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The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Mar 15, 2020

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Page 1: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution
Page 2: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

The Geopolitics of Arctic Melt

Dr. Charles K. Ebinger And

Evie Zambetakis

Energy Security Initiative The Brookings Institution

Page 3: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Arctic Melt

Climate change, feedback loops

More than one million square miles of ice melted in 2007

We could have ice-free Arctic summers as early as 2013 or 2015

New environmental and strategic challenges

Page 4: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution
Page 5: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution
Page 6: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Arctic Melt: What you need to know

The short- to medium-term debate: new or

existing multinational frameworks for Arctic governance

Technology is a key barrier to the “scramble” for access to shipping and E&P of

hydrocarbons

The US is far behind the rest of the Arctic states

on its Arctic policy and presence

Page 7: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Legal Frameworks and International

Cooperation

UN Convention on the Law of the Sea (UNCLOS)

Arctic Council

Challenges to governance

Page 8: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Hugo Ahlenius, UNEP/GRID-Arendal

http://maps.grida.no/go/graphic/arctic-sea-routes-northern-sea-route-and-northwest-passage

Shipping Routes

Page 9: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Geopolitical Flashpoints

Page 10: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution
Page 11: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Icebreaker Fleets

1 Icebreaker = 8-10 years lead-time + ~$1 billion

Russia

Canada

Finland

U.S.

Germany

Japan

China

Page 12: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Natural Gas-to-Oil Ratio 3:1

http://www.cge.uevora.pt/aspo2005/abscom/Abstract_Lisbon_Ronning.pdf - Statoil’s Arctic Assessment

Page 13: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

When would Arctic E&P

be attractive?

High Oil Prices

Ice-capable technology

Increased geopolitical tensions in shipping chokepoints

Sense of clear delineation of boundaries and legal frameworks

Page 14: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

The Big Picture

Arctic states appear committed to cooperation and are likely to build capacity of existing frameworks

Commercial and strategic benefits are real but distant

Arctic remains strategically important in the

long-run, with multiple potential flashpoints which can be mitigated by focus on cooperation

Page 15: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution

Recommendations for

the United States

US must be able to be active and project influence in the Arctic region year-round and in any conditions

Ratify UNCLOS

Invest $2 billion for 2 new icebreakers and $1

billion for maintenance of existing icebreakers in the interim

Encourage research on ice-capable technologies

through public-private partnerships

Page 17: The Geopolitics of...The Geopolitics of Arctic Melt Dr. Charles K. Ebinger And Evie Zambetakis Energy Security Initiative The Brookings Institution