A Silent Monopoly? China’s Growing Influence on Latin America’s Energy Transition
静かな独占？ラテンアメリカのエネルギー転換における中国の影響力拡大 (AI 翻訳)
Ge Gao
🤖 gxceed AI 要約
日本語
本稿は、中国がラテンアメリカのエネルギー転換に与える影響の拡大と進化を分析する。初期の政策銀行による融資から、国有企業によるクリーンエネルギーM&A、そして民間企業による再生可能エネルギーとリチウムなどの戦略資源へのグリーンフィールド投資へと至る過程を検証。中国は多国間プラットフォームを通じてグリーン開発の枠組みを制度化し、資源・技術・ガバナンス・金融の4次元で機能的な支配を確立しつつあると論じる。この「静かな独占」はラテンアメリカ諸国の戦略的自律性を制約する新たな従属関係を生み出すリスクがある。
English
This article examines China's expanding and evolving influence on Latin America's energy transition, from early sovereign loans for fossil fuels and hydroelectric projects, through state-owned M&A in clean energy, to recent greenfield investments in renewables and strategic resources like lithium by private firms. It argues that China is consolidating a 'silent monopoly' across resources, technology, governance, and finance through multilateral platforms, creating a neo-dependency that constrains Latin American strategic autonomy and independent sustainable development models.
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
日本にとって、中国のラテンアメリカにおける資源・エネルギー戦略は、自国のGX推進やサプライチェーン多様化に直接影響する。特にリチウムなど重要鉱物の確保競争において、中国の戦略的支配が強まれば、日本の調達リスクが高まる可能性がある。本稿は、日本がラテンアメリカとの協力を検討する上で、中国の影響力の実態を理解するための重要な分析を提供する。
In the global GX context
This paper contributes to global GX discourse by highlighting the geopolitical dimensions of energy transition, particularly how China's strategic investments in Latin America create dependencies that may undermine the region's ability to pursue autonomous sustainable development. It offers a critical perspective on the 'green cooperation' narrative, relevant for policymakers and investors concerned with supply chain security and governance in critical minerals like lithium.
👥 読者別の含意
🔬研究者:Provides a framework for analyzing China's multidimensional influence (resources, technology, governance, finance) in energy transition, useful for scholars of geopolitics and sustainable development.
🏢実務担当者:Highlights risks of over-reliance on Chinese investment and supply chains for critical minerals, informing corporate strategy on diversification and due diligence.
🏛政策担当者:Offers insights into how China's institutional engagement through multilateral platforms shapes regional governance, relevant for designing counter-strategies to maintain strategic autonomy.
📄 Abstract（原文）
Abstract This article investigates the expanding and evolving influence of China on the process of Latin America’s energy transition. From the early phase, when Chinese policy banks provided sovereign loans to finance large-scale fossil fuel and hydroelectric projects, to the subsequent decade marked by mergers and acquisitions in the clean energy sector by state-owned enterprises, and most recently, to the wave of greenfield investments in renewable energy and strategic resources led by competitive private firms. This trajectory reflects not only China’s domestic decarbonization priorities but also a broader geopolitical strategy aimed at securing access to strategic resources such as lithium, while vertically integrating value chains from extraction to clean technology manufacturing. Beyond bilateral investments, China has also sought to institutionalize its presence through multilateral platforms, advancing green development narratives and aligning regional governance frameworks with its strategic interests. The article argues that beneath the discourse of sustainable cooperation, a silent monopoly is gradually consolidating, characterized by functional dominance across four interrelated dimensions: resources, technology, governance, and finance. Conceptualized as a form of neo-dependency, this multidimensional configuration risks constraining the strategic autonomy of Latin American states and limiting their capacity to articulate independent models of sustainable development.
🔗 Provenance — このレコードを発見したソース
- openaire https://doi.org/10.1007/s12140-025-09465-zfirst seen 2026-05-05 19:07:27
gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。