页岩革命与美国的能源新权力

Shale Revolution and US New Energy Power

页岩革命后,美国在能源市场上角色的转变将引发世界能源市场与地缘政治的"系统效应"。美国不仅借页岩革命成为全球最大油气生产国,而且正在利用能源新权力改变油气市场博弈规则,进而重塑全球能源地缘政治格局。特朗普政府的能源外交越来越具有浓厚的新现实主义色彩。能源被当作加强美国全球领导力的重要工具。页岩革命既为中美在能源领域开展合作提供了机遇,也使美国拥有在能源领域对中国施压的可能。如何构建与包括美国在内的全球主要油气行为体的新型合作关系,应成为中国能源安全战略的重要内容。

The transformation of the US energy role after the shale revolution will trigger a 'systemic effect' of the world’s energy market and geopolitics. The shale revolution not only pushes the US to the top of the world’s largest energy producer,but is also shaking the rules of the traditional oil and gas market,which in turn changes the global landscape of energy geopolitics. The Trump Administration’s energy diplomacy is increasingly tinged with new realism. Energy is seen as an important geopolitical tool for strengthening the US global leadership and international influence. The shale revolution not only provides an opportunity for China and the US to cooperate in energy sector,but also gives the US new possibilities to put pressure on China in energy sector. How to construct a new type of cooperative relationship with the world’s major energy players,including the US,should be an important part of China’s energy security strategy.