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Strategic insights into China’s overseas acquisitions: state-owned mineral ventures in Australia 中国海外收购的战略洞察:澳大利亚国有矿产企业
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-23 DOI: 10.1016/j.exis.2026.101856
Zhanran Xu, Mark Wang, Tim T. Werner
Chinese state-owned enterprises (SOEs) are increasingly active in overseas mergers and acquisitions in the mining sector, driven by the need to secure access to critical minerals. Australia’s rich mineral resources and stable investment environment make it a key destination. This paper examines the inside mechanisms of Chinese SOEs when they undertake Outward Foreign Direct Investment (OFDI) to understand how they perceive and navigate geopolitical change and regulations in the critical minerals sector. Drawing on interviews and documentary analysis of China Minmetals Corporation (Minmetals) and its establishment of the Australian subsidiary MMG, the research analyses the heterogeneous ways in which MMG and Minmetals perceive and respond to regulations and changing geopolitical realities. It contributes to studies of SOEs by providing insights into how decision-makers in SOEs perceive and react to Australian regulations, how they translate mandates from Chinese administrative institutions to their Australian subsidiaries, and how they handle conflicting interests between the headquarters and subsidiaries, as well as across borders. It also contributes to a broader understanding of opportunities and challenges SOEs face in Australia. While state ownership brings MMG advantages of market access and policy support, it also generates constraints, including frequent leadership rotations, short-term performance incentives, and challenges to integration with overseas firms. This study shows continuous coordination and negotiation across levels between MMG and Minmetals, and with regulatory bodies in Australia, such as the FIRB, and in China, exemplified by the State-owned Assets Supervision and Administration Commission (SASAC).
中国国有企业越来越积极地参与矿业领域的海外并购,以确保获得关键矿产的需求。澳大利亚丰富的矿产资源和稳定的投资环境使其成为重要的投资目的地。本文考察了中国国有企业进行对外直接投资(OFDI)时的内部机制,以了解它们如何感知和驾驭关键矿产部门的地缘政治变化和法规。本研究通过对中国五矿集团公司(五矿集团)及其澳大利亚子公司MMG的访谈和文献分析,分析了MMG和五矿集团对法规和不断变化的地缘政治现实的感知和应对方式的异质性。通过深入了解国企决策者如何感知和应对澳大利亚的法规,如何将中国行政机构的指令传递给其澳大利亚子公司,以及如何处理总部与子公司之间以及跨国之间的利益冲突,这有助于对国企的研究。它还有助于更广泛地了解澳大利亚国有企业面临的机遇和挑战。虽然国有制给MMG带来了市场准入和政策支持的优势,但它也产生了限制,包括频繁的领导层轮换、短期绩效激励以及与海外公司整合的挑战。这项研究表明,五矿集团和五矿集团之间,以及与澳大利亚外国投资审查委员会(FIRB)等监管机构和中国国有资产监督管理委员会(SASAC)等监管机构之间,在各个层面进行了持续的协调和谈判。
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引用次数: 0
Staging transparency: The Nigerian Extractive Industries Transparency Initiative (NEITI) and the spectacle of Nigeria’s extractive industry 阶段性的透明度:尼日利亚采掘业透明度倡议(NEITI)和尼日利亚采掘业的奇观
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-23 DOI: 10.1016/j.exis.2026.101859
Dr Walid El Hamad, Professor Lee Moerman, Dr Sanja Pupovac
This paper examines how the Nigerian Extractive Industry Transparency Initiative (NEITI), as a hybrid organisation, performs transparency to achieve accountability by multiple conflicting audiences. Using a critical dramaturgical lens, the paper combines Guy Debord’s Theory of the Spectacle with Erving Goffman’s frontstage/backstage framework to analyse how transparency is staged in NEITI’s financial disclosures. While NEITI was established to improve governance in Nigeria’s extractive sector this paper finds that NEITI Reports stage a desirable image of transparency and accountability. However, these Reports often obscure ongoing systemic issues including corruption, revenue mismanagement, and unequal wealth distribution. These disclosures operate as a frontstage performance that reassures powerful international audiences while masking the structural challenges experienced by local communities. The resulting gap between appearance and reality reinforces existing power relations rather than transforming them. The findings suggest that NEITI’s transparency serves more as a governance theatre than as a mechanism for genuine accountability. By framing transparency as a spectacle, this paper offers new insights into the limitations of accountability initiatives in contexts marked by complex political and institutional dynamics. It contributes to the extractive industries literature by extending the concept of impression management to performative transparency within hybrid accountability regimes.
