  in201810 20  ( )e-mail: yukari.takamura@ir3s.u-tokyo.ac.jp1••  2lm\PReC("1• lm64*19F– K62*];\0!TXJ/+ik\WNX
# ]2]Vb]C(3["1g5,TJ`>UecOUaQYMe)L• Cf. lm62*rlm]43– 1. K2℃4-LK1.5℃]
4-L– 2. @9 J`\JnjmhokpE qgIbJ#g?Ue9 ]
– 3. =A].fg# YE[2]%B\@2• G7$G:<p20165'27&q– KG7G:^J2020](Dcd HRXJ/+ik\WNXJ# ]2]Vb]
7_g4 \TVC(3["1g5,Ts>UeSZg8)UeL
3!2050 2050  %-)

,#*

047'

2030

26:;2013 <2628:;2025 2005 <30:;2005 <40:;1990 <40:;1990 <2050

80:

80:

80:

80-95:;"%9178.39+45<

75:;2016 12
<&' (6;2017 7<

9 ;$/2 <
4

e6'J%[• m~xq&e'J{tye6'JP~rw%[n– 2018634178(_]~orTE*N– 201863151g]<m78(_'J2018n• m Q52050~rw`.WAR~+'tk@9 z ? L*u{{~kI,?~2h^CtkS>&e DulswkF(_) k
&9 =HtykF0PkfbG;j!
-culn• m8G20 ]e{tykF{S>&e{#F Dtk
I`.WAR B"u<$k&e'
J{tyk~xqk@9, S>
OKwe6'J PulswkdXIk
S>IkI}|4\Vpi] ZUtkvzkf
M pb/ty:Yauln
5r>2R1e G&QX/]iC,

B+ K"t"^x95z=s

'*rTb\.

rTb\.

A"d95zMWa8IvFENr:` !O:;qnpC,Tb\.Tru AJ~C,y@|{}A"  ~"SVj7FE95

c $<_TI;?ZLHo -m

jg 3hINCIO

D w/%&(r# ^A"d95zvj""rz_fI
4[06kFENrjT\.

rrNz)pUWpYNlPMWa86./%PO20186-4*wchF=@N• ]2012t5}r[ESG%Py1,000\@JTy50 w&mvu[?xPUx8efgqq_~m\y9+Dy[0wtprsyv`\Cx:7s_~m\>Z|x"wB1Av0w[?dPUeX~[3v#Vt,v"eHtv\4w>t#Vx!>ts{}fe[ix5 xWw[?L2s[xmj`sRs`~m\^• ]i ~s9+DtNbz[elrGAv
"6xslo\ldl[2050MSwI;E<lr`gowy[ialo)sy"sfv`\>t#Vx!>uuQkn[x$KY( m |t[Q'e6 r`~m\^74• #-7$;  <Energy Transition=• )8:#1+&49:2/6,• /'-()8:#1+&49 >%05!
*";9.63;*";9 :• 8")G2015
<'I7 I8=• <,DEJ;&-QUVSWHBOD'I
7 I8P*IDMHCF>NXWe arewitnessing a transformation of global power markets
led by renewablesY= W6QUVSW!4XIEAY
3Fatih BirolX201610Y• 2015; LFQU(7/2@+$(7I/2P1?N• 2015;.IQU(7/I2@;.I+%Z  (7I/2P1?NXIEA, 2016Y• 2015IQU09J:– 2015;. # P5AQUKI09J;+$Z
RTKI09I2H
9 $(+&,  "$(-2016.
'*+ $()#%*'-!
19.3%
 9.1%.
#$!
#$!,!'*()'*+%": REN21, 2018&10 2005-2015
10!$%#   "&': REN21, 2018!


