A Comparative ESG Framework for the Energy Transition: Evidence from Ørsted and Enel
エネルギー転換のための比較ESGフレームワーク：ØrstedとEnelの証拠 (AI 翻訳)
Riccardo Censi, Paola Campana, Marco Ruggeri, Roberto Ruggieri
🤖 gxceed AI 要約
日本語
本研究は、エネルギー転換におけるESG基準の統合を、ØrstedとEnelの比較事例分析を通じて検討する。環境・社会・ガバナンスの各指標を用いて、両社の成熟度の違いと収束傾向を明らかにした。再生可能エネルギー比率や排出強度など、再現可能なフレームワークを提案し、10年間のシナリオ分析により将来の収束を予測する。
English
This study examines ESG integration in the energy transition through a comparative case analysis of Ørsted and Enel. Using environmental, social, and governance indicators, it reveals maturity differences and convergence trends. It proposes a replicable framework with normalized indicators and forward-looking scenario analysis, showing expected convergence in renewable share and emissions intensity.
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
日本企業にとって、欧州の主要電力会社のESG統合の進捗を比較可能なフレームワークは、自社のトランジション計画のベンチマークとして有用である。特に、ガバナンスと社会指標の収束傾向は、日本の統合報告やSSBJ対応に示唆を与える。
In the global GX context
This paper provides a replicable ESG comparative framework for the energy sector, relevant for global investors and policymakers tracking transition progress. The forward-looking scenario analysis adds a dynamic element to static ESG ratings, aligning with TCFD and ISSB's emphasis on scenario analysis.
👥 読者別の含意
🔬研究者:Offers a novel intensity-based ESG comparative methodology with scenario analysis that can be applied to other utilities.
🏢実務担当者:Provides benchmarking data and a framework for tracking ESG convergence relative to industry leaders like Ørsted.
🏛政策担当者:Demonstrates how ESG indicators can be used to monitor energy transition progress and inform policy design.
📄 Abstract（原文）
The energy transition is widely regarded as one of the most significant challenges in achieving global climate goals, given that the energy sector is responsible for approximately 73% of greenhouse gas (GHG) emissions. Therefore, the integration of ESG criteria is emerging as a strategic lever for guiding companies, investors, and public decision-makers towards low-emission models. The present study employs a multi-case comparative approach, analyzing two utilities at differing stages of maturity: Ørsted, a global leader in the field of renewable energy transition, and Enel, a major European incumbent in the advanced stage of transformation. The methodology employed is founded upon the utilization of publicly available data and ESG indicators, encompassing the environmental, social and governance dimensions. The results underscore Ørsted’s position as a frontrunner in the field of climate leadership, as evidenced by their 91% reliance on renewable energy sources and an emission intensity of 60 gCO2/kWh. In comparison, Enel’s figures stand at 49.4% and 237 gCO2/kWh, respectively. The analysis further reveals a convergence trend across the social and governance pillars. Notably, Enel has demonstrated improvements in safety, inclusion, and leadership diversity. A ten-year scenario analysis suggests significant convergence for Enel, with an expected renewable generation share of 90% and a reduction in emissions to around 60 gCO2/kWh. The present study makes a contribution to the extant literature by means of the proposal of a replicable, intensity-based ESG comparative framework that integrates normalized indicators with forward-looking scenario analysis. This enables a dynamic assessment of ESG convergence trajectories in the energy sector.
🔗 Provenance — このレコードを発見したソース
- crossref https://doi.org/10.3390/en19102335first seen 2026-05-14 23:53:55
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
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。