China’s energy transition and implications for South America: industrial policy tools and the development of renewable energy sectors
中国のエネルギー移行と南米への影響：産業政策手段と再生可能エネルギーセクターの発展 (AI 翻訳)
Ricardo Lopes Kotz
🤖 gxceed AI 要約
日本語
中国は再生可能エネルギーで世界をリードし、太陽光パネル、風力タービン、EV、バッテリー技術で競争力を持つ。本政策ペーパーは、中国の産業政策主導のクリーンエネルギー移行が、南米諸国に機会と課題をもたらすことを分析。リチウムや銅などの重要鉱物需要が貿易と投資を拡大する一方、地域の付加価値向上と戦略的自立を促す。南米が単なる原材料輸出者ではなく、エネルギー移行の積極的参加者になるための政策提言を行う。
English
This policy paper examines China's state-led industrial policies driving its dominance in renewable energy and clean tech, and the implications for South America. It argues that while Chinese demand for critical minerals (lithium, copper) creates trade opportunities, South American countries must strategically engage with Chinese FDI to foster local innovation and avoid remaining raw material exporters. The report offers recommendations for policy coordination and building clean energy ecosystems.
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
中国の産業政策とエネルギー移行が南米に与える影響を分析。日本のGX政策（GX実現に向けた基本方針や産業政策）と比較する視点として、国家主導のエネルギー移行が国際的なサプライチェーンや資源外交にどう影響するかを示唆。日本のような資源輸入国にとって、南米との関係構築や重要鉱物の調達戦略にも示唆がある。
In the global GX context
This paper provides a global South perspective on China's clean energy dominance, highlighting the risks of resource dependency and the need for industrial policy to capture value in green supply chains. It adds to the literature on transition finance and geopolitics of critical minerals, relevant for ISSB/TCFD discussions on supply chain resilience and materiality.
👥 読者別の含意
🔬研究者:Useful for scholars studying industrial policy, energy transition, and North-South relations in clean energy.
🏢実務担当者:Corporate strategy teams in mining, energy, and manufacturing can use insights on supply chain dynamics and FDI engagement.
🏛政策担当者:South American and other resource-rich countries should note the policy recommendations for strategic autonomy and innovation.
📄 Abstract（原文）
China has rapidly emerged as a competitive actor in renewable energy, leading in the manufacturing and deployment of solar panels, wind turbines, electric vehicles (EVs), and battery technologies. This policy paper explores how China’s domestic transition to clean energy, driven partially by state-led industrial policies, has created globally competitive firms and technologies. As the world’s largest market for EVs and dominant player across critical green energy value chains, the country is a strategic partner for South American countries, which brings both opportunities and challenges: while growing Chinese demand for lithium, copper, and other critical minerals opens trade and investment channels, the global shift to low-carbon technologies raises the stakes for countries in the region to try to increase the value-added in their production, promoting regional innovation, and strategic autonomy. Based on the Chinese experience this report outlines how South American countries can foster clean energy ecosystems, align national policies towards technological development in green energy, and strategically engage with Chinese FDI to secure knowledge transfer and technological spillovers. The report emphasizes policy coordination, geopolitical resilience, and innovation as vital elements to ensure the region does not remain an exporter of raw materials, but an active participant in the global energy transition.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.21678/cechap.2026.jet.dt3first seen 2026-05-15 19:37:15
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