Upon successful completion of this program, participants will be able to:

• Analyze the historical and current structure of global oil, gas, and electricity markets.
• Assess the geopolitical leverage of traditional fossil fuel exporters and identify future shifts.
• Understand the critical role of rare earth minerals and strategic metals in the new energy economy.
• Evaluate the risks and opportunities associated with new energy infrastructure (e.g., hydrogen pipelines, subsea cables).
• Define and analyze the concept of energy security in a renewable and distributed system.
• Examine the role of international organizations (e.g., IEA, OPEC) during the transition.
• Identify emerging trade disputes and competition related to clean energy manufacturing and technology.
• Formulate a comprehensive strategy to manage geopolitical risks in clean energy supply chains.

• Senior executives in the energy and mining sectors
• Geopolitical risk analysts and foreign policy advisors
• Investment bankers and commodity traders
• Government and international relations specialists
• Supply Chain and Procurement Directors in renewable technology
• Energy Market Regulators and Economists
• Corporate strategists focused on long-term resource security

• **Scenarios:** Developing a supply chain diversification plan for a battery manufacturer in response to trade tensions.
• **Case Studies:** Analyzing the geopolitical impact of the Russia-Ukraine war on European energy diversification.
• **Group Activities:** Collaborative assessment of the energy security profile of a major G7 nation in 2040 under different climate policy scenarios.
• **Individual Exercises:** Mapping the critical mineral supply chain for an electric vehicle and identifying three high-risk chokepoints.
• **Mini-Case Studies:** Rapid analysis of a recent policy decision by a major mineral-exporting nation and its market implications.
• **Syndicate Discussions:** Debating whether the transition will lead to more centralized or decentralized geopolitical power.
• **Risk Report:** Writing a concise risk report on the geopolitical stability of a proposed large-scale solar project location.

Unit 1: Traditional Market Structures and Power Dynamics

• The structure and influence of OPEC and major non-OPEC producers.
• Historical analysis of oil and gas price formation and market volatility.
• Global commodity trade routes and choke points (e.g., Strait of Hormuz).
• The geopolitical leverage of natural gas pipelines and LNG trade.
• Impact of regulatory policy on fossil fuel investment and pricing.
• The concept of resource curse and economic diversification strategies.

Unit 2: New Geographies of Energy Power

• The increasing power of nations dominating solar and wind manufacturing.
• Analyzing global supply chains for PV modules, batteries, and wind turbines.
• The geopolitical importance of lithium, cobalt, nickel, and other critical minerals.
• The role of sovereign wealth funds and state-owned enterprises in green tech investment.
• Emerging energy trade blocs and political alliances based on clean energy.

Unit 3: Energy Security in a Renewable World

• Traditional versus modern definitions of energy security (supply vs. resilience).
• Geopolitical risks associated with dependence on centralized clean energy supply chains.
• Cybersecurity risks to interconnected Smart Grids and energy infrastructure.
• The role of energy storage and distributed generation in enhancing national resilience.
• International cooperation and treaties for grid stability and cross-border power sharing.

Unit 4: Global Energy Finance and Investment Flows

• Analysis of foreign direct investment (FDI) trends in clean energy infrastructure.
• The role of multilateral development banks (MDBs) in financing the transition.
• Evaluating sovereign risk and political stability for large-scale renewable projects.
• Trade barriers, tariffs, and localized content requirements in energy projects.
• The shift in commodity trading from crude oil to hydrogen and clean power.

Unit 5: The Future Geopolitics of Hydrogen and Power Grids

• The potential for a global hydrogen trade network (pipelines and shipping).
• Geopolitical alignment around hydrogen production and demand centers.
• The politics of large-scale, long-distance power interconnectors and supergrids.
• New energy alliances focusing on carbon capture and sequestration (CCS) technologies.
• Forecasting conflict and cooperation around critical clean energy technologies.