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Structural lock-in and low-carbon transition in coal-dependent regions: Insights from China's Coal Triangle Region

Wenhui Chen, Ziwen Ruan, Bofeng Cai, Dan Chen, Yan Li, Li Zhang, Runyu Jiang, Zihua Yin, Z D Zhang, Jing Guo, Yalin Lei, Yi-Xiang Wang

Energy Strategy Reviews📚 査読済 / ジャーナル2026-07-01#エネルギー転換Origin: CN対象セクター: energy
DOI: 10.1016/j.esr.2026.102320
原典: https://doi.org/10.1016/j.esr.2026.102320

🤖 gxceed AI 要約

日本語

本レビューは、世界最大の石炭産出地域である中国の炭素三角地域(山西、内モンゴル、陝西、寧夏)の低炭素移行における構造的ロックインを分析。石炭関連産業が地域工業GDPの20.3%を占め、移行のタイミングとペースを制約する。深い脱炭素には再生可能エネルギー、水素、二酸化炭素除去技術へのシフトが必要であり、200万人以上の石炭関連労働者の雇用問題も含めた公正な移行枠組みが不可欠と論じる。

English

This review analyzes structural lock-in in China's Coal Triangle Region (Shanxi, Inner Mongolia, Shaanxi, Ningxia), the world's largest coal-producing area. Coal-based industries contribute 20.3% of regional industrial GDP, constraining the timing and pace of low-carbon transition. Deep decarbonization requires a shift to renewables, hydrogen, and carbon removal technologies, alongside a just transition framework addressing over 2 million coal-related workers' employment challenges.

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

日本では石炭火力発電のフェードアウトが議論される中、本論文は大規模な石炭依存地域特有の移行障壁(経済的ロックイン、雇用問題、公正な移行)を体系的に整理。日本の北海道・九州など炭鉱地域の歴史的教訓とも比較可能であり、SSBJに基づく気候関連開示での「移行計画」策定時の参考になる。

In the global GX context

This paper offers a comprehensive framework for understanding transition challenges in coal-dependent regions, relevant to global climate policy and ISSB/TCFD-aligned transition planning. It highlights structural lock-in and just transition needs, providing lessons for countries like Australia, Indonesia, and the US. The analysis of interregional burden sharing and transition finance is directly applicable to global decarbonization debates.

👥 読者別の含意

🔬研究者:Provides a structured review of lock-in mechanisms and transition pathways for coal-dependent regions, with detailed data on China's Coal Triangle.

🏢実務担当者:Corporate strategists in energy and mining sectors can use the just transition framework to anticipate regulatory and social risks in coal phase-down.

🏛政策担当者:Offers a policy roadmap integrating industrial decarbonization, clean energy substitution, employment resilience, and transition finance for coal-dependent regions.

📄 Abstract(原文)

The Coal Triangle Region, comprising Shanxi, Inner Mongolia, Shaanxi, and Ningxia, is the world's largest coal-producing region, accounting for 72% of China's output and 38% of the global total in 2025. As China advances its decarbonization agenda, the region faces a transition problem of reducing coal dependence while maintaining energy security, industrial stability, and employment security. This review synthesizes insights from academic literature, policy reports, and relevant databases to examine the region's structural characteristics, transition pathways, and policy frameworks. It identifies strong structural lock-in, with coal-based industries contributing 20.3% of regional industrial GDP in 2024 and remaining a cornerstone of regional economic development. This dependence constrains both the timing and pace of low-carbon transition. Consequently, the region is expected to peak later than the national average, with a slower post-peak decline in emissions. Deep decarbonization will require a shift from production-control measures to technology-driven mitigation, particularly through renewable power expansion, hydrogen-based industrial pathways, and carbon dioxide removal technologies. The transition also poses major social challenges, as declining coal demand may lead to job losses and skill mismatches among the more than 2 million coal-related workers. Addressing these interconnected challenges requires a comprehensive just transition framework integrating industrial decarbonization, clean-energy substitution, employment resilience, transition finance, and interregional burden sharing. This review provides policy-relevant insights for advancing low-carbon transition in coal-dependent regions in China and beyond.

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