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Alternative Energy Hailed as a Megatrend, Disrupting World Order

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Llewellyn King's picture
Executive Producer White House Media, LLC

Llewellyn King is the creator, executive producer and host of “White House Chronicle,” a weekly news and public affairs program, airing nationwide on PBS and public, educational and government...

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Glance up and around and you’ll know the horizon is changing. From Canada to South Africa, Brazil to China, windmills and solar panels are telling a story of change.

In the United States, the landscape is collecting a kind of 21st-century raiment. Wind farms, solar farms, and just stray windmills and solar panels on roofs are signaling something big and different.

When they were making “Tom Jones” in 1963, the very funny film based on the Henry Fielding classic, the big problem was finding English villages which dated from the 18th century and still looked it. The filmmakers found plenty of appropriate villages, but all the skylines were despoiled with television aerials. No filmmaker today can avoid windmills and solar panels, and computer graphics will have to come to the rescue for period dramas.

Alexander Mirtchev, a respected member of the Washington foreign policy establishment and vice chairman of the Atlantic Council, in a new book based on a study he conducted for the Wilson Center, names this changed horizon for what it is: a megatrend. In doing this Mirtchev joins other megatrend energy spotters of the past, including environmentalist Amory Lovins and economist Daniel Yergin. Mirtchev’s book is titled “The Prologue: The Alternative Energy Megatrend in the Age of Great Power Competition.”

Energy has been shaping society and the relationship between nations since humans switched from burning wood to coal. The next step after that was the Industrial Revolution, ushering in what might be called “the first megatrend.”

Mirtchev builds on how energy supply changes relationships and looks to a future where the balance of power could be upended, and energy production could affect neighbors in new ways. For example, I have noted, the Irish are unhappy about British nuclear activity across the Irish Sea. There also is tension along the border between Austria and Slovakia: the Slovaks favor a nuclear future, and the Austrians are into wind and opposed to any nuclear power. As a result, windmills line the Austrian side of this central European border.

Mirtchev’s book is a serious work by a serious scholar which pulls together the impact of alternative energy on national security, the interplay between great powers, and the changing landscape between great powers and a few lesser ones. It is wonderfully free of the idealistic tropes about alternative energy as a morally superior force.

There also are changes within countries. Recently, I wrote about how Houston -- the holy of holies of the oil industry -- is seeking to rebrand the oil capital as a tech mecca as well as holding onto its oil and gas status as those decline.

If you look at the world, you can see how President Joe Biden can stand up to Saudi Arabia in a way that other presidents couldn’t do. Saudi oil reserves don’t mean what they once did. They aren’t as essential to the future of the world as they once were. There is more oil around and the trend is away from oil. Historic coal exporters like Poland, Australia, South Africa, and the United States are losing their markets.

Other losses, including U.S. technological dominance in energy technology, are more subtle. For example, although jubilation over solar and wind is widely felt in the United States by environmentalists, it should be tempered by the fact that solar cells and wind turbines are being provided by China. China has seized manufacturing dominance in alternative energy, endangering national security for dependent countries.

Mirtchev’s arguments have found powerful endorsements. A number of big-name, international security thinkers have come forward to endorse the concept of a realignment caused by the megatrend of alternative energy. These range from Henry Kissinger to a who’s who of foreign policy stalwarts here and in Europe.

James L. Jones, retired Marine general and President Obama’s national security advisor, said, summing up thoughts expressed by a full panoply of experts, “ ‘The Prologue’ offers a valuable new framework for international strategic action.”

Retired Adm. James G. Stavridis, an executive of the Carlyle Group and other enterprises, said the book is “a masterpiece of original thought, and it should be must-reading in universities and war colleges."

Who would have thought of the wind and sun as players in the rivalry between nations or that they would spearhead a megatrend?

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Bob Meinetz's picture
Bob Meinetz on Apr 11, 2021

Llewellyn, Amory Lovins and his Rocky Mountain Institute consistently hail any trend that benefits oil or gas interests as a "megatrend".

RMI's benefactors once included Chevron and other oil companies, who paid Lovins six-figure "consulting" fees. Though he may still be accepting that kind of work, he no longer discloses it on RMI's tax returns. And though Chevron may find Lovins's advice valuable, one might reasonably conclude he's paid for promotional services instead.

"Austrians are into wind and opposed to any nuclear power."

Like most anti-nuclear policy, that of Austria is as clueless as it is hypocritical:

"Since Austria passed a law banning the importation of nuclear electricity in 2015 it has claimed to be 100% nuclear-free. But 25% of the electricity Austria imports and over 8% of the electricity it consumes is still of indisputably nuclear origin."

The Myth of Nuclear-Free Austria

Michael Keller's picture
Michael Keller on Apr 19, 2021

Might be more of a raid on the consumer’s pocket by those using fear (conjecture about future climate) as a means to enrich themselves. That includes investment firms, utilities and industry more than happy to jump on a bandwagon with little financial risk because the government (taxpayers) subsidizes the scheme. 

Will the trend continue? Sure, until the government runs out of other peoples money. There is also the matter of energy becoming too expensive for the average citizen, with industry more or less exempt from paying their fair share. Germany is a pretty good example of what actually happens.

In a rational world, a mix of energy resources would be deployed.

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