Data and Code for: Energy Transitions in Regulated Markets
Gautam Gowrisankaran, Ashley Langer, Mar Reguant
🤖 gxceed AI 要約
日本語
本論文は、規制された電力市場における石炭から天然ガスへのエネルギー転換を分析。炭素税導入時、規制企業はコスト最小化企業に比べ短期的な石炭発電削減が48%少なく、30年後の石炭設備廃止も71%少ないことを示す。規制が経済性と信頼性の両立に与える影響を明らかにした。
English
This paper models rate-of-return regulation during the US coal-to-gas transition, finding that regulated utilities reduce coal generation 48% less than cost-minimizers under carbon taxes and retire 71% less coal capacity after 30 years, highlighting tradeoffs with affordability and reliability.
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
日本の電力規制市場（地域独占・レートベース規制）にも示唆が大きい。石炭フェーズアウト政策と料金規制の整合性や、SSBJ開示における移行計画の信頼性評価に活用可能。
In the global GX context
Relevant globally for regulated electricity markets facing decarbonization mandates. Provides empirical evidence that traditional cost-of-service regulation can slow coal retirements, informing TCFD/ISSB transition plan disclosures and carbon tax design.
👥 読者別の含意
🔬研究者:A structural model linking regulation to transition speed, useful for studying policy interactions with utility behavior.
🏢実務担当者:Shows how regulated utilities face different incentives than competitive firms during energy transition, informing strategic planning.
🏛政策担当者:Demonstrates that carbon taxes alone may be insufficient under traditional regulation; alternative regulatory designs needed.
📄 Abstract（原文）
Natural gas has replaced coal as the dominant fuel for U.S. electricity generation. However, utilities in regulated U.S. states have retired coal more slowly than others. We build a structural model of rate-of-return regulation during an energy transition where utilities face tradeoffs between lowering costs and maintaining and using legacy capacity. A regulated utility facing carbon taxes lowers short-run coal generation 48% as much as a cost minimizer would. Thirty years after a sudden energy transition, a cost minimizer has retired 71% more coal capacity than the regulated utility. Alternative regulations may jeopardize affordability and reliability goals during energy transitions.<br>
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.3886/e240509first seen 2026-07-20 04:53:28
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