2017

 41   40%2 
: REN21, 2018 
 
Renewable Energy in TFEC by Sector 2015 50  
: IEA, 2016!
10$

 " 

BNEF, 2018             Frankfurt School-UNEP Centre/BNEF, 2017 havxjH#ZG]deVpjY• vk{}fQ4 9Lg=:i– BjM%g'D-jA0inp{}
– A0mXiZJR!`pZ^oi{}s`– <):h$>(jNsW\i[V– “unstoppable” (Ben van Beurden, |uCEO, May 2017)• H#Z6l `%ch;j9CEFOjzZrp– vx{}1Q2 *w} 1Q!`p%chQK8Q./+ 1Qvxty~}jI…

• H#Zs _`pRgbqs&`p$>ZH#s^oi"I• vx|} Qvx$>j,– vZSPVTShTL3YoQ5@fQ?7j{}= jUpS L3Ti
17

2010-2017 !$(!%&' %&'*+"   )
$( !%&'  !%&'#IRENA, 2018!2040*(&' ! +$#%)"
! + "
: IEA, 2017 CO2   !$( '%


#&)

"IEA, 2017 2018

21  2012-2017.

SourceIRENA, 2018)*!'# )*+ (",%
%&+ $! !

SourceIRENA, 2018

    CO2  

!

: IEA, 2017|h`9i• I552VA2018"7/– h @Q{vkw}f2013"n  .^Ytwpwmf$pNpF3B{+ZtwkqgJM%fU
|?…s{f 2030"| {mr`94'6=|>yy{fEz`9~|!Dytw|K-0{Zgi– h|`9y6WtwHj7:x8 yFIT#n |RGf,2|L|P)l\0Bz`9y tw*NQz|yzlf ;z[ {ruK$pNpF3B{+Ztwkqi– FIT#{vkwh2020"#1x|]{(2BTCtSli– d&YzoTX_ayey|@vOn{RG{nl< 7
{ rw`9{rwKbc

 " $BNEF, 2018%! #  #

48
64
29

: BNEF, 2018

D FODF +BTFE BSHFUT.rIW
h oi

•
•

r0/ r00
dra
RrcP
F iba

qioupkxngxmhvzwsyle j&()fr+ O+FW,,

6

EPCF

3 4 ,PS PSBU POEWBODFEDSP -FW DFTTUSBAFOFDBUPTVDLMBOE,BFTBST .OUFSUB ONFOU ,B HFO OSPV,B HFN O-FWFMP NFOUT 4 N UFE ,-4MNBS PSU+siC7FE BTBInts21 ( 4 1 6eCs: 6) ( 8SPV 1PME OHTg, ,PS PSBU POVUPEFTL + MMFSVE3PSTOaT + PHFO +SPUIFS OEVTUS FT +3 ,BSMTCFSHSPV,.

. U GUVOH,PDB ,PMB .VSP FBO BSUOFST ,PDB ,PMB 1+, ,PMHBUF,POTUBOU B MFY CMFT OUFSOBU POBM ,PW W P ,p,PSSF PT EF PSUVHBM ,,P 3 B, UZBMNPM WF ,PN BOZ

1FBMUI -B 6

PO S OU OH -B DIBOLZP -B XB 1PVTF OEVTUSZ -BOPOF -FMM FDIOPMPH FT -FMUB .MFDUSPO DT -FOUTV - BC OUFSOBU POBM - BHFP.EHF .OW SPONFOU UZ ..S DTTPO

SPV.

FD OB

FOFSBM

BSNFS +SPT
MMTOWFTUNFOUT 13.
BOE.OFSH BT EF PSUVHBM .MFDUSPMVY .M TB ,PS PSBU PO .N SB SP FSUZ VOE .OFDP .OFM
FSSPW BM.6 ,1OUFSOBU POBM MBWPSTFTPSUT 1SBHSBODFT

1 +.

3PO DBOPMUB 3PO OLM KLF 3 6 6USBVTT,P 44SPVBTUFSDBSE

D-POBME T

OTU UVUF 6.OFSHZUPSB .OTP.A

X TTDPNZNS TF+O DIBSNPZBM 3 64VOECFDL 4PTU6PSE

SbBM

SLMB

SPDUFS

4BOETFD 4BT

VK G MN 1PME OHT.4.

