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Geopolitical realities of the energy transition supply chain: energy security risks and opportunities 能源转型供应链的地缘政治现实:能源安全风险与机遇
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-07-03 DOI: 10.1080/02646811.2023.2230732
Don C. Smith
The market for electric vehicles (EVs) appears to be ‘unstoppable’, according to a recent article in The Economist. Moreover, BloombergNEF is forecasting that sales of EVs may skyrocket to 40 per cent of all purchases in 2030 from today’s 10 per cent. To meet that audacious number will require tens of millions of batteries that will in turn require enormous quantities of critical minerals. However, a recent essay in Foreign Affairs identifies potentially troubling realities about the world’s rush towards a green energy future. One of the key realities involves the general absence of sufficient supply chains for critical minerals, particularly as they relate to the production of EVs. Consequently, it is imperative that policymakers begin to deal with this in a serious and considered manner now, since technologies involving clean energy may drive mineral demand for critical minerals up by 400 per cent by 2040. Two key critical minerals illustrate the challenge that lies ahead. In 2040, the demand for lithium, a key mineral for batteries, may be 13 times greater than in 2020. Similarly, Standard & Poor’s, a global market research firm, has predicted that between 2022 and 2035 the demand for copper will double. All EV types use ‘considerably more copper than traditional vehicles with internal combustion engines’. Not surprisingly, these minerals are rarely found exactly where they are needed for product production. Thus, the matter of energy security – often thought about in the context of oil and gas – arises again, but in a different scenario. Historically, energy security ‘has been defined as the availability of sufficient supplies at affordable prices. But that simple definition no longer captures reality;
《经济学人》最近的一篇文章称,电动汽车市场似乎“势不可挡”。此外,彭博新能源财经(BloombergNEF)预测,到2030年,电动汽车的销量占总销量的比例可能会从目前的10%飙升至40%。要实现这一大胆的数字,将需要数千万块电池,而这反过来又需要大量的关键矿物。然而,《外交事务》(Foreign Affairs)杂志最近发表的一篇文章指出,在世界匆忙迈向绿色能源未来的过程中,存在潜在的令人不安的现实。一个关键的现实是,关键矿产普遍缺乏足够的供应链,尤其是与电动汽车生产有关的矿产。因此,决策者现在必须开始认真和深思熟虑地处理这一问题,因为涉及清洁能源的技术可能会使对关键矿物的需求到2040年增加400%。两种关键的矿物说明了未来的挑战。到2040年,对锂(电池的关键矿物)的需求可能是2020年的13倍。同样,全球市场研究公司标准普尔(Standard & Poor 's)预测,2022年至2035年间,铜的需求将翻一番。所有类型的电动汽车都使用“比传统内燃机汽车多得多的铜”。不足为奇的是,这些矿物质很少能在产品生产所需的地方找到。因此,能源安全问题——通常是在石油和天然气的背景下考虑的——再次出现,但在不同的情况下。从历史上看,“能源安全”被定义为以可承受的价格获得充足的供应。但这个简单的定义已经不能反映现实;
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引用次数: 0
Prospects and challenges of Islamic finance instruments for low-carbon energy transitions: a legal analysis from an energy justice perspective 面向低碳能源转型的伊斯兰金融工具的前景与挑战:能源正义视角下的法律分析
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2187550
Ridoan Karim
Recently, there has been a discussion of ‘energy justice’ in academic and conceptual settings, with a focus on analysing the term from a policy perspective. Recent studies have investigated how energy justice principles can be incorporated into new energy business models and emphasised the need to implement them into policy decision-making processes. However, there has been no comprehensive study from a justice viewpoint on the mobilisation of capital, including state, commercial or public financing. Islamic finance is emerging as an alternative means of financing that could significantly advance sustainable growth in the international financial markets, including the energy industry. However, there are challenges to incorporating Islamic finance into the energy industry, and further empirical and theoretical analyses are necessary to determine its sustainability. This research aims to theoretically explore how Islamic financial instruments could play a role in the energy transition and unlock the challenges of Islamic finance in the energy industry from an energy justice perspective. It also offers valuable insights into the legal framework for a fair and eco-friendly energy transition, conceptualising the nexus between the principles of energy justice and the applications of Islamic finance structures in different stages of the energy system.
