• 검색 결과가 없습니다.

Changing the Perception of Policymakers and Businesses

Chapter V. Conclusion

2. Policy Implications

2.3. Changing the Perception of Policymakers and Businesses

The findings of this study carry the following policy and strategic implications for policymakers and corporate decision-makers. First, consistency in execution of the ETS is critical. It is also crucial to tailor policy execution in a way so as to encourage innovation by target businesses. Constant worries about the potentially negative impact of the ETS on the economy and industries could stand in the way of consistently enforcing the scheme. Ex-ante assessments based on static models can overestimate the harm of the ETS, prompting unwarranted policy change and intervention. Our analysis demonstrates that the ETS in Korea exerted no negative effect on businesses and industries during its first phase.

Although it is still too early to determine what direct effects the ETS has had, its first phase has coincided with steady improvements in the efficiency of the targeted businesses. Insofar as it can serve as an impetus of innovation in those businesses, it will also be possible to refine the ETS so that it can lead to both reducing emissions and bringing innovation to businesses. There is room for acceptance of the Porter hypothesis (Porter and van der Linder, 1995) in carbon policy.

Second, businesses and industries need to change their perspective on the ETS. Rather than merely reacting to it as another form of regulation, businesses and industries should actively embrace it with strategies for innovation and reform. They should take signs from the ETS to develop more efficient and cost-saving processes, low-carbon products capable of boosting sales, and actively respond to climate change toward strengthening their market image and managing risk. Businesses and industries should seize upon the market-based advantages of the ETS and capitalize upon them to enhance their own competitiveness.

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Appendix

1. Estimates by Industry

In this section can be found the results of applying, for the purpose of testing the fixed- and random- effect models, Equation (3) to the F&B, paper, glass and ceramics, cement, and non-iron metal industries, as well as the results of applying to the same industries Equation (2), the standard model of analysis described in Chapter II, and removing important variables from that equation.

Appendix Table 1. Model Test Results (Fixed- or Random-Effect): F&B Dependent variable: ghg

energyi,t 0.0181

energyi 0.0185

(0.0126) (0.0225)

energyi,tAf2014 -0.00316

energyAf2014i 0.176

(0.0017) (0.1471)

energyi,tETSi,t -0.000312

energyETSi

-0.203 (0.1323) (0.0027)

revenuei,t 0.00560

revenuei -0.00894

(0.0065) (0.0129)

revenuei,tETSi,t 0.00557

revenueETSi

-0.00546 (0.0163) (0.0036)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.0279

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i

-0.0286

(0.0246) (0.0233)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t -0.00443

adjusted tangible assetETSi

0.0738

(0.0116) (0.0556)

Af2014 3.555

Af2014 -135.6

(3.7421) (124.3110)

ETSi,t -1.746

ETSi

89.70 (57.5673) (3.4153)

DYear2012 -0.0212

- (3.4708)

DYear2013 -4.644

(2.7595)

DYear2015 -2.988

(2.6613)

DYear2016 -1.288

(2.5029)

DYear2017 -2.514

(3.6771)

Constant term 41.49

(49.6545)

N 23 Total obs. 144

Note: Figures in parentheses indicate standard errors. *p < 0.05, **p < 0.01, ***p < 0.001.

Appendix Table 2. Equation (2) Estimates: F&B

Model (1) (2) (3) (4)

Dependent variable ghg ghg ghg ghg

energyi,t

0.0181 0.0428** 0.0196

(0.0122) (0.0124) (0.0129)

energyi,tAf2014 -0.00313 -0.00779** -0.00310

(0.0016) (0.0023) (0.0016)

energyi,tETSi,t -0.000276 0.00255 0.00150

(0.0027) (0.0031) (0.0030)

revenuei,t 0.00551 -0.00133 0.0123

(0.0064) (0.0061) (0.0113)

revenuei,tETSi,t 0.00544 0.00151 0.00665

(0.0035) (0.0023) (0.0045)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.0279 0.0265 0.0520*