本文考察了尼日利亚采掘业透明度倡议组织(NEITI)作为一个混合型组织,如何通过执行透明度来实现多个相互冲突的受众的问责。本文运用批判性的戏剧视角,将盖伊·德博德的“奇观理论”与欧文·戈夫曼的“前台/后台”框架结合起来,分析了NEITI财务披露中的透明度是如何上演的。虽然NEITI的建立是为了改善尼日利亚采掘业的治理,但本文发现,NEITI报告展示了透明度和问责制的理想形象。然而,这些报告往往掩盖了持续存在的系统性问题,包括腐败、收入管理不善和财富分配不平等。这些披露就像一场舞台表演,安抚了强大的国际观众,同时掩盖了当地社区所面临的结构性挑战。由此产生的表象与现实之间的差距强化了现有的权力关系,而不是改变它们。调查结果表明,NEITI的透明度更像是一个治理舞台,而不是真正的问责机制。通过将透明度视为一种奇观,本文对问责制倡议在复杂的政治和制度动态背景下的局限性提供了新的见解。它通过将印象管理的概念扩展到混合问责制内的绩效透明度,为采掘业文献做出了贡献。
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引用次数: 0
Floating production storage and offloading (FPSO) vessels at the extremes–a review of notable installations 极端情况下的浮式生产储存和卸载(FPSO)船——对著名设施的回顾
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-23 DOI: 10.1016/j.exis.2025.101800
Mark J. Kaiser
Floating production storage and offloading (FPSO) units are the most mature and widely employed of all floating production systems worldwide with over 220 vessels operating, under construction or available for redeployment circa 2025. FPSOs operate in water depths from 15 m to 2900 m in a wide range of environmental conditions and are widely considered the most adaptable and versatile floating production system among the various deepwater development concepts. In this review, we identify over two dozen notable FPSO installations at the extremes of their design envelope and describe the key technologies that facilitated the choice of FPSO application along with some of their interesting features. We describe the deepest, shallowest, most northerly and most southerly FPSOs, and those FPSOs with the greatest oil and gas processing capacity, storage capacity, and deadweight. The first FPSO installed in an ice environment, and FPSOs handling the world’s heaviest offshore crudes are described. We identify the country with the largest inventory of FPSOs, the most FPSOs used in field development, and the field with the greatest total FPSO production rate. Among other notable FPSOs examined are the most redeployed unit, the first FPSO that separates and reinjects CO2, and the largest, heaviest, and most expensive FPSO ever built. Active FPSOs and those under construction circa 2025 are our primary focus.
浮式生产储卸(FPSO)装置是全球所有浮式生产系统中最成熟、应用最广泛的装置,在2025年左右,有220多艘浮式生产储卸船正在运营、建造或可重新部署。fpso可在水深15米至2900米的各种环境条件下作业,被广泛认为是各种深水开发概念中适应性最强、最通用的浮式生产系统。在这篇综述中,我们确定了二十多个著名的FPSO装置在其设计范围的极端情况下,并描述了促进FPSO应用选择的关键技术以及它们的一些有趣的功能。我们描述了最深的、最浅的、最北的和最南的fpso,以及那些具有最大的石油和天然气处理能力、储存能力和载重量的fpso。介绍了第一个安装在冰环境中的FPSO,以及处理世界上最重的海上原油的FPSO。我们确定了FPSO库存最多的国家,油田开发中使用的FPSO最多的国家,以及FPSO总产量最高的油田。其他值得注意的FPSO包括重新部署次数最多的FPSO,第一个分离和重新注入二氧化碳的FPSO,以及迄今为止建造的最大、最重、最昂贵的FPSO。活跃的fpso和2025年左右在建的fpso是我们的主要关注点。
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引用次数: 0
La Piedra en el Zapato: everyday encounters between the security apparatus and local communities on the extractive frontier in El Estor, Guatemala La Piedra en el Zapato:在危地马拉埃斯特尔的采掘边境,安全机构和当地社区之间的日常接触
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-23 DOI: 10.1016/j.exis.2026.101854
Lazar Konforti
Owned and operated by Solway Investment Group and its local subsidiary Compañía Guatemalteca de Níquel (CGN), the Fénix nickel mine in northern Guatemala has been mired in controversy since its reactivation in 2004. Both state and private security forces have on several occasions violently repressed local opposition from Q’eqchi’ indigenous communities whose livelihoods are jeopardised by the mine. Based on an analysis of hundreds of security incident reports made public in a data leak, this paper maps out encounters between CGN’s security apparatus and local communities, revealing hitherto underexplored aspects of the social conflict in El Estor. First, place-based forms of contention developed throughout a long history of agrarian