Policy brief
Published:
Energy as a tool of statecraft after Ukraine and Gaza
Written by
Kacper Szulecki
Research professor
Ida Dokk Smith
Senior Research Fellow
Nore Ims
Research Assistant
Ed.
Summary:
The wars in Ukraine and Gaza have transformed how energy functions as a tool of statecraft, revealing that contemporary energy-related power extends far beyond the manipulation of commodity trade. Direct targeting of electricity systems, fuel infrastructure, and even nuclear power facilities has become a central feature of warfare, exposing the vulnerability of modern, electrified societies. These attacks, combined with intensified forms of economic coercion such as sanctions, price caps, and market reconfiguration, underscore the inadequacy of the traditional “energy weapon” concept, which focuses narrowly on supply disruptions by exporting states. Instead, the new energy security landscape is shaped by interdependence, infrastructure exposure, cyber risk, and shifts triggered by the global energy transition.
As decarbonization advances, vulnerabilities migrate from fuels to technologies, value chains, and critical raw materials, generating new geopolitical asymmetries and strategic dependencies. For European policymakers, these developments demand a reconceptualization of energy security that prioritizes systemic resilience, protection of civilian energy infrastructure, and integrated approaches to economic statecraft, defence planning, and climate policy. Understanding energy as both a strategic asset and a potential target is essential for navigating a future in which energy systems are increasingly central to conflict, coercion, and geopolitical competition.
As decarbonization advances, vulnerabilities migrate from fuels to technologies, value chains, and critical raw materials, generating new geopolitical asymmetries and strategic dependencies. For European policymakers, these developments demand a reconceptualization of energy security that prioritizes systemic resilience, protection of civilian energy infrastructure, and integrated approaches to economic statecraft, defence planning, and climate policy. Understanding energy as both a strategic asset and a potential target is essential for navigating a future in which energy systems are increasingly central to conflict, coercion, and geopolitical competition.
- Published year: 2026
- Publisher: Norwegian Institute of International Affairs
- Page count: 4
- Language: English
- Volume: 2026
- Booklet: 4