IDEAS home Printed from https://ideas.repec.org/p/hal/wpaper/hal-02971706.html
   My bibliography  Save this paper

Vers une Géopolitique de l'énergie plus complexe ? Une analyse prospective tridimensionnelle de la transition énergétique

Author

Listed:
  • Clement Bonnet

    (IFPEN - IFP Energies nouvelles)

  • Samuel Carcanague

    (IRIS - Institut de Relations Internationales et Stratégiques)

  • Emmanuel Hache

    (IFPEN - IFP Energies nouvelles)

  • Gondia Seck

    (IFPEN - IFP Energies nouvelles)

  • Marine Simoën

    (IFPEN - IFP Energies nouvelles)

Abstract

Cette étude cherche à analyser trois enjeux au coeur de la transition vers les énergies renouvelables (ENR): (1) l'importance des matériaux nécessaires à la production des technologies des ENR ; (2) les dynamiques d'innovation dans ces technologies et le rôle qu'elles confèrent aux règles de la propriété intellectuelle ; (3) les interactions entre la transition énergétique et les économies exportatrices de combustibles fossiles. Ces trois sous-systèmes interagissent au sein du système plus large que constitue la géopolitique des énergies renouvelables. Les interactions entre ces différentes dimensions s'avèrent essentielles à analyser dans le cadre de la coopération internationale pour la lutte contre le changement climatique et pour comprendre les futurs jalons d'un nouvel ordre énergétique mondial. L'originalité de ce travail est de démontrer que l'analyse de la transition énergétique ne doit pas se restreindre aux liens entre les politiques climatiques, l'innovation et le déploiement des ENR. Une vision plus large est nécessaire pour prendre en compte dans un premier temps les rétroactions négatives du déploiement des ENR via les secteurs des hydrocarbures et des métaux. D'autre part, il convient d'analyser de plus près la rétroaction de l'innovation sur les politiques climatiques pour s'assurer qu'une boucle positive se forme. Trois conclusions peuvent être tirées de ce travail au niveau national ou international en matière de politiques publiques : - Les pouvoirs de marché des pays producteurs des matériaux de la transition énergétique risquent de s'accentuer dans les années à venir et les politiques de recyclage pourraient permettre de réduire le coût de la transition énergétique ; - Les politiques climatiques doivent s'assurer que les droits de propriété intellectuelle ne deviennent pas un point de blocage de la négociation climatique ; - La diversification des économies productrices d'hydrocarbures est déterminante pour le déploiement des ENR et, plus largement, sur le rythme et les modalités de la transition énergétique au niveau global. En définitive, dans un contexte de généralisation des technologies bas-carbone,

Suggested Citation

  • Clement Bonnet & Samuel Carcanague & Emmanuel Hache & Gondia Seck & Marine Simoën, 2019. "Vers une Géopolitique de l'énergie plus complexe ? Une analyse prospective tridimensionnelle de la transition énergétique," Working Papers hal-02971706, HAL.
    • Handle: RePEc:hal:wpaper:hal-02971706
    Note: View the original document on HAL open archive server: https://hal.science/hal-02971706
    as

