産業政策とエネルギー転換が石炭採掘企業のライフサイクルに与える影響
Impact of Industrial Policy and Energy Transition on the Life Cycle of Coal Mining Enterprises (原題)
Nikolay A. Gorodnyi, Anna A. Fedyunina, С М Никитенко, Гоосен Елена Владимировна, Кирилл Сергеевич Саблин
🤖 gxceed AI 要約
日本語
31カ国の石炭採掘企業を2017〜2022年にわたりパネルデータで分析し、気候政策・エネルギー構成・政府支援が企業の参入・退出に与える影響を固定効果・変量効果モデルで検証。気候アジェンダ、エネルギー安全保障、制度的慣性という三つの相反する力が企業動態を規定することを示す。原子力拡大と炭鉱閉鎖の負の相関、炭素集約国でのみ有意なCCPI、グリーン補助金が新規参入を防がないという三つのパラドックスを特定した。
English
Panel analysis of coal mining enterprise entry and exit across 31 countries (2017–2022) using fixed and random effects models to test how climate policy, energy mix, and state support shape firm lifecycles. Identifies three paradoxes: nuclear expansion correlates with fewer mine closures, the CCPI matters only where coal is non-strategic, and green subsidies fail to deter new entrants. Environmental goods exports accelerate closures while coal rents and coal's energy share slow them.
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
日本は石炭火力の段階的廃止とアジア向けトランジション・ファイナンスが政策焦点であり、『グリーン補助金が新規参入を止めない』という知見は国内の石炭関連投融資方針や移行債の設計を考える上で示唆的。ただし対象はロシア・産炭国中心で、日本の開示制度への直接の含意は限定的。
In the global GX context
Speaks to the global debate on whether climate policy actually drives fossil asset retirement, relevant to transition finance and just-transition planning under ISSB/TCFD. The finding that subsidies alone do not deter coal entry cautions against relying on carrots without exit mandates in national decarbonization strategies.
👥 読者別の含意
🔬研究者:政策手段と化石企業退出の非線形関係を実証するパネル手法の参照例として有用。
🏢実務担当者:石炭関連の投融資・調達判断で、補助金依存の移行戦略の限界を理解する材料になる。
🏛政策担当者:グリーン補助金のみに頼らず、退出規制やエネルギー安全保障との整合を設計すべきという示唆。
📄 Abstract（原文）
This study compares the impact of industrial policy and the energy transition on the life cycles of coal mining enterprises in 31 countries from 2017 to 2022 and takes into account differences in national coal industry development strategies by using panel data on enterprise entry and exit, climate policy, energy mix, and government support. Econometric techniques, such as fixed and random effects models, clarify nonlinear relationships between policy measures and coal enterprise dynamics. The findings show that these dynamics are shaped by three opposing forces: the global climate agenda, national energy security strategies, and institutional inertia. Three key paradoxes are identified: the expansion of nuclear power correlates with fewer coal mine closures; the Climate Change Performance Index is significant only in countries where coal is not a strategic resource; and green subsidies do not prevent the entry of new coal enterprises. Four country groups are identified: major exporters, major importers, domestically oriented coal producers, and green transition economies. Environmental goods exports accelerate mine closures, whereas coal rents and the share of coal in the energy mix slow this process. For Russia, the authors propose a differentiated climate policy, cooperation with countries facing similar enterprise dynamics, and investment in clean coal technologies as ways to ensure that climate objectives are integrated into industrial policy without compromising energy security or export competitiveness.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.18288/1994-5124-2026-5-32-59first seen 2026-11-12 04:42:17 · last seen 2026-11-13 04:53:48
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。