The Great Convergence: Maritime Supremacy, Energy Primacy, and the Oceanic Coalition in Asia
This chapter examines the new energy geopolitics created by the rapid increase in US energy supplies caused by the positive energy shock of US shale producers between 2008 and 2016. In this new era of energy multipolarity, the US will likely use its newfound ability to export energy by sea to support allies and balance foes in Pacific Asia. Special focus will be placed on maritime East Asia, including strategic allies such as Japan and South Korea, where energy security is a potential source of conflict and natural gas—especially liquefied natural gas—is greatly desired for generating electricity. Japan is currently undergoing the replacement of its fleet of nuclear power plants with natural gas and views Chinese anti-ship technologies and maritime expansion as a direct existential threat to its energy life lines.