最近,在学术和概念设置中出现了关于“能源正义”的讨论,重点是从政策角度分析这个术语。最近的研究调查了如何将能源公正原则纳入新的能源商业模式,并强调了将其纳入政策决策过程的必要性。然而,还没有从公正的角度对包括国家、商业或公共融资在内的资本动员进行全面的研究。伊斯兰金融正在成为一种可显著促进包括能源行业在内的国际金融市场可持续增长的替代融资手段。然而,将伊斯兰金融纳入能源行业存在挑战,需要进一步的实证和理论分析来确定其可持续性。本研究旨在从理论上探讨伊斯兰金融工具如何在能源转型中发挥作用,并从能源正义的角度解开伊斯兰金融在能源行业面临的挑战。它还为公平和环保能源转型的法律框架提供了宝贵的见解,概念化了能源正义原则与伊斯兰金融结构在能源系统不同阶段的应用之间的联系。
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引用次数: 1
Energy law for the next generation, towards 2030 to 2050 2030年到2050年的下一代能源法
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2190688
R. Heffron
An international debate is needed on what energy law is required for society to achieve its energy and climate targets for 2030 and 2050. This editorial and the special issue that follows focus on Energy Law for the Next Generation, Towards 2030 to 2050. Legal scholarship to date has not evolved sufficiently to play its role in the energy transition and in ensuring the effects of climate change are mitigated. There remain too many gaps in the law, in particular around decommissioning of fossil fuel energy infrastructure and management of waste from fossil fuel activities, ie carbon taxes. The overall key challenges for energy law are to address climate change, environmental impacts and economic governance. New visions of what energy law must be reformed or newly formulated are needed. Currently, in education, in practice and in research, the status quo remains. The research perspectives in the articles for this special issue will hopefully inspire the next generation of energy law scholars to provide solutions. It is, after all, a key ‘justice’ issue to ensure that as an energy law community, we leave a foundation in place that can lead to a just transition to a low-carbon and sustainable world for future generations within the science-based critical deadlines such as 2030 and 2050.
社会需要什么样的能源法来实现2030年和2050年的能源和气候目标,这需要一场国际辩论。这篇社论和随后的特刊聚焦于下一代的能源法,迈向2030年至2050年。迄今为止,法律学术尚未充分发展,无法在能源转型和确保减轻气候变化影响方面发挥作用。法律中仍有太多空白,特别是在化石燃料能源基础设施退役和化石燃料活动产生的废物管理(即碳税)方面。能源法面临的主要挑战是应对气候变化、环境影响和经济治理。我们需要对哪些能源法必须改革或重新制定有新的看法。目前,在教育、实践和研究中,现状依然存在。本期特刊文章的研究视角,希望能启发下一代能源法学者提供解决方案。毕竟,作为一个能源法律界,这是一个关键的“正义”问题,以确保我们在2030年和2050年等以科学为基础的关键期限内,为子孙后代公正地过渡到一个低碳和可持续的世界。
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引用次数: 1
Just energy business needed! How to achieve a just energy transition by engaging energy companies in reaching climate neutrality: (re)conceptualising energy law for energy corporations 只是能源业务需要!如何通过让能源公司参与实现气候中和来实现公正的能源转型:(重新)为能源公司概念化能源法
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2190691
Maciej M. Sokolowski, M. Taylor
Public administration and energy regulators provide policy and economic support to achieve climate neutrality; however, the role of key stakeholders in energy transition, such as energy companies, is critical to a just energy transition. Corporate voluntary incentives to guide, support and pressure companies to disclose their climate-related risks are becoming commonplace internationally. Yet, formal legal frameworks to engage energy companies in reaching net zero emissions have largely been confined to financial risk disclosure and voluntary regulation. In this context, the article offers a normative solution that enables the effective implementation of obligations imposed on energy companies related to the 2050 energy transformation, addressing the concept of ‘energy-just companies’. It also proposes the management of this process by illustrating a different, proactive approach to the role of effective obligations in the transformation process based on a novel understanding of energy law principles. These legal solutions consist of ‘corporate energy transformation plans’ based on energy justice applied by energy companies.
