摘要
在全球能源转型的背景下,氢能已成为未来能源竞逐的战略高地。当前,主要国际行为体正超越传统能源安全逻辑,通过氢能战略布局推动氢能外交。日本作为全球首个发布氢能国家战略的国家,在“印太框架”下加速推进“多圈层”氢能战略外交,以“亚洲零排放共同体”(AZEC)为重心推动双/多边氢能合作,以“印太区域合作”为基础构建国际氢能盟伴关系,引入欧盟作为区域氢能产业链构建的地缘平衡力量,并在美日同盟框架下推动兼具延续性与变化性的氢能产业链合作。日本氢能战略外交背后存在多重战略考量:在确保能源安全的同时增强氢能产业竞争优势,构建以日本为中心的“印太能源圈”以提升其地缘经济主导权,通过日欧氢能协调强化氢能产业标准制定权,并将氢能产业链构建作为美日同盟“轴心化”的地缘性能源战略支撑。当前,日本氢能战略外交对区域乃至全球能源治理构成多重影响:在区域多边合作机制中拉拢东盟并挤压中日合作空间,遏制中国在氢能国际贸易和新基建合作项目的扩展,联合欧盟主导氢能产业标准加剧南北裂痕,同时加剧特朗普2.0时代全球能源供应链的复合安全化风险。
In the context of global energy transition,hydrogen energy has become a strategic high ground in future energy competition.Currently,major international actors are transcending traditional energy security logic and promoting hydrogen diplomacy through strategic planning.As the first country to release a national hydrogen strategy,Japan is accelerating its"multi-circle"hydrogen strategy diplomacy under the"Indo-Pacific Framework."This includes prioritizing bilateral/multilateral hydrogen cooperation through the Asia Zero Emission Community(AZEC),building international hydrogen partnerships based on"Indo-Pacific regional cooperation",introducing the European Union(EU)as a geopolitical balancer in regional hydrogen industry chain development,and promoting both continuous and evolving hydrogen industry chain cooperation within the U.S.-Japan Alliance.Japan's hydrogen strategy diplomacy is driven by multiple strategic considerations:ensuring energy security while enhancing the competitiveness of its hydrogen industry,constructing a Japan-centered"Indo-Pacific Energy Sphere"to strengthen its geo-economic dominance,reinforcing its influence in hydrogen industry standard-setting through Japan-EU coordination,and using hydrogen industry chain development as a geopolitical energy strategy to support the"axialization"of the U.S.-Japan Alliance.Currently,Japan's hydrogen strategy diplomacy has multiple impact on regional and global energy governance:courting the Association of Southeast Asian Nations(ASEAN)within regional multilateral cooperation mechanisms while constraining China-Japan cooperation,curbing the expansion of China's international hydrogen trade and new infrastructure projects,collaborating with the EU to dominate hydrogen industry standards and exacerbating the North-South divide,and intensifying the compound securitization risks of the global energy supply chain in the Trump 2.0 era.
作者
李昕蕾
莫春慧
LI Xin-lei;MO Chun-hui
出处
《东北亚论坛》
北大核心
2026年第1期72-92,128,共22页
Northeast Asia Forum
基金
山东社科规划重点项目(25BGJJ01)
国家重点研发计划(2024YFE0106600)。
关键词
氢能外交
日本氢能战略外交
印太战略
印太能源圈
全球能源转型
Hydrogen Diplomacy
Japan's Hydrogen Strategy Diplomacy
Indo-Pacific Strategy
Indo-Pacific Energy Sphere
Global Energy Transition
