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Ed Webb

Brazil, Indonesia and DRC in talks to form 'Opec of rainforests' | Brazil | The Guardian - 0 views

  • The big three tropical rainforest nations – Brazil, Indonesia and the Democratic Republic of the Congo – are in talks to form a strategic alliance to coordinate on their conservation, nicknamed an “Opec for rainforests”, the Guardian understands.The election of Luiz Inácio Lula da Silva, known as Lula, has been followed by a flurry of activity to avoid the destruction of the Amazon, which scientists have warned is dangerously close to tipping point after years of deforestation under its far-right leader, Jair Bolsonaro.During his first speech as president-elect, Lula pledged to fight for zero deforestation in the Amazon, while Colombia has proposed creating an Amazon bloc at Cop27, and Norway’s environment minister is moving to reinstate a billion-dollar fund to protect the rainforest after it was halted under Bolsonaro.
  • The alliance could see the rainforest countries make joint proposals on carbon markets and finance, a longtime sticking point at UN climate and biodiversity talks, as part of an effort to encourage developed countries to fund their conservation
  • Oscar Soria, campaign director of the activism site Avaaz, said the alliance could be an “Opec for rainforests”, akin to the oil producers’ cartel, which coordinates on the fossil fuel’s production levels and price. Before being elected, Lula said any alliance could be expanded to other rainforest countries, such as Peru and Cambodia.“This deal could be a promising step forward, as long as Indigenous peoples and local communities are fully consulted in the process and their rights and leadership respected,” Soria said.“These three ecosystems are critical for the ecological stability of the world, and the answer for these forests to thrive lies with the people that live in them.”
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  • data from Global Forest Watch shows that Brazil, DRC and Indonesia were among the top five countries for primary forest loss in 2021, with 11.1m hectares of tree cover lost in the tropics overall last year.
Ed Webb

Beyond Oil: Lithium-Ion Battery Minerals and Energy Security - Foreign Policy Research ... - 0 views

  • Should the mass adoption of electric vehicles occur, access to reliable and affordable sources of minerals like cobalt, graphite, lithium, manganese, and nickel, which are used in modern electric-vehicle batteries, will come to occupy a larger share of energy security concerns, especially since one country has already gained control over much of the world’s production and processing of those minerals
  • oil has remained abundant and affordable, despite major production disruptions during the Arab Spring from 2010-2012, in Libya from 2013-2016, and in Venezuela after 2017. In fact, oil prices had dropped 60 percent from their 2008 highs by early 2020, even before the COVID-19 pandemic had made a dent in the global economy.
  • falling oil prices throughout the 2010s may have lulled Western policymakers into believing that the Russian Federation, whose economy is heavily reliant on oil and natural gas exports, would become more docile. It did not; instead, it continued to modernize its military and intimidate its neighbors
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  • OPEC and Russia bargained for months, but talks finally broke down after Moscow refused to limit its oil production to help stabilize oil prices in the wake of the slump in global oil demand caused by the COVID-19 pandemic. Calculating that it could hurt Russia enough to force it back to the negotiating table, Saudi Arabia boosted its daily oil output by 20 percent, flooding the market with oil. Not to be intimidated, Russia responded with a short-term increase in its own oil output (possibly to strike back at Saudi Arabia or to force some American shale-oil companies out of business or both). As a result, oil prices collapsed. The futures price for West Texas Intermediate crude touched a remarkable -$37 per barrel. Although beneficial for oil consumers, the Russia-Saudi Arabia oil price war was a reminder of the influence that state-driven oil producers still had over the world’s energy security.
  • a single country, China, has gained control over much of the world’s production and processing of the cobalt, graphite, lithium, manganese, and nickel used in lithium-ion batteries, the type of electricity-storage devices favored by electric-vehicle manufacturers today.
  • Chinese companies now control almost half of the DRC’s cobalt output, which constitutes over two-thirds of the world’s production. Perhaps of greater concern, China has come to dominate the refining and processing of those minerals. Eighty percent of the cobalt sulphates and oxides used for lithium-ion battery cathodes are processed in China.
  • China’s monopoly can be largely attributed to its relatively low energy costs and less stringent environmental regulations.
  • Though China controls a smaller share of the world’s production of lithium than that of other minerals, it has been buying up stakes in lithium mines around the globe.
  • Moving up the value chain, it is expected to build 101 of the 136 lithium-ion battery manufacturing plants that are currently planned over the next decade
  • n 2010, China abruptly restricted its rare-earth metal exports to Japan, nominally to protect the environment. But after a lengthy review, the World Trade Organization ruled against China’s restrictions. Since then, worries about relying on China as a strategic-minerals supplier have continued to grow. Sometimes, China feeds those fears. In one 2019 incident, China’s state-run Global Times flaunted the country’s dominance over rare-earth metals as a strategic weapon against other countries with the headline “China gears up to use rare-earth advantage.” Such not-so-veiled threats from government-linked media only fan suspicions that China will behave no better than Russia or Saudi Arabia—and possibly worse.
  • In 2019, the U.S. Department of State launched the Energy Resources Governance Initiative to “promote resilient and secure energy resource mineral supply chains” for all kinds of renewable energy and battery storage technologies.  The initiative’s membership has grown to include Australia, Botswana, Canada, Peru,
  • the world appears to be swapping its old dependency on OPEC and Russia, a fractious bunch that until recently was losing power to American oil-shale upstarts, for a new one on China, a single country with a one-party government
Ed Webb

