectually, architect Kikutake Kiyonori and engineer John P. Craven faced the spatial constraints inherent in island contexts, in this case Hawai’i and Japan. They focused on employing technology to decouple socio-economic development from ecosystem service and resource overexploitation to enable continuous industrial growth. Applying an oceanic-vertical perspective to island ecosystems and their littoral marine regions gives insights in some of the origins of zero-carbon energy technologies like offshore wind, floating solar photovoltaics, and floating nuclear plants. US and Japanese governmental support for already feasible offshore oil and gas exploitation and terrestrial energy generation nevertheless marginalized these ideas for decades.
On January 4, 1966, a major accident occurred at an oil refinery at Feyzin in South-East France. Although this event has been recognized as a watershed in the history of French industrial hazards regulation, little has been studied about the oil industry’s response. The period following the disaster saw an initiation into public relations for the leading figures of the young French oil industry, concurrent with the energy transition that was happening in Western Europe. Most of these leaders continued to hold executive roles in the same companies during the following decades and capitalized on these experiences to communicate on environmental issues. While many oil historians have focused on either a global or a national scale, this contribution proposes a multi-scalar approach to scrutinize how oil companies crafted their communications in the chosen territories for refining and petrochemical activities. Focusing on these areas enables us to emphasize that levers of consent to industrial activities are phenomena that are constructed in lived spaces where frontline communities have to cope with petroleum-based industry’s ordinary risks.
Energy dependence and rising pollution from the energy sector have compelled states to re-evaluate their energy policies and legal frameworks in favour of sustainable energy development. In this context, energy transition emerges as a strategy to achieve global climate goals while ensuring energy security. However, making the energy transition a “just transition” presents numerous challenges. These challenges are growing as innovation in the energy sector accelerates, with digitalisation presented as a tool to drive the energy transition and optimise current energy systems. This trend has been integrated into the EU’s policy objectives and regulated by the EU’s legal framework. However, this political decision has sparked ethical and legal debates about the digital transformation of the EU energy sector, particularly regarding energy justice. By analysing instruments in the EU’s policy and legal framework, this paper addresses the intersection of the twin transitions through the lens of energy justice. Therefore, this study assesses the EU policy and legal framework of twin transitions from an energy justice perspective. The geographical scope of this research covered the EU. The methodology includes doctrinal legal research. The conclusions of this research encompass an assessment of selected EU policy and legal instruments applicable to the twin transitions.
This special collection entitled ‘Green Transition or Social Transformation? Socio-economic Costs and Challenges of Energy Transition for Working People’ is an invitation to further study the role of labour in the energy transition and the impact of the current form of transition on workers’ lives. Above all, however, it raises fundamental questions about the future trajectory, aims, and scope of the transition. It also suggests that it is worth speaking openly not only about technological change but also about systemic change − one that incorporates economic and political dimensions and must accompany the energy revolution. A transition that leaves hierarchical social structures intact, that fails to critique the economic mechanisms exploiting both people and the environment, or that does not challenge existing relations of power which colonise nature and the working classes, is not a transition at all. It is merely ‘old wine in new bottles,’ designed to ensure the further reproduction of the prevailing system and to create new forms of capital accumulation. This collection presents reflections, analyses, and proposals addressing issues often overlooked in the green transition: the concerns of working people, their anxieties over employment and economic security, and a new form of colonisation under the guise of technological changes in the energy sector. The authors suggest, however, progressive solutions that go beyond the status quo, such as a ‘transformative just transition’, labour environmentalism based on the inseparable relationship between labour and nature, and social–ecological development.
China's Green Belt and Road Initiative (GBRI) was launched in 2017 to address key criticisms of the original BRI and to better align China's overseas development strategy with the global climate agenda. This research examines whether the GBRI represents a genuine shift in China or just a symbolic gesture, and explores its underlying domestic and international drivers. Specifically, it interrogates three prevailing interpretations of the GBRI: a greenwashing tactic, a geopolitical strategy, and a global climate cooperation effort. Our analysis reveals a more dynamic and nuanced process behind the GBRI's emergence and evolution in China. On the one hand, the initiative is rooted in Chinese green industrialization and globalization, interacting with external opportunities and constraints. On the other hand, the rise of GBRI has elicited diverse responses: while US-aligned countries have imposed barriers, emerging markets, while selectively, have embraced Chinese green energy investments.
