Ladder or Trap? GVC and EP
梯子か罠か？グローバル・バリューチェーンとエネルギー貧困 (AI 翻訳)
Jiapeng Dai
🤖 gxceed AI 要約
日本語
本研究は、グローバル・バリューチェーンへの前方統合がエネルギー貧困に与える影響を、ガバナンスが調整することを検証。2005-2022年の57カ国のパネルデータと二重機械学習等の手法を用い、ガバナンスが弱い国では統合が貧困を悪化させ、強い国では中立化することを発見。約11億人を抱える11の脆弱国では、ガバナンス向上が統合を変えずに貧困を軽減できると示す。
English
This study examines how forward integration into global value chains affects energy poverty, moderated by governance. Using panel data from 57 economies (2005-2022) and estimators including double machine learning, it finds that forward integration deepens energy poverty only where governance is weak; strong governance neutralizes the effect. For 11 exposed economies (1.1 billion people), improving conversion capacity reduces energy poverty without altering integration.
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
日本のGX文脈では直接的な政策連動は薄いが、エネルギー貧困とガバナンスの関係は、途上国でのエネルギーアクセス改善やサプライチェーン管理に示唆を与える。SSBJ/有報開示ではエネ貧困は主要テーマではないが、調達先のエネルギー事情把握に役立つ可能性がある。
In the global GX context
This paper contributes to the global literature on sustainable development and energy access, highlighting the role of governance in moderating GVC impacts. It offers policy implications for ISSB/CSRD disclosures on supply chain social sustainability.
👥 読者別の含意
🔬研究者:The paper introduces a governance-moderated framework for GVC and energy poverty, using rigorous causal methods including double ML.
🏢実務担当者:Corporate sustainability teams can use these insights to assess energy poverty risks in their supply chains, especially in countries with weak governance.
🏛政策担当者:Policymakers in exposed economies should prioritize governance improvements (conversion capacity) to mitigate energy poverty from GVC integration.
📄 Abstract（原文）
Whether integration into global value chains relieves or deepens energypoverty is unsettled. Production side studies treat forward integrationas the form most likely to electrify households, yet several of the mostdeeply forward integrated economies did not see energy poverty fall:their electricity stayed cheap while their poorest stayed in the dark.This study asks what decides the difference. Using a balanced panel of57 economies from 2005 to 2022 that combines inter country input outputaccounts, the worldwide governance indicators and residentialelectricity prices, it identifies the relationship through a sequence ofestimators, each chosen to confront a distinct threat to inference, fromfixed effects and double machine learning to a shift share instrument,heterogeneous slope and dynamic estimators, and an endogenous thresholdmodel. The sign of the forward effect is set not by integration but bygovernance, a national conversion capacity. The unconditional average isnot robustly signed, turning negative or insignificant under strongeridentification, whereas the governance contingent pattern is stable:forward integration deepens energy poverty where governance is weak andis neutralized where it is strong. Integration lowers electricity priceseverywhere while worsening access where governance is weak, so thedeficit is one of reach, not price. The study extends absorptivecapacity from the firm to the nation, reconciles the upgrading anddependency traditions as two regimes of one governance moderatedrelationship, and shows that for eleven exposed economies, home to about1.1 billion people, raising conversion capacity lowers energy povertywithout changing integration.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.6084/m9.figshare.32726064first seen 2026-07-09 05:03:56 · last seen 2026-07-09 05:04:31
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