    Download full text from publisher

    File URL: https://hal.science/hal-02971706/document
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Dewulf, Jo & Blengini, Gian Andrea & Pennington, David & Nuss, Philip & Nassar, Nedal T., 2016. "Criticality on the international scene: Quo vadis?," Resources Policy, Elsevier, vol. 50(C), pages 169-176.
    2. T. E. Graedel & Barbara K. Reck, 2016. "Six Years of Criticality Assessments: What Have We Learned So Far?," Journal of Industrial Ecology, Yale University, vol. 20(4), pages 692-699, August.
    3. Blengini, Gian Andrea & Nuss, Philip & Dewulf, Jo & Nita, Viorel & Peirò, Laura Talens & Vidal-Legaz, Beatriz & Latunussa, Cynthia & Mancini, Lucia & Blagoeva, Darina & Pennington, David & Pellegrini,, 2017. "EU methodology for critical raw materials assessment: Policy needs and proposed solutions for incremental improvements," Resources Policy, Elsevier, vol. 53(C), pages 12-19.
    4. Glöser, Simon & Tercero Espinoza, Luis & Gandenberger, Carsten & Faulstich, Martin, 2015. "Raw material criticality in the context of classical risk assessment," Resources Policy, Elsevier, vol. 44(C), pages 35-46.
    5. G. M.P. Swann, 2009. "The Economics of Innovation," Books, Edward Elgar Publishing, number 13211.
    6. Scholten, Daniel & Bosman, Rick, 2016. "The geopolitics of renewables; exploring the political implications of renewable energy systems," Technological Forecasting and Social Change, Elsevier, vol. 103(C), pages 273-283.
    7. Emmanuel Hache, 2018. "Do renewable energies improve energy security in the long run?," International Economics, CEPII research center, issue 156, pages 127-135.
    8. Nick Johnstone & Ivan Haščič & David Popp, 2010. "Renewable Energy Policies and Technological Innovation: Evidence Based on Patent Counts," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 45(1), pages 133-155, January.
    9. Nathalie Alazard-Toux & Patrick Criqui & Jean-Guy Devezeaux de Lavergne & Emmanuel Hache & Elisabeth Le Net & Daphné Lorne & Sandrine Mathy & Philippe Menanteau & Henri Safa & Olivier Teissier & Benja, 2014. "Les scénarios de transition énergétique de l'ANCRE," Post-Print halshs-01017874, HAL.
    10. Marc Baudry & Clément Bonnet, 2016. "Demand pull isntruments and the development of wind power in Europe: A counter-factual analysis," Working Papers 1607, Chaire Economie du climat.
    11. Mr. Tim Callen & Reda Cherif & Fuad Hasanov & Mr. Amgad Hegazy & Padamja Khandelwal, 2014. "Economic Diversification in the GCC: Past, Present, and Future," IMF Staff Discussion Notes 2014/012, International Monetary Fund.
    12. Arent, Douglas & Arndt, Channing & Miller, Mackay & Tarp, Finn & Zinaman, Owen (ed.), 2017. "The Political Economy of Clean Energy Transitions," OUP Catalogue, Oxford University Press, number 9780198802242.
    13. Matthieu Glachant & Antoine Dechezleprêtre, 2017. "What role for climate negotiations on technology transfer?," Climate Policy, Taylor & Francis Journals, vol. 17(8), pages 962-981, November.
    14. Griffiths, Steven, 2017. "A review and assessment of energy policy in the Middle East and North Africa region," Energy Policy, Elsevier, vol. 102(C), pages 249-269.
    15. Cairns, Robert D., 2014. "The green paradox of the economics of exhaustible resources," Energy Policy, Elsevier, vol. 65(C), pages 78-85.
    16. Soete, Luc, 1987. "The impact of technological innovation on international trade patterns: The evidence reconsidered," Research Policy, Elsevier, vol. 16(2-4), pages 101-130, August.
    17. Criqui, Patrick & Mima, Silvana, 2012. "European climate—energy security nexus: A model based scenario analysis," Energy Policy, Elsevier, vol. 41(C), pages 827-842.
