The frontiers of security

Geopolitics is reshaping the future of energy in Italia

The war in Ukraine and the conflict in the Middle East have forced the country to increase its electricity generation and reduce its dependence on foreign markets. The answer may lie in next-generation nuclear power

by Paolo Di Carlo

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4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

‘Geopolitics’. Not a day goes by without this term featuring in everyone’s lives. It is often discussed rather casually; yet the concept is not always clear. Geopolitics is essentially concerned with the study of the state within its geographical context, in an attempt to understand both the foundations of a state’s power and the nature of interactions between different states.

The key to approaching this subject lies precisely in understanding what makes a state powerful. Several factors contribute to this outcome, and the starting point is the observation of the world from the perspective of the country one intends to make ‘powerful’. No state is the same as another: the differences are geographical (topography and hydrography, access to the sea, climate, territorial extent, shape of the country), political (forms of government, ethnic groups, religion, demographics) and economic (availability of raw materials, sectoral development, energy capacity).

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The end of the bipolar world

In recent decades, following the collapse of the bipolar world order – which had been shaped by the existence of the two blocs that had divided the world’s spheres of influence between them, namely the North Atlantic Treaty Organisation and the Warsaw Pact (1989), a mistaken belief has spread in the West that history had come to an end and that, with the end of the Soviet Union’s socio-political and economic experiment, all nations would adopt lifestyles similar to our own, with the assurance that trade and free trade in goods would be sufficient to ensure equilibrium.

Today we realise that this is not the case. There has been no shortage of financial crises over the first 25 years of the new century, but for at least the last twelve years Europe has been facing difficulties spanning a range of issues: foremost among these is the demographic decline of populations, accompanied by a large influx of migrants from Asia and, above all, from Africa. The economies of individual countries are struggling to provide guarantees of stability and, just when it seemed that the Old Continent was tentatively beginning to recover, Western democracies have been put to the test once again.

The importance of procurement

For almost five years now, in fact, the conditions that guaranteed the well-being of citizens in France, Germany and Italia have ceased to exist. The escalation began with the outbreak of a war between Russia and Ukraine; this was followed by the intensification of the Israeli-Palestinian conflict and the consequences of the clash between the United States and Iran, namely the closure of the Strait of Hormuz to the east of the Arabian Peninsula and, to the west, instability at Bab el-Mandeb, the gateway to the Red Sea, and hence to the Suez Canal, and consequently to the Mediterranean Sea.

Whilst the economy of a globalised world relies on the trade in goods, the trade in goods relies on maritime routes. The closure of the Strait of Hormuz and the instability in the Strait of Bab el-Mandeb were enough to demonstrate that a country’s security depends unequivocally on its ability to secure its energy supply. Dependence on a single foreign actor is no longer an acceptable factor in government strategies.

Italia, for example, has for some time now established various channels of dialogue and supply. Agreements with individual African nations as part of the Mattei Plan, partnerships with Azerbaijan, and concessions for gas extraction in the Mediterranean. All this, however, is not enough.

If, as mentioned, geopolitics studies the relationship between geography and the political actions of states and international actors, and analyses how space, resources, borders and geographical location influence power strategies and conflicts, it becomes clear what course of action Italia must follow.

 

The Newcleo example

Today more than ever, the availability of large-scale energy sources is vital. Artificial intelligence, data centres and technological development are all aspects of a world that consumes vast amounts of energy. One solution to the demand for electricity needed to keep the system running is the use of nuclear energy.

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The mere mention of the word is enough to put everyone on their toes. Newcleo is a European company operating in the nuclear energy sector, which develops small-scale, modular lead-cooled fast reactors using mixed-oxide fuel. The reactors are designed to fission heavy elements, thereby enabling the recycling of materials that traditional light-water reactors are unable to utilise. The mixed-oxide fuel, composed of uranium oxide and plutonium oxide, reduces the need for new uranium mining operations and enables more effective management of long-lived nuclear waste. The plutonium used in fuel production often comes from the reprocessing of spent nuclear fuel.

PICCOLO REATTORE MODULARE

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From a safety perspective, lead operates at atmospheric pressure, eliminating the risk of explosions or violent radioactive leaks. In the event of an emergency, the system shuts down and cools down purely passively, thanks to the laws of physics, without the need for electricity. Finally, the high operating temperatures ensure a thermal efficiency of over 40 per cent, making these modules ideal not only for generating electricity at low cost, but also for decarbonising heavy industry.

From an economic perspective, the main strength of the reactors used by Newcleo lies in their modular and standardised nature. As they are assembled in series in factories and then transported to the installation site, they drastically reduce the risk of on-site delays and unforeseen costs. This makes nuclear power accessible even to private investors or medium-sized utilities. Furthermore, this modularity enables a scalable business model whereby it is possible to install and commission an initial module to generate immediate revenue, thereby self-financing the subsequent expansion of the site as required.

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