It's Time to Put Climate Change at the Center of U.S. Foreign Policy - 1 views

  • If the Iran nuclear deal boosted carbon emissions because the easing of sanctions brought an additional 2 million barrels per day of Iranian oil onto the market, that was a price well worth paying to prevent Iran from acquiring a nuclear weapon
    • Ed Webb
       
      Do you agree, and if so why?
  • climate change obviously needs to be at the center of U.S. energy diplomacy. For example, dialogue with OPEC nations or cooperation on strategic oil stocks to address global supply shocks should include discussion of how to prepare for an uncertain and potentially volatile period of transition away from oil
  • Expanding energy access for the 840 million people who lack access to electricity, the majority of whom live in sub-Saharan Africa, is critical for global health and development, yet support for efforts to achieve this goal must avoid following the carbon-intensive paths of other emerging economies such as India
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  • issues such as securing electricity grids around the world against cyberattacks, since a decarbonized world will depend even more on electrical power as many additional sectors—such as buildings, cars, and trucks—are electrified
  • access to rare earths and other critical minerals such as lithium and cobalt will be even more important as raw materials for batteries, solar panels, and other renewable energy technologies.
  • defense leaders should work with their counterparts in other governments and within international institutions, such in the United Nations Security Council and NATO, to integrate climate change into their security agendas. Defense planning must increasingly consider the impacts of climate change, such as the threats of extreme weather to military installations, the stresses increased disaster assistance may pose to military readiness, and the risks food or water scarcity may pose to security in fragile states
  • From the standpoint of foreign policy, stronger domestic action can also lay the groundwork for cooperation instead of conflict with the European Union, which is planning to impose carbon border tariffs on imports from countries taking inadequate climate actions.
  • foreign policy must go beyond climate and energy diplomacy to make mainstream the consideration of climate change in all foreign-policy decisions. It may not always prevail when weighed against all other national security goals, but it is too important to be ignored.
  • the biggest shift from the current U.S. approach would be to take climate change considerations into the mainstream of all national-security and foreign-policy decision-making
  • Every ton of carbon dioxide contributes to climate change no matter where it is emitted, so an ambitious climate strategy cannot only be domestic—it must put the issue squarely at the center of U.S. foreign policy.
  • given both the urgency and global nature of climate change, the issue cannot be siloed into U.S. State Department or Energy Department offices and spheres of diplomacy. Many aspects of U.S. foreign policy will impact, and be impacted by, climate change. An effective foreign policy requires taking climate change directly into consideration—not just as a problem to resolve, but as an issue that can affect the success and failure of strategies in areas as varied as counterterrorism, migration, international economics, and maritime security.
  • a strategy for stability in Iraq will not be effective unless it considers the impacts of water scarcity and heat waves on the Iraqi people or the loss of Iraq’s oil revenue as climate policy gradually erodes oil demand. Similarly, the United States’ efforts to counter terrorism in North Africa may prove fruitless unless officials also consider climate impacts on desertification that make local populations vulnerable to terrorists’ promises
  • U.S. foreign policy has aimed for many years to rebuild Iraq’s struggling economy by helping the country to boost its oil output, and to address its chronic and politically destabilizing electricity shortages by increasing gas production as well. A climate-centered foreign policy would not only provide assistance to reduce flaring and use that gas within Iraq, but also explore opportunities to attract investment in renewable energy
  • in many cases there may not be a climate-friendly alternative approach. But foreign-policy makers won’t know whether the alternatives exist or not unless they ask the question
  • The National Environmental Policy Act requires that before major federal actions are taken, the relevant agency analyzes the effects on the environment and identifies reasonable alternatives that may mitigate those effects. A similar internal step in the foreign-policy making process—time permitting—would ensure that officials have full information about environmental consequences before they act. Several international financial institutions such as the World Bank have processes, albeit imperfect, to review the environmental impacts of their actions
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