Collaborative supply chain management decision-making considering CCUS technology under carbon trading mechanisms
摘要
Given the mounting pressures brought by global climate change, carbon trading regimes have emerged as a critical policy instrument for nations to fulfill their decarbonization pledges. As a prominent technological approach supporting deep emission cuts, Carbon Capture, Utilization and Storage (CCUS) has gained extensive focus in the low-carbon transformation of supply chains, given its proven capacity and outstanding advantages in helping realize near-zero emission targets. This paper innovatively introduces CCUS technology into the supply chain system, establishing a coordinated low-carbon supply chain framework that promotes close collaboration between suppliers and manufacturers. The study focuses on three CCUS capture modes: firstly, the independent capture of carbon dioxide (CO2) capture by supplier and manufacturer utilizing CCUS technology; secondly, CO2 capture within supply chains operating under different dominant modes, namely supplier-led or manufacturer-led, which we further delineate into two scenarios——independent carbon quotas management and joint carbon quota management. The core findings obtained in this study are presented as follows: (1) In a supplier-led joint capture model, the optimal carbon capture rate is higher than in a manufacturer-led or independent capture model. By increasing the capture rate, suppliers can attract environmentally conscious consumers, expand market demand, and boost profits for both parties, though CCUS investment costs must be controlled. (2) When free carbon quotas are abundant, the joint capture and joint management model is more advantageous. When quotas are tight, the supplier-led joint capture with independent management model is more favorable. (3) Different dominant models exert distinct influences on market demand, wholesale pricing, and retail pricing. Specifically, the final product’s market price tends to be more competitive under the supplier-led joint carbon capture framework. (4) A rise in carbon trading prices tends to push up both retail and wholesale prices, yet it also motivates firms to expand their investment in carbon capture technologies. This enables enterprises to cut net carbon emissions or gain additional revenues through carbon quota transactions. Fluctuations in carbon prices and adjustments in free quotas directly affect corporate profits and their distribution within the supply chain.