Introduction
This chapter departs from briefly sketching conceptual challenges of energy security analysis and demonstrates how theoretically-oriented security studies provide a useful analytical lens for in-depth research on the practice-oriented energy security field. The Copenhagen School (CS) securitization theory1 is taken as a starting point for establishing an analytical framework of the book. Since the CS theory constituted a genuine advancement in the discipline, as it sought to account for the mechanism of security issuesâ construction, the chapter reviews some critical re-engagement with the frameworkâin particular those tackling its problematic adherence to the Schmittian logic of security (based on exception and existential threats) and the consequential obstacles with the contextualization of analysis.2 The insights derived from these critiques are used to establish a theoretical and analytical approach that is grounded within a wider critical security studies debate on security logics.3 Felix CiutÄâs typology of the energy security logics4 and Olaf Corryâs classification of the security grammars5 in particular are utilized for developing an analytical blueprint for the study of German, Polish and Ukrainian energy security dynamics. Additionally, the chapter operationalizes a broader analytical approach to the study of energy contexts by building on the critiques of the CS framework that call for the inclusion of the âembeddednessâ of security mechanisms,6 distal context7 and âsettingâ of a securitization8 in the analysis. The discussion concludes with outlining the adopted interpretivist methodology and research practice grounded in hermeneutics. It is illustrated how this particular approach allows scrutinizing the multiple actors, meanings, understandings and background conditions that influence the diverse and context-bound conceptualizations of energy security in Europe most effectively.
The challenge of energy security analysis
An overwhelming number of the contemporary energy security definitions might raise doubts whether different actors that invoke the âenergy securityâ labelâ including the politicians, energy experts, business representatives or NGOsâdo not end up talking past each other most of the time. This has not always been the case. The initial conceptualizations of energy security derived largely from the energy studies literature,9 and the âsecurityâ aspect of energy was often linked to the global market forces determining energy supply trends within the geopolitical context and its mechanisms.10 Therefore, in line with the realist logic of security that perceives security/insecurity as the outcome of statesâ power struggles within the international system, traditional energy security studies saw energy security/insecurity as an outcome of the inescapable market forces.11 Such conceptualizations of energy security linked to the geopolitical power plays were largely appropriated by a narrow circle of analysts working from the limited theoretical perspective.12
With time these definitions began to be questioned and the emerging reconceptualizations of energy security aimed at more inclusive definitions that would incorporate new energy sources, more economic indicators and various âqualitativeâ aspects. First, energy security started to focus on energy sources other than oil, such as biofuels, nuclear energy or renewables; second, not only a wider range of economic indicators was taken into consideration, but many definitions were broadened to encompass various âqualitativeâ dimensions of energy security (e.g., sustainability) or went beyond purely economic rationale; third, the multiplicity of actorsâand consequently meaningsâof energy security was gradually acknowledged, which led to the development of more complex analytical frameworks.13,14 As a consequence, the concept of energy security became rather elusive and started to function as an âumbrella termâ for heterogeneous scales, frames and policies.15 However, whereas the literature on the subject provides over 45 different definitions of energy security,16 neither the various working definitions and indicators of energy security provided for the broader understanding of this phenomenon, nor the major pieces of legislation17 answered the conceptual dilemma of âwhat does energy security mean?â18 As Valentine put it:
Some analysts have attempted to address the fuzzy nature of energy security by creating aggregate indices that conflate a number of different energy security criteria. Unfortunately, approaching energy security analysis through the application of multiple indicators does not lead to the âbroader understandingâ that some colleagues purport; rather, adding more indicators to an energy security assessment simply serves to enhance intellectual discord by introducing contentious debate over the weighting of multiple indicators and inveigling academic tantrums over criteria that was unfairly omitted or thoughtlessly added to the assessment. Comprehensive indices or methodologies for measuring energy security merely represent more complex mobilization of ideological bias.19
These conceptual challenges largely owe to the fact that despite energy securityâs high policy standing, its definitions are appropriated by multiple different actors, who exhibit strong discrepancy in basic beliefs and attitudes towards it. Such differences between energy consumers and energy experts, as well as between energy âthinkersâ (e.g., university experts and civil society stakeholders) and energy âdoersâ (e.g., businesspersons and government officials), have been highlighted by a number of studies.20 Simultaneously, neither the expert community has a monopoly on defining energy security vis-Ă -vis other societal actors nor are the current energy systems solely in the hands of nation states or energy companies. On the contrary, attaching the tangible aspect of âenergyâ (resources, supply and use) to âsecurityâ (dimensions and practices) means that both the broadening moves (incorporation of various ânewâ dimensions to energy security definitions) and the deepening moves (from states and large energy companies to energy cooperatives and individual consumers) lead to the continuous reformulations of the energy security concept in the âliminalâ sphere between its theory, policy and practice.21 Consequently, as CiutÄ argued, energy security dynamics is âmarked by such a diversity of uses and understandings that it poses a difficulty of establishing any categorical or political boundaries to delineate it.â22 Therefore, energy studies incorporate diverse dimensions of energy security that already function within the mainstream policy approaches to their definitions, while the policymakers focus on establishing viable working frameworks for the purpose of domestic energy policies. Both strategies are sound given the respective orientations of the two fields. However, neither the application of the existing conceptualizations of energy security in the literature nor the analysis of the mainstream policy agendas can explain the nuanced energy security dynamics in different European states. There is no one-fits-all framework to be successfully applied to the empirical study of energy security, and adopting the mainstream methodological perspective that rarely includes qualitative data that would give more consideration to the multiplicity of local actors, agendas and perspectives is equally ill-suited for this task.23 In this sense, Valentineâ s critique regarding the ongoing disputes over the adequacy of the indicators to be included in the energy security definitions highlights the fact that the latter cannot be accurate unless they are sufficiently contextualized. And paying sufficient attention to contexts in which energy policies are shaped is a challenging task indeed. Combining such multifaceted notions as âenergyâ and âsecurityâ by multiple stakeholders in relation to different energy sources (fossil fuels, renewables or nuclear) is likely to result in a matrix of competing policy approaches and security rationales. Such approaches are heavily influenced not only by the economic concerns about the security of energy supply at affordable prices, but also by the more or less obvious political, societal, historical and cultural factors. Since energy security is a âtotalâ field as it influences and permeates all sectors of human activity,24 the reasoning behind it is also highly contextual and reflects wider security considerations of different stakeholdersâ together with their preferred solutions for attaining energy security in a given setting. Yet, if analyzing such root factors of energy security conceptualizations is understandably not in line with the traditional energy studies or mainstream policy analysis, this book proposes to do precisely that. It utilizes analytical tools derived from its critical engagement with the literature on securitization, security contexts and security logics and applies it to the in-depth study of German, Polish and Ukrainian energy security.
Turning into critical security studies for the analysis of a âhardâ security issue such as energy might seem counterintuitive at first. Yet, the theoretical insights developed in the disciplineâs own search for the broader approach to security analysis pr...