conflicts carry over into the conflict with CGN. Second, there exists an oft-overlooked “struggle for incorporation” whereby locals seek a more equitable distribution of mining-related benefits, generally by disrupting the company’s operations through various types of small-scale and loosely organised blockades. These findings simultaneously reveal some of the company’s vulnerabilities: properties that are too vast to police effectively and overdependence on a transport corridor that can easily be rendered inoperable. By targeting these vulnerabilities, these more quotidian forms of resistance can be a “pebble in the shoe” that complicates the production and policing of extractive frontiers. These insights are made possible by examining forms of “everyday resistance” and other less visible forms of contention revealed in the leaked security reports.
该镍矿位于危地马拉北部,由索尔威投资集团(Solway Investment Group)及其当地子公司Compañía Guatemalteca de Níquel (CGN)拥有和经营。自2004年重新投产以来,该镍矿一直陷入争议。国家和私人安全部队曾多次暴力镇压当地奇奇土著社区的反对活动,这些社区的生计因该矿而受到威胁。本文通过对数百份安全事件报告的分析,勾勒出中广核安全机构与当地社区之间的冲突,揭示了埃尔斯托尔社会冲突中迄今未被充分发掘的方面。首先,在漫长的土地冲突历史中形成的以地域为基础的争夺形式延续到了与中广核的冲突中。其次,存在一种经常被忽视的“合并斗争”,即当地人寻求更公平地分配与采矿有关的利益,通常是通过各种小规模和组织松散的封锁来破坏公司的运营。这些发现同时揭示了该公司的一些弱点:物业过于庞大,无法有效监管;过度依赖运输走廊,很容易导致无法运营。通过瞄准这些漏洞,这些更常见的抵抗形式可能成为“鞋里的鹅卵石”,使开采边界的生产和监管复杂化。这些见解是通过研究泄露的安全报告中揭示的“日常抵抗”形式和其他不太明显的争论形式而成为可能的。
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引用次数: 0
A conceptual framework for mineral supply chain traceability: Enabling conditions and core dimensions 矿产供应链可追溯性的概念框架:实现条件和核心维度
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-22 DOI: 10.1016/j.exis.2026.101858
Paulina Fernández , Michael Tost , Daniel Monfort Climent , Thania Nowaz , Emilio Castillo
Companies trading in mineral resources must monitor supply chains rigorously, as minerals may originate from conflict-affected areas and present risks like human rights abuses, environmental damage, and corruption. Beyond regulatory pressures mandating ethical sourcing and transparency, consumers, NGOs, employees, and investors increasingly demand robust due diligence and detailed information on material origin. A central element of these practices is traceability, which enables companies to verify that their sourcing aligns with corporate standards and sustainability goals. Despite progress, traceability initiatives remain fragmented, often addressing isolated issues rather than forming a unified framework. The complexity of mineral supply chains, involving numerous actors and diverse requirements, further complicates the implementation of traceability. This study proposes an integrated conceptual framework for mineral supply chain traceability, developed through an extensive review of academic literature, technical and regulatory documents, and refined through expert validation. The framework organises traceability into enabling conditions and core dimensions across five interdependent categories, consisting of a total of twenty factors: Governance and compliance, Supply chain management, Social and environmental impacts, Technology and analytics, and Performance and evaluation. It is emphasised that effective traceability is a systemic task that requires solid institutional structures, coordinated operational practices, meaningful social and environmental commitments, appropriate technological tools, and continuous evaluation mechanisms. Technologies such as blockchain or digital product passports only prove their effectiveness when integrated into favourable conditions. The proposed framework provides policymakers, industry actors and certification bodies with a coherent structure for designing, assessing and strengthening traceability across diverse mineral supply chains.
