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Decarbonization in the automotive sector: A scenario-based analysis of original equipment manufacturer pathways

自動車セクターにおける脱炭素:OEMの経路に関するシナリオ分析 (AI 翻訳)

Thomas Fugger, Joseph Poligkeit, Christoph Herrmann

Cleaner Environmental Systemsプレプリント2025-12-01#Scope 3Origin: Global経営インパクト: 調達リスク対象セクター: automotive
DOI: 10.1016/j.cesys.2025.100336
原典: https://doi.org/10.1016/j.cesys.2025.100336

🤖 gxceed AI 要約

日本語

本論文は、主要自動車OEMの温室効果ガスインベントリを用い、2020年から2050年までのセクター別脱炭素経路を構築し、企業目標と気候目標(2℃/1.5℃)のギャップを分析。公開目標ではScope1-3排出全体で十分な削減が達成できず、特にScope3カテゴリ1が将来の排出ホットスポットとなることを示した。

English

This paper develops sectoral decarbonization pathways (SDPs) for major automotive OEMs from 2020-2050, comparing current corporate targets against well-below 2°C and 1.5°C pathways. It finds that published OEM targets are insufficient in scope and ambition, with significant differences among OEMs. The analysis highlights Scope 3 Category 1 as a critical future emission hotspot requiring urgent collaborative action.

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

日本は自動車産業がGDP・雇用に大きく寄与するため、本論文のOEM目標の不十分性の指摘は、日本のGX政策(自動車の電動化、サプライチェーン排出削減)やSSBJ開示への示唆が大きい。特にScope3カテゴリ1(部品調達)の削減は日本企業の競争力に直結する。

In the global GX context

This paper provides a rigorous scenario-based benchmark for the automotive sector's alignment with global climate goals. It is highly relevant for ISSB/TCFD reporting and transition finance, as it quantifies the gap between OEM targets and 1.5°C pathways, informing investors and regulators on the need for more ambitious decarbonization strategies.

👥 読者別の含意

🔬研究者:Offers a replicable scenario methodology for cross-OEM benchmark analysis and identifies Scope 3 Category 1 as a key research gap.

🏢実務担当者:Demonstrates that current corporate targets are insufficient; useful for automotive sustainability teams to reassess target setting and supply chain engagement.

🏛政策担当者:Provides evidence for regulators to mandate comprehensive Scope 1-3 targets and accelerate transition policies in the automotive sector.

📄 Abstract(原文)

The automotive industry plays a crucial role in climate change mitigation due to its significant share of global greenhouse gas (GHG) emissions across the life cycle of its products. As a result, many original equipment manufacturers (OEMs) have adopted absolute or relative carbon reduction targets covering scope 1–3 emissions. However, there is a lack of industry-wide insight into how these efforts align with the reductions needed to meet a well-below 2°C or 1.5°C climate pathway. This paper addresses this gap through a scenario analysis of major automotive manufacturers from 2020 to 2050. Starting from OEM GHG inventories for 2020, sector decarbonization pathways (SDPs) are developed for all scope 1–3 emission categories, focusing on key emission hotspots. Three comparative scenarios (benchmark, ambitious, net-zero) are constructed and compared to an OEM-based scenario reflecting current corporate targets and production plans. The analysis reveals that published OEM targets are insufficient in both scope and ambition to meet the well-below 2°C target. Moreover, substantial differences exist among OEMs regarding target coverage, ambition levels, and timelines. To enable a more effective decarbonization of the automotive sector, urgent, comprehensive, and collaborative action is needed. This includes robust portfolio planning, the adoption of clear and ambitious climate targets, and the development of actionable strategies—particularly in addressing future emission hotspots, notably scope 3 category 1.

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gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。