(0.0238) (0.0291) (0.0205)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t -0.00440 0.00523 -0.0138

(0.0112) (0.0154) (0.0094)

ETSi,t -2.402 -2.297 -2.375 -2.922

(3.3215) (3.0865) (3.7072) (4.4939)

Af2014

3.459 9.416 3.698 -1.234

(3.5980) (5.4131) (3.7076) (2.4724)

DYear2012

-0.00616 -0.233 0.685 1.680

(3.3523) (3.1488) (3.7341) (4.6019)

DYear2013 -4.661 -7.249* -4.361 -1.144

(2.6636) (3.4300) (2.6352) (2.7478)

DYear2015

-2.219 -3.045 -1.088 -1.743

(2.2557) (3.0700) (1.6406) (2.1496)

DYear2016

-0.507 -2.205 -0.376 1.837

(2.2302) (2.7002) (1.6951) (2.5427)

DYear2017 -1.601 -3.318 -0.604 0.775

(3.4362) (3.2529) (2.8414) (3.8865)

Constant term 55.49** 24.69 59.18** 77.21***

(17.9977) (23.4825) (20.5199) (11.6412)

σν 44.71 24.48 45.56 64.58

σɛ 8.952 13.29 9.149 10.38

N 23 24 23 23

Total obs. 144 153 144 144

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 3. Model Test Results (Fixed- or Random-Effect): Paper

Dependent variable: ghg energyi,t

0.0135*

energyi 0.133*

(0.0054) (0.0533)

energyi,tAf2014

0.00269

energyAf2014i -0.0932

(0.0014) (0.2369)

energyi,tETSi,t

-0.00921

energyETSi

-0.132

(0.2621) (0.0072)

revenuei,t

0.144

revenuei

0.859

(0.0799) (0.6973)

revenuei,tETSi,t 0.00838

revenueETSi

-1.988

(1.6479) (0.0165)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.137

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i

-2.899*

(0.1177) (1.1792)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t

0.209

adjusted tangible assetETSi

5.554

(0.2018) (3.4983)

Af2014

0.535

Af2014

-230.4*

(5.1238) (94.0738)

ETSi,t

-0.786

ETSi

0

(.) (6.2777)

DYear2012

1.619

- (2.9422)

DYear2013 0.384

(3.7357) DYear2015

2.400 (4.9256) DYear2016

8.637 (5.8493)

DYear2017 0

(.) Constant term

171.0**

(61.8163)

Number of businesses 40 Total obs. 273

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 4. Equation (2) Estimates: Paper

Model Model (1) Model (2) Model (3) Model (4)

Dependent variable ghg ghg ghg ghg

energyi,t 0.0136* 0.0144** 0.0144*

(0.0053) (0.0044) (0.0054)

energyi,tAf2014 0.00270 0.00234 0.00288**

(0.0014) (0.0015) (0.0010)

energyi,tETSi,t -0.00912 -0.00507 -0.0107

(0.0071) (0.0048) (0.0062)

revenuei,t 0.144 0.198** 0.234**

(0.0787) (0.0634) (0.0746)

revenuei,tETSi,t 0.00838 0.0335 0.0143

(0.0162) (0.0190) (0.0251)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.139 0.231 0.258

(0.1162) (0.1553) (0.2867)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t 0.207 0.267 0.0228

(0.1993) (0.1586) (0.0766)

ETSi,t -0.846 -5.378 2.137 -10.91*

(6.1929) (5.1024) (4.9169) (5.0678)

Af2014

0.539 2.850 -2.717 4.950

(5.0477) (4.6758) (4.8337) (4.3321)

DYear2012

1.630 1.922 0.387 4.246

(2.8975) (2.9582) (3.0643) (3.8349)

DYear2013 0.389 0.828 -1.006 3.633

(3.6798) (3.7040) (3.9898) (3.4130)

DYear2015

2.434 6.363 -0.261 3.348

(4.8439) (6.1191) (4.9456) (5.3175)

DYear2016

8.657 9.234 7.143 9.954

(5.7609) (6.1555) (6.0112) (6.1540)

DYear2017 0 0 0 0

(.) (.) (.) (.)

