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重新认识美国页岩油气革命

姚双

国际石油经济2025,Vol.33Issue(11):9-21,60,14.
国际石油经济2025,Vol.33Issue(11):9-21,60,14.DOI:10.3969/j.issn.1004-7298.2025.11.002

重新认识美国页岩油气革命

Re-examination of the shale revolution in the United States

姚双1

作者信息

  • 1. 中国石油规划总院||《国际石油经济》编辑部
  • 折叠

摘要

Abstract

The paper offers in-depth analysis of the double-edged impact of the U.S.shale oil and gas revolution.It serves as both a strategic lever reshaping the global geopolitical landscape and a capital trap entailing significant financial risks.The paper concludes that the shale revolution has driven a shift in its global strategy from that of a"world policeman"to an"offshore balancer"by endowing the United States with"energy independence",subsequently triggered a power vacuum in the Middle East,prompted energy decoupling between Russia and Europe,and intensified strategic competition between China and the United States.At the same time,it relies heavily on a debt-driven financialization model and inherent logic of"production over profit",coupled with deteriorating resource quality and technological bottlenecks,may precipitate corporate debt defaults and systemic financial risks,thereby eroding the foundations of U.S.national strength from the inside.Facing these dual challenges,China,as the world's largest oil and gas importer,must employ game-theoretic reasoning to formulate a strategy integrating both long-term and short-term measures.In the long run,China should reshape the rules of the game through energy transition,supply diversification,and RMB internationalization.In the short term,it should tactically leverage market fluctuations and geopolitical gaps to dynamically optimize its energy security and economic interests.Finally,China must convert external pressures into impetus for internal transformation and take a leading role in the green energy revolution.

关键词

页岩油气革命/地缘政治重构/金融化陷阱/能源安全/博弈论/中美战略竞争/能源转型/系统性风险

Key words

shale revolution/geopolitical reconfiguration/financialization trap/energy security/game theory/US-China strategic competition/energy transition/systemic risks

分类

管理科学

引用本文复制引用

姚双..重新认识美国页岩油气革命[J].国际石油经济,2025,33(11):9-21,60,14.

国际石油经济

1004-7298

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