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Geopolitical analysis shows energy production shift in West Africa impacts NATO's strategic interests, suggesting new trade pathways.
The Geopolitical Impetus: From Malacca to the Atlantic The global energy landscape is undergoing a structural realignment driven by the intersection of environmental mandate and national security. The European Union's Renewable Energy Directive III (RED III) has evolved beyond a climate policy into a de facto instrument of trade architecture. By introducing the zero-ILUC (Indirect Land-Use Change) requirement, the EU has effectively engineered a "kill-switch" for Southeast Asian (SEA) palm oil feedstocks, mandating their total phase-out by December 31, 2030. For the United Kingdom and the Netherlands—the twin pillars of NATO's maritime and logistical reach—this presented a dual-pronged crisis: 1. Regulatory Compliance: Absolute adherence to the EU Deforestation Regulation (EUDR) to maintain market access. 2. Strategic Vulnerability: Historical reliance on the Malacca Strait created a "chokepoint dependency" increasingly incompatible with NATO's 2024 Climate-Security Mandate. The pivot to West Africa (WA) represents the establishment of a Blue-Atlantic Corridor, moving energy production closer to the theater of operations and aligning with the "friend-shoring" strategies of the G7. The West African Advantage: Smallholder Resilience While Southeast Asian production models favored large-scale monoculture—which struggles to meet the "additionality" requirements of RED III—West Africa offers a differentiated agronomic profile. Nations such as Côte d'Ivoire, Ghana, Nigeria, and Cameroon utilize a smallholder-driven model that prioritizes polyculture and land rehabilitation.
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R.K.D. Kho (2026) studied this question.
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