炭素除去と資産再評価の政治学
Carbon removal and the politics of asset revaluation (原題)
Etienne Schneider, Alina Brad, Wim Carton, Nils O. Markusson
🤖 gxceed AI 要約
日本語
本論考は、CDRとCCSへの期待が気候政治の力学をどう変容させるかを政治経済学的に分析する。残余排出や「削減困難」排出への主張が、脱炭素化への抵抗と資産座礁回避の政治的戦略として機能する一方、化石資産をネットゼロに不可欠なものとして再評価する機会を生むと論じる。資産座礁・資産再評価の文献を批判的にレビューし、CDR・CCS・残余排出を前面に出す4つの研究課題を提示する。
English
This commentary argues that expectations around CDR and CCS are reshaping the political economy of climate mitigation. Claims to residual and 'hard-to-abate' emissions can serve as a strategy to resist decarbonization and avoid asset stranding, while simultaneously enabling the revaluation of fossil assets as indispensable to net-zero. The authors critically review asset stranding and asset revaluation literature and propose four research avenues foregrounding CDR, CCS, residual emissions, and hard-to-abate-ness.
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
CDR/CCSを前提とした「残余排出」の扱いは、日本のGX推進・移行金融やSSBJ開示における移行計画の実効性評価に直結する論点。化石資産の再評価を巡る議論は、日本企業の座礁資産リスク開示を考える上で示唆に富む。
In the global GX context
Speaks directly to ISSB/CSRD transition-plan disclosure debates: how companies invoke CDR/CCS and 'hard-to-abate' claims to justify continued fossil exposure. Relevant to transition finance taxonomies and green industrial policy design globally.
👥 読者別の含意
🔬研究者:CDR/CCSを政治経済学・移行研究の枠組みに接続する分析視角と4つの研究課題を提供する。
🏢実務担当者:自社の移行計画でCDR/CCS依存をどう説明するか、座礁資産リスク開示の説得力を再考する材料になる。
🏛政策担当者:残余排出や削減困難分野へのCDR/CCS依存が脱炭素先送りの口実になり得る点を、政策・開示規制設計で考慮すべき。
📄 Abstract（原文）
The political economy of climate change mitigation has variously been conceptualized as a struggle between fossil and ‘green’ coalitions or capital fractions. More recently, Colgan et al. (Citation2021) have reconceptualized climate politics as an existential struggle over asset revaluation between holders of climate-forcing and climate-vulnerable assets. In this commentary, we argue that the anticipated role of carbon dioxide removal (CDR) and the renewed attention to carbon capture and storage (CCS) in climate change mitigation have the potential to profoundly reshape these dynamics – a factor which has not yet been adequately considered. Specifically, we contend that expectations of CDR and CCS enable claims to residual and ‘hard-to-abate’ emissions as a political strategy to resist decarbonization and avoid asset stranding, while simultaneously creating opportunities to revalue fossil assets as indispensable to net-zero pathways. To develop this argument, we critically review the literature on asset stranding and the politics of asset revaluation and propose four research avenues to foreground the underexplored role of CDR, CCS, residual emissions, and hard-to-abate-ness. In doing so, we connect critical CDR scholarship to broader political economy debates on climate change mitigation, including asset revaluation, fossil fuel phase-out, green industrial policy, and the distributive politics of climate policy.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.1080/09692290.2026.2755951first seen 2026-11-12 05:06:34 · last seen 2026-11-13 05:16:37
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