Scarcity, Auction Revenues and the Financing of the European Transition: A Consistency Check for the EU ETS (Companion data)
Bakary Jammeh
🤖 gxceed AI 要約
日本語
本研究は、EU ETSのオークション収入が2031年から2040年のEUエネルギー移行投資にどの程度貢献できるかを分析。収入は投資必要額のわずか1.7～4.0%しかカバーせず、国ごとに大きな差があることを示した。炭素価格の引き締め効果は価格効果を凌駕し、排出権取引と移行資金調達は構造的に異なる政策課題であることを明らかにした。
English
This study analyzes the extent to which EU ETS auction revenues can finance the EU's energy transition investment from 2031-2040. It finds that revenues cover only 1.7-4.0% of projected needs, with significant variation across member states. The tightening cap's volume effect dominates the price effect after 2031, showing that carbon pricing and transition financing are structurally distinct policy objectives.
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2026年度からの排出量取引制度（GX-ETS）本格稼働を控え、炭素価格収入の規模と使途が議論されている。本論文の分析枠組は、日本の炭素価格制度設計において、収入の移行投資カバー率を評価する上で示唆に富む。
In the global GX context
As the EU moves to strengthen its ETS and debate transition financing, this paper provides a stark quantification of the gap between carbon pricing revenues and actual investment needs. It underscores that carbon pricing alone cannot finance the transition, offering a benchmark for global carbon market designers and policymakers.
👥 読者別の含意
🔬研究者:Provides empirical estimates of auction revenue coverage ratios under different scenarios, useful for carbon market modeling and transition finance studies.
🏢実務担当者:Limited direct applicability for corporate practitioners, but highlights the structural insufficiency of carbon pricing for financing transition investments.
🏛政策担当者:Key evidence that carbon pricing and transition financing are distinct policy objectives, requiring complementary instruments to close the investment gap.
📄 Abstract（原文）
This dataset is the companion data file for the paper "Scarcity, Auction Revenues and the Financing of the European Transition: A Consistency Check for the EU ETS under the ETS Functioning and Directions for Mechanism Improvement report. It contains all inputs, intermediate values, and results underlying the paper's analysis of EU ETS auction revenues over 2031-2040. The file is a single CSV organised into seven labelled sections: (1) inputs and parameters (cap, LRF, CBAM factors, GDP, investment needs); (2) Low, Mid and High carbon-price scenarios in EUR/tCO₂; (3) cap, free allocation and auction volumes 2021-2040 in million EUA; (4) annual EU auction revenues by scenario; (5) country data for Germany, France, Italy, Spain, Poland, the Netherlands and Sweden (GDP shares and historical EEX auction shares); (6) a country-year projection matrix 2031-2040; and (7) decade totals and coverage ratios. The paper finds that auction revenues cover only 1.7-4.0% of projected EU energy-system investment needs across the decade, with the volume effect of a tightening cap dominating the price effect from 2031 onwards. Coverage varies widely across Member States, from below 1% in France to about 8% in Poland under the mid scenario. Carbon-pricing effectiveness and transition-financing adequacy, therefore, emerge as related but structurally distinct policy objectives.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.5281/zenodo.21640250first seen 2026-07-30 05:25:38 · last seen 2026-07-30 05:25:39
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