Energy-efficient biomass cookstoves and small solar systems play an important role in the transition to clean energy. Despite their affordability and scalability, uptake remains low among households in sub-Saharan Africa. This paper examines whether household-level behavioural factors help explain this under-adoption. Drawing on data from real-purchase offers in rural Rwanda and Senegal, we analyse how willingness to pay for the technologies varies with risk aversion, innovation resistance, time preferences and beliefs. These traits explain part of the variation in purchase decisions, though effects are generally moderate. The findings improve our understanding of consumer behaviour with regard to innovative consumer goods at the base of the pyramid and inform policy and market strategies of suppliers entering these markets. We conclude by recommending that behavioural approaches be applied conservatively and only in conjunction with efforts to improve affordability and access.
Energy poverty remains a persistent challenge in Nigeria, where over 40% of the population lacks reliable electricity despite vast renewable energy potential. While SDG 7 frames universal energy access as a justice imperative, renewable energy transitions generate complex social and environmental trade-offs that remain underexamined. This study assesses Nigeria’s renewable energy transition through the lens of energy justice, incorporating distributional, procedural, recognition, and restorative dimensions. Guided by three research questions, it evaluates: (1) the integration of energy justice principles in policy, (2) their implementation in practice, and (3) whether the transition can be considered just overall. Drawing on qualitative expert interviews, findings reveal multidimensional non-economic impacts. Benefits include improved health, enhanced educational access, livelihood opportunities, and environmental gains. However, significant harms persist, including displacement, land-use conflicts, electronic waste, cultural disruption, and gender-based vulnerabilities. While justice principles are often articulated in policy, implementation remains uneven: participation is frequently tokenistic, benefits are short-lived or unevenly distributed, vulnerable groups are insufficiently recognised, and reparative mechanisms are weak or absent. By linking these deficits to the persistence of energy poverty, the study shows that Nigeria’s transition remains incomplete from a justice perspective, underscoring the need for more inclusive and accountable governance frameworks.
From the World Bank’s ‘Climate-Smart Mining’ initiative or ‘Resilient and Inclusive Supply-Chain Enhancement’ program to the IMF’s ‘Energy Transition Strategies’, international development institutions have plenty to say about the role of the supply chain in securing critical minerals for green energy technologies.1 This article forms part of a bigger project that examines how the form of the supply chain, in the context of the contemporary energy transition, entrenches the patterns of distribution and accumulation that we often associate with the fossil fuel economy. In this way, I argue that the supply chain contributes to suppressing alternative legal forms of decarbonization.2 Multiple international legal practices and modes of thought are involved in this suppression. In this article, I offer an account of how logistics, as a practice, discipline of supply chain management, and form of governance or jurisdiction contribute to foreclosing possibilities for alternative forms of decarbonization in ways that both implicate international law and point to possibilities for contestation.
In the Southern and Eastern Mediterranean (SEMed) region, the transition to low-carbon power must be achieved while ensuring security of supply, affordability and development. Using the Just and Sustainable Energy Transition framework and a neo-institutional lens, we analysed 470 study–country–family observations (2000–2025) across 11 jurisdictions and 7 instrument families to create an institutional mechanism map. Three regularities stand out. Systems performance signals dominate in nine countries, primarily through time-differentiated pricing, settlement discipline and codified connection, queuing and curtailment rules. Financing and integration risks are often addressed together where auctions, revenue-support schemes, published access terms and standardised long-term contracts coexist with system rules. Equity-related signals arise where prosumer compensation and reconciliation rules influence participation and cost sharing at the retail margin. These patterns provide an interpretive basis for sequencing constraint-led reforms in SEMed power systems that target binding risks while respecting fiscal and distributional constraints.
Using the synthetic difference-in-differences method, this study evaluates the comprehensive effects of the ‘coal-to-gas’ policy in China following its complete implementation in 2017. We propose four channels through which the policy could affect the air quality in untreated cities. The findings reveal a significant decrease in air pollution levels, as measured by PM10, in both the treated and untreated areas. However, the net spillover effect in the treated and untreated areas exhibits heterogeneous spatial distribution patterns due to different mechanisms. These differences could be related to the political economy and natural geography of China.
