Défis industriels, économiques et géopolitiques de la transition énergétique

The inventory is worrisomely low The US military has fired off more than 1000 Tomahawk cruise missiles, roughly ten times the number it currently buys each year. The Pentagon used more than 1200 Patriot interceptor missiles, "more than three million dollars a pop", and more than 1000 precision strike, ground based missiles, "leaving the inventories worrisomely low." US commanders were forced to ration interceptors by letting unguided or less destructive missiles hit empty or no ...

The early March 2026 Pentagon briefings were tuned towards triumph and surrender - unconditional. The white flag of defeat was visible on the Iran horizon, and America's commander in chief needed only a few more weeks to declare "their military is gone. Wiped out". His secretary of war, Pete Hegseth, added to Trump's assessment his own, the Iranian navy was "decimated, destroyed and defeated", the naval fleet of the enemy rested on the bottom of the Persian Gulf. Iran's defense indu ...

This article draws in part on perspectives shared by members of the Rihla Initiative for Green Economic Growth, whose regional insights helped inform the sections on how the costs of the war are being felt across the Global South. The war on Iran and in the Gulf has made it impossible to treat the Strait of Hormuz as a regional issue. The disruption around the Strait has moved through the world economy in concrete ways, from higher fuel bills and pressure on food and fertilizer ...

The energy shock caused by the war between the United States and Israel and Iran has highlighted the need for Africa to refine more of its own crude oil. Africa is a net hydrocarbon exporter, but remains stuck in the old colonial economic model: it mostly exports raw materials and imports refined products. Africa exports about 2.6 billion barrels of crude oil every year, and imports about 1.4 billion barrels of refined products. This is a problem for two reasons. First, Africa ...

Driven by its mission to reflect on and analyze the major geopolitical, economic, and societal transformations shaping the contemporary world, and with a view to contributing to knowledge-sharing and disseminating the main outcomes of its research program, the Policy Center for the New South regularly publishes collective volumes addressing issues of particular importance to Morocco, Africa, and the broader Global/New South. In this spirit, the Center has recently released two volum ...

The Middle East and North Africa (MENA) region is at a critical juncture, facing an intricate polycrisis defined by interlinked challenges including energy insecurity, water scarcity, migration, conflict, and socio-political fragmentation. These crises are not isolated; their interconnectedness amplifies their impact, creating a destabilizing feedback loop that hinders sustainable development and peacebuilding efforts. This paper explores the concept of polycrisis through the lens o ...

In September 2024, scientists at the European Union’s Copernicus Climate Change Service  reported that summer 2024 was the hottest on record globally, and the previous twelve months posted a average global temperature that was a record 1.64 degrees Celsius (2.95 degrees Fahrenheit) above the average during the pre-industrial period, 1850-1900. This was triggered by a combination of a warmer El Niño cycle and the effects of human-caused warming. While it will take more years of ...

The road to decarbonizing the planet runs through the energy transition, which includes the shift from fossil-fueled cars to renewable energy vehicles. This automotive transition is unfolding as a true revolution in the industry. The evolution toward electric and hybrid vehicles has come in tandem with the ascent of Chinese producers. In the current context of geopolitical and technological rivalries, the automotive transition has been marked by an intense trade war, with implicati ...

The global economic environment has changed as the U.S.—and to a less confrontational degree, the European Union—have clearly established a context of technological rivalry with China. Hindering China’s progress in the sophistication of semiconductor production has become a centerpiece of current U.S. foreign policy. While the U.S. is clearly winning the semiconductor war, the picture is different when it comes to clean-energy technology. Both technology wars overlap with access to ...

In May 2021, the International Energy Agency’s (IEA) report Net Zero by 2050 stated that there is no need for new investments in oil and gas fields in their net zero pathway[1]. The message was clear: place your next investments in clean energy sources and energy efficiency. However, the IEA’s Africa Energy Outlook 2022 stated that Africa’s industrialisation relies in expanding the use of natural gas[2]. Even the IEA executive director Fatih Birol said, “if we make a list of the top ...