炭素国境調整措置とEU域外における中国産アルミ輸出の排出フットプリント:複製データとコード
Replication data and code for Carbon border adjustment and the emissions footprint of Chinese aluminium exports beyond the EU (原題)
Yichi Zhang
🤖 gxceed AI 要約
日本語
EUのCBAM本格施行初期における中国産アルミ輸出の動向を、49品目の輸出量と内包排出量で分析する複製データ・コード集。銅製品との条件付き比較や、製品・仕向地・通関制度別の分解も含む。排出量は固定排出係数で算出し、観察された成長はCBAMの純効果の因果推定ではないと明記している。
English
A replication package analyzing Chinese aluminium exports beyond the EU during CBAM's early definitive phase. It covers export quantities and embodied emissions for 49 covered products, conditional comparisons with copper substitutes, and decompositions by product, destination and customs regime. Emissions use fixed factors; observed growth is not a causal estimate of net CBAM effects.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
CBAMは日本の輸出企業・鉄鋼・アルミ産業にも間接的に波及し、Scope 3や製品別排出係数の整備、SSBJ開示との接続を考える上で示唆がある。中国の対応実態は日本企業のCBAM対応戦略の参照点となる。
In the global GX context
Provides rare empirical evidence on how CBAM reshapes export flows and embodied-emission accounting beyond the EU, informing debates on carbon leakage, MRV design and the extension of CBAM to downstream products under CSRD/ISSB disclosure regimes.
👥 読者別の含意
🔬研究者:CBAMの実証評価や炭素リーケージ研究における、内包排出推計と条件付き比較の手法を学べる。
🏢実務担当者:製品別排出係数の整備やCBAM対象品目の輸出動向把握を通じ、Scope 3・CBAM対応の実務設計に活用できる。
🏛政策担当者:CBAMの域外波及効果と炭素リーケージの実態を踏まえ、制度設計やMRV要件の検討に示唆を得られる。
📄 Abstract(原文)
This archive contains replication data and code for a study of Chinese aluminium exports beyond the EU during the early definitive phase of the Carbon Border Adjustment Mechanism (CBAM). It includes cleaned and merged trade inputs, fixed product emissions factors, product-use and destination mappings, relative metal-price measures, analytical scripts, documentation and reference results. The materials support three analyses: export quantities and embodied-emissions accounts for 49 covered aluminium products; conditional product–destination–month comparisons with copper products serving similar uses; and decompositions by product, destination, customs regime and continuing export relationship. The main accounts and estimates end in July 2026. An August 2026 extension is included for the focal-product continuation check only. Replication starts from cleaned analysis inputs rather than automatically reconstructing every original download. Embodied emissions are calculated using fixed product factors. Observed growth and conditional comparisons should not be interpreted as a causal estimate of the net CBAM effect. Data sources, software requirements and replication instructions are documented in the archive.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.17632/x9xygd58b3first seen 2026-10-24 04:48:34 · last seen 2026-11-06 04:59:54
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