分節化されたリーダーシップ：南米の再エネ転換における中国・米国資本
Segmented leadership: Chinese and American capital in South America’s renewable energy transition (原題)
Giovanni Agostinis, Andrea Freites, Diego Telias, Francisco Urdínez
🤖 gxceed AI 要約
日本語
南米の再エネ分野における中国・米国企業の投資競争を、2006〜2024年の194プロジェクト（風力・太陽光・水力・バイオ燃料）で分析。両国は直接排除ではなく技術セグメント・地域・バリューチェーンで補完的に分節化したリーダーシップを築いている。中国は水力・風力など資本集約型で国家融資を活用し10カ国に広範展開、米国はバイオディーゼルや先端太陽光など革新主導のニッチに集中。結果として受入国に投資の追加性をもたらす並行エコシステムが生じた。
English
Analyzing 194 renewable projects (wind, solar, hydro, biofuel) in South America from 2006–2024, the paper compares Chinese and American investment patterns. It finds 'segmented leadership': complementary specialization rather than displacement—China dominates capital-intensive hydro and wind via state-coordinated finance across ten countries, while the US leads innovation-driven niches like biodiesel and advanced solar. This creates parallel technological ecosystems and investment additionality for recipient countries, though geopolitics may shift dynamics.
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文脈では、脱炭素技術の国際競争とサプライチェーン再編、資源外交の観点から示唆がある。日本企業の再エネ海外展開や調達戦略を考える上での比較材料となる。
In the global GX context
Adds to global transition-finance scholarship by mapping how geopolitical competition shapes renewable capital flows in emerging markets—relevant to ISSB/TCFD disclosure of country and supply-chain risk and to debates on additionality in climate finance.
👥 読者別の含意
🔬研究者:地政学と再エネ投資配分の関係を実証的に捉える枠組みとして有用。
🏢実務担当者:新興国での再エネ調達・投資先選定やサプライチェーン地政学リスク評価に活用できる。
🏛政策担当者:受入国側の投資誘致政策や、米中競争下での技術・資金アクセス戦略の設計に示唆。
📄 Abstract（原文）
The rise of Chinese enterprises as technological competitors to established American firms represents a fundamental shift in global markets for strategic goods. This paper examines this competition through Chinese and American investments in South America’s renewable energy sector. Using 194 projects across wind, solar, hydroelectric, and biofuel technologies (2006–2024), we develop a framework for comparing investment patterns across technological segments, geographic markets, and value-chain positions. Our analysis reveals segmented leadership: complementary specialization across distinct niches rather than direct displacement. Chinese enterprises dominate capital-intensive technologies such as hydropower and wind energy, leveraging state-coordinated financing and high risk tolerance. American firms lead in specialized segments such as biodiesel and advanced solar, emphasizing innovation and market-based approaches. Geographically, China operates across a broader footprint, investing in ten countries and deploying more than twice the US investment volume, while American firms concentrate in fewer markets where they retain leadership in innovation-driven niches. Market entry is sequential, and grid functions complementary. This segmentation created parallel technological ecosystems rather than zero-sum competition, generating investment additionality for recipient countries: expanded access to financing and technologies that neither power would have provided on its own, though geopolitical tensions may alter these dynamics.
🔗 Provenance — このレコードを発見したソース
- openalex https://www.tandfonline.com/doi/full/10.1080/09692290.2026.2730217first seen 2026-11-10 04:42:07 · last seen 2026-11-13 04:52:53
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。