Strategiczne konsekwencje rewolucji łupkowej w USA. Rozwój partnerstwa energetycznego Stanów Zjednoczonych i Polski
ORCID: Rafał Ulatowski: 0000-0003-0655-9940
Afiliacja: Uniwersytet Warszawski
Pages: 167-182
Edition: Lublin 2024
DOI: https://doi.org/10.36874/RIESW.2024.2.9
Citation method: R. Ulatowski , Strategic consequences of the United States’ energy abundance. A case study of the U.S. – Poland Strategic Energy Partnership, „Rocznik Instytutu Europy Środkowo-Wschodniej” 22 (2024), z. 2, s. 147-165 DOI: https://doi.org/10.36874/RIESW.2024.2.9
Abstract: The goal of the article is to answer the question of why the United States and Poland developed a strategic partnership in the gas sector in 2017– 2020. This analysis is based on a systematic review of primary and secondary sources. The primary empirical materials consist of three groups: 1) documents published by the US administration and the Polish government; 2) speeches, official statements, and media interviews by politicians, officials, and business people from both countries; and 3) information published by companies engaged in gas relations between the United States and Poland. The secondary sources include statistical data and analyses from the Energy Information Administration (EIA), the International Energy Agency (IEA), and the Statistical Review published by the Energy Institute. The article sets out four arguments: 1) The development of the strategic partnership between the two countries in the energy sector was made possible by the shale revolution in the United States. 2) The United States pursued strategic and economic goals in promoting LNG exports to Europe. 3) The United States and Poland accepted the view that the world was reverting to great power competition. 4) Both states rejected Russian energy dominance in Europe.
Bibliography:
1. Balafas V., Fakiolas E.T., From Energy Security to Energy Dominance: US’ Blending of Politics and Economics, “Strategic Analysis” 2020, vol. 44, no. 2, pp. 91–105.
2. Balawender G., Woźniak: Amerykańskie LNG jest 20 proc. tańsze od rosyjskiego gazu, Rzeczpospolita, 24 June 2019, https://energia.rp.pl/surowce-i-paliwa/art17008081-wozniak-amerykanskie-lng-jest-20-proc-tansze-od-rosyjskiego-gazu [14.05.2024].
3. BBN, National Security Strategy of the Republic of Poland, 2020, https://www.bbn.gov.pl/ftp/dokumenty/National_Security_Strategy_of_the_Republic_of_Poland_2020.pdf [14.05.2024].
4. Bergsten C.F., We Are All Geoeconomists Now, Foreign Affairs, May/June 2016, https://www.foreignaffairs.com/articles/2016-04-06/we-are-all-geoeconomists-now [14.05.2024].
5. Blackwill R.D., Harris J.M., War by other means: geoeconomics and statecraft, Cambridge 2016.
6. Clinton H.R., Economic Statecraft, Economic Club of New York. U.S. Department of State, 14 October 2011, https://2009-2017.state.gov/secretary/20092013clinton/rm/2011/10/175552.htm [14.05.2024].
7. Energy Institute, Statistical Review of World Energy, 2023.
8. Farber M., Read Donald Trump’s Remarks at the Three Seas Initiative Summit in Poland, Time, 6 July 2017, https://time.com/4846780/read-donald-trump-speech-warsaw-poland-transcript/ [14.05.2024].
9. Hsiung J.C., The age of geoeconomics, China’s global role, and prospects of cross-strait integration, “Journal of Chinese Political Science” 2009, vol. 14, no. 2, pp. 113–133.
10. Ikenberry G.J., Three Worlds: the West, East and South and the competition to shape global order, “International Affairs” 2024, vol. 100, no. 1, pp. 121–138.
11. Luttwak E.N., From Geopolitics to Geo-economics: Logic of Conflict, Grammar of Commerce, “National Interest” 1990, no. 20, pp. 17–23.
12. Mason J., Trump lashes Germany over gas pipeline deal, calls it Russia’s ‘captive’, Reuters, 11 July 2018, https://www.reuters.com/article/us-nato-summit-pipeline-idUSKBN1K10VI [14.05.2024].
13. Ministry of Climate and Environment, Energy Policy of Poland until 2040, 2021, https://www.gov.pl/web/climate/energy-policy-of-poland-until-2040-epp2040 [14.05.2024].
14. O’Sullivan M.L., Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America’s Power, New York 2017.
15. PAP, Naimski: Najpóźniej w 2022r. spoza Rosji – 17 mld m sześc. gazu rocznie, 26 September 2018, https://www.pap.pl/aktualnosci/news%2C1374189%2Cnaimski-najpozniej-w-2022-r-spoza-rosji—17-mld-m-szesc-gazu-rocznie.html [14.05.2024].
16. Perry R., We will become a dominant energy force, using our research, development, and delivery capabilities. Statement by Rick Perry, U.S. Secretary of Energy, on LNG Shipments to the Netherlands & Poland, Department of Energy, 9 June 2017, https://www.energy.gov/articles/statement-rick-perry-us-secretary-energy-lng-shipments-netherlands-poland [14.05.2024].
17. PGNiG, PGNIG signed a strategic agreement with Qatargas, 14 March 2017, https://en.pgnig.pl/news/-/news-list/id/pgnig-signed-a-strategic-agreement-with-qatargas/newsGroupId/1910852 [14.05.2024].
18. PGNiG, Historic delivery of gas to Poland. PGNiG receives American LNG, 8 June 2017, https://en.pgnig.pl/news/-/news-list/id/historic-delivery-of-gas-to-poland-pgnig-receives-american-lng/newsGroupId/1910852?changeYear=2017¤tPage=2 [14.05.2024].
