エネルギーの未来への資金供給：LNGインフラと現代送電網拡張の資本配分・リスク・経済影響
Financing the Future of Energy: Capital Allocation, Risk, and Economic Impacts of LNG Infrastructure and Modern Grid Expansion (原題)
Md. Nazmul Haque
🤖 gxceed AI 要約
日本語
本論文は、LNGターミナル・液化/再ガス化設備・パイプラインおよび現代送電網の拡張に向けた資金調達メカニズム、リスク管理、経済影響を検討する。プロジェクトファイナンス、SPV、長期オフテイク契約、PPP、開発金融、気候整合型金融商品などの構造を整理し、建設・規制・為替・市場・遅延・座礁資産リスクとデジタルモニタリングを論じる。LNGと送電網近代化の相互作用がエネルギー安全保障、電力レジリエンス、再エネ導入、価格形成、投資インセンティブに与える影響を分析する。
English
This study examines financing structures, risk management, and economic impacts of LNG terminals, liquefaction/regasification plants, pipelines, and modern grid expansion. It reviews project finance, SPVs, long-term offtake agreements, PPPs, development finance, and climate-aligned instruments, alongside construction, regulatory, currency, delay, and stranded-asset risks. It analyzes how LNG and grid modernization interact to shape energy security, resilience, renewable penetration, and investment incentives.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本はLNG輸入の主要国であり、エネルギー安全保障と脱炭素の両立が政策課題。本論文はLNGインフラと送電網の資金調達・リスク管理を扱い、トランジションファイナンスや座礁資産リスクの議論は、日本の電力・ガス会社や金融機関の投融資判断、SSBJ開示における気候関連リスク管理に示唆を与える。
In the global GX context
As global disclosure frameworks (TCFD/ISSB) increasingly require transition plans and climate-risk assessment, this paper's focus on financing structures and stranded-asset risk for LNG and grid infrastructure speaks directly to how financial institutions and utilities can align capital allocation with decarbonization. It adds to the global conversation on transition finance and the bankability of energy infrastructure amid shifting policy and market signals.
👥 読者別の含意
🔬研究者:LNG・送電網インフラの資金調達とリスク管理に関する既存研究を整理し、今後の実証研究の枠組みを提供する。
🏢実務担当者:LNG・電力インフラの資金調達構造やリスク要因を理解し、プロジェクトのバンカビリティや契約設計に活用できる。
🏛政策担当者:エネルギー安全保障と脱炭素の両立に向けたインフラ投資のリスクと資金調達の多様化について政策的示唆を得られる。
📄 Abstract（原文）
Financing LNG infrastructure and the modernization of the electricity grid is increasingly shaped by energy security, energy markets, technological developments, and the global shift toward a lower-carbon energy system. This study discusses the allocation mechanisms, financing structures, risk management frameworks, economic impacts and sustainability issues of LNG terminals, LNG liquefaction and regasification plants, storage facilities, pipelines and modern grid infrastructure. The mechanisms used to make projects bankable and share financial risk are reviewed, including project finance, special purpose vehicles, equity and debt financing, long-term offtake agreements, public-private partnerships, development finance, and climate-aligned instruments. Special emphasis is on construction, regulatory, currency and market, performance, delay, and stranded asset risk and digital monitoring strategies. The analysis also explores the interplay between LNG infrastructure and the modernization of the grid, and how the two have an impact on energy security, electricity resilience, renewable penetration, electricity price formation, and investment incentives. The diverse market structures, transmission restrictions, resource availability and regulatory environments that are observed in different regions are seen as evidence of different outcomes of infrastructure investments for energy systems. Economic effects encompass employment, industrial expansion, trade, energy costs, and other financial risk propagation. Transition finance, environmental goals, methane reduction and possible consequences of reduced fossil fuel demand are also taken into account in the study. In general terms, financing infrastructure needs demands a diversification of funding structures, risk management, flexibility in contractual arrangements and long-term consideration of the economic and climate related risks.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.61424/rjbe.v4i3.1051first seen 2026-09-21 05:16:56
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