クリーンとダーティ：中国の双方向エネルギー外交
Clean and dirty: China’s two-way energy diplomacy (原題)
Chia-yi Lee
🤖 gxceed AI 要約
日本語
本論文は中国が化石燃料への伝統的エネルギー外交と、風力・太陽光・蓄電池などグリーンエネルギー外交を同時に展開する「双方向エネルギー外交」概念を提示する。6つの次元で比較し、前者は中央政府と国営石油会社主導の国家資本主義、後者は中央・地方政府、国有・民間・ハイブリッド企業が関与する国家浸透型資本主義に対応すると論じる。短期的なエネルギー安全保障と長期的な持続可能性・供給網での地位強化を両立させる戦略として中国の台頭が米国の優位を揺るがし得ると指摘する。
English
This article introduces 'two-way energy diplomacy' to explain how China simultaneously manages fossil-fuel vulnerabilities and expands its role in green energy markets. Comparing oil and gas with wind, solar, and lithium-ion battery supply chains across six dimensions, it finds traditional diplomacy reflects state capitalism led by central government and national oil companies, while green diplomacy reflects state-permeated capitalism with diverse state, private, and hybrid actors. This dual approach balances short-term energy security with long-term sustainability and supply-chain positioning, potentially challenging U.S. dominance.
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
中国のグリーン供給網支配と対米競争の構図は、日本のエネルギー安全保障・調達戦略や経済安全保障政策を考える上で重要な示唆を与える。日本企業の太陽光・蓄電池サプライチェーン調達リスク評価にも直結する。
In the global GX context
This paper adds a geopolitical lens to global energy transition scholarship, showing how state-capitalist models shape green supply chains relevant to CBAM, supply-chain due diligence, and transition finance debates. It helps international readers assess China's dual role as both fossil-fuel importer and dominant clean-tech exporter.
👥 読者別の含意
🔬研究者:国家資本主義と国家浸透型資本主義の枠組みでエネルギー外交を比較する分析視角を得られる。
🏢実務担当者:太陽光・蓄電池など中国依存サプライチェーンの調達リスクと地政学要因を把握できる。
🏛政策担当者:経済安全保障と調達多様化政策を設計する際の中国グリーン輸出戦略の理解に有用。
📄 Abstract（原文）
This article develops the concept of ‘two-way energy diplomacy’ to explain how China simultaneously addresses its traditional energy vulnerabilities and expands its role in emerging green energy markets. This dual approach combines traditional energy diplomacy—focused on fossil fuels—with green energy diplomacy centered on renewables like wind, solar, and energy storage. Drawing on official documents, news reports, think tank publications, academic research, and comparative data, this article examines China’s external activities in oil and natural gas as well as its involvement in wind power, solar power, and lithium-ion battery supply chains. It compares these two forms of energy diplomacy across six dimensions: the energy sources and sectors involved, China’s market position, principal corporate actors, state-business relations, domestic drivers, and actors’ objectives. The analysis shows that traditional energy diplomacy is primarily shaped by China’s position as a major consumer and importer and is led by the central government and national oil companies. This pattern closely corresponds to state capitalism. By contrast, green energy diplomacy reflects China’s position as a leading producer, investor, and exporter and involves a more diverse group of actors, including central and local governments, state-owned enterprises, private firms, and hybrid enterprises. This pattern is better understood as state-permeated capitalism. This dual approach allows China to address short-term energy security while pursuing long-term goals of promoting sustainability and strengthening its position in global energy supply chains. As fossil fuels gradually lose prominence, China’s rise in green energy could potentially challenge U.S. dominance and alter geopolitical dynamics. Understanding China’s two-way energy diplomacy is therefore crucial for assessing shifts in global power and the future of the international energy landscape.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1080/09512748.2026.2738732first seen 2026-10-18 04:41:29
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