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Gulf Energy Transition: The UAE and Saudi Arabia

湾岸のエネルギー転換:UAEとサウジアラビア (AI 翻訳)

Ahmet Hakan Özkan

Middle East Policy📚 査読済 / ジャーナル2026-07-19#エネルギー転換Origin: Global経営インパクト: 調達リスク対象セクター: energy
DOI: 10.1111/mepo.70067
原典: https://doi.org/10.1111/mepo.70067

🤖 gxceed AI 要約

日本語

本稿は、UAEとサウジアラビアのエネルギー転換経路を比較し、輸出依存度、再生可能エネルギー導入、電化、水素開発、観光多角化の指標を用いて分析する。UAEは早期の構造転換と原子力・クリーン金融統合を重視する一方、サウジはビジョン2030に基づく国家主導の大規模展開と産業内製化を進める。両国の違いは政策順序と地域戦略に起因し、産油国の転換評価には輸出戦略と資本配分の考慮が必要と論じる。

English

This article compares the energy transition pathways of the UAE and Saudi Arabia, using indicators of export dependence, renewable deployment, electrification, hydrogen development, and tourism diversification. The UAE emphasizes early structural transformation, nuclear power, and integration into global clean finance, while Saudi Arabia pursues a state-led, scale-driven model under Vision 2030. The authors argue that assessing transitions in hydrocarbon exporters requires frameworks that include export strategy and capital deployment, not just domestic energy mixes.

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

日本は中東産油国への依存が高く、湾岸諸国の転換戦略はエネルギー調達と脱炭素投資の機会に直結する。特に水素・アンモニア供給源としての位置づけや、UAEのクリーン金融ネットワーク参入は、日本の投資家・企業の関与余地を示す。

In the global GX context

This comparative analysis offers a framework for evaluating energy transitions in hydrocarbon-exporting economies, relevant to global investors and policymakers assessing transition finance and diversification risks. It highlights distinct state-led vs. market-integrated pathways, informing international engagement with Gulf producers on climate and investment.

👥 読者別の含意

🔬研究者:Provides a comparative framework for assessing energy transitions in resource-dependent economies, integrating export and capital deployment indicators.

🏢実務担当者:Useful for companies assessing supply chain and investment risks in Gulf energy markets, especially in renewables and hydrogen.

🏛政策担当者:Offers insights for policymakers engaging with Gulf states on energy cooperation and transition finance.

📄 Abstract(原文)

Abstract The Iran War and resulting instability in the Strait of Hormuz have renewed attention to how Gulf energy exporters manage geopolitical disruption while pursuing energy transition strategies. This article examines how leading Gulf hydrocarbon exporters sustain large‐scale fossil‐fuel exports and advance their long‐term diversification goals, focusing on a comparison of the United Arab Emirates and Saudi Arabia. Drawing on data from international energy agencies, development institutions, and national policy documents, the analysis integrates indicators of export dependence, renewable energy deployment, electrification, hydrogen development, and tourism‐led diversification. The findings reveal two distinct pathways. The UAE emphasizes early structural transformation, diversified generation—including nuclear power—and integration into global clean energy finance networks, while Saudi Arabia follows a scale‐driven and state‐led model under Vision 2030, coupling rapid renewable expansion with industrial localization and active oil market management within OPEC+. These differences reflect variation in policy sequencing and regional strategy rather than divergence in intent. The article argues that energy transitions in hydrocarbon‐exporting economies cannot be evaluated solely through domestic energy mixes or short‐term emissions indicators but require assessment frameworks that incorporate export strategy, revenue allocation, and long‐term capital deployment.

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