The Effects of European Union's Carbon Border Adjustment Mechanism on ASEAN-6 Exports
欧州連合の炭素国境調整メカニズムがASEAN-6の輸出に与える影響 (AI 翻訳)
M. Manguera
🤖 gxceed AI 要約
日本語
本論文は、EUの炭素国境調整メカニズム（CBAM）がASEAN-6諸国の輸出に与える影響を分析。重力モデルを用いて、セメントと鉄鋼セクターが最も関税調整に敏感であることを示し、特にフィリピンで輸出減少が大きいと予測。各国の排出強度と市場規模が影響を左右することを明らかにし、ASEAN諸国への炭素価格導入の必要性を強調。
English
This paper analyzes the impact of the EU's Carbon Border Adjustment Mechanism (CBAM) on exports from ASEAN-6 countries. Using a gravity model, it finds that cement and iron/steel sectors are most sensitive to tariff adjustments, with the Philippines facing the steepest export declines. The results highlight the widening regulatory gap between developed and developing economies and underscore the urgent need for ASEAN to advance carbon pricing and low-carbon production.
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
本論文はEU CBAMがASEAN諸国に与える影響を分析。日本は炭素価格導入済みだが、輸出競争力や途上国支援の観点から参考になる。
In the global GX context
This paper provides empirical evidence on the trade effects of CBAM, a key instrument in global climate policy. It highlights the challenges for developing countries without carbon pricing and the need for international cooperation. The findings are relevant for ongoing CBAM implementation and global carbon pricing debates.
👥 読者別の含意
🔬研究者:Provides empirical estimates of CBAM's impact on ASEAN exports using gravity model, useful for trade-climate policy research.
🏢実務担当者:Corporate sustainability teams in ASEAN and EU-facing industries should assess exposure in cement and steel sectors.
🏛政策担当者:Highlights urgency for ASEAN to implement carbon pricing and for EU to consider support mechanisms for developing economies.
📄 Abstract（原文）
Abstract:The European Union's (EU) Carbon Border Adjustment Mechanism (CBAM) represents a major shift in global trade and climate policy, disproportionately affecting developing countries. As the EU CBAM enters its transition period, the ASEAN-6 countries—Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam—face significant risks, given the absence or limited use of explicit carbon pricing instruments. Gravity model estimates reveal that the cement and iron and steel sectors are most sensitive to tariff adjustments. Projections of the EU CBAM's carbon tariff equivalent indicate that the Philippines will experience the steepest export declines to the EU in these sectors, with reductions of 15 per cent for cement and 11.6 per cent for iron and steel. This is equivalent to annual losses of US$1 million and US$5.3 million respectively. Thailand, however, incurs the heaviest value loss in cement exports (US$1.5 million) because of its larger export base, showing how emission intensity and market size jointly shape any resulting impact. These findings highlight the widening regulatory gap between developed and developing economies, where countries with less stringent climate policies face mounting trade barriers. This underscores ASEAN's urgent need to advance carbon pricing and transition towards lower-carbon production processes while leveraging the EU's financing and technical support to aid a just transition towards a greener economy
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.1355/ae42-3dfirst seen 2026-05-15 17:14:03
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