19. PGNiG, PGNiG signed a 5-year contract for LNG with Centrica, 21 November 2017, https://en.pgnig.pl/news/-/news-list/id/pgnig-signed-a-5-year-contract-for-lng-with-centrica/newsGroupId/1910852?changeYear=2017¤tPage=1 [14.05.2024].
20. PGNiG, 24-year contract with Cheniere signed – deliveries of American LNG to Poland will commence in 2019, 8 November 2018, https://en.pgnig.pl/news/-/news-list/id/pgnig-24-year-contract-with-cheniere-signed-deliveries-of-american-lng-to-poland-will-commence-in-2019/newsGroupId/1910852?changeYear=2018¤tPage=2 [14.05.2024].
21. PGNiG, Declaration of will to terminate Yamal Contract effective December 31, 2022, 15 November 2019, http://en.pgnig.pl/news/-/news-list/id/declaration-of-will-to-terminate-yamal-contract-effective-december-31-2022/newsGroupId/1910852?changeYear=2019¤tPage=1 [14.05.2024].
22. PGNiG, LNG imports by PGNiG on the rise, 4 February 2021, https://en.pgnig.pl/news/-/news-list/id/lng-imports-by-pgnig-on-the-rise/newsGroupId/1910852?changeYear=2021¤tPage=6 [14.05.2024].
23. PGNiG, PGNiG will purchase more natural gas from Venture Global LNG, 2 September 2021, https://en.pgnig.pl/news/-/news-list/id/pgnig-will-purchase-more-natural-gas-from-venture-global-lng/newsGroupId/1910852?changeYear=2021¤tPage=2 [14.05.2024].
24. PGNiG, 150th delivery of liquefied natural gas for PGNiG, 18 January 2022, https://en.pgnig.pl/news/-/news-list/id/150th-delivery-of-liquefied-natural-gas-for-pgnig/newsGroupId/1910852?changeYear=2022¤tPage=1 [14.05.2024].
25. PGNiG, Kolejny rekordowy rok pod względem importu LNG do Polski, 3 January 2024, https://pgnig.pl/aktualnosci/-/news-list/id/kolejny-rekordowy-rok-pod-wzgledem-importu-lng-do-polski/newsGroupId/10184?changeYear=2024¤tPage=2 [14.05.2024].
26. Reuters Staff, LNG contracted by Poland’s PGNiG 20–30% cheaper than Russian gas -minister, Reuters, 6 September 2019, https://www.reuters.com/article/poland-gas-russia-idINL5N25X1LG [14.05.2024].
27. Selden Z., Taming the bear: American liquified natural gas (LNG) exports and the negation of Russian influence in Europe, “Global Affairs” 2020, vol. 6, no. 2, pp. 149–165.
28. Trump White House Archive, Joint Statement by President Donald J. Trump and President Andrzej Duda, 24 June 2020, https://trumpwhitehouse.archives.gov/briefings-statements/joint-statement-president-donald-j-trump-president-andrzej-duda/ [14.05.2024].
29. Trump White House Archive, National Security Strategy of the United States of America, December 2017, https://trumpwhitehouse.archives.gov/wp-content/uploads/2017/12/NSS-Final-12-18-2017-0905.pdf [14.05.2024].
30. Trump White House Archive, Remarks by President Trump and President Duda of the Republic of Poland in Joint Press Conference, 18 September 2018, https://trumpwhitehouse.archives.gov/briefings-statements/remarks-president-trump-president-duda-republic-poland-joint-press-conference/ [14.05.2024].
31. Trump White House Archive, Remarks by President Trump at the Unleashing American Energy Event, 29 June 2017, https://trumpwhitehouse.archives.gov/briefings-statements/remarks-president-trump-unleashing-american-energy-event/ [14.05.2024].
32. Trump White House Archive, Remarks by President Trump to the People of Poland, 6 July 2017, https://trumpwhitehouse.archives.gov/briefings-statements/remarks-president-trump-people-poland/ [14.05.2024].
33. U.S. Department of Energy, Department of Energy Authorizes Additional LNG Exports from Freeport LNG, 29 May 2019, https://www.energy.gov/articles/department-energy-authorizes-additional-lng-exports-freeport-lng#:~:text=WASHINGTON%2C%20D.C.%20%E2%80%93%20Today%2C%20the%20U.S.%20Department%20of,Freeport%20LNG%20Terminal%20located%20on%20Quintana%20Island%2C%20Texas [14.05.2024].
34. U.S. Department of Energy, LNG Monthly, March 2022 https://www.energy.gov/sites/default/files/2022-03/LNG%20Monthly%20January%202022_2.pdf [14.05.2024].
35. Vihma A., Wigell M., Unclear and present danger: Russia’s geoeconomics and the Nord Stream II pipeline, “Global Affairs” 2016, vol. 2, no. 4, pp. 377–388.
36. Wigell M., Hybrid interference as a wedge strategy: a theory of external interference in liberal democracy, “International Affairs” 2019, vol. 95, no. 2, pp. 255–275.
37. Wigell M., Vihma A., Geopolitics versus Geoeconomics: The Case of Russia’s Geostrategy and Its Effects on the EU, “International Affairs” 2016, vol. 92, no. 3, pp. 605–627.
38. Woźniak M., Nic nie wskazuje na to, abyśmy mieli kontynuować kontrakt jamalski, Biznes Alert, 19 March 2019, http://biznesalert.pl/kontrakt-jamalski-pgnig/[14.05.2024].
PDF: Download