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新一轮非洲资源民族主义的内涵、表现及影响OACHSSCD

The conceptualization,manifestations,and impacts of Africa's new wave of resource nationalism

中文摘要英文摘要

在全球能源转型加速与关键矿产竞争加剧背景下,新一轮资源民族主义成为影响关键矿产供应链的重要变量.以非洲资源民族主义的特征表现、实质与多维影响为主线,分析非洲资源民族主义呈现出的制度化与多元化趋势.非洲资源民族主义主要通过立法司法、行政财税调控、价值链延伸与产业升级以及外交联盟等手段,体现从单一分配诉求向"治理组合"的转型,并产生以下影响:1)有助于提升资源国收益掌控、财政汲取与产业带动,但若政策缺乏稳定预期亦可能抬升投资不确定性与治理压力;2)合同再谈判、本地化与合规义务常态化,重塑对外合作的风险评估与推进方式;3)规则、标准与联盟机制的介入强化了对非合作的制度竞争与政治属性;4)短期可能放大供给波动,长期推动供应链布局与规则重组,凸显资源主权与供应安全之间的矛盾,并为评估对非合作与供应链治理提供分析视角.

Against the backdrop of accelerating energy transition and intensifying competition over critical minerals,a new wave of resource nationalism has become a key variable shaping critical-mineral supply chains.The paper focuses on substantive features,principal manifestations,and multidimensional effects of African resource nationalism and analyzes its institutionalization and diversification trends.African resource nationalism advances primarily through legal and judicial measures,administrative and fiscal regulation,value-chain upgrading and industrial development,as well as diplomatic coalition,reflects the transformation from singular distributive claims to an integrated"governance toolkit",and presents the following impacts:first,helping to strengthen resource states'control over rents,fiscal extraction,and industrial spillovers but may raise investment risks and governance costs with policy uncertainty;second,contract renegotiation,localization requirements,and compliance obligations reshape foreign cooperation risk assessments and project implementation;third,the growing role of rules,standards,and alliance mechanisms adds a significant layer of institutional competition and political contestation to cooperation with Africa;and fourth,the measures may amplify short-term volatility while driving a longer-term reconfiguration of supply-chain geography and governance rules representing tension between resource sovereignty and supply security and providing an analytical lens for assessing cooperation with Africa and supply-chain governance.

范楷

中国社会科学院大学国际政治经济学院

管理科学

非洲资源民族主义关键矿产制度化多元化风险

Africaresource nationalismcritical mineralsinstitutionalizationdiversificationrisks

《国际石油经济》 2026 (4)

29-39,11

10.3969/j.issn.1004-7298.2026.04.004

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