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所得異質性の埋め込み:緩和策がエネルギー需要と厚生に与えるグローバルな分配効果

Embedding Income Heterogeneity: Global Distributional Effects of Mitigation Policies on Energy Demand and Welfare (原題)

Eggert, Lukas, Kleiner, Larissa, Roming, Niklas, Hartl, Tom

Zenodoプレプリント2026-11-12#炭素価格Origin: EU
DOI: 10.5281/zenodo.24163409
原典: https://zenodo.org/records/24163409
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🤖 gxceed AI 要約

日本語

MESSAGEix-IAMに所得階級の異質性を導入し、炭素価格が地域間だけでなく所得階級間の厚生・エネルギー需要に与える影響を内生的に分析する研究。予備結果では低所得層のエネルギー支出割合が高いため厚生損失が大きく、累退的効果が確認された。所得階級・部門別に需要応答が異なり、歳入還流や努力分担の設計次第で累退性を緩和しつつ気候野心を維持できるかを検討する。

English

This study embeds income heterogeneity into the MESSAGEix-IAM framework, endogenizing distributional dynamics within the macro module rather than treating them ex-post. Preliminary results show regressive welfare effects of carbon pricing, as lower-income groups spend a larger budget share on energy. Demand responses vary across income classes and sectors, and the authors test whether revenue recycling and effort-sharing designs can offset regressivity while preserving climate ambition.

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

炭素価格の累退性と歳入還流設計は、日本でのカーボンプライシング議論(GX推進法・炭素賦課金)や家計負担軽減策の設計に直接示唆を与える。分配的正義を組み込んだシナリオは、政策合意形成やトランジション・ファイナンスの妥当性評価にも資する。

In the global GX context

As ISSB/CSRD disclosure expands and carbon pricing proliferates (EU ETS, CBAM), understanding distributional incidence is central to just-transition policy design and to assessing the political feasibility of mitigation pathways. The endogenous treatment of income classes advances global integrated assessment scholarship beyond ex-post distributional analysis.

👥 読者別の含意

🔬研究者:IAMにおける分配影響の内生化手法と、所得階級別の需要応答モデリングの参考になる。

🏢実務担当者:炭素価格のコスト波及が所得層・部門別に異なる点を、移行リスク評価やシナリオ分析に反映できる。

🏛政策担当者:炭素賦課金の累退性と歳入還流設計の選択肢を、家計負担軽減と気候野心の両立の観点で検討する材料になる。

📄 Abstract(原文)

This study assesses inter- and intra-regional distributional dynamics by introducing income heterogeneity into the MESSAGEix-IAM framework. The main point is to evaluate climate-policy effects not only between regions, but also between global income classes across regions. To do this, we implement income classes with different energy use by incorporating direct energy consumption into the utility function of the macroeconomic module MACRO, rather than treating distribution in ex-post analysis. This setup allows us to trace how carbon pricing changes welfare and energy demand across the income distribution, and to test how alternative revenue recycling designs shift these outcomes. The analysis is motivated by evidence that climate burdens, emissions, and economic capacity are unevenly distributed, and that a large part of global carbon inequality is linked to income and capital differences. Preliminary results show regressive welfare effects: lower-income groups experience larger losses, mainly because energy expenditures represent a higher budget share. At the same time, demand responses differ across income classes and sectors, which matters for policy design and for the feasibility of mitigation pathways. Building on this, we evaluate whether different recycling and effort-sharing approaches can reduce regressive effects while preserving climate ambition. As a first step, the framework remains consumption-based, but it captures distributional mechanisms endogenously and links them to the model’s energy-economy dynamics. Overall, the study contributes to ongoing efforts to integrate distributional and justice considerations into global mitigation scenarios.

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