公共行政和能源监管机构为实现气候中和提供政策和经济支持;然而,能源公司等主要利益相关者在能源转型中的作用对于实现公正的能源转型至关重要。引导、支持和施压企业披露其气候相关风险的企业自愿激励措施在国际上已变得司空见惯。然而,促使能源公司实现净零排放的正式法律框架在很大程度上仅限于财务风险披露和自愿监管。在此背景下,本文提供了一个规范的解决方案,使能源公司能够有效地履行与2050年能源转型相关的义务,解决“能源公司”的概念。它还提出了这一过程的管理,说明了一种不同的、积极主动的方法,以有效的义务在基于对能源法原则的新理解的转变过程中的作用。这些法律解决方案包括以能源公司应用的能源正义为基础的“企业能源转型计划”。
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引用次数: 2
Pathways of scholarship for energy justice and the social contract 能源正义与社会契约的学术路径
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2190689
R. Heffron, Louis De Fontenelle, Chioma Basil, Iñigo del Guayo Castiella, Sufyan Droubi, M. Hazrati, Halima I Hussein, Diane Kraal, D. McCauley, A. Phillips, Emmanuelle Santoire, Xavier Arnauld de Sartre
The energy sector is increasingly out of date and in need of a new direction. There continues to be a myriad of issues emanating from the sector, most notably with climate change, environmental impacts and economic governance. Climate change continues at pace and with the United Nations having already declared there to be a climate emergency. Yet the response of energy sector stakeholders with the power to make the necessary changes in society remains slow. Too much investment continues in the old traditional energy sources. This research accepts these positions and that therefore the relationship between the stakeholders of the energy sector is imbalanced. In order to change this relationship so that it is fair, equitable and inclusive it is necessary to place (energy) justice at the core of a new social contract between the stakeholders of the energy sector (which includes policymakers, private and public energy companies, and citizens). This research advances 10 key pathways for scholarship on energy justice and the social contract. These topics need to be addressed from local to national and international levels. In resolving these research problems society can address the fundamental imbalances that exist between energy stakeholders and ensure a just and brave new world established through this new energy-just social contract.
能源部门越来越过时,需要一个新的方向。该行业仍然存在无数问题,最明显的是气候变化、环境影响和经济治理。气候变化的速度仍在继续,联合国已经宣布进入气候紧急状态。然而,有能力对社会进行必要变革的能源部门利益相关者的反应仍然缓慢。太多的投资继续投向旧的传统能源。本研究接受这些立场,因此能源部门利益相关者之间的关系是不平衡的。为了改变这种关系,使其变得公平、公平和包容,有必要将(能源)正义置于能源部门利益相关者(包括政策制定者、私营和公共能源公司以及公民)之间新的社会契约的核心。本研究提出了能源正义与社会契约研究的10条关键途径。这些问题需要从地方到国家和国际各级加以处理。在解决这些研究问题的过程中,社会可以解决能源利益相关者之间存在的根本不平衡,并确保通过这种新的能源公平社会契约建立一个公正而勇敢的新世界。
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引用次数: 0
Implementing energy justice through a new social contract 通过新的社会契约实现能源公平
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2186626
R. Heffron, Louis De Fontenelle
The relationship between the energy sector and society is one that remains mired in controversy. There are multiple problems such as climate change, environmental impacts, economic and governance issues. With these problems continuing to exist, the energy sector has lacked any fully successful solutions. This conceptual paper calls for implementing the key theoretical perspective of energy justice as a solution. If energy justice is implemented through a new social contract with society, then transformative change could happen. This new societal social contract is a vital development needed throughout the world where there is already a climate emergency, as declared by the United Nations. A social contract between different stakeholders in society has always been an issue in society. It was a brought to the fore in France through the work of philosopher Jean-Jacques Rousseau in the 18th century. One of Rousseau’s major theories was that a civil society should ensure its citizens’ rights and well-being. The energy sector is the key reason that this is not happening today. Therefore, such a new social contract could implement energy justice and achieve transformative societal change, protecting rights and ensuring well-being for all, and hence delivering a just transition to a low-carbon economy.
