Can climate policy avoid worsening energy poverty? Evidence from China’s emissions trading pilots
気候政策はエネルギー貧困の悪化を回避できるか？中国の排出権取引パイロットからの証拠 (AI 翻訳)
Shan He, Bin Xu
🤖 gxceed AI 要約
日本語
中国の排出権取引（ETS）パイロットを利用した分析により、炭素価格付けがエネルギー貧困を悪化させることを実証。特に導入直後に影響が集中し、温暖な地域より寒冷な地域での影響が大きい。補償メカニズムの遅れや産業構造調整の弱さが原因で、早期の家計支援と寒冷地対策が必要。
English
Using China's staggered ETS rollout and a multidimensional energy poverty index, this paper finds that carbon pricing increases energy poverty, with impacts front-loaded in the first two years. The effect is larger in temperate provinces with heating needs. Compensation frictions and slow adjustment exacerbate the issue, calling for early, rules-based household support and cold-region sensitivity in carbon pricing design.
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
日本のGX政策において炭素価格付け導入が検討される中、本論文はエネルギー貧困の悪化を回避するための早期補償策と寒冷地配慮の重要性を示す。
In the global GX context
This paper provides important evidence that carbon pricing can increase energy poverty, especially in colder regions, and underscores the need for early and targeted household support as part of integrated climate policy packages.
👥 読者別の含意
🔬研究者:Provides causal evidence on energy poverty impacts of carbon pricing, valuable for scholars studying distributional effects of climate policy.
🏢実務担当者:Helps sustainability teams anticipate social risks from carbon pricing and design mitigation strategies.
🏛政策担当者:Critical for designing carbon pricing systems that avoid worsening energy poverty, suggesting early compensation and regional sensitivity.
📄 Abstract（原文）
Carbon pricing is central to climate mitigation, but higher retail energy costs can deepen energy-service deprivation for households with binding subsistence needs. How to design and implement carbon pricing in ways that deliver emissions reductions without worsening energy poverty is therefore a policy question of first-order importance. We develop a welfare framework with subsistence energy-service needs and use China’s staggered ETS rollout plus a 2005-2024 multidimensional energy poverty index to estimate emission trading systems (ETS) impacts and related mechanisms. The results show that ETS adoption increases energy poverty, with impacts front loaded in the first two post adoption years and only partial attenuation thereafter. Earlier increases in the energy-poverty index occur in initially higher-income provinces, consistent with faster pass-through, while the post-adoption increase is larger in temperate provinces, consistent with more binding space-heating needs. Mechanism evidence is consistent with compensation frictions and slow adjustment: welfare spending responses arrive after the peak in energy poverty and are not stronger in high capacity provinces, and industrial restructuring is weak on average but becomes more negative at longer horizons and is more pronounced in high capacity provinces. Therefore, carbon pricing packages should pair early, rules-based household support with cold-region sensitivity to prevent short-run price transmission from translating into persistent energy-service shortfalls.
🔗 Provenance — このレコードを発見したソース
- openaire https://doi.org/10.2139/ssrn.6537443first seen 2026-06-11 04:47:52
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