从事矿产资源交易的公司必须严格监控供应链,因为矿产可能来自受冲突影响的地区,并存在侵犯人权、破坏环境和腐败等风险。除了要求道德采购和透明度的监管压力外,消费者、非政府组织、员工和投资者越来越多地要求对材料来源进行强有力的尽职调查和详细的信息。这些实践的核心要素是可追溯性,这使公司能够验证他们的采购符合公司标准和可持续性目标。尽管取得了进展,可追溯性计划仍然是碎片化的,经常处理孤立的问题,而不是形成统一的框架。矿产供应链的复杂性,涉及众多参与者和不同的要求,进一步复杂化了可追溯性的实施。本研究提出了一个矿产供应链可追溯性的综合概念框架,该框架通过对学术文献、技术和监管文件的广泛审查而开发,并通过专家验证加以完善。该框架将可追溯性组织到五个相互依存的类别中的实现条件和核心维度中,这些类别由总共20个因素组成:治理和合规、供应链管理、社会和环境影响、技术和分析以及绩效和评估。强调有效的可追溯性是一项系统任务,需要坚实的体制结构、协调的业务实践、有意义的社会和环境承诺、适当的技术工具和持续的评价机制。区块链或数字产品护照等技术只有在融入有利条件时才能证明其有效性。拟议的框架为政策制定者、行业参与者和认证机构提供了一个连贯的结构,用于设计、评估和加强各种矿产供应链的可追溯性。
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引用次数: 0
From cultural landscapes to carbon sinks: The semiotics of green extractivism in Ecuador 从文化景观到碳汇:厄瓜多尔绿色开采主义的符号学
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-22 DOI: 10.1016/j.exis.2026.101857
Craig A. Johnson , Matthew McBurney , Luis Alberto Tuaza
This article explores the political legitimization of Programa Socio Bosque (PSB, or “Forest Partnership”), an Ecuadorian carbon offset program that uses payments for ecosystem services (PES) to combat deforestation, store carbon, and improve life for communities living in and around forest areas. By drawing upon an original database of official planning documents from 2007 to 2025, we contend that the Ecuadorian state used Indigenous concepts like Pachamama and buen vivir to justify the contradiction of paying communities to conserve land in a country that remains highly dependent on oil and resource extraction. Theoretically, our analysis points to a broader understanding of green extractivism that entails monetizing cultural landscapes, habitats, and ecosystems whose “ecological services” are deemed valuable for reducing CO2 emissions and tackling climate change. It also highlights the semiotic power of using Indigenous and environmental discourses to build state legitimacy in the agrarian frontier.
本文探讨了“森林伙伴关系”(program a Socio Bosque,简称PSB)的政治合法性。PSB是厄瓜多尔的一项碳抵消计划,该计划利用生态系统服务付费(PES)来打击森林砍伐、储存碳,并改善生活在森林地区及其周边社区的生活。根据2007年至2025年官方规划文件的原始数据库,我们认为厄瓜多尔政府使用Pachamama和buen vivir等土著概念来证明,在一个高度依赖石油和资源开采的国家,支付社区保护土地的矛盾是合理的。从理论上讲,我们的分析指出了对绿色采掘的更广泛理解,它需要将文化景观、栖息地和生态系统货币化,这些生态服务被认为对减少二氧化碳排放和应对气候变化有价值。它还强调了使用土著和环境话语在农业边境建立国家合法性的符号学力量。
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引用次数: 0
Challenges in the development of the extractive industries sector in Tajikistan: The case of the Extractive Industries Transparency Initiative 塔吉克斯坦采掘业发展的挑战:以采掘业透明度倡议为例
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-22 DOI: 10.1016/j.exis.2026.101855
Oliya Maxudova , Kaoru Natsuda
The extractive industry is one of Tajikistan's fastest-growing sectors, contributing to industrialisation, employment creation, and export earnings. Although Tajikistan joined the Extractive Industries Transparency Initiative (EITI) in 2013, its membership was suspended three times. According to the third Validation Assessment in April 2025, Tajikistan made fairly low progress in EITI implementation. This study examines why Tajikistan is unable to improve its natural resource management in the extractive industries sector under the EITI Standard, by identifying two fundamental challenges: poor state capacity and insufficient engagement of the multi-stakeholder group (particularly civil society participation). Due to EITI’s universal approach and voluntary system, the EITI framework has limitations in less democratic post-Soviet countries. Hence, the EITI membership in Tajikistan seems to be playing a window-dressing role, rather than tackling fundamental challenges in natural resource management and the sustainable development of the extractive industries sector.
