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リスクか、日照か:中東・北アフリカにおける信頼性ある太陽光+蓄電池電力価格はファイナンスコストが左右する

Risk, not sunshine: financing costs drive the price of reliable solar-plus-storage electricity in the Middle East and North Africa (原題)

Khan, Younas, Bojnec, Štefan

Zenodoプレプリント2026-10-27#再生可能エネルギーOrigin: CN経営インパクト: 資金調達対象セクター: power
DOI: 10.5281/zenodo.23679276
原典: https://zenodo.org/records/23679276

🤖 gxceed AI 要約

日本語

中東・北アフリカ19カ国24地点について、太陽光+蓄電池の時間別コストを比較し、国別コスト差を資本コスト・設備価格・日射量に分解した。ファイナンスコストが信頼性ある電力価格を最も大きく左右することを示し、金利ショック・24年気象・CMIP6気候変動・モンテカルロで頑健性を検証している。

English

An hourly solar-plus-battery cost comparison across 19 MENA countries (24 sites) decomposes cross-country cost gaps into cost of capital, equipment prices and solar yield. Financing costs, not sunshine, dominate the price of reliable solar-plus-storage electricity, tested against finance shocks, 24 weather years, CMIP6 climate change and Monte Carlo uncertainty.

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

再エネ調達コストが資本コストに強く依存することを示す実証で、日本の企業PPA・トランジション金融・再エネ導入コスト評価の議論に直接示唆を与える。

In the global GX context

Reinforces the global transition-finance thesis that cost of capital, not resource quality, sets the price of firm renewable power — relevant to ISSB/TCFD risk framing and blended-finance debates in emerging markets.

👥 読者別の含意

🔬研究者:資本コストと再エネLCOEの関係を定量分解する手法(ブートストラップ・モンテカルロ)の参照例になる。

🏢実務担当者:再エネ調達・PPA評価で金利・カントリーリスクをコスト前提に織り込む重要性を確認できる。

🏛政策担当者:途上国での再エネ普及には金融リスク低減策(保証・ブレンドファイナンス)が価格低減に効くことを示す。

📄 Abstract(原文)

Replication package for the paper "Risk, not sunshine: financing costs drive the price of reliable solar-plus-storage electricity in the Middle East and North Africa" (Younas Khan and Štefan Bojnec). WHAT THIS IS Code, input data, result tables, figures and a supplementary data workbook for an hourly solar-plus-battery cost comparison of 19 Middle East and North African countries (24 sites: the 19 capitals plus five interior desert sites). The study decomposes the cross-country cost gap into cost of capital, regional equipment price and solar yield, and tests the result against finance shocks, 24 weather years, CMIP6 climate change and Monte Carlo uncertainty. The manuscript itself is not part of this deposit. CONTENTS - code/: all analysis scripts (photovoltaic model, hourly dispatch and design search, climate factors, 24-weather-year test, build-out link, decomposition, bootstrap, Monte Carlo, figures, supplementary tables) and run_all.sh, which reproduces everything in about 6 minutes on one core. - data/inputs/: the input data the scripts read (NASA POWER weather, CMIP6 point extracts, IRENA and SIPRI data, demand and footprint indicators). - results/: result tables (CSV) and results.json, which holds every number quoted in the paper. - outputs/Supplementary_Data.xlsx: a workbook with one sheet for each supplementary table (S1–S26). - outputs/figures/: the figures generated by the code (PNG and PDF). - README.md: step-by-step instructions, a map from each figure and table to its script, and the provenance and terms of each input file. HOW TO REUSE Install the packages in requirements.txt (Python 3.13), then run ./run_all.sh. All random draws use fixed seeds, so a rerun with the default 2,000 Monte Carlo draws reproduces results.json. LICENCE AND THIRD-PARTY DATA The code is released under the MIT licence and the derived results and workbook under CC BY 4.0. Input files from NASA POWER, IRENA, SIPRI, Ember and the Copernicus Climate Data Store keep the terms of their providers and must be cited to the original sources (see README.md). KNOWN LIMITS Costs of capital for Algeria, Libya, Palestine, Syria and Yemen and all hydrogen-chain costs are placeholders; hourly load is assumed, not measured; each country is represented by one reference site. These are documented in Supplementary Tables S20–S22. VERSIONS Version 1.1.0 contains the files listed above. Further datasets will be added as new versions of this record or as separate records linked to it.

🔗 Provenance — このレコードを発見したソース

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