貿易と汚染のスコープ：中国の世界市場統合からの証拠
Trade and the scopes of pollution: Evidence from China’s world market integration (原題)
S. Carattini, Hanwei Huang, Frank Pisch, Tejendra Pratap Singh
🤖 gxceed AI 要約
日本語
中国の2000年代初頭の世界市場統合を利用し、貿易が汚染に与える影響をScope1-3の各チャネルで実証。衛星データと企業・石炭火力発電所の詳細データを組み合わせ、輸出ショックが企業の現地汚染を減らす一方、石炭火力発電所周辺の汚染を増加させ、サプライチェーン上流の汚染も変化させることを示す。輸出主導成長の石炭依存が汚染増加の主因と指摘。
English
Exploiting China's early-2000s world market integration, this paper provides empirical evidence on how trade affects pollution across Scope 1-3 channels. Combining satellite data with firm and coal power plant data, it shows exporting firms reduce local pollution, regional export shocks raise pollution around coal plants, and upstream suppliers reduce pollution in response to downstream export demand. Findings highlight coal reliance in export-driven growth as a key pollution driver.
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、Scope3排出量の算定・開示がSSBJやサプライチェーン排出量削減で重要視される中、貿易が各スコープの排出に与える影響を実証した本論文は、日本企業の海外調達・輸出戦略における排出管理の示唆を与える。
In the global GX context
Globally, this paper contributes to the literature on trade and the environment by empirically decomposing pollution impacts into Scope 1-3, aligning with the GHG Protocol and ISSB/CSRD disclosure frameworks. It provides evidence on supply-chain emissions, relevant for multinational companies and policymakers addressing carbon leakage and trade-related climate policies.
👥 読者別の含意
🔬研究者:Provides causal evidence on trade-induced pollution across scopes, useful for researchers studying supply-chain emissions and trade-environment linkages.
🏢実務担当者:Highlights the importance of considering Scope 3 emissions in supply chain management and the potential offshoring of pollution, informing corporate disclosure and procurement strategies.
🏛政策担当者:Offers evidence on how trade policies can affect pollution across scopes, relevant for designing carbon border adjustments and trade-related climate policies.
📄 Abstract（原文）
Although the environmental impact of trade has been a long-standing concern, there is still scant evidence on the channels through which international market access affects pollution. We exploit the unique episode of China’s world market integration in the early 2000s to provide direct empirical evidence on three such mechanisms, corresponding to each pollution scope: direct pollution at firms’ locations (scope-1), indirect pollution from energy generation (scope-2), and indirect pollution from the supply chain (scope-3). We combine granular satellite data on air pollution with detailed information on manufacturing firms and coal power plants, and leverage exogenous foreign demand shocks for identification. Three main findings emerge: exporting firms reduce local pollution; pollution levels around coal power plants rise due to regional export shocks; and upstream suppliers reduce pollution in the face of export demand shocks to downstream firms. Our findings point to China’s reliance on coal power plants to fuel its export-driven growth as one of the main drivers of the rise in pollution.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.1016/j.jeem.2026.103378first seen 2026-08-29 05:03:57 · last seen 2026-09-22 04:54:07
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