    18. Frederick van der Ploeg, 2016. "Fossil fuel producers under threat," Oxford Review of Economic Policy, Oxford University Press and Oxford Review of Economic Policy Limited, vol. 32(2), pages 206-222.
    19. Hu, Albert G.Z. & Zhang, Peng & Zhao, Lijing, 2017. "China as number one? Evidence from China's most recent patenting surge," Journal of Development Economics, Elsevier, vol. 124(C), pages 107-119.
    20. Pollitt, Michael G., 2012. "The role of policy in energy transitions: Lessons from the energy liberalisation era," Energy Policy, Elsevier, vol. 50(C), pages 128-137.
    21. Paul Collier & Anke Hoeffler, 2004. "Greed and grievance in civil war," Oxford Economic Papers, Oxford University Press, vol. 56(4), pages 563-595, October.
    22. Tim Callen & Reda Cherif & Fuad Hasanov & Amgad Hegazy & Padamja Khandelwal, 2014. "Economic Diversification in the GCC; Past, Present, and Future," IMF Staff Discussion Notes 14/12, International Monetary Fund.
    23. Yueh, Linda, 2009. "Patent laws and innovation in China," International Review of Law and Economics, Elsevier, vol. 29(4), pages 304-313, December.
    24. Popp, David, 2005. "Lessons from patents: Using patents to measure technological change in environmental models," Ecological Economics, Elsevier, vol. 54(2-3), pages 209-226, August.
    25. Goe, Michele & Gaustad, Gabrielle, 2014. "Identifying critical materials for photovoltaics in the US: A multi-metric approach," Applied Energy, Elsevier, vol. 123(C), pages 387-396.
    26. Gordon, R.B. & Bertram, M. & Graedel, T.E., 2007. "On the sustainability of metal supplies: A response to Tilton and Lagos," Resources Policy, Elsevier, vol. 32(1-2), pages 24-28.
    27. Jara, J. Joaquin & Lagos, Gustavo & Tilton, John E., 2008. "Using exploration expenditures to assess the climate for mineral investment," Resources Policy, Elsevier, vol. 33(4), pages 179-187, December.
    28. Kahia, Montassar & Ben Aïssa, Mohamed Safouane & Charfeddine, Lanouar, 2016. "Impact of renewable and non-renewable energy consumption on economic growth: New evidence from the MENA Net Oil Exporting Countries (NOECs)," Energy, Elsevier, vol. 116(P1), pages 102-115.
    29. Joseph M. Crabb & Daniel K.N. Johnson, 2010. "Fueling Innovation: The Impact of Oil Prices and CAFE Standards on Energy-Efficient Automotive Technology," The Energy Journal, International Association for Energy Economics, vol. 0(Number 1), pages 199-216.
    30. Bointner, Raphael, 2014. "Innovation in the energy sector: Lessons learnt from R&D expenditures and patents in selected IEA countries," Energy Policy, Elsevier, vol. 73(C), pages 733-747.
    31. Malova, Aleksandra & van der Ploeg, Frederick, 2017. "Consequences of lower oil prices and stranded assets for Russia's sustainable fiscal stance," Energy Policy, Elsevier, vol. 105(C), pages 27-40.
    32. Lew, Debra J., 2000. "Alternatives to coal and candles: wind power in China," Energy Policy, Elsevier, vol. 28(4), pages 271-286, April.
    33. Christophe McGlade & Paul Ekins, 2015. "The geographical distribution of fossil fuels unused when limiting global warming to 2 °C," Nature, Nature, vol. 517(7533), pages 187-190, January.
    34. Hache, Emmanuel & Palle, Angélique, 2019. "Renewable energy source integration into power networks, research trends and policy implications: A bibliometric and research actors survey analysis," Energy Policy, Elsevier, vol. 124(C), pages 23-35.
    35. Lanshina, Tatiana A. & “Skip” Laitner, John A. & Potashnikov, Vladimir Y. & Barinova, Vera A., 2018. "The slow expansion of renewable energy in Russia: Competitiveness and regulation issues," Energy Policy, Elsevier, vol. 120(C), pages 600-609.
    36. Cantwell, John & Janne, Odile, 1999. "Technological globalisation and innovative centres: the role of corporate technological leadership and locational hierarchy1," Research Policy, Elsevier, vol. 28(2-3), pages 119-144, March.
