Econ Papers Daily / 期刊论文
供应链中的绿色漂洗？
Green washing in supply chains?
摘要
We show that suppliers adopt climate action policies in line with their customers’ emission-reduction commitments. These spillovers reflect bargaining dynamics rather than supply chain reconfiguration. Suppliers’ policy adoption doesn’t translate into real abatement, capital investment, or green innovation unless the supplier has high gross margins. Our results suggest that economic frictions create the gap between announced climate ambitions and realized outcomes. Strengthening commercial terms—through better pricing, or shared investment frameworks—can reduce this gap.
中文摘要
我们表明，供应商会依据其客户的减排承诺来采纳气候行动政策。这些溢出效应反映的是议价动态，而非供应链重构。除非供应商拥有较高的毛利率，否则其政策采纳并不会转化为实际减排、资本投资或绿色创新。我们的结果表明，经济摩擦造成了已宣布气候雄心与实际结果之间的差距。通过更好的定价或共享投资框架来强化商业条款，可以缩小这一差距。