Akihisa Mori, Kyoto University, Japan,Nur Firdaus, National Research and Innovation Agency, Indonesia ,Yasuhiro Ogura, National Institute of Science and Technology Policy, Japan
Alongside global climate financial mechanisms such as the Green Climate Fund (GCF), global net-zero finance initiatives such as the Energy Transition Mechanism (ETM) and the Just Energy Transition Partnership (JETP) were launched. These mechanisms aim to mobilise private financing for early retirements of fossil fuel facilities in emerging markets and in developing economies that rely heavily on fossil fuels. However, few studies have assessed them from the perspective of equity, justice, and transformative changes. This chapter fills the gap by investigating how effectively these financial mechanisms have worked for net-zero transitions. Our findings reveal that while the mandates and requirements direct ETM and JETP for early retirement of coal power, compensation, and institutional development, few programmes have been specified for disbursement. Long procedures and institutional reform requirements delay disbursements, challenging private financing and scaling. This contrasts with GCF, which focuses on energy access and renewable energy but accelerates disbursement. Transparent collaborations between developed countries, private investors, host country governments, and electric companies are suggested for ETM and JETP to make financing net-zero transitions work effectively.
This chapter examines the critical role of individual behaviour in sustainability transitions, a field traditionally focused on macro- and meso-level processes. While systemic changes in technology and policy are essential, individual actions and small-group dynamics significantly shape sustainable practices and social norms. The chapter explores the interplay between macro-level structural shifts and micro-level behaviour, moving beyond the structure-agency and macro-micro debates in social and behavioural sciences. Drawing on psychology and social practice theory, it highlights the need for interdisciplinary approaches to link individual actions with systemic transitions. Through an analysis of evolving individual roles in sustainability initiatives, particularly energy transitions, the chapter argues for a nuanced understanding of behaviour that includes both habitual actions and deliberate choices. Key research gaps include the need for multi-actor studies, the interrelationship between individual and collective behaviour, and the impact of sustainability transitions on social cohesion.
Transitioning away from fossil fuels is in the best interest for long-term stakeholders of oil firms to mitigate risk from climate policy. Yet firms have an informational and positional advantage over strategies to mitigate climate-related risks, such that there is little incentive to decarbonize. Building on theories of firm behavior and the three faces of political power, we argue that investor pressure will be unlikely to change the climate strategy of fossil fuel firms. To measure climate strategy, we develop a novel technique using natural language processing tools to parse annual filings of all publicly-listed oil firms in the US. Using a difference-in-differences design exploiting an exogenous shock to shareholder power from a Securities and Exchange Commission regulatory amendment, we find no effects of shareholder pressure on deep reforms to climate strategies and weak effects on incremental pro-climate behavior. Through a case study of ExxonMobil, we show that climate-motivated investors are unable to overcome internal stakeholder resistance, despite shareholder pressure through direct communication, filed resolutions, and media campaigns. Our findings illustrate that polluting firms remain resistant to financial pressure for decarbonization, suggesting an important role for policy.
Industrial energy consumption in Spain increased significantly since 1960, driven by fossil fuels, with dependence on them barely decreasing until the 2008 crisis. This paper analyzes whether the phase-out of fossil fuels in Spanish industry was delayed by structural constraints inherent in the sector. It presents novel annual series of primary and final energy use, useful work and energy intensity across twelve sectors over 1960–2021. Data from five statistics were compiled, corrected, and harmonized. Results indicate that three sectors—building materials, steelmaking, and chemicals—accounted for more than half of primary consumption throughout the period. The carbonization of electricity generation in the first period and high thermal requirements and size of these sectors, particularly during the construction boom, hindered electrification and reductions in energy intensity. As in other Southern European industries, the weight of construction may have slowed the transition to a zero-emissions industry in the early twenty-first century.
This chapter provides an overview of the core findings of the book. It outlines the key theoretical and methodological insights gained through a qualitative comparison of the politics of corporate regulation and liberalization in Saudi Arabia and Nigeria, including the introduction of the theory of rent-conditional reforms. It further outlines the relevance of the rent-conditional reform theory to ongoing debates around the political and economic effects of natural resource wealth, particularly amid the potential global transition toward a less carbon-intensive economy.
This chapter introduces the arguments and structure of the book. It surveys how the liberalization of company creation regulations in Nigeria and Saudi Arabia across the first two decades of the twenty-first century defy the predictions of the existing resource curse literature. To explain the political constrains on economic liberalization in resource-wealthy, autocratic and hybrid regimes, the chapter introduces the rent-conditional reform theory. It also details the shortcomings of earlier quantitative studies of economic regulation and liberalization in contexts of resource wealth and outlines the methodological innovations of this book.