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When does blockchain-enabled carbon transparency deliver real supply chain decarbonization? A signaling theory perspective

ブロックチェーン対応の炭素透明性はいつ実際のサプライチェーン脱炭素化を実現するのか?シグナリング理論の観点から (AI 翻訳)

Amine Belhadi

Supply Chain Management: An International Journal📚 査読済 / ジャーナル2026-05-07#サプライチェーン
DOI: 10.1108/scm-11-2025-1098
原典: https://doi.org/10.1108/scm-11-2025-1098
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🤖 gxceed AI 要約

日本語

本研究は、ブロックチェーンがサプライチェーン炭素透明性(SCCT)と組み合わされた場合にのみ、検証・解釈可能なシグナルとして機能し、排出削減に寄与することを示した。しかし、技術的不確実性が高い環境ではその効果が減衰する。信号理論の拡張と実務的示唆を提供。

English

This study shows that blockchain adoption alone increases carbon intensity, but when combined with supply chain carbon transparency (SCCT), it reduces emissions by enhancing verifiability and interpretability. The effect weakens under high technological uncertainty. Extends signaling theory and offers managerial implications.

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

日本企業のサプライチェーン脱炭素においてブロックチェーン活用が注目される中、本論文は技術導入の条件と限界を明確にする。特にSSBJ対応やサプライチェーン排出量可視化に取り組む企業にとって、実証的な示唆に富む。

In the global GX context

This paper provides empirical evidence on the boundary conditions of blockchain-enabled carbon transparency, relevant for global supply chain decarbonization efforts under emerging disclosure mandates like CSRD and ISSB. It cautions against treating blockchain as a silver bullet without stable technological infrastructure.

👥 読者別の含意

🔬研究者:Signals the importance of verifiability and interpretability in supply chain transparency, introducing technological uncertainty as a moderator.

🏢実務担当者:Managers should integrate blockchain with transparent carbon data and ensure stable technology environments for effective decarbonization.

🏛政策担当者:Regulators should consider supporting standardized data protocols and interoperability to enhance blockchain's role in supply chain emission reductions.

📄 Abstract(原文)

Purpose This study aims to examine the conditions under which blockchain-enabled supply chain carbon transparency (SCCT) generates credible and interpretable signals of decarbonization performance. It explores how blockchain reshapes the signaling environment in supply chains and examines the moderating role of technology uncertainty (TU) in influencing these signaling mechanisms. Design/methodology/approach A quasi-natural experiment was used at the focal firm–customer interface as an observable slice of multi-tier supply chain signaling. Multi-year data were collected from Bloomberg ESG, SPLC and Factiva, covering blockchain adoption events, carbon transparency indicators and dyadic operational carbon footprints across industries. The analysis combined propensity score matching with difference-in-differences estimation to isolate the causal effect of blockchain-enabled transparency, supported by robustness checks and post hoc qualitative triangulation. Findings Blockchain adoption alone is associated with a short-term increase in operational carbon intensity. However, when integrated with SCCT, it reduces emissions by enhancing the verification and interpretability of carbon information. The effect diminishes under high TU, where instability in data interoperability and system reliability weakens the credibility and observability of the signal. Research limitations/implications The study focuses on partner-verifiable operational emissions (Scopes 1 and 2) at the focal firm–primary customer interface, thereby limiting visibility into full supply chain carbon dynamics. Future research should extend to multi-tier networks and examine long-term behavioral changes induced by blockchain-driven transparency. Practical implications Managers should view blockchain not as an automatic solution but as an infrastructure that enhances verifiable, interpretable transparency. Effective decarbonization requires stable technological environments, consistent data protocols and coordinated verification across partners to prevent signal distortion. Originality/value The study refines signaling theory by shifting the focus of credibility from cost and visibility to verifiability and interpretability. It introduces TU as a boundary condition and shows that blockchain serves as a signaling infrastructure that enables verifiable, collectively responsible supply chain decarbonization.

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When does blockchain-enabled carbon transparency deliver real supply chain decarbonization? A signaling theory perspective | gxceed