The effects of the Ukraine War on Russia-China energy relations and regional markets
Cenk TAMER, Omer Faruk Pekgoz
🤖 gxceed AI 要約
日本語
ウクライナ戦争がロシアのアジアへのエネルギーシフトを加速し、欧州はLNG調達を多様化、インドのロシア原油輸入は25倍に急増した。一方、石炭市場の乱高下が途上国の化石燃料依存を強め、グリーン転換を遅らせている。ロシアと中国のエネルギー関係強化が世界のエネルギー地政学を変容させつつある。
English
The Ukraine War has driven Russia's energy pivot to Asia, with India's Russian oil imports surging 25-fold. The EU has diversified to LNG, tripling US imports, while coal volatility slows green transitions. Long-term shifts in energy security and supply chains are reshaping global geopolitics.
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
日本のエネルギー安全保障にとって、ロシアのアジアシフトは中東依存と並ぶリスク要因。石炭火力の延長やLNG調達競争の激化が、日本のGX実現に影響を与える可能性がある。
In the global GX context
Globally, the study highlights how geopolitical shocks can derail green transitions by reinforcing fossil fuel lock-in, a key concern for TCFD/ISSB scenario analysis and transition finance strategies.
👥 読者別の含意
🔬研究者:Geopolitical drivers of energy supply chain shifts and their indirect effects on decarbonization timelines.
🏛政策担当者:Implications for energy security and the risk of fossil fuel lock-in due to supply disruptions.
📄 Abstract（原文）
The paper examines the effects of the Ukraine War on global energy markets, with a particular focus on Russia’s strategic reorientation toward Asia. The main research question investigates how the crisis has reshaped global energy supply chains and the geopolitical and economic ramifications of Russia’s pivot away from Europe. The study hypothesizes that the Ukraine War has fundamentally altered traditional energy dependency structures, compelling the European Union (EU) to reduce the reliance on Russian energy while driving Russia to strengthen its energy partnerships with Asia-Pacific countries. In this sense, the energy markets of Russia, China and Asia Pacific have become inseparable from each other. Employing a qualitative research approach, this study utilizes content and textual analysis to assess shifts in global energy policies. The findings indicate that Russia has responded to the loss of its European market by significantly increasing energy exports to Asia. Notably, India’s imports of Russian oil have surged 25-fold, reaching 1.7 million barrels per day. Concurrently, the EU’s diversification efforts of its energy sources have led to a threefold rise in American liquefied natural gas (LNG) exports to Europe. Moreover, volatility in coal markets has driven many developing countries to increase their dependency on fossil fuels, slowing progress in green energy transition. In conclusion, the Ukraine War has triggered lasting transformations in global energy security, reshaping supply chains and market dynamics. Russia’s pivot to Asia and the EU’s diversification strategies have set the stage for long-term shifts in the global energy landscape. By analyzing these developments, this study aims to shed light on the changing geopolitical and economic dimensions of global energy security.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.58559/ijes.1982291first seen 2026-07-21 04:52:31
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