炭素取引政策下における電池のクローズドループサプライチェーン：段階利用と情報トレーサビリティの戦略

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

🔬研究者:炭素政策とブロックチェーン追跡がCLSCの意思決定・厚生に与える影響を定量モデルで示す基礎的知見を提供する。

🏢実務担当者:電池メーカーやEV企業が段階利用戦略やトレーサビリティ技術選定、炭素政策対応を検討する際の意思決定参考になる。

🏛政策担当者:炭素価格・割当量の設計がリサイクルと技術採用をどう誘導するか、政策設計上の閾値依存性を示唆する。

Purpose Rapid growth in electric vehicles (EVs) has generated large-scale battery retirements, creating an urgent need for efficient closed-loop supply chains (CLSCs). Blockchain technology offers traceability capabilities that can support sustainable recycling models. Design/methodology/approach This paper investigates suppliers’ blockchain adoption and echelon utilization decisions within a CLSC under carbon cap-and-trade policies. Three decision-making models are constructed: no-traceability, forward traceability and bidirectional traceability and the equilibrium decisions and profits for each model are derived. Furthermore, to resolve decentralized inefficiencies under bidirectional traceability, the authors design an improved side-payment self-enforcing contract (SSEC) to achieve supply chain coordination and compare all models from the dual perspectives of consumer surplus and social welfare. Findings Findings indicate: (1) the SSEC achieves a Pareto improvement, raising profits for both members while enhancing consumer surplus and social welfare. (2) Carbon trading prices and allowances jointly shape members’ recycling and technology adoption decisions, with their profit impact exhibiting a threshold dependence on the allocated carbon quota. (3) Blockchain-based traceability consistently improves product prices, member profits and socioeconomic welfare relative to the no-traceability baseline. (4) The advantage of bidirectional over forward traceability is conditional: it yields higher supplier profit only when the unit operating cost coefficient falls below a critical threshold and superior social welfare only when the carbon price lies within a favorable interval. (5) Bidirectional traceability leads to superior environmental and social performance when retired batteries possess sufficient remaining capacity and the echelon utilization market is well-developed. Originality/value The research findings provide practical decision-making references for EV and related battery manufacturers to formulate end-of-life utilization strategies, select information traceability technologies and respond to carbon policies. They hold significant application value, particularly in markets and policy environments characterized by high uncertainty.

• openalex https://doi.org/10.1108/nbri-10-2025-0134first seen 2026-09-17 04:47:45