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Trade wars and net zero goals: AI-based reverse logistics and circular practices under Trump 2.0’s tariff uncertainty

貿易戦争とネットゼロ目標:トランプ2.0の関税不確実性下におけるAIベースのリバースロジスティクスと循環型実践 (AI 翻訳)

Cong Doanh Duong

Asia Pacific Journal of Marketing and Logistics📚 査読済 / ジャーナル2026-05-27#AI×ESGOrigin: Global経営インパクト: 調達リスク対象セクター: manufacturing
DOI: 10.1108/apjml-11-2025-2395
原典: https://doi.org/10.1108/apjml-11-2025-2395
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🤖 gxceed AI 要約

日本語

本研究は、AIベースのリバースロジスティクスが循環経済実践を通じてネットゼロのグリーンパフォーマンスを向上させる一方、関税政策の不確実性がその効果を弱めることを、209社のISO14001認証ハイテク製造企業の3波調査とfsQCA分析で実証した。動的ケイパビリティ理論を拡張し、デジタルと循環の能力がネットゼロ目標に寄与するが、貿易政策の安定性が重要であることを示す。

English

This study demonstrates that AI-based reverse logistics improves net-zero green performance through circular economy practices, but tariff policy uncertainty weakens these effects. Based on a three-wave survey of 209 ISO 14001-certified high-tech manufacturers and fsQCA, it extends dynamic capability theory by showing that digital and circular capabilities support net-zero goals, yet their effectiveness depends on trade-policy stability.

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

日本企業にとって、サプライチェーン全体でのネットゼロ達成が求められる中、AIを活用したリバースロジスティクスと循環経済実践の有効性を、貿易政策の不確実性という観点から示した点が重要。特に、関税変動がグリーン実践の効果を減衰させる可能性を認識し、政策リスクを考慮した戦略立案が示唆される。

In the global GX context

This paper contributes to global GX scholarship by empirically linking AI-driven logistics and circular economy practices to net-zero performance, while highlighting the moderating role of trade policy uncertainty. It offers insights for multinational corporations navigating tariff volatility and for policymakers designing stable trade environments that support green transitions.

👥 読者別の含意

🔬研究者:Provides empirical evidence on the interplay between AI capabilities, circular economy, and policy uncertainty, extending dynamic capability theory in a GX context.

🏢実務担当者:Highlights the need to integrate AI-based reverse logistics and circular practices while monitoring trade policy risks to sustain green performance.

🏛政策担当者:Suggests that stable trade policies are crucial for enabling firms to leverage digital and circular capabilities for net-zero goals.

📄 Abstract(原文)

Purpose This study examines how AI-based reverse logistics improves net-zero-based green performance through circular economy practices and how tariff policy uncertainty constrains these effects. Drawing on dynamic capability theory, it frames AI-based logistics and circular practices as adaptive capabilities under trade-policy volatility. Design/methodology/approach Data were collected through a three-wave survey of 209 ISO 14001-certified high-tech manufacturing firms. Hayes’ PROCESS macro was used to test mediation and moderated mediation, while fsQCA identified configurations associated with high green performance. Findings AI-based reverse logistics positively affect circular economy practices and net-zero-based green performance. Circular economy practices mediate this relationship. However, tariff policy uncertainty weakens the direct effects of AI-based reverse logistics on circular practices and green performance, as well as the indirect effect through circular practices. fsQCA confirms that strong green performance is most likely when AI-based reverse logistics and circular practices coexist, especially under low tariff uncertainty. Originality/value The study extends dynamic capability theory by showing that digital and circular capabilities support net-zero goals, but their effectiveness depends on trade-policy stability.

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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。