The energy transition is changing the architecture of economies by replacing the traditional fuels that power our societies with new energy carriers. In this transition period, balancing the conventional energy system with the low-carbon one presents challenges for governments and companies alike. The increasing use of renewable energy sources is reshaping geopolitics, creating novel dependency relations for those countries that have the technology and the critical minerals needed to reach net zero in 2050. HCSS seeks to understand, analyse and address pressing geo-economic and geopolitical issues induced by the energy transition.
Catch up on our latest research in the field of energy and critical raw materials
Tying critical materials through the Untied Loan Guarantee | A proven and effective way to secure materials needed for Europe’s Energy Transition
The Inflation Reduction Act Explained | Part 1: What it means for electric vehicles (EVs) and battery materials
Securing Critical Materials for Critical Sectors: Policy options for the Netherlands and the European Union
Standards for Critical Raw Materials: Strategic standard setting in China, the EU and the Netherlands
Geopolitics of energy
Security of supply is a key concern in the national interest of every government around the world. For decades, having reserves of oil and natural gas translated into geopolitical influence. Today, old dependencies remain as new ones are emerging. The European Union is facing geopolitical and environmental challenges to securing oil and gas supplies. New dependencies on suppliers of green hydrogen and renewable energy technologies are developing. A purely economic approach to energy relations fails to take into account a significant array of risks associated with dependencies, which is why geopolitics play a key role in HCSS energy research.
Geo-economic implications of the energy transition
Achieving climate goals requires the transformation of infrastructure, industrial processes and households into sustainable and energy efficient sectors. Technological developments, policy support and governmental behaviour in global politics are some of the determinants of a successful energy transition. HCSS contributes to mitigating and overcoming the challenges faced by key economic sectors in the energy transition, in order to achieve a prosperous and competitive new energy system.
Wind turbines, solar panels and electric vehicles – they are all dependent on sufficient, affordable and secure supplies of critical raw materials. Yet the global energy transition is expected to lead to an exponential increase in the demand for these minerals. Achieving a net zero energy system depends on foreign supplies of rare earth metals, cobalt or lithium. This creates novel geopolitical dependencies and geo-economic challenges for countries all around the world. Critical minerals are a key area of energy research at HCSS, providing advice to governments and companies on how to address challenges related to securing supplies of raw materials.
HCSS Energy & Raw Materials Experts
Lucia van Geuns
Jeff Amrish Ritoe
Jilles van den Beukel
Catch up on our latest news in the field of energy and raw materials
New report | Decarbonising maritime bunkering in the Netherlands and the embargo on Russian oil
Jeff Amrish Ritoe | Atlantic Assembly 2023: the geopolitical implications of critical minerals
Irina Patrahau | De Volkskrant: “Met groene transitie zit EU op goede spoor, alleen nogal laat”
More on Energy and Raw Materials
Webinar “Grondstoffen, oorlog en de energietransitie”
Gas, Gasmarkten en Gasprijzen – HCSS Explainer met Jilles van den Beukel
The EU’s competing objectives: Championing the Energy Transition or Strategic Autonomy?
Wereldmachten Podcast on critical minerals with Irina Patrahau
De Strateeg: Hoe kunnen we de leveringszekerheid van energie waarborgen?
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