O MFWFS

6 ,FSCVOE

1VTRWBSOB

BOBM OBPO

FD BM UFFMVK UTVBM NBSU UPSFT

3.

SPV

3 S O 1PME OHT 3PNBUTV,PNNVO DBU POT 4FW

FODFS

BOBTPO DDPI

POZ

P SB UFS B.

BSTTUFSSF DI TDIF PTUIBMZTSTUFE

F T ,P

FL TV ,IFN DBM
SPVVOUPSZ +FWFSBHF3OHFSTPMM

3BXBTBL 3 TFO 3B TIB 3 4 OF

SPY NVTOHUFM
FTDPFOVTFO 3BCVTI L 3B TIB 6PL B 6PNVSBVN UPNP PSFTUSZ

FOOBOU ,PN BOZ

SVBSLTFMUUSBOT PSU 1PME OH

BNCMF ,PN BOZ, 4 ,P,,FHBT BOET 4FHSBOE 4FWFM

BI OESB BOZPOHB PSF FMFDPNNVO DBU POT,1.

SPVFBMUZ ,PS PSBU PO 3 OHT BO

VOUPOT 6BCUFTDP 6FTUMb 6S H O .OFSHZ16.

OUFSOBU POBM PTU ,PS PSBU PO3FMMPHH ,PN BOZ 3FS OH 3FTLP ,PS PSBU PO 3 MSPZ,PNC CMPDFBMUZ SVTUWBVEBO 1FXMFUU BDLBSE .OUFS S TF 1 MUPO 1 OEVTUBO A OD 4 N UFE 13 .MFDUS D1PTU 1PUFMTPSS T OUFSOBU POBM

PSFTU , UZ-BSVSPVFTFBSDI

G FSIMFL TV 1PVTF

UBOMFZ +MBDL BOE -FDLFSPPEVOUPSZ 1PME OHT,PS PSBU POZTPO PPET

+-1kSBT• Jate+-1l30?ª2018$10,18+9«– v¤¨¨¤w¦Zv~Zv~¤Z¢¨#1Z+-ZA ZyZWRZx¤ZRZ"!5FZ}£¦ZZ{¤ZLIXILZ¤¨ZZ+-TFZU.E>Z~Z£¨Z@4#
1Z@4yZ¨ZZ/1Z¦£¨Yx¦¨¡¤Z¦£¨Z);&IZ §¨• 1lZ¢xz¨¦Z£¨z¨¦^qk* VªScope
3k* V«u7dsU'<i=2uKBcf\s– £¨ª2017$7,«• 2050$mgj* N ¥uS(ds`huobcZ2030$mgj2015$3g¨1h¨2k80|kD * Vu30©7[O dsLh¨ZPQZG :^qk¨3k* Vu2030$mgj
2015$3g15©7– +-ª2018$7,«• 2030$%j16^qk80|k* Vu2015$%25©7[MXg90 %kH¢x¨_2025$%mgjSBTuIdsp]
rCn`huKB28

SBTa?"U_%201810180• UY[IT`V146;[ RXO346;Sa?
"• \346;\QW!%]34;– dfO \@ObmtmFDO{xsnOrdg%O
#GOekdOF,hz!;O=(O=O!39%OB1OKDDIOCN(OMS & ADdlbmhz|uchmONECO!$:NSGhzO2A KONTTwiOf~ O
 FDOndiezpO/*HOSOMPO|uchmOHO)3D O#.|uchmOvqA KOUK-NSI!>(O}yO}y4 (OYKK APO'-j~O!of• !]OScience Based Target \5Ma<&6[U_ZJ?P2020  3  ^X[100 ;\Ia7U1712\One Planet SummitY+L8E29RE 100• )>B100H*IRE100J6:8– 154, I2018 1018 J– http://there100.org/companies– IKEAK2020 7252#.; >BF@G%
3 6>B<&– Swiss ReK2020 725.;&<100H>B5.;– AppleK2018 4'43? 650+1>
B&100H$ (ACE=DG9(ACE=DG
3-1'2020 725/4>B"<4GW"!

