KPMG 石油和天然气的地缘政治.pdf

The geopolitics of oil and gas KPMG.com.au For the past century, access to oil and gas has been a major source of national wealth and power. It has also been a key driver of international cooperation and conflict. Now the climate crisis and geopolitical volatility are driving a new energy transition away from hydrocarbons. This energy transition, like the ones before it, will reshape the world. Australian businesses will be impacted, and will need to prepare for the changes that are coming. ©2023 KPMG, an Australian partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. The KPMG name and logo are trademarks used under license by the independent member firms of the KPMG global organisation. Liability limited by a scheme approved under Professional Standards Legislation. The geopolitics of oil and gas 3 Contents Executive summary 4 SECTION 1 Oil and gas as a source of geopolitical power 6 SECTION 2 The transition to renewable energy and its geopolitical implications 10 SECTION 3 What could the geopolitical implications of the energy transition mean for Australia? 19 SECTION 4 Navigating – what can Australian companies do? 22 Contact us 25 ©2023 KPMG, an Australian partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. The KPMG name and logo are trademark