The geopolitics of the energy transition in Greater Asia : background, dynamics, and trend mapping from within the region

Greater Asia is emerging as a major factor in the global energy transition. This shift is associated with growing independence from external actors such as the European Union and the United States, with unfolding developments increasingly concentrated within the region itself. Key trends include the monopolisation of critical raw materials, the formation of new alliances that intersect with new value chain interdependencies, and the adoption of innovative technologies like small modular nuclear reactors. At the same time, geopolitical tensions and crises have the potential to reshape the region and its energy transition. To remain relevant and effective in Asia, Germany and the EU need to ensure that their engagement is constructive and attuned.