How Tariffs Shape Trade‐Embodied Emissions in the European Union: Sectoral Heterogeneity in Final Demand
関税がEUにおける貿易内包排出に与える影響：最終需要のセクター別不均一性 (AI 翻訳)
Hugo Campos‐Romero
🤖 gxceed AI 要約
日本語
本研究は、EU域外からの輸入に伴う温室効果ガス排出に対する関税の影響を分析。高次元固定効果モデルを用いた実証分析により、関税引き上げが平均的に輸入内包排出を増加させる一方、セクターによって効果が異なることを示した。特にCBAMとの整合性が重要と指摘。
English
This study empirically examines how tariffs affect greenhouse gas emissions embodied in extra-EU imports consumed by EU final demand. Using a high-dimensional fixed effects model, it finds that on average higher tariffs are associated with higher embodied emissions, but with substantial sectoral heterogeneity. The results underscore the need for sector-specific trade and climate strategies and coherence with the CBAM.
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、EUの関税政策とCBAM（炭素国境調整メカニズム）の相互作用は輸出競争力に影響を与える可能性がある。特にセクター別の異質性は、日本企業のサプライチェーン戦略に示唆を与える。
In the global GX context
This paper contributes to the global debate on carbon border adjustment mechanisms (CBAM) and trade-environment linkages. It highlights that tariff policies can inadvertently increase emissions if not aligned with climate goals, which is crucial for international trade and climate policy coherence.
👥 読者別の含意
🔬研究者:The high-dimensional fixed effects model and sectoral heterogeneity analysis offer methodological insights for studying trade-environment linkages.
🏢実務担当者:For corporate sustainability teams involved in international trade, this paper highlights the need to monitor tariff changes and their impact on supply chain emissions, especially for EU-bound exports.
🏛政策担当者:The findings directly support the design of coherent trade and climate policies, particularly the calibration of CBAM and tariff structures to avoid unintended emission increases.
📄 Abstract（原文）
This paper examines the environmental implications of tariffs on greenhouse gas emissions embodied in extra‐European Union imports consumed by domestic final demand in the EU. Using a multidimensional country‐sector‐year framework, the study investigates whether tariff changes are associated with variations in trade‐embodied emissions and whether those associations differ across sectors. To achieve this, a high‐dimensional fixed‐effects model is employed, including additional control variables such as foreign value‐added in final demand, renewable energy consumption, global energy prices, and inflation rate. The results show that the environmental effects of tariffs are not uniform. On average, higher tariffs are associated with higher emissions embodied in extra‐EU imports, suggesting that supply‐chain disruption, trade diversion, and sourcing reallocation may outweigh substitution towards less emissions‐intensive domestic or intra‐EU production. At the same time, the sectoral analysis reveals substantial heterogeneity. In sectors characterised by stronger external dependence and more rigid supply‐chain structures, higher tariffs are associated with more emissions‐intensive sourcing patterns, whereas in sectors with greater domestic or intra‐EU substitution capacity the opposite pattern emerges. These findings highlight the need for sector‐specific trade and environmental strategies, as well as greater coherence between general tariff policy and the carbon border adjustment mechanism.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.1002/sd.71311first seen 2026-06-12 05:39:52
🔔 こうした論文の新着を逃したくない方は キーワードアラート に登録（無料・3キーワードまで）。
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。