中国における生産ベース・消費ベースCO2排出の動態：エネルギー輸入と金融政策の影響
Dynamics of Production‐ and Consumption‐Based Carbon Dioxide Emissions in China: The Influential Role of Energy Imports and Monetary Policy (原題)
Zhaoxi Yuan, Magdalena Rãdulescu, Muhammad Sajid, Qasim Raza Syed
🤖 gxceed AI 要約
日本語
中国の1990〜2020年を対象に、金融政策（実質金利）とエネルギー輸入が総CO2・消費ベース（COC）・生産ベース（COP）排出に与える影響をAARDLで分析。実質金利は総排出とCOCに長期的に正の関係を示す一方、COPとは負だが非有意。エネルギー輸入と経済成長は三指標すべてを押し上げる。環境目標の金融政策への統合とグリーンファイナンス推進を提言する。
English
Using an augmented ARDL approach on China (1990–2020), the study examines how monetary policy and energy imports affect aggregate, consumption-based (COC) and production-based (COP) CO2 emissions. Real interest rates raise aggregate and COC emissions long-run, while energy imports and growth increase all three accounts. It argues for embedding environmental goals in monetary policy and scaling green finance.
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
消費ベース排出の計測はScope 3・サプライチェーン排出把握の議論に通じ、日本企業が中国サプライヤーを通じた排出を評価する際の視点を提供する。金融政策と排出の連関は日銀の気候変動対応やTransition finance政策の議論にも示唆を与える。
In the global GX context
Consumption-based accounting links directly to Scope 3 and CBAM-style border carbon debates, offering evidence on how macroeconomic levers (interest rates, energy imports) shape emissions embedded in trade. It adds to the growing literature on central banks' climate mandates relevant to ISSB/TCFD-aligned transition planning.
👥 読者別の含意
🔬研究者:生産・消費ベース排出の乖離をマクロ金融変数で説明する実証枠組みとして参照価値がある。
🏢実務担当者:中国サプライヤー由来のScope 3排出と金利・為替環境の連動をリスク評価に組み込む示唆。
🏛政策担当者:金融政策・グリーンファイナンスと排出削減目標の整合を図る政策設計の参考になる。
📄 Abstract（原文）
ABSTRACT As the world's largest CO 2 emitter and one of the largest energy importers, China encounters significant challenges in achieving its carbon neutrality target whilst ensuring environmental sustainability. Understanding how macroeconomic and energy‐related factors influence different dimensions of carbon emissions is therefore essential for designing effective climate policies. This study examines the effects of monetary policy and energy imports on aggregate carbon emissions, consumption‐based carbon emissions (COC) and production‐based carbon emissions (COP) in China over the period 1990–2020. The study employs the novel augmented autoregressive distributed lag (AARDL) approach to examine short run and long run relationship amongst variables. The empirical evidence demonstrates that monetary policy (i.e., real interest rate) has a positive relationship with aggregate CO 2 emissions and COC in the long run, whilst the relationship between monetary policy and COP is negative but statistically insignificant. Energy imports have a positive and significant impact on aggregate CO 2 emissions, COC and COP, in both the short and long run. Economic growth also contributes positively to all three emissions accounts, reflecting the environmental impact of China's energy‐intensive growth model. Therefore, the findings suggest that the integration of environmental goals into monetary policy, the promotion of green finance and the acceleration of the transition to renewable energy sources will be necessary to reduce CO 2 emissions and meet China's long‐term carbon neutrality.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1002/gj.70504first seen 2026-10-26 04:38:53 · last seen 2026-11-05 04:51:58
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