30

"%&XRE100• zl20174#
– 2050\TW gsC(100:>FA1'UOS2030\TWVKU]30b:>• 2)tfm201710#
– 2040\TW:>gsC(100:>FA1'UOS2030\TW50

• eh~20183#
– 2050\TWgsC(T100:>• cmj{201711#Ftfm20182#F}ox20183#F .@20185#Fk{v20187#Fg~uv|w{qd~k20187#F<20187#Fnr20189#F-+3lvNR[a201810#• euq~– cpv{Y?^9 XyiW gsX .bP– euq~Icpv{LX7=+XPZSb gsT\HVGMUb*OQU06"%4,!520173#8"
• 20iX gsW_`0CW ;OF2018$\TWB
2000kWb0CTJ`_GWP`8/TEDe^vwhxozu f
XVgX• -g<9J (CSR)• Hd{ns• 0 g%#Sig&$– Wal-mart Stores• tp|~cT5 @}gI/m(• % fkl(hT!2000@}fM]ld1– (R<• (R*6> /.2014!EA6)CRgEA6m
3.5"Z[d23RgEA6gN8mR,PY+O10 !jcf;D• F4BfXVT5froqgvwyw– 72% of 10 trillion US dollar (total amount of expected investment)
would go to renewables. Reach 400 billion dollar in 2040 on an annual
basis (BNEF).

• 'K g-Y0 QLwrfUXf \bUlXTF
4Big=Gm?7cZlXfaUb:`b'K\_UdEWl'Kg
32te~%yte~%|••rn4oESG½V#º]N%¶©¥1"v\º£°­¹©¾4o– te()U ½FSB¾jbJN%wrm1"v\wT Js ½TCFD¾"C½2017-6EyDa"C
Ygy7EG20"¾•' yXF>200]p|JºMw~9i<6– ±µ¹©2015-¢®·¤»q:P• J,yN%wrm1"v\c
• ±µ¹©ZuH5 bMw4o+,yN%¶©¥{}kd2}v\c•¢¹¦»¨³¹«ylOLfÀyª²©«³¹«– [RwrJ}ª²©«³¹«½4o;¾
• ¯· ¡»=.-t!t½Government Pension Fund Global¾– `104½2015-¿EGBS¾oWhKFXF>-t!tzFyJ30¼[R87º[RQw{J122]I0½`80_¬·¾
$z2016-1E1A}*@• xºte&3¥§– 2017-12Ey[RwrJ}24´»¸½`3200¾ª²©«³¹«Yg– [RQ?h/jx– Climate Action 100 +½17-12E^¾33

=@• UO$´¹¶®£¸ª­º2018/5?»– {k&¡1RLKQu~3ev.w~y;bH)~6f~~:^|• ²¢¤°¸«µ¶ª¶¹³º2018/6?»– {RLKQu¡fnjC~xJ,A§­9q 5ax"V¦±¶¨¹M¡8+` [ >5aGixYI!N2¡hlm7Z}V¡Ddx:¡`~|• ´¹¶®£¸ª­º2018/6?»– {k& \LWS # Xkx0x
LWS T`FtxRLKQu4-_f<o¡Bx;b_f&'(¡% gz]P wMC _f¡r*|• =@O$sº2018/7?»xcp`º2018/7?»– &)RLKQu³·¬¥©¯-;b6_f¡E34