能源部门与社会之间的关系仍然是一个充满争议的问题。我们面临着气候变化、环境影响、经济和治理等多重问题。由于这些问题继续存在,能源部门缺乏任何完全成功的解决办法。这篇概念性论文呼吁实施能源正义的关键理论视角作为解决方案。如果能源正义通过与社会达成新的社会契约来实现,那么变革就可能发生。正如联合国宣布的那样,这种新的社会契约是世界各地需要的一项重要发展,因为世界各地已经出现了气候紧急情况。社会中不同利益相关者之间的社会契约一直是一个社会问题。18世纪,法国哲学家让-雅克·卢梭的作品把它带到了前台。卢梭的主要理论之一是公民社会应该确保公民的权利和福祉。能源部门是今天没有发生这种情况的关键原因。因此,这样一种新的社会契约可以实现能源正义,实现变革性的社会变革,保护所有人的权利,确保所有人的福祉,从而实现向低碳经济的公正过渡。
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引用次数: 1
Finding a needle in a haystack? Identifying degrowth-compatible provisions in EU energy law for a just transition to net-zero by 2050 大海捞针?在欧盟能源法中确定与经济增长相适应的条款,以实现到2050年向净零排放的公正过渡
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-04-03 DOI: 10.1080/02646811.2023.2187549
R. Mauger
Research shows that relying on a green growth strategy to limit climate change is, at best, a gamble. Degrowth represents a much safer way, relying on a steep reduction in energy and materials consumption, starting with developed countries. Consequently, the concept of degrowth should be implemented within European Union (EU) energy law to reach its net zero target by 2050. This academic article is the first to use the theoretical framework of degrowth to analyse EU energy law. To do so, it focuses on various core energy laws: the 2019 Electricity Market Directive, the 2018 Renewable Energy Sources Directive and the 2012 Energy Efficiency Directive (slightly amended in 2018) as well as the recast proposals for the Renewable Energy and Energy Efficiency directives tabled in the 2021 Fit for 55 package and 2022 REPowerEU plan. This research shows that various degrowth-compatible provisions already exist in EU energy law and can be harnessed in the short term, without waiting for a legal overhaul. This article also formulates recommendations, such as interpreting in a degrowth-favourable way the aforementioned provisions and challenging the current as well as forthcoming framework, for instance by amending the proposed ‘energy efficiency first’ principle to include energy sufficiency. Finally, opportunities for future research are outlined.
研究表明,依靠绿色增长战略来限制气候变化充其量只是一场赌博。去增长是一种更安全的方式,依赖于能源和材料消耗的大幅减少,从发达国家开始。因此,应该在欧盟能源法中实施去增长的概念,以便到2050年实现其净零目标。这篇学术文章首次使用去增长的理论框架来分析欧盟能源法。为此,它侧重于各种核心能源法律:2019年电力市场指令,2018年可再生能源指令和2012年能源效率指令(2018年略有修订),以及2021年Fit for 55一揽子计划和2022年REPowerEU计划中提出的可再生能源和能源效率指令的重塑建议。这项研究表明,欧盟能源法中已经存在各种与经济增长相适应的条款,可以在短期内加以利用,而无需等待法律改革。本文还提出了建议,例如以有利于经济增长的方式解释上述规定,并对当前和即将出台的框架提出挑战,例如修改拟议的“能效第一”原则,将能源充足纳入其中。最后,概述了未来研究的机会。
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引用次数: 1
The European Union facing the abyss: legislative review in the face of the energy crisis, 2022 欧盟面临深渊:面对能源危机立法审查,2022年
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-03-16 DOI: 10.1080/02646811.2023.2177409
Javier Arribas Cámara, V. Jiménez
The European Union has suffered an energy crisis since June 2021 due to cyclical and structural factors, such as the climate crisis, the war in Ukraine and dependence on fossil fuels. EU leaders agreed on a new energy strategy to tackle the crisis and lay the foundations for a sustainable and decarbonised economy. The article aims to analyse energy prices and supply and the measures Europe took in 2022 to tackle the crisis. This European strategy includes promoting energy efficiency, diversifying energy sources, and reducing dependence on fossil fuels. EU legislative measures have also been proposed, such as a safety cap for gas prices and a temporary dynamic price corridor. However, some actions take time to implement quickly and effectively, and there may be costs and impacts on specific economic sectors. It is also difficult to predict the long-term effect of structural changes.
