Effects of Carbon Border Adjustment Mechanisms on Emissions, Industrial Competitiveness and Carbon-Capture Investment in Developing and Emerging Economies
炭素国境調整措置が途上国・新興国の排出、産業競争力、炭素回収投資に与える影響 (AI 翻訳)
Chikezie Bethel Uchechukwu
🤖 gxceed AI 要約
日本語
EU CBAMの本格導入（2026年）が途上国・新興国に与える影響を、貿易・炭素コスト統合モデルで分析。産業別の競争力低下とCCS投資の閾値を評価し、政策対応の緊急性を示す。
English
This study analyzes the impact of the EU CBAM on developing and emerging economies using an integrated trade-carbon-cost framework. It quantifies competitiveness losses and CCS investment thresholds across key industries, highlighting the need for policy support and capacity building.
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、CBAMはEU輸出だけでなく、サプライチェーン全体の炭素コストに影響。SSBJ開示やScope3算定と整合した対応が求められ、途上国との取引におけるリスク管理に示唆。
In the global GX context
This paper provides a rigorous framework for assessing CBAM's asymmetric impacts, relevant for global policymakers and multinational corporations. It underscores the need for equitable transition mechanisms and supports ISSB-aligned disclosure of carbon costs.
👥 読者別の含意
🔬研究者:Provides a comprehensive model linking trade, carbon costs, and CCS investment, useful for further empirical research.
🏢実務担当者:Helps corporate sustainability teams assess supply chain carbon costs and plan CCS investments in response to CBAM.
🏛政策担当者:Informs policy design for CBAM implementation, especially for supporting developing economies and avoiding trade distortions.
📄 Abstract（原文）
The definitive phase of the European Union Carbon Border Adjustment Mechanism (CBAM) commenced on 1 January 2026 for cement, aluminium, fertilisers, iron and steel, hydrogen and electricity. The policy is intended to equalise carbon costs and reduce leakage, but its distributional consequences are asymmetric because developing and emerging economies often combine carbon-intensive production, limited measurement-reporting-verification capacity, expensive capital and strong dependence on a narrow set of exports. This study develops an integrated trade-carbon-cost framework linking multi-regional input-output and computable-general-equilibrium channels with product-level carbon footprints, price-elasticity analysis and plant-level carbon capture and storage (CCS) investment thresholds. The legal baseline incorporates the 50-tonne de minimis rule, the 2026-2034 phase-in, recognition of carbon prices paid in the country of origin and the published Q2-2026 certificate price of EUR75.28/tCO2. World Bank exposure rankings are combined with six literature-calibrated industrial archetypes: blast-furnace steel, cement clinker, primary aluminium, ammonia, grey hydrogen and coal-based electricity.
🔗 Provenance — このレコードを発見したソース
- openalex https://doi.org/10.38124/ijisrt/26jul1366first seen 2026-08-03 04:51:44
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