F!."e?J1• M7)5d V\O IPeNo2dZm– E/cF!0&goalwo`UmGl2d3Z– , Qm9K4KeF6`f,fHYRMp~
vNT:L]SkW[ Io>Zm(aY_KE/c0&wa[nohXZ.T:– "da^_7)5ge@Tz{e Ucie`QmWao
2=Zm• F!0&ohXY_,+SkRScm  IIT:S
o2=YK[Wd8m?JokSdYK Zm– 0&wd8m IeBK<'i`UmGl2d– :Eq} rK-%KAK$#cbe0&w
• "da^_fq}rEe7)5TiD:c?J–Iexsux{aaidK IYcR`UcRWaexsux{a Iez{o3Z– Ce|yta9eCj4e cbd*kY\ !
/c;1Y35 |H*9/mAk|H*9/|):xzq{n!@mnAkwo

VTUXQVTYTx 5 VRY&EUY|=WRYVTYTx{jL1|}~\Yn2>L1{nu<n(r|$G|ADt
 5&

64ysu+-y|I|7?
2>B8^^e
3'C%
ZZO|: xH*9/Vi9/
F#u"|$G|ADtv|c`^_Sa`]NfhgNad`b]PNVTU[{lpK0Ja`]|. {M,; 36  20165437

F%1k#&[=Ki2j• 3)hdafgZ9^\]\O6;itransition
managementj_S1– RY8,h5[IZ-hTL6;ZWX/UP^J_$TLV^"7[<hD<– '[+ HA> G4ZHV^.
'C(TCFD)['[32kE:`bce[_BTL6;_V– 0'(@h'(@[ZQL?!h6;_
ViM *Y6;ijust transitionjNj38

G,#6x)-ZCHv3w• 57X2ZF@"– drulqX!O3+:Z"aR– 4;$>t?a57Y*R`PWVJB/Z<1KY^`'2 ZegjZ2]bknufosZEa\T_QI5 Z'2ZEa\T_R• SZT[Y\)-Z=4;O0– 3+ZpgcZ%
– =4;Z 8– Z)-Zpuhufim– <1#6WQU• &DN_AT)-.Z• =4;YNLOIbknufosW5a(M`

VZ9
39

cU_\QPY• IPCC 1.5℃1'R6Ue]– - HCpml^L1.5℃]&ZegieK
OM2℃gi^O– 1.5℃\-/&k"Pj\^LCO2kL2010,Z2030bZ\:45s .L2050J\$Anq– Rop]Z%TYOj2]4*Z^
1.5℃\-/&k" ZS[O– BZ9[QXY[O?+]Ir7=R>M
NhfjDGZ]$ .L9[ .8]LV]Wd]5[#@]R>• 2030bZ])WjaS10]E>• <0; `]Ir7=k BUjF(!340IPCC 1.58$H[•••rQi3JMa1℃G{U!«²¥
BF20306w1.5℃m
O 'sl­¥£z1.5℃Gy}{2℃ }1.5℃OSG@~zCO2z20106M20306a45³
Rz20506wB,h¦¯{CO2(¡¥)5R– 2℃%z20306a20³Rz20756wB,h¦¯••••¨®¢²z9`Tzj°ª¬zVJ}?k7_}fL'u±]d>e{|nqBRz
7_R^0zZ;Ag&)>e ©­+C}U!YK1.5℃OSG@}
20306xWCO2BpR1* z/I
<v­¥£ Rz.^¤¥§z2±cP z4N\ zNr Jz"#\ t -O '.^b: o=X.^,E
D~
41 1.5℃92℃<1.5℃2℃2℃<BMHDG

:49>5;1:"A-@
'

14O

37O

2.6

;<:2

:49>100;1

:49>10;110

2100=8<1

0.40INGK

0.46INGK

0.06INGK&+362&#,+;.7@0 1)

7O

13O

1.86

" 8<GCJL 3O
EF< */

7O

2.3

$%(<5?:@ 70-90O
99O

P29O

300GM2!<150GM: IPCC, 2018, WRI, 2018

42

Thank you for your attention!
Yukari TAKAMURA
E-mail: yukari.takamura@ir3s.u-tokyo.ac.jp

43