采掘业是塔吉克斯坦增长最快的行业之一,为工业化、创造就业和出口收入做出了贡献。虽然塔吉克斯坦在2013年加入了采掘业透明度倡议组织(EITI),但其成员资格被暂停了三次。根据2025年4月的第三次验证评估,塔吉克斯坦在EITI实施方面取得了相当低的进展。本研究分析了塔吉克斯坦在EITI标准下无法改善采掘业自然资源管理的原因,确定了两大基本挑战:国家能力差和多利益相关者群体参与不足(特别是民间社会参与)。由于EITI的普遍方法和自愿制度,EITI框架在民主程度较低的后苏联国家有局限性。因此,塔吉克斯坦的EITI成员似乎只是起到了装门面的作用,而不是解决自然资源管理和采掘业部门可持续发展方面的根本挑战。
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引用次数: 0
Public preferences for critical mineral mining in the U.S.: Evidence from a discrete choice experiment 美国公众对关键矿产开采的偏好:来自离散选择实验的证据
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-20 DOI: 10.1016/j.exis.2026.101853
Bamidele Ajiga , Kwame Awuah-Offei , Mahelet G. Fikru
Even though there is widespread recognition that we need to mine more critical minerals for national security and energy needs, concerns about environmental impacts often lead to public opposition to proposed new mining projects. The literature lacks sufficient data from communities with proposed mineral projects to assess drivers of differences in support. This study investigates public preferences for mining projects in three states in the United States with proposed critical minerals projects, using a discrete choice experiment. Respondents evaluated projects that vary in job creation, state tax revenue, tailings reprocessing content, groundwater impacts, and surface water impacts. We also randomly assigned respondents to one of two information framings, which stipulated that the proposed mining project was to extract gold and silver or battery-critical minerals, to evaluate the effect of the product on respondents’ preferences. Among 1908 responses, the results show job creation and state tax revenue significantly increased support among the respondents, and they preferred tailings reprocessing over new mining. In contrast, groundwater depletion and declining fish population due to mining significantly reduced support. Our framing had limited significant effect on preferences. The study advances our understanding of how economic, environmental, and contextual factors shape public preferences for mineral extraction.
尽管人们普遍认识到,为了国家安全和能源需求,我们需要开采更多的关键矿产,但对环境影响的担忧往往导致公众反对拟议中的新采矿项目。文献缺乏来自拟建矿产项目的社区的足够数据来评估支持差异的驱动因素。本研究使用离散选择实验,调查了美国三个州拟议的关键矿产项目中公众对采矿项目的偏好。受访者评估的项目在创造就业机会、国家税收、尾矿再处理内容、地下水影响和地表水影响方面各不相同。我们还将受访者随机分配到两个信息框架中的一个,其中规定拟议的采矿项目是提取黄金和白银或电池关键矿物,以评估产品对受访者偏好的影响。在1908份回复中,结果显示,创造就业机会和国家税收显著增加了受访者的支持度,他们更倾向于尾矿再加工而不是新开采。相比之下,由于采矿导致的地下水枯竭和鱼类数量下降大大减少了支持。我们的框架对偏好的影响有限。这项研究促进了我们对经济、环境和背景因素如何影响公众对矿物开采偏好的理解。
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引用次数: 0
A systematic literature review on transparency in the mining industry reveals many under-researched topics 对采矿业透明度的系统文献回顾揭示了许多研究不足的课题
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-18 DOI: 10.1016/j.exis.2026.101852
Rafaela Shinobe Massignan, Luis Enrique Sánchez
Local communities, civil society organizations, and investors have been calling for transparency in the mining sector, but research falls behind real-world development. Here, a systematic literature review was conducted to identify the major areas of research on transparency in the mining industry. A comprehensive search was made in the Web of Science, Scopus, and Science Direct databases, resulting in 15,994 articles. Screening resulted in 945 articles, which were grouped by analyzing their titles, keywords, and abstracts using the lexical software IraMuTeq. This study originally identified six notable topics of transparency in the mining sector on a six-cluster dendrogram, which may assist upcoming research. The largest cluster was “Community participation”, contrasting with the smallest cluster about “Accountability and participation in deep sea mining”, considered an under-researched area with 20 articles. Other understudied areas were revealed, which should be addressed by future research about transparency in mining, expected to grow due to the energy transition.