自2021年6月以来,由于气候危机、乌克兰战争和对化石燃料的依赖等周期性和结构性因素,欧盟遭受了能源危机。欧盟领导人就一项新的能源战略达成一致,以应对这场危机,并为可持续和低碳经济奠定基础。本文旨在分析能源价格和供应,以及欧洲在2022年采取的应对危机的措施。这一欧洲战略包括提高能源效率,使能源来源多样化,减少对化石燃料的依赖。欧盟也提出了立法措施,如天然气价格安全上限和临时动态价格走廊。然而,一些行动需要时间才能迅速有效地实施,并且可能会对特定的经济部门产生成本和影响。结构性变化的长期影响也很难预测。
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引用次数: 1
Playing with fire: part II 玩火:第二部分
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-01-02 DOI: 10.1080/02646811.2023.2165787
Don C. Smith
When the end finally comes in the war that Russia launched a year ago against its neighbour Ukraine (and surely it will end, won’t it?), independent but aggressive international investigators must carefully address the matter of whether Russia committed war crimes in the form of its relentless attacks on Ukrainian infrastructure, particularly those related to electricity generation and water. In the wake of the attacks, Western journalists have lauded the determination and grit of the Ukranian people. For example, The Economist reported ‘When there is no tap water at home, they melt snow. When there is no electricity, they find heat and light in cafes with diesel generators, or sleep in the offices where they work... . The horrors Mr Putin keeps inflicting on them do not seem to have dented their morale’. However, despite the determination of the Ukranian people, the devastation has been very real. In a 2022 end-of-year report on the war, The New York Times described the situation as ‘Moscow’s debilitating attacks on [Ukranian] energy infrastructure that have caused widespread power outages as the country faces freezing winter temperatures’. In mid-2022, I wrote an editorial titled ‘Playing with fire: military attacks against a civilian nuclear power station’ and assumed at that time that perhaps the war would be over not later than the end of 2022. Not only was I wrong about the end of the war, I harboured no clue in mid-2022 that the Russian onslaught would involve wholesale efforts to destroy Ukrainian infrastructure to terrorise the local population. But that is exactly what has happened. Without identifying infrastructure attacks in particular, the Associated Press reported at the end of 2022 that ‘Ten months into Russia’s latest invasion of Ukraine, overwhelming evidence shows the Kremlin’s troops have waged total war, with disregard for international laws governing treatment of civilians and conduct on the battlefield’.
当俄罗斯一年前对邻国乌克兰发动的战争最终结束时(这场战争肯定会结束,不是吗?),独立但咄咄逼人的国际调查人员必须仔细处理这样一个问题:俄罗斯对乌克兰基础设施(尤其是与发电和供水有关的基础设施)的无情攻击,是否构成了战争罪。袭击发生后,西方记者称赞了乌克兰人民的决心和勇气。例如,《经济学人》报道说:“家里没有自来水,他们就融化雪。”当没有电的时候,他们在有柴油发电机的咖啡馆里取暖和照明,或者睡在他们工作的办公室... .普京不断施加给他们的恐怖似乎并没有削弱他们的士气。”然而,尽管乌克兰人民有决心,但破坏是非常真实的。《纽约时报》在2022年年底的一份关于这场战争的报告中,将局势描述为“莫斯科对(乌克兰)能源基础设施的破坏性攻击,导致该国面临寒冷的冬季气温,大面积停电”。2022年年中,我写了一篇题为《玩火:对民用核电站的军事攻击》的社论,当时我认为战争可能不会晚于2022年底结束。我不仅对战争结束的看法是错误的,而且在2022年中期,我根本不知道俄罗斯的攻击将包括大规模摧毁乌克兰的基础设施,以恐吓当地居民。但事实正是如此。美联社(Associated Press)在2022年底报道称,“俄罗斯最近一次入侵乌克兰10个月后,有大量证据表明,克里姆林宫的军队已经发动了全面战争,无视有关对待平民和战场行为的国际法。”美联社没有特别指出对基础设施的攻击。
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引用次数: 0
Youth Climate Courts: How You Can Host a Human Rights Trial for People and Planet 青年气候法庭:如何为人类和地球举办人权审判
IF 2.2 4区 社会学 Q1 Social Sciences Pub Date : 2023-01-02 DOI: 10.1080/02646811.2022.2085861
Judith A. Preston
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引用次数: 0
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