Strategic considerations for green relocation in energy-intensive global value chains
エネルギー集約型グローバルバリューチェーンにおけるグリーンリロケーションの戦略的考慮事項 (AI 翻訳)
S. Colen, Alwine Mohnen
🤖 gxceed AI 要約
日本語
再生可能エネルギー資源が乏しい欧州のエネルギー集約産業を対象に、グリーンリロケーションの戦略を66件の半構造化インタビューから分析。長期的には現地でのグリーン水素生産や大規模輸入は非現実的であり、代わりに再生可能エネルギー資源が豊富な地域からの半製品輸入（熱間ブリケット鉄、グリーン尿素など）が戦略的に優れていることを示す。欧州産業は高品質な下流生産の集約、一部自給維持、上流輸入の多様化という3本柱の戦略をとるべきと提言。
English
This study examines green relocation strategies for energy-intensive industries in renewable-resource-scarce European regions, based on 66 semi-structured interviews. It finds that local green hydrogen production and large-scale imports are unsustainable long-term, making imports of intermediates like hot-briquetted iron and green urea from resource-rich regions strategically favorable. The paper proposes a tripartite strategy for European industry: consolidate high-quality downstream production, maintain minimal full value chain capacity in resource-rich European regions, and diversify upstream imports globally.
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
日本も再生可能エネルギー資源が限られるため、本論文の知見は日本の鉄鋼・化学産業の水素調達やバリューチェーン再構築に直接的な示唆を与える。特に、中間財輸入を軸とした戦略は、日本のエネルギー安全保障とGX実現に重要な政策的選択肢を提示する。
In the global GX context
This paper provides a timely contribution to global GX scholarship by empirically modeling green relocation strategies for hard-to-abate sectors. It informs the broader discourse on transition finance and supply chain decarbonization, particularly relevant for regions (e.g., Europe, Japan) facing renewable energy constraints.
👥 読者別の含意
🔬研究者:Provides a novel value chain positioning model and empirical evidence on green relocation dynamics, offering a framework for future studies on industrial ecology and energy transition.
🏢実務担当者:Offers actionable strategic guidance for firms in steel, chemical, and energy sectors considering relocation or supply chain reconfiguration to meet decarbonization goals.
🏛政策担当者:Highlights the need for policy support for a tripartite strategy, including investment in downstream capabilities and international partnerships for intermediate imports.
📄 Abstract（原文）
The study examines how strategic considerations influence green relocation decisions for value chain steps in energy-intensive industries located in renewable energy resource-scarce regions. The empirical analysis draws on 66 semi-structured interviews with experienced managers and experts from steel, chemical, and renewable energy sectors worldwide, but from a European perspective. The results reveal three recent global tendencies: a slowed yet ongoing sustainable transition, increasing cost pressures, and growing national ambitions to achieve energy and resource independence. In this context, both local green hydrogen production and large-scale hydrogen imports ultimately prove unfeasible in the long term for energy-intensive industries located in renewable energy resource-scarce regions in Europe. Instead, importing intermediates and semi-finished products like hot-briquetted iron and green urea from renewable energy resource-rich regions emerges as strategically favorable. This leads to a policy-supported tripartite strategy for European energy-intensive industries: consolidating high-quality downstream production, maintaining minimal full value chain capacity in renewable energy resource-rich European regions (e.g., Nordics, Iberia), and globally diversifying upstream imports through green relocation. Canada, the Middle East, and leading African/South American countries emerge as prime targets via a novel value chain positioning model derived from existing literature. The study contributes to the literature by enhancing understanding of an evolving industrial ecology characterized by reconfigured value chains and material flows, highlighting strategic considerations that extend beyond the research’s empirical scope. It offers directions for future research and provides actionable guidance for policymakers and firms navigating green industrial transitions.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://link.springer.com/content/pdf/10.1007/s44498-026-00133-w.pdffirst seen 2026-07-23 06:02:56
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