    37. Paish, Oliver, 2002. "Small hydro power: technology and current status," Renewable and Sustainable Energy Reviews, Elsevier, vol. 6(6), pages 537-556, December.
    38. Gupeng, Zhang & Xiangdong, Chen, 2012. "The value of invention patents in China: Country origin and technology field differences," China Economic Review, Elsevier, vol. 23(2), pages 357-370.
    39. Gomez, Fernando & Guzman, Juan Ignacio & Tilton, John E., 2007. "Copper recycling and scrap availability," Resources Policy, Elsevier, vol. 32(4), pages 183-190, December.
    40. Corden, W Max & Neary, J Peter, 1982. "Booming Sector and De-Industrialisation in a Small Open Economy," Economic Journal, Royal Economic Society, vol. 92(368), pages 825-848, December.
    41. Doukas, Haris & Patlitzianas, Konstantinos D. & Kagiannas, Argyris G. & Psarras, John, 2006. "Renewable energy sources and rationale use of energy development in the countries of GCC: Myth or reality?," Renewable Energy, Elsevier, vol. 31(6), pages 755-770.
    42. Radetzki, Marian & Eggert, Roderick G. & Lagos, Gustavo & Lima, Marcos & Tilton, John E., 2008. "The boom in mineral markets: How long might it last?," Resources Policy, Elsevier, vol. 33(3), pages 125-128, September.
    43. Grandell, Leena & Lehtilä, Antti & Kivinen, Mari & Koljonen, Tiina & Kihlman, Susanna & Lauri, Laura S., 2016. "Role of critical metals in the future markets of clean energy technologies," Renewable Energy, Elsevier, vol. 95(C), pages 53-62.
    44. Jewell, Jessica & Cherp, Aleh & Riahi, Keywan, 2014. "Energy security under de-carbonization scenarios: An assessment framework and evaluation under different technology and policy choices," Energy Policy, Elsevier, vol. 65(C), pages 743-760.
    45. David Popp, 2002. "Induced Innovation and Energy Prices," American Economic Review, American Economic Association, vol. 92(1), pages 160-180, March.
    46. Bertram, M. & Graedel, T. E. & Rechberger, H. & Spatari, S., 2002. "The contemporary European copper cycle: waste management subsystem," Ecological Economics, Elsevier, vol. 42(1-2), pages 43-57, August.
    47. Julie Ayling & Neil Gunningham, 2017. "Non-state governance and climate policy: the fossil fuel divestment movement," Climate Policy, Taylor & Francis Journals, vol. 17(2), pages 131-149, February.
    48. Patrick Criqui & Silvana Mima, 2012. "European climate -- energy security nexus: A model based scenario analysis," Post-Print halshs-00661043, HAL.
    49. Chester, Lynne, 2010. "Conceptualising energy security and making explicit its polysemic nature," Energy Policy, Elsevier, vol. 38(2), pages 887-895, February.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Emmanuel Hache & Samuel Carcanague & Clément Bonnet & Gondia Sokhna Seck & Marine Simoën, 2019. "Some geopolitical issues of the energy transition," Working Papers hal-03101697, HAL.
    2. Clément Bonnet & Samuel Carcanague & Emmanuel Hache & Gondia Sokhna Seck & Marine Simoën, 2018. "The nexus between climate negotiations and low-carbon innovation: a geopolitics of renewable energy patents," Working Papers hal-04141680, HAL.
    3. Hache, Emmanuel, 2018. "Do renewable energies improve energy security in the long run?," International Economics, Elsevier, vol. 156(C), pages 127-135.
    4. Duch-Brown, Néstor & Costa-Campi, María Teresa, 2015. "The diffusion of patented oil and gas technology with environmental uses: A forward patent citation analysis," Energy Policy, Elsevier, vol. 83(C), pages 267-276.
    5. Valdés Lucas, Javier Noel & Escribano Francés, Gonzalo & San Martín González, Enrique, 2016. "Energy security and renewable energy deployment in the EU: Liaisons Dangereuses or Virtuous Circle?," Renewable and Sustainable Energy Reviews, Elsevier, vol. 62(C), pages 1032-1046.
