Geopolitical energy shocks and the hidden costs for the global south: A critical review
地政学的エネルギーショックとグローバルサウスの隠れたコスト：批判的レビュー (AI 翻訳)
Indra Purnama, Anisa Mutamima, Miftahul Haq, Abdi Omar Shuriye, Lei Zhang, Tianyi Ma, Wahyu Narulita Dewi, Muhammad Aziz
🤖 gxceed AI 要約
日本語
本レビューは、地政学的エネルギー混乱がグローバルサウスの経済に長期的に組み込まれる構造的脆弱性を分析する。財政吸収、資源採掘加速、環境外部化の3経路と貿易ガバナンスの横断的影響を提示し、輸入依存国や資源輸出国など異なるリスク構造を明らかにする。政策には、反応的安定化を超えた財政改革とバリューチェーン向上を提言する。
English
This review argues that geopolitical energy disruptions become embedded in the fiscal systems, resource frontiers, and governance of Global South economies, not just short-term shocks. It proposes a structural energy vulnerability framework with three transmission pathways: fiscal absorption, extractive acceleration, and environmental externalization, plus trade-governance exposure. It highlights distinct risk profiles for import-dependent, hydrocarbon-exporting, mineral-exporting, bioenergy, and manufacturing economies, and calls for targeted fiscal reform and value-chain upgrading.
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
日本はエネルギー輸入依存度が高く、地政学ショックの影響を受けやすい。本フレームワークは、日本のエネルギー安全保障政策や、サプライチェーンにおけるグローバルサウスとの関係を再考する上で示唆に富む。また、GX移行における国際協力や二国間クレジット制度の設計にも関連する。
In the global GX context
This paper contributes to global debates on just transition and energy governance by linking fossil fuel shocks, critical mineral dependence, and trade-governance exposure. It offers a framework for understanding how carbon border measures and sustainability standards may redistribute compliance burdens to the Global South, relevant for ISSB and CSRD implementation.
👥 読者別の含意
🔬研究者:Provides a structural framework for analyzing energy vulnerability in developing economies, useful for further empirical research.
🏢実務担当者:Highlights supply-chain and trade-governance risks that companies should consider when sourcing from or operating in Global South countries.
🏛政策担当者:Offers policy recommendations for fiscal reform and value-chain upgrading to enhance resilience against energy shocks.
📄 Abstract（原文）
Geopolitical energy disruptions are often treated as short-term shocks to fossil fuel supply and price stability. This review argues that, for many developing and emerging economies in the Global South, such disruptions can become embedded in fiscal systems, resource frontiers, value-chain positions, and governance arrangements. Using a structured interpretive review of peer-reviewed literature and institutional policy reports, the article develops a structural energy vulnerability framework to explain how geopolitical shocks are transmitted through three main pathways: fiscal absorption through subsidy and stabilization regimes, extractive acceleration under revenue and industrial-policy pressures, and environmental and land-use externalization in resource-producing regions. It also identifies trade-governance exposure as a cross-cutting channel through which sustainability standards, carbon-related measures, and market-access rules may redistribute compliance burdens. The synthesis shows that Global South economies are not exposed in the same way. Import-dependent economies, hydrocarbon exporters, critical mineral exporters, bioenergy producers, and manufacturing-oriented emerging economies face distinct combinations of fiscal, extractive, environmental, and regulatory risk. The article contributes to energy governance and just transition debates by connecting fossil fuel shocks, critical mineral dependence, bioenergy governance, and trade-governance exposure within a single transmission-oriented framework. It argues that policy responses should move beyond reactive stabilization toward targeted fiscal reform, value-chain upgrading, environmental and land-use safeguards, and asymmetry-sensitive trade and transition governance.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1016/j.erss.2026.104864first seen 2026-08-09 05:02:40
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