当地社区、民间社会组织和投资者一直在呼吁提高采矿业的透明度,但研究落后于现实世界的发展。在此,进行了系统的文献综述,以确定采矿业透明度研究的主要领域。在Web of Science、Scopus和Science Direct数据库中进行了全面的搜索,得到了15,994篇文章。筛选产生了945篇文章,通过使用词汇软件IraMuTeq分析其标题、关键词和摘要对其进行分组。本研究最初在六簇树状图上确定了采矿部门透明度的六个值得注意的主题,这可能有助于即将进行的研究。最大的一组是“社区参与”,而最小的一组是“问责制和参与深海采矿”,这被认为是一个研究不足的领域,只有20篇文章。还揭示了其他研究不足的领域,这些领域应通过未来关于采矿透明度的研究加以解决,预计由于能源转型将会增加。
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引用次数: 0
Interrogating green hydrogen roadmaps: narratives of imminence and the anticipation of asymmetric energy futures 质疑绿色氢路线图:迫在眉睫的叙述和对不对称能源未来的预期
IF 4.3 2区 社会学 Q2 ENVIRONMENTAL STUDIES Pub Date : 2026-01-17 DOI: 10.1016/j.exis.2025.101844
Tomás Ariztía , Tomás Undurraga , Carol Muñoz
This article examines national green hydrogen (GH2) strategies, or ‘roadmaps’, as sociotechnical devices that produce and mobilise visions of energy futures. We conduct a comparative analysis of GH2 roadmaps of 17 countries. Drawing on recent debates on energy anticipation, we approach these roadmaps as narrative devices that construct storylines concerning the desirability and urgency of GH2. Our analysis focus on two key narrative aspects: the value grammars these documents invoke to justify GH2, and the expectations frameworks that shape their visions of the conditions, actors and courses of action associated with its development. Two findings stand out. First, as anticipatory devices, GH2 roadmaps advance a narrative arc that underscore the urgent need to develop the GH2 industry. While they mobilise diverse justifications – environmental, commercial and technological – they converge on a shared grammar: the promise of decarbonisation goes hand in hand with that of economic opportunity. Rather than addressing potential frictions between economic development and environmental impact, these narratives fuse both into a win-win scenario. Second, GH2 roadmaps envision an energy future that reproduces asymmetrical dependencies: countries in the Global South are cast as producers and exporters of GH2, while countries in the Global North appears as technology developers and importers – thereby reinforcing an unequal distribution of costs and benefits in the energy transition.
本文研究了国家绿色氢(GH2)战略,或“路线图”,作为产生和动员能源未来愿景的社会技术手段。我们对17个国家的GH2路线图进行了比较分析。根据最近关于能源预期的辩论,我们将这些路线图作为叙事手段,构建关于GH2的可取性和紧迫性的故事情节。我们的分析侧重于两个关键的叙事方面:这些文件为证明GH2的合理性而援引的价值语法,以及塑造其对与GH2发展相关的条件、行动者和行动方针的愿景的期望框架。有两个发现引人注目。首先,作为预期手段,GH2路线图提出了一个叙事弧线,强调了发展GH2产业的迫切需要。尽管它们动员了各种理由——环境、商业和技术——但它们在一个共同的语法上趋于一致:脱碳的承诺与经济机会的承诺是齐头并进的。这些叙述并没有解决经济发展和环境影响之间的潜在摩擦,而是将两者融合成一个双赢的局面。其次,GH2路线图设想了一个再生不对称依赖的能源未来:全球南方国家被塑造为GH2的生产国和出口国,而全球北方国家则是技术开发商和进口国——从而加强了能源转型中成本和收益分配的不平等。
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Extractive Industries and Society-An International Journal
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