Constant term 80.63** 75.68*** 108.7*** 86.39*

(25.4527) (15.3837) (17.2409) (33.2858)

σν 109.9 110.8 122.6 124.8

σɛ 19.27 19.83 19.73 22.21

Number of businesses 40 40 40 40

Total obs. 273 274 273 273

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 5. Model Test Results (Fixed- or Random-Effect): Glass/Ceramics

Dependent variable: ghg energyi,t

0.0776***

energyi -0.202*

(0.0034) (0.0788)

energyi,tAf2014

0.0000183

energyAf2014i 2.945*

(0.0040) (1.2295)

energyi,tETSi,t

-0.00375

energyETSi

-3.230*

(1.4596) (0.0033)

revenuei,t

-0.0141

revenuei

2.763***

(0.0239) (0.6215)

revenuei,tETSi,t 0.0613

revenueETSi

-6.281***

(1.6153) (0.0318)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.0844

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i

-6.290*

(0.0928) (2.7311)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t

-0.0444*

adjusted tangible assetETSi

9.553

(0.0183) (7.5227)

Af2014

-13.36**

Af2014

-700.3

(5.0656) (380.8715)

ETSi,t

0.302

ETSi

1713.2**

(587.4465) (2.3020)

DYear2012

-12.91**

- (4.5675)

DYear2013 -18.25*

(8.0030) DYear2015

-0.784 (3.1394) DYear2016

3.688 (3.5283)

DYear2017 0.109

(3.6055) Constant term

-414.6**

(137.5415)

Number of businesses 19 Total obs. 130

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 6. Equation (2) Estimates: Glass/Ceramics

Model Model (1) Model (2) Model (3) Model (4)

Dependent variable ghg ghg ghg ghg

energyi,t 0.0776*** 0.0765*** 0.0801***

(0.0033) (0.0030) (0.0034)

energyi,tAf2014 0.0000183 0.000481 0.000379

(0.0039) (0.0036) (0.0035)

energyi,tETSi,t -0.00375 -0.000927 0.00219

(0.0032) (0.0025) (0.0016)

revenuei,t -0.0141 0.0123 0.0335

(0.0229) (0.0072) (0.0229)

revenuei,tETSi,t 0.0613 0.0271 0.151***

(0.0305) (0.0190) (0.0138)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t 0.0844 0.0416 -0.0139

(0.0891) (0.0460) (0.0807)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t -0.0444* -0.00587 -0.119***

(0.0176) (0.0232) (0.0298)

ETSi,t 0.308 5.145 0.519 -21.99***

(2.2091) (5.1384) (1.5946) (5.0243)

Af2014

-13.35* -10.13* -12.49** -26.28

(4.8633) (4.0974) (4.2314) (16.8094)

DYear2012

-12.91** -10.16* -11.51* -22.52

(4.3850) (3.7248) (4.0627) (18.4279)

DYear2013 -18.25* -14.86* -17.00* -28.86

(7.6835) (6.0833) (6.5780) (17.0927)

DYear2015

-0.792 -6.121 -0.783 -4.812

(3.0146) (4.5617) (3.0084) (7.4582)

DYear2016

3.682 -2.116 2.363 7.025

(3.3879) (4.7822) (2.6761) (5.9911)

DYear2017 0.103 -5.271 -1.141 5.091

(3.4619) (5.1075) (3.8383) (4.3890)

Constant term 26.46 17.08 16.47 291.1***

(16.3580) (12.4694) (16.3370) (18.7649)

σν 321.0 267.7 313.1 522.8

σɛ 17.86 16.61 18.22 36.02

Number of businesses 19 26 19 19

Total obs. 130 163 130 130

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 7. Model Test Results (Fixed- or Random-Effect): Cement

