State capital in the energy transition: host-state agency and geopolitical proximity in service-sector coupling
エネルギー移行における国家資本：ホスト国の主体性と地政学的近接性がサービス部門のカップリングに与える影響 (AI 翻訳)
Emma Galbraith, Javier Revilla Diez
🤖 gxceed AI 要約
日本語
本論文は、ホスト国と外国国有企業との間の戦略的カップリングの枠組みを提示する。シンガポールの国有エネルギーサービス企業のベトナム再生可能エネルギー部門進出事例から、ホスト国のバーゲニング条件、国家資本ハイブリッドのアライメント戦略、地政学的近接性の三つのダイナミクスを分析。GPNおよび国家資本主義研究に貢献する。
English
This paper develops a framework for strategic coupling between host states and foreign state-owned enterprises in the energy transition. Using a case of Singaporean state-owned energy service providers in Vietnam's renewables sector, it analyzes host-state bargaining conditions, alignment strategies, and geopolitical proximity. It advances GPN and state capitalism literature by foregrounding host-state agency.
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
東南アジアの再生可能エネルギー分野における国家資本と地政学的要素の分析は、日本のエネルギー政策や企業の海外展開に示唆を与える。特に、日本の官民連携や国際協力を考える上で、ホスト国の主体性と地政学的近接性の重要性を理解する助けとなる。
In the global GX context
This paper highlights host-state agency and geopolitical proximity in renewable energy coupling, relevant for global energy transition governance. It offers insights for understanding state-capital dynamics in the Indo-Pacific, where many state-owned actors operate, contributing to TCFD/ISSB discussions on transition risks.
👥 読者別の含意
🔬研究者:Provides a novel analytical framework for studying host-state strategies and state-capital alignment in the energy transition, useful for GPN and political economy scholars.
🏢実務担当者:Offers insights into the bargaining dynamics and alignment strategies when engaging with state-owned partners in emerging renewable energy markets.
🏛政策担当者:Highlights the role of geopolitical proximity in strategic coupling, relevant for designing energy transition partnerships and investment frameworks.
📄 Abstract（原文）
State-owned actors increasingly operate in global production networks (GPNs), yet host-state agency in strategic coupling remains underexamined. This paper develops an analytical framework to explain how strategic coupling unfolds between host states and foreign state-owned companies by integrating three dynamics: host states’ bargaining conditions via enabling, managing and embedding mechanisms, state-capital hybrids’ alignment strategies, and geopolitical proximity as an enabling condition. Drawing on a case study of Singaporean state-owned energy service providers in Vietnam’s renewables sector, we show how Vietnam shapes bargaining conditions balancing investment needs with sovereignty concerns, how Singaporean actors align with these conditions, and how multi-scalar geopolitical proximity facilitates strategic coupling. The paper advances GPN and state capitalism literature in three ways: (1) by foregrounding host-state strategies beyond firm-centric accounts; (2) by specifying foreign state-capital hybrids’ alignment strategies; (3) by introducing geopolitical proximity as a distinct multi-scalar relational condition amid rising geo-economic tensions.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.6084/m9.figshare.32314825.v1first seen 2026-06-06 04:41:50
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