    6. Gianluca ORSATTI, 2019. "Public R&D and green knowledge diffusion:\r\nEvidence from patent citation data," Cahiers du GREThA (2007-2019) 2019-17, Groupe de Recherche en Economie Théorique et Appliquée (GREThA).
    7. Grafström, Jonas & Poudineh, Rahmat, 2023. "No evidence of counteracting policy effects on European solar power invention and diffusion," Energy Policy, Elsevier, vol. 172(C).
    8. Patricia Laurens & Christian Le Bas & Stéphane Lhuillery & Antoine Schoen, 2017. "The determinants of cleaner energy innovations of the world’s largest firms: the impact of firm learning and knowledge capital," Economics of Innovation and New Technology, Taylor & Francis Journals, vol. 26(4), pages 311-333, May.
    9. Antoine Dechezleprêtre & Matthieu Glachant, 2014. "Does Foreign Environmental Policy Influence Domestic Innovation? Evidence from the Wind Industry," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 58(3), pages 391-413, July.
    10. Costantini, Valeria & Crespi, Francesco & Palma, Alessandro, 2017. "Characterizing the policy mix and its impact on eco-innovation: A patent analysis of energy-efficient technologies," Research Policy, Elsevier, vol. 46(4), pages 799-819.
    11. Julián D. Gómez, 2018. "¿Qué determina la adopción de tecnologías para la generación de energías renovables entre países?," Documentos CEDE 17132, Universidad de los Andes, Facultad de Economía, CEDE.
    12. Grazia Cecere & Sascha Rexhäuser & Patrick Schulte, 2019. "From less promising to green? Technological opportunities and their role in (green) ICT innovation," Economics of Innovation and New Technology, Taylor & Francis Journals, vol. 28(1), pages 45-63, January.
    13. Giulio Cainelli & Massimiliano Mazzanti & Roberto Zoboli, 2011. "Enviromental Innovations, Complementarity and Local/Global Cooperation," Working Papers 201104, University of Ferrara, Department of Economics.
    14. Saidi Magaly Flores S nchez & Miguel Alejandro Flores Segovia & Luis Carlos Rodr guez L pez, 2020. "Impact of Public Policies on the Technological Innovation in the Renewable Energy Sector," International Journal of Energy Economics and Policy, Econjournals, vol. 10(2), pages 139-159.
    15. Li, George Yunxiong & Ascani, Andrea & Iammarino, Simona, 2024. "The material basis of modern technologies. A case study on rare metals," Research Policy, Elsevier, vol. 53(1).
    16. Göçmen Polat, Elifcan & Yücesan, Melih & Gül, Muhammet, 2023. "A comparative framework for criticality assessment of strategic raw materials in Turkey," Resources Policy, Elsevier, vol. 82(C).
    17. Ewa Lewicka & Katarzyna Guzik & Krzysztof Galos, 2021. "On the Possibilities of Critical Raw Materials Production from the EU’s Primary Sources," Resources, MDPI, vol. 10(5), pages 1-21, May.
    18. Clement Bonnet, 2020. "Measuring Knowledge with Patent Data: an Application to Low Carbon Energy Technologies," Working Papers hal-02971680, HAL.
    19. Shimbar, A., 2021. "Environment-related stranded assets: An agenda for research into value destruction within carbon-intensive sectors in response to environmental concerns," Renewable and Sustainable Energy Reviews, Elsevier, vol. 144(C).
    20. Hille, Erik & Oelker, Thomas J., 2023. "International expansion of renewable energy capacities: The role of innovation and choice of policy instruments," Ecological Economics, Elsevier, vol. 204(PA).

    More about this item

    NEP fields

    This paper has been announced in the following NEP Reports:

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:hal:wpaper:hal-02971706. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: CCSD (email available below). General contact details of provider: https://hal.archives-ouvertes.fr/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.