State capital in the energy transition: host-state agency and geopolitical proximity in service-sector coupling
エネルギー転換における国家資本：受入国の主体性とサービス部門連携における地政学的近接性 (AI 翻訳)
Emma Galbraith, Javier Revilla Diez
🤖 gxceed AI 要約
日本語
本論文は、国際生産ネットワークにおける国有企業の役割を分析。シンガポール国有企業がベトナムの再生可能エネルギー部門に進出する事例から、受入国と外国国有資本の戦略的連携のメカニズムを解明。地政学的近接性が連携を促進することを示す。
English
This paper analyzes how host states strategically couple with foreign state-owned enterprises in the energy transition. Using the case of Singaporean state-owned service providers in Vietnam's renewables sector, it shows how Vietnam balances investment needs with sovereignty, how Singaporean firms align, and how geopolitical proximity enables coupling. It advances theory on state capitalism and global production networks.
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政策ではアジア地域の官民連携が重要。本論文は受入国と外国国有資本の戦略的連携に焦点を当て、日本の海外GX投資や国際協力に示唆を与える。特にベトナムのような新興国における再エネ投資条件の理解に有用。
In the global GX context
This paper is relevant for global GX as it examines the role of state-owned actors in renewable energy deployment in developing countries, a key aspect of just transition and geopolitics. It provides insights for understanding strategic coupling in GPNs, relevant to ISSB and transition finance discussions on state involvement and cross-border investments.
👥 読者別の含意
🔬研究者:Provides a framework for analyzing host-state agency and state-capital hybrids in energy transition GPNs, contributing to state capitalism and economic geography literature.
🏢実務担当者:Offers insights for corporate sustainability teams negotiating partnerships with state-owned entities in emerging markets, highlighting bargaining conditions and geopolitical factors.
🏛政策担当者:Relevant for regulators and development agencies designing policies to attract foreign state-owned investment while maintaining sovereignty, especially in renewables.
📄 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.32314825first seen 2026-06-06 04:42:53
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