Maritime Carbon Pricing and Container Hub Competition: Evidence from Tanger Med After the EU ETS Extension
海運炭素価格とコンテナハブ競争：EU ETS拡大後のタンジェ・メッドの証拠 (AI 翻訳)
M. Çağkan Gider, Jiani Wu, M. Tuğalp Gider
🤖 gxceed AI 要約
日本語
本研究は、EU排出権取引制度（EU ETS）の海事部門への拡大が地中海のコンテナハブ競争に与える影響を分析。タンジェ・メッド（非EUハブ）の事例を用い、港活動データ、貿易集中度、合成対照法、AISデータを活用。結果として、2024年以降タンジェ・メッドの相対的地位が向上し、貿易集中度の増加が顕著。炭素価格が港湾ネットワークの再配分を引き起こす可能性を示唆し、回避策監視には複合指標が必要。
English
This study examines the impact of including maritime transport in the EU ETS on container hub competition around the Mediterranean, using Tanger Med as a case study. Employing port activity data, trade intensity measures, synthetic control, and AIS vessel sequence checks, the analysis finds that Tanger Med strengthened its relative position after 2024, with trade concentration increasing more than vessel calls. The results suggest that maritime carbon pricing can lead to port network reallocation and that effective anti-evasion monitoring requires combining port activity, trade, connectivity, and vessel sequence indicators.
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 ETSの海事部門拡大がコンテナハブ競争に与える影響を実証。タンジェ・メッド（非EUハブ）の相対的地位向上が確認され、日本の港湾政策にも示唆を与える（例：アンチエイベージョン枠組みやSSBJのスコープ3排出対応）。
In the global GX context
This paper provides empirical evidence that maritime carbon pricing (EU ETS) can cause port network reallocation, with implications for ISSB/TCFD disclosure of scope 3 shipping emissions and anti-evasion monitoring design.
👥 読者別の含意
🔬研究者:Provides causal evidence on carbon pricing's impact on port competition using synthetic control and AIS data.
🏢実務担当者:Useful for shipping/logistics firms to anticipate port network shifts under EU ETS and for compliance with anti-evasion rules.
🏛政策担当者:Informs design of maritime carbon pricing regulations and monitoring frameworks to prevent carbon leakage.
📄 Abstract（原文）
This study examines whether the inclusion of maritime transport in the EU Emissions Trading System (EU ETS) is associated with changes in container hub competition around the Mediterranean. The analysis focuses on Tanger Med, a major non EU transhipment hub near EU western Mediterranean ports and a listed neighbouring container transhipment port under the EU ETS anti evasion framework. Using port level activity data, trade intensity measures, placebo comparisons, synthetic control evidence, and AIS based vessel sequence checks, the study compares Tanger Med with EU western Mediterranean hubs, other Moroccan and Algerian ports, eastern Mediterranean ports, and northern Europe placebo ports. The results show that Tanger Med strengthened its relative position after 2024. The increase is larger for trade concentration than for vessel calls and is not replicated across other nearby non EU comparison ports or broader placebo regions. Synthetic control estimates also show Tanger Med rising above its counterfactual after 2024. AIS sequence checks do not indicate a large increase in direct next port movements from Tanger Med to EU ports, suggesting that the adjustment is better interpreted as broader hub utilization and service organization rather than simple vessel rerouting. The findings show that maritime carbon pricing can be associated with port network reallocation and that anti evasion monitoring should combine port activity, trade intensity, connectivity, and vessel sequence indicators.
🔗 Provenance — このレコードを発見したソース
- openaire https://doi.org/10.2139/ssrn.6835493first seen 2026-07-09 04:32:09
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