炭素関税がグローバルバリューチェーンにおける分業に与える影響
The Impact of Carbon Tariffs on the Division of Labor in Global Value Chains (原題)
Zhui-Hui Yi, Wu-Rong Li
🤖 gxceed AI 要約
日本語
本研究は動学的応用一般均衡モデルと貿易付加価値分解手法を用い、炭素国境調整措置（CBAM等）がグローバルバリューチェーンの分業構造に与える異質な影響を4シナリオで定量分析した。炭素関税は厚生と経済利益を途上国から政策実施国・先進国へ移転させ、中間財貿易の地域化と途上国の付加価値創出を抑制する。中国など基礎製造業経済は前方参加の圧力と相対的地位低下の二重課題に直面し、GVC全体のリスク耐性が弱まることが示された。
English
Using a recursive dynamic CGE model with trade value-added decomposition, this study quantifies how carbon border adjustment mechanisms reshape the division of labor in global value chains across four scenarios. Carbon tariffs shift welfare from developing to policy-implementing and developed economies, drive regionalization of intermediate goods trade, and suppress value-added creation in developing economies. Basic manufacturing economies like China face dual pressures on forward participation and relative position, while rising foreign value-added concentration weakens overall GVC resilience.
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
EUのCBAMをはじめとする炭素国境調整措置は、日本企業の輸出競争力やサプライチェーン再編に直結する。SSBJ・有報でのScope3開示やカーボンプライシング対応を進める日本企業にとって、GVC分業への影響を定量的に把握する視点は、調達戦略・生産拠点見直しの判断材料となる。
In the global GX context
As CBAM and similar mechanisms proliferate under ISSB/CSRD disclosure regimes, this paper offers quantitative evidence on how carbon border measures reconfigure global production networks. It complements disclosure-focused scholarship by linking climate policy to trade and value-chain restructuring, informing transition finance and supply-chain resilience debates.
👥 読者別の含意
🔬研究者:CGEモデルと付加価値分解を組み合わせ、気候政策の貿易・GVC分業への波及を定量化する手法と知見を提供する。
🏢実務担当者:炭素関税が調達コストやサプライチェーン再編に与える影響を踏まえ、Scope3管理と生産拠点戦略の見直しに活用できる。
🏛政策担当者:炭素国境調整の導入が途上国・自国産業のGVC参加やリスク耐性に与える影響を考慮した政策設計の参考になる。
📄 Abstract（原文）
In global climate governance, the implementation of unilateral carbon border adjustment mechanisms is impacting the international trading system. Existing research has largely focused on the macro-level trade and emissions reduction effects of carbon tariffs, with few studies systematically examining their dynamic impacts on the division of labor, positioning, and resilience of global value chains along production networks. This study employs a recursive dynamic computable general equilibrium model, combined with a trade value-added decomposition method, to construct four scenarios and quantitatively examine the heterogeneous impacts of carbon tariffs on the division of labor within global value chains. The results indicate: First, carbon tariffs alter relative prices in international markets, causing welfare and economic gains to shift overall from developing economies to policy-implementing and other developed economies. Second, tariff barriers trigger trade diversion and domestic substitution effects, driving regionalization in the flow of intermediate goods trade and inhibiting value-added creation in developing economies. Third, the degree of value chain participation and division of labor positions across economies diverge: forward participation increases in policy-implementing economies, while basic manufacturing economies such as China face the dual challenges of pressure on forward participation and a decline in their relative position. Fourth, external constraints drive certain segments of the transnational division of labor to converge inward. Combined with the rising concentration of foreign value-added sources and increased deviation in production length, this weakens the overall risk resilience of global value chains. This study provides a quantitative basis for assessing the trade spillover effects of climate policies and the evolution of global production networks.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.3390/su181910150first seen 2026-10-08 05:20:19 · last seen 2026-10-10 05:41:13
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