新興炭素規制下におけるインドの汚染産業貿易：グリーン移行と競争力への含意
India's polluting-industry trade under emerging carbon regulations: Implications for green transition and competitiveness (原題)
Kiran Lamba, Mamta Rani
🤖 gxceed AI 要約
日本語
本論文は、EUのCBAMなど炭素国境調整措置がインドの汚染集約型産業の輸出競争力に与える影響を、1991〜2024年の30年間にわたり分析した。鉄鋼・セメント・アルミ・化学・紙パルプの5産業について顕示比較優位（RCA/RSCA）を算出し、2010年代半ば以降の優位性の趨勢的低下、特に鉄鋼が2023年に初めて1を下回ったことを示す。炭素規制の進展が比較優位を侵食しつつ、グリーン移行を加速させる必要性を生んでいると結論づけ、国内MRV整備やCBAM交渉、グリーン産業回廊への投資を提言する。
English
This paper analyzes how emerging carbon regulations, notably the EU CBAM, affect India's export competitiveness in pollution-intensive industries over 1991-2024. Using Balassa RCA/RSCA indices for iron and steel, cement, aluminium, chemicals, and paper and pulp, it finds a secular decline in comparative advantage since the mid-2010s, with iron and steel falling below unity by 2023. It concludes that carbon regulation erodes traditional advantage while creating an imperative for accelerated green transition, recommending robust domestic MRV, strategic CBAM negotiation, and green industrial corridor investment.
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
日本企業にとっては、CBAMがサプライチェーン上流の調達コストやScope 3排出量に波及する可能性を示唆。インドのMRV整備動向は、日本が主導するアジア炭素市場連携やSSBJ開示対応を考える上でも参考になる。
In the global GX context
This study adds to the global debate on CBAM's trade effects, offering empirical evidence from a major emerging economy. It highlights the need for MRV infrastructure and just transition policies, relevant to ISSB/CSRD disclosure and transition finance discussions in developing countries.
👥 読者別の含意
🔬研究者:CBAMの貿易影響をRCA指標で定量化した実証研究として、炭素規制と競争力の関係を分析する際の手法と知見を提供。
🏢実務担当者:インドからの調達が多い企業は、CBAMによるコスト増とサプライヤーの炭素管理強化の必要性を認識すべき。
🏛政策担当者:CBAM交渉や国内炭素市場設計、MRV整備の重要性を示唆。特に新興国との協調枠組みの検討に有用。
📄 Abstract（原文）
As the global regulatory landscape shifts towards carbon border mechanisms most notably the European Union's Carbon Border Adjustment Mechanism (CBAM) India's export competitiveness in pollution-intensive industries faces unprecedented structural challenges. This paper examines the trajectory of India's polluting-industry trade over a 30-year period (1991-2024), employing the Balassa Revealed Comparative Advantage (RCA) index and its symmetric variant (RSCA) to assess structural competitiveness shifts in five major polluting industries like as; iron and steel, cement, aluminium, chemicals, and paper and pulp. Using time-series data taken from UN COMTRADE, World Bank (WDI), and the International Energy Agency (IEA).. The study present trend analysis of export values, CO2 emissions from manufacturing, carbon intensity trajectories. The study found that a secular decline in India's RCA across polluting sectors from the mid-2010s onwards, with iron and steel falling below the unity threshold by 2023 for the first time in the post-liberalisation era. The findings reveal that while India has historically held comparative advantage in dirty industries, the emerging carbon regulatory architecture encompassing CBAM, domestic carbon markets, and ESG-driven procurement is eroding this advantage and simultaneously creating an imperative for accelerated green transition. The paper concludes with targeted policy implications for India's industrial, trade, and climate strategies, including the need for a robust domestic MRV infrastructure, strategic negotiation of CBAM implementation, and investment in green industrial corridors.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.33545/26633140.2026.v8.i10a.282first seen 2026-10-16 04:52:16
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