公正な移行、利益率、投資保護
Just transition, profit margins and investment protection (原題)
Anil Yilmaz Vastardis
🤖 gxceed AI 要約
日本語
投資条約の再生可能エネルギー紛争で利益率がどう解釈されるかを分析し、高い利益率を「グリーン」投資の法的権利として保護することが公正な移行目標を妨げうると論じる。投資条約をエネルギー転換政策の「デリスキング」の枠組みに位置づけ、より包括的な評価を試みる。利益率と負担分担の考慮を持続可能な投資ガバナンス改革に統合すべきと提言する。
English
This article examines how profit margins are interpreted in investment treaty disputes over renewable energy, arguing that treating strong margins as legal entitlements for 'green' investments may undermine just transition goals. It situates investment treaties within the 'de-risking' ecosystem of energy transition policy to assess their impact more holistically. It calls for integrating profitability and burden-sharing considerations into sustainable investment governance reform.
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
日本企業の再生可能エネルギー投資やトランジション・ファイナンスを巡る国際投資協定リスクを考える上で示唆がある。投資家保護と公正な移行のバランスは、今後のESG投資家との対話や政策設計に影響しうる。
In the global GX context
Speaks directly to the global debate on investment treaties and climate action, relevant to ISSB/TCFD-era investors assessing transition finance and de-risking policy. It adds a justice dimension often missing from disclosure-focused scholarship, useful for framing burden-sharing in transition governance.
👥 読者別の含意
🔬研究者:投資条約・仲裁と公正な移行の交差点に関する新たな分析枠組みを提供する。
🏢実務担当者:再エネ投資の法務・リスク管理やトランジション戦略における投資家保護の論点を理解する材料になる。
🏛政策担当者:投資協定改革と気候政策の整合、負担分担の設計を検討する際の参考になる。
📄 Abstract（原文）
Abstract This article assesses whether the interpretation and treatment of profit margins in investment treaty renewable energy disputes may interfere with just transition goals by safeguarding strong profit margins as legal entitlements for ‘green’ investments. There is an ongoing academic and policy debate about the role of investment treaties in shaping climate action. As far as climate-friendly investments are concerned, the focus of the debate has largely been on the role of investment treaties in incentivising renewable energy investments. Whether relying on investment treaties to protect RE investments can be conducive to just transition outcomes has not been the subject of much academic discussion. This article analyses the role of profit rates in renewable energy arbitral awards and situates investment treaties within the ‘de-risking’ ecosystem dominating energy transition policies. Situating investment treaties within this de-risking ecosystem enables a more holistic assessment of their role within energy transition and their impact on just transition goals. The article calls for the integration of profitability and burden-sharing considerations into proposals for rethinking the future of sustainable investment governance.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1017/elo.2026.10097first seen 2026-10-28 04:48:06 · last seen 2026-11-06 04:34:42
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