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Policy-induced carbon rebound: unintended consequences of energy consumption permit trading policy in China

政策誘発型炭素リバウンド:中国のエネルギー消費許可証取引政策の意図せざる結果 (AI 翻訳)

Ye Liang, R-L Zhang, Zhu Kai

Post-Communist Economies📚 査読済 / ジャーナル2026-06-29#政策Origin: CN
DOI: 10.1080/14631377.2026.2686618
原典: https://doi.org/10.1080/14631377.2026.2686618

🤖 gxceed AI 要約

日本語

本論文は都市レベルの炭素リバウンド指数(CRI)を構築し、中国のエネルギー消費許可証取引政策(ECPTP)を自然実験としてその因果効果を特定。ECPTPが都市の炭素リバウンドを21.19%上昇させることを明らかにし、短期的な評価枠組みによるコンプライアンス圧力がグリーンイノベーションの持続を抑制し、炭素集約的セクターのロックインを強化するメカニズムを解明した。

English

This paper constructs a city-level carbon rebound index (CRI) and uses China's energy consumption permit trading policy (ECPTP) as a natural experiment. It finds that ECPTP significantly elevates urban carbon rebound by 21.19%, and reveals that compliance pressures from short-term evaluation frameworks suppress green innovation persistence and reinforce carbon-intensive sectoral lock-in.

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

日本でもカーボンプライシングやエネルギー取引制度の検討が進む中、本論文が示すリバウンド効果のメカニズムは政策設計に重要な示唆を与える。特に短期評価がイノベーション持続性を阻害する点は、日本のGX政策における制度設計にも適用可能。

In the global GX context

This paper provides rigorous empirical evidence of carbon rebound from market-based energy governance, offering transferable lessons for emerging economies and advanced economies alike. The causal identification and rebound index methodology enrich the global scholarship on unintended consequences of climate policy.

👥 読者別の含意

🔬研究者:Offers a novel carbon rebound index and causal evidence on policy-induced rebound, valuable for scholars studying unintended consequences of carbon mitigation instruments.

🏛政策担当者:Crucial for regulators designing energy quota or carbon-pricing systems to anticipate rebound effects and complement with innovation-promoting mechanisms.

📄 Abstract(原文)

Market-oriented energy governance instruments are increasingly adopted globally as a critical carbon mitigation strategy. However, their potential to trigger rebound effects remains contentious. This paper establishes a city-level carbon rebound index (CRI) and leverages China’s energy consumption permit trading policy (ECPTP) as a natural experiment to identify its causal effect on rebound magnitude. Our findings reveal: (1) The ECPTP significantly elevates urban carbon rebound levels by 21.19%, underscoring inherent tensions between efficiency mandates and emission mitigation. (2) This rebound effect is amplified in southern cities, resource-abundant regions, and metropolises. (3) Compliance pressures stemming from ECPTP’s short-term evaluation framework suppress green innovation persistence and reinforce carbon-intensive sectoral lock-in, thereby jointly exacerbating carbon rebounds. China’s experience, as discussed in this paper, offers valuable and transferable lessons for other emerging economies designing energy quota markets under carbon constraints.

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