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China and New Geopolitics of the Electricity Age:The Reconfiguration of Global Power

中国と電力時代の新地政学：グローバル・パワーの再編成 (AI 翻訳)

Yu Hongyuan

China Quarterly of International Strategic Studies📚 査読済 / ジャーナル2026-05-04#エネルギー転換Origin: CN経営インパクト: 調達リスク対象セクター: power
DOI: 10.1142/s2377740026500028
原典: https://doi.org/10.1142/s2377740026500028

🤖 gxceed AI 要約

日本語

本論文は、化石燃料から電力中心のエネルギー秩序への移行が世界政治の地政学的構造をどう再編するかを分析する。石油時代の資源・輸送路争奪に対し、電力時代は重要鉱物、電力機器、原子力技術、送電規格をめぐる競争が焦点となる。中国、米国、EUの戦略比較を通じ、資源・技術・ルールの三つの断層線が電力地政学を形成し、多極的リーダーシップと地域統合、多元的ガバナンスへの進展を展望する。

English

This paper analyzes how the global shift from fossil fuels to an electricity-centered energy order reshapes geopolitical structures. Unlike the oil age, competition now centers on critical minerals, power equipment, nuclear technology, and grid standards. Comparing China, the US, and the EU, it identifies resources, technology, and rules as key fault lines, predicting a multipolar, regionally integrated, and pluralistic global electricity order.

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政策（GX推進法、水素・アンモニア、送電網整備）は国際的な資源・技術・ルール競争の只中にあり、本論文の地政学的枠組みは日本のエネルギー安全保障戦略や国際標準化への関与を考える上で示唆に富む。特に、中国の全チェーン優位と米国の包摂的排除に対し、日本がEU的なバランス戦略をどう取るかが問われる。

In the global GX context

This paper contributes to global GX scholarship by framing the energy transition as a geopolitical struggle over resources, technology, and standards, complementing TCFD/ISSB discussions with a power-politics lens. It offers a comparative framework for understanding how major economies' climate policies are intertwined with strategic competition, relevant for transition finance and supply-chain resilience debates.

👥 読者別の含意

🔬研究者:Provides a conceptual framework for analyzing the geopolitical dimensions of energy transition, useful for policy and international relations research.

🏢実務担当者:Highlights supply-chain and standards risks in the electricity sector, informing corporate strategy on critical minerals and grid technology.

🏛政策担当者:Offers insights into how different nations' strategies shape the global electricity order, relevant for energy security and standard-setting policy.

📄 Abstract（原文）

This paper examines how the global transition from a fossil-fuel-based energy system to an electricity-centered energy order is reshaping the geopolitical structure of power. It argues that the rise of an electricity-based civilization is not merely an energy transition, but a profound transformation in the material foundations, strategic logic, and institutional forms of global politics. In contrast to the oil age in which geopolitical competition primarily revolved around the control of fuel reserves and transport routes, the electricity age is increasingly defined by competition over critical minerals, high-end power equipment, nuclear energy technology, and grid standards. Focusing on copper and lithium as strategic resources, transformers and nuclear power as key industrial capabilities, and ultra-high-voltage transmission and technical standards as instruments of structural influence, the paper analyzes the emerging geography of power in the electricity era. It further compares the strategic choices of China, the U.S., and the European Union, showing that China seeks to consolidate full-chain industrial advantages and enhance its rule-shaping capacity, the U.S. prioritizes hegemonic maintenance through supply-chain restructuring and alliance-based exclusion, and the European Union pursues a balancing strategy centered on energy sovereignty, regulatory influence, and multilateral coordination. This paper contends that the geopolitics of electricity is shaped by three principal fault lines — resources, technology, and rules — while also generating new incentives for cooperation under conditions of climate vulnerability and infrastructural interdependence. It concludes that the future global electricity order is likely to evolve toward a pattern of multipolar leadership, regional integration, and pluralistic co-governance, in which technological capability, resource control, and standard-setting authority jointly determine the reconfiguration of global power.

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