資料３

報告書取りまとめに向けた意見
第６回気候変動推進のための有識者会議
ブルームバーグNEF
日本オフィス代表
黒﨑美穂

2021年9月2日

兼アジア太平洋ESG部門長

カーボンニュートラル達成への必須項目
組織● 独立した気候変動諮問委員会の設立。各省庁や政府に助言。例）イギリスの気候変動委員会

競争環境と産業政策● 競争を促す業種と、国策として守り強化する業種を識別し、後者は国が所有権を保持して政策を進めていくこととしてはどうか。例えば、原子力産業。系統を一元化するなど。
化石燃料使用の低減● 化石燃料の使用を段階的に規制するロードマップをセクターごとに設定● 規制的に化石燃料使用量を制限する方法、及び経済的に解決する方法（カーボンプライシング、入札を通じて補償金を廃止する石炭火力発電所に払う仕組みなど）の費用便益分析を行い、結果を国民に広く説明した上で、政策を早期決定。
ESG投融資● 座礁資産リスクを減らし、質の高いESG市場に育て資金を呼び込みつつ、日本企業が国際競争力を維持するため、野心的な脱炭素セクターロードマップを策定すること。市場に独立した認証機能を持たせること。
● セクターロードマップは日本の排出量目標、もしくは、1.5度目標に整合的であること。

– 道路交通：ビヨンド・ハイブリッド車（ハイブリッド車ではカーボンニュートラル達成困難）– 航空：サステナブル航空燃料使用義務

1

2021年9月2日

エネ基に対する弊社の見方
現行政策が継続する場合● 原子力の再稼働が進まない● 非効率石炭廃止が進まない

100%
13%
9%
2%
5%
4%

80%

17%
15%
6%

60%
38%

40%

18%

その他再エネ *
太陽光

18%
4%

20-22%

12%

2%

15%

風力原子力
石油

20%
ガス

20%

32%

30%
19%

石炭

0%
2020

2030

2030

現在

エネ基

BNEF BAU

Source: BloombergNEF, METI. Note: その他再エネにアンモニア・水素を含む

2

2021年9月2日● 安く効率の良い石炭が発電量を増やしてしまう● 再エネは現行政策のままでも40％近く導入可能● ガスは最も減少ドイツの石炭火力廃止の入札補償金制度

Source: 経済産業省

3

2021年9月2日

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4

2021年9月2日

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