電化の地経学的文脈
Contexto geoeconômico da eletrificação (原題)
Natália de Lima Figueiredo
🤖 gxceed AI 要約
日本語
本発表は、米中対立と第4次産業革命を背景に、世界のエネルギー転換が経済・技術パワーの分布をどう変えるかを考察する。電化は技術的プロセスであると同時に地政学的プロセスであり、産業政策（IRA、CHIPS法、中国製造2025）やグリーン技術競争、重要鉱物・バッテリー供給網が鍵を握る。ブラジルとラテンアメリカにおける中国の位置づけを分析し、ブラジルが一次資源供給国に留まる一方、中国・米国・EUが高収益技術を独占する新たな国際分業が生じるかを問う。
English
This presentation examines how the global energy transition reshapes the distribution of economic and technological power, framed by US-China multipolar rivalry and the fourth industrial revolution. It argues electrification is a geopolitical process driven by industrial policies (IRA, CHIPS Act, Made in China 2025), green tech competition, and critical minerals and battery supply chains. Focusing on the electric and hybrid vehicle value chain, it analyzes China's positioning in Latin America and Brazil, questioning whether a new international division of labor is emerging where Brazil remains a primary resource supplier while China, the US, and the EU control the most profitable technologies.
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
日本のGX文脈では、EV・蓄電池サプライチェーンにおける地政学リスクと資源外交の重要性を示唆する。日本企業が中国依存を強める中、サプライチェーン強靭化や重要鉱物の安定調達戦略に示唆を与える。
In the global GX context
Globally, this work contributes to the discourse on transition finance and supply chain resilience by highlighting the geopolitical dimensions of electrification. It underscores how industrial policies and critical mineral dependencies shape the global division of labor, relevant for ISSB/CSRD disclosure on supply chain risks and transition planning.
👥 読者別の含意
🔬研究者:Provides a geopolitical framing for energy transition research, linking industrial policy and supply chain dynamics.
🏢実務担当者:Highlights supply chain and critical mineral risks relevant for corporate transition planning and procurement strategy.
🏛政策担当者:Offers insights into how industrial policies and geopolitical rivalry affect national energy transition strategies.
📄 Abstract（原文）
English The Geoeconomic Context of Electrification. This presentation examines how the global energy transition is reshaping the distribution of economic and technological power. Framed by US–China multipolar rivalry and the fourth industrial revolution, it shows how electrification is not merely a technical process but a geopolitical one, driven by industrial policies (IRA, CHIPS Act, Made in China 2025), the race for green technologies, and the strategic role of critical minerals and battery supply chains. Focusing on the electric and hybrid vehicle value chain, it analyzes China's positioning in Latin America and Brazil and asks whether the geoeconomics of electrification is producing a new international division of labor, one in which Brazil remains a primary resource supplier while China, the US, and the EU control the most profitable technologies. Presented at the Graduate Opening Week, FGV Direito São Paulo, 27 Feb 2025. Português Contexto geoeconômico da eletrificação. A apresentação examina como a transição energética global redefine a distribuição do poder econômico e tecnológico. A partir da rivalidade multipolar entre EUA e China e da 4ª revolução industrial, mostra que a eletrificação não é apenas um processo técnico, mas geopolítico, impulsionado por políticas industriais (IRA, CHIPS Act, Made in China 2025), pela corrida das tecnologias verdes e pelo papel estratégico dos minerais críticos e das cadeias de baterias. Com foco na cadeia de veículos elétricos e híbridos, analisa o posicionamento da China na América Latina e no Brasil e questiona se a geoeconomia da eletrificação estaria gerando uma nova divisão internacional do trabalho em que o Brasil segue como fornecedor primário de recursos, enquanto China, EUA e UE monopolizam as tecnologias mais lucrativas. Apresentada na Semana de Abertura do MDA, FGV Direito São Paulo, 27/02/25.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.5281/zenodo.21878981first seen 2026-08-31 04:55:58
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