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「資金調達コスト格差が世界のエネルギー・産業脱炭素化に与える影響」のスクリプトとデータ

Scripts and data for "The impact of financing cost differences on global energy and industry decarbonization" (原題)

Waidelich, Paul, Crassier, Constance, de Boer, Harmen Sytze, Tautorat, Paul, van Vuuren, Detlef, Steffen, Bjarne

Zenodoデータセット2026-09-13#気候金融Origin: EU経営インパクト: 資金調達対象セクター: cross_sector
DOI: 10.5281/zenodo.21922275
原典: https://zenodo.org/records/21922275

🤖 gxceed AI 要約

日本語

本リポジトリは、Waidelichら（2026, Nature Climate Change）の論文の再現パッケージである。国・セクター別の税引後名目WACC推計と、その感度分析用の偏微分係数、GDP・税制・デフォルトスプレッド等の入力変数を公開。資金調達コストの国別格差が世界のエネルギー・産業脱炭素化に与える影響を分析する基盤を提供する。

English

This replication package supports Waidelich et al. (2026, Nature Climate Change) on how financing cost differences affect global energy and industry decarbonization. It provides country- and sector-level after-tax nominal WACC estimates, partial derivatives for sensitivity analysis, and key input variables (corporate tax, debt spreads, betas, GDP). It enables modelers to assess how cost-of-capital gaps shape decarbonization pathways.

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

日本企業の脱炭素投資判断やトランジション・ファイナンス、SSBJ開示における資本コスト前提の議論に直結する。国別WACC推計は、日本企業の国際競争力や投資家のリスク評価を考える上で有用な基礎データとなる。

In the global GX context

This work quantifies how country-level cost-of-capital differences shape global decarbonization, directly informing transition finance debates under TCFD/ISSB and the EU taxonomy. It offers a replicable methodology for integrating financing costs into climate scenarios, relevant to investors and policymakers assessing capital allocation barriers.

👥 読者別の含意

🔬研究者:国・セクター別WACC推計と感度分析手法を再利用し、資金調達コストを組み込んだ脱炭素モデリング研究に活用できる。

🏢実務担当者:自社の資本コストや投資回収評価に国別WACCデータを参照し、脱炭素投資の意思決定や開示に役立てられる。

🏛政策担当者:資金調達コスト格差が脱炭素投資を阻害する可能性を踏まえ、政策金利・リスクプレミアム低減策の検討に示唆を得られる。

📄 Abstract（原文）

The zip file in this record contains code and data to create the figures and tables and to replicate the underlying analysis in the following publication: Waidelich et al. (2026). The impact of financing cost differences on global energy and industry decarbonization. Nature Climate Change (forthcoming), DOI: https://doi.org/10.1038/s41558-026-02756-0 For more information on the repository's content and how to replicate the paper content, see the README document included in the replication package. Source Data for the main figures in the paper are provided with the publication itself. For more details on how to access the third-party input data used here, see the Data and Code Availability Statements in the publication itself and the README document in this repository. For questions, please contact the corresponding author as indicated in the underlying publication.  Data files for the CoC estimates: If you want to use the cost of capital estimates, country-level and IMAGE region-level files are included in the zip file as  WaidelichEtAl2026_CostOfCapital_ByCountry.csv  and  WaidelichEtAl2026_CostOfCapital_ByIMAGERegion.csv.  Variables included in these files: - country, region and sector identifiers (names and, for countries, ISO codes) -  wacc_aftertax_nominal : our main WACC estimates - wacc_aftertax_nominal_aaa : our main estimates but setting the country risk premium to zero (i.e., assuming that the country is AAA-rated) - wacc_derivative_... : partial derivatives of our main estimates with respect to different input parameters (country risk premium, equity risk premium, beta, debt spread and risk-free rate). These allow users to modify our estimates ceteris paribus (e.g., by changing the risk-free rate assumption) without having to rerun the entire replication package - flag_imputation_corporatetax : indicates countries for which the corporate tax rate is imputed (see Methods and SI of the underlying publication) - gdp_ppp_real_bn and year_of_gdp_value : GDP data that can be used to aggregate country-level estimates to regions - key input variables that vary by country or sector ( crp_debt_defaultspread_average_20162025 , corporate_tax_rate , debt_spread_damodaran_global , relevered_beta ) Note that these files, and the repository more broadly, also cover climate-relevant sectors not included in the paper (e.g., vehicle or heat pump manufacturing), applying the paper's methodology to support modelers interested in other sectors. If you have any questions about these data files and how to use them for your own research, reach out to the corresponding author. Data sources and usage terms: - Damodaran data: Aswath Damodaran, Stern School of Business, New York University ( https://pages.stern.nyu.edu/~adamodar/ ). Use and redistribution permitted subject to Damodaran's usage rules; commercial resale of the data is not permitted. - World Bank data: World Bank,  World Development Indicators , CC BY 4.0. - Individual PwC corporate tax rates: PwC,  Worldwide Tax Summaries ( https://taxsummaries.pwc.com ), © PwC. All rights reserved. - OECD government bond yield data: OECD, Main Economic Indicators , accessed via FRED, Federal Reserve Bank of St. Louis. Redistribution permitted subject to OECD attribution requirements.

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