拜登政府清洁能源供应链安全政策及其影响分析OACHSSCDCSTPCD
Analysis of the Biden administration's clean energy supply chain security policies and their impacts
为顺应能源转型趋势,弥合美国国内关键矿产劣势等,拜登政府通过多种路径推进清洁能源供应链安全政策,包括:加强制度框架建设;拓展关键矿产来源;加大清洁能源供应链发展资金投入;强化框架内清洁能源供应链盟友合作等.拜登政府的清洁能源供应链安全政策体现了美国利益优先的基本底色,呈现出强调风险规避、地缘竞争色彩浓厚、注重清洁能源供应链链条完整性、重视经济效果与市场工具四大特征.拜登政府的清洁能源供应链安全政策一定程度上推动美国国内制造业的"回岸",有利于提高美国能源系统独立性,同时这些政策将撕裂和重塑全球清洁能源供应链,推动国际关系阵营化发展,加剧主要大国在全球关键矿产、清洁能源技术上的竞争.中国应未雨绸缪,提升战略认知,加强清洁能源供应链技术研究,同时深化清洁能源供应链的全球参与,推进双边多边互利合作.
In order to keep pace with the trend of energy transition and bridge the gap in key minerals in the United States,the Biden administration has promoted clean energy supply chain security policies through various channels including strengthening the institutional framework,expanding key mineral sources,increasing investment in clean energy supply chain development,and facilitating cooperation with its allies in the clean energy supply chain.The Biden administration's clean energy supply chain security policy reflects the basic undertone of interest priority of U.S.and presents such four main features as risk aversion,strong geopolitical competition,a focus on the integrity of the clean energy supply chain,and an emphasis on economic effects and market tools.The Biden administration's clean energy supply chain security policy,to some extent,promotes the U.S.domestic manufacturing industry"back to shore",and is conducive to improving the independence of the U.S.energy system.At the same time,they will tear and reshape the global clean energy supply chain,promote international relations to the campification,and intensify the competition among the major powers in the world's key minerals and clean energy technology.China should take proactive measures to enhance strategic cognition,strengthen research on clean energy supply chain technologies,deepen global participation in the clean energy supply chain,and promote bilateral and multilateral international cooperation.
黄云游
中国社会科学院大学国际政治经济学院
拜登政府清洁能源供应链安全能源地缘
the Biden administrationclean energysupply chain securityenergy geopolitics
《国际石油经济》 2024 (002)
36-49 / 14
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