Climate Change, Energy Transition, and Great Power Competition: Examining the Future of Global Environmental Governance in an Era of Geopolitical Rivalry
気候変動、エネルギー転換、そして大国競争：地政学的対立時代の地球環境ガバナンスの将来を検証 (AI 翻訳)
Nosheen Zahra, Hina Ahmad, Syeda Vardah Aftab, Dr. Asiya Khattak
🤖 gxceed AI 要約
日本語
地政学的リスクが企業のレジリエンスを低下させるが、SDG統合がその影響を緩和することを、中国とパキスタンのパネルデータを用いて実証。結果は中国では国策「ダブルカーボン」との整合性が、パキスタンでは経済不安定性へのヘッジとして機能することを示す。環境ガバナンスの未来は企業の持続可能性戦略に依存する。
English
This study examines how geopolitical risk affects corporate resilience, finding that SDG integration acts as conditional crisis insurance. Using firm-level data from China and Pakistan (2015-2025), it shows that Chinese firms leverage SDG alignment to align with Dual Carbon mandates, while Pakistani firms use it to hedge against macroeconomic instability. The findings highlight that corporate sustainability strategies are frontline defenses against geopolitical fragmentation.
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、SDGs統合が地政学リスクへの緩衝材となる点は、日本企業がサプライチェーンリスクやカーボンボーダー調整に対応する上で示唆的。特に中国との経済関係やエネルギー安全保障を考慮すると、企業のSDGs戦略が重要な政策的含意を持つ。
In the global GX context
In the global GX context, this paper adds empirical evidence on how geopolitical fragmentation impacts corporate sustainability. It provides insights for firms navigating great power rivalry, especially in the context of green industrial policy and protectionism. The conditional role of SDG integration offers a nuanced view for global disclosure frameworks.
👥 読者別の含意
🔬研究者:この研究は、地政学リスクと企業の持続可能性戦略の相互作用に関する実証的証拠を提供し、今後のサプライチェーン分析やBRICS+経済への拡張を示唆する。
🏢実務担当者:SDGs統合が地政学的リスクに対する保険として機能する可能性を示しており、企業はリスク管理としてSDGsへの取り組みを強化すべき。
🏛政策担当者:地政学的対立がグリーン政策に与える影響を考慮し、企業の持続可能性戦略を支援する政策枠組みの重要性を示唆する。
📄 Abstract（原文）
The global energy transition is increasingly entangled with great power competition, shifting global environmental governance from multilateral cooperation to fragmented "climate statecraft" and green protectionism. This study investigates how macro-level geopolitical rivalry impacts micro-level corporate resilience, specifically examining the moderating role of Sustainable Development Goal (SDG) integration in navigating this volatility. Utilizing a quantitative panel data design, we analyze 450 firm-year observations of non-financial firms across China (n=250) and Pakistan (n=200) from 2015 to 2025. Employing Two-Way Fixed Effects (TWFE) and System GMM estimators to address endogeneity, the findings reveal that heightened Geopolitical Risk (GPR) significantly erodes corporate resilience. However, robust SDG integration acts as a critical "conditional crisis insurance," significantly mitigating the adverse financial and operational shocks induced by geopolitical rivalry. This buffering effect is highly context-dependent: Chinese firms leverage SDG alignment to synchronize with state-directed "Dual Carbon" mandates, secure policy-backed green financing, and insulate themselves against Western decoupling and export controls, while Pakistani firms utilize it as a strategic hedge against acute macroeconomic instability, debt vulnerabilities, and regional security shocks. Ultimately, this paper demonstrates that the future of global environmental governance relies heavily on corporate sustainability strategies serving as the frontline defense against geopolitical fragmentation, particularly for firms navigating the crossfire of great power rivalry. We recommend future research expand to broader BRICS+ economies, utilize supply chain network analysis, and examine the distinct dynamics of State-Owned Enterprises in the geopolitics of green industrial policy.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://rjsaonline.org/index.php/JGST/article/download/264/399first seen 2026-07-25 05:35:39
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