Dependent variable: ghg energyi,t

0.00553

energyi -0.00376

(0.0061) (0.0068)

energyi,tAf2014

-0.000409

energyAf2014i 1.222*

(0.0050) (0.5882)

energyi,tETSi,t

-0.00416

energyETSi

-1.183

(0.7895) (0.0055)

revenuei,t

-0.202

revenuei

-2.363***

(0.6899) (0.7167)

revenuei,tETSi,t 0.325

revenueETSi

1.523

(1.4785) (0.4646)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t -1.534

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i

8.401***

(3.1257) (2.2390)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t

-0.0469

adjusted tangible assetETSi

-10.73

(0.7678) (6.1285)

Af2014

54.86

Af2014

536.3

(52.1977) (602.4809)

ETSi,t

-7.141

ETSi

1899.5

(1390.0779) (49.1686)

DYear2012

-13.13

- (61.9021)

DYear2013 27.81

(64.2993) DYear2015

-40.76 (32.3301) DYear2016

19.65 (44.3554)

DYear2017 -27.59

(51.6972) Constant term

-1092.1 (936.4331)

Number of businesses 21 Total obs. 133

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 8. Equation (2) Estimates: Cement

Model Model (1) Model (2) Model (3) Model (4)

Dependent variable ghg ghg ghg ghg

energyi,t 0.00572 0.00616 0.00538

(0.0059) (0.0064) (0.0058)

energyi,tAf2014 -0.000563 0.00134 -0.000834

(0.0047) (0.0044) (0.0044)

energyi,tETSi,t -0.00371 -0.00172 -0.000773

(0.0054) (0.0076) (0.0071)

revenuei,t -0.162 -0.162 -0.0225

(0.6839) (0.5939) (0.6883)

revenuei,tETSi,t 0.274 0.223 0.0871

(0.4668) (0.3110) (0.5102)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t -1.510 -1.591 -1.520

(2.9706) (2.7798) (3.0035)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t -0.0191 0.161 -0.00209

(0.7413) (0.5455) (0.7615)

ETSi,t 4.906 4.970 28.65 18.72

(48.5171) (43.1767) (46.0808) (58.6531)

Af2014

62.65 83.41 53.41 25.26

(48.2289) (80.6756) (54.7367) (44.8195)

DYear2012

-4.975 15.01 -11.08 -19.19

(59.0669) (74.8374) (61.7682) (63.3505)

DYear2013 36.08 73.39 26.72 7.248

(61.2342) (111.4609) (72.9828) (58.0300)

DYear2015

-48.99 -46.94 -50.72 -48.83

(30.6675) (28.8324) (31.0653) (28.2710)

DYear2016

28.44 36.85 23.90 23.26

(42.7018) (30.8182) (48.5058) (39.5072)

DYear2017 -20.48 -26.70 -30.83 -28.86

(50.7563) (56.6705) (68.6949) (35.4725)

Constant term 2392.5*** 2129.2*** 2372.4*** 2451.5***

(383.4949) (246.0685) (406.6630) (400.2849)

σν 3543.1 3150.8 3514.7 3581.7

σɛ 230.3 231.0 228.6 230.4

Number of businesses 21 21 21 21

Total obs. 133 133 133 133

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 9. Model Test Results (Fixed- or Random-Effect): Non-Iron Metals

Dependent variable: ghg energyi,t

0.0899***

energyi -0.0778*

(0.0124) (0.0341)

energyi,tAf2014

-0.00104

energyAf2014i -0.0696

(0.0015) (0.1083)

energyi,tETSi,t

-0.000889

energyETSi

0.213**

(0.0702) (0.0021)

revenuei,t

0.000819

revenuei

-0.000139

(0.0031) (0.0146)

revenuei,tETSi,t -0.000815

revenueETSi

-0.00397

(0.0333) (0.0012)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t -0.0247

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i

-0.794**

(0.1606) (0.2715)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t

-0.0528

adjusted tangible assetETSi

1.835***

(0.0558) (0.4136)

Af2014

-7.371

Af2014

82.62

(8.7562) (63.0549)

ETSi,t

6.215

ETSi

-152.5***

(42.0123) (6.9043)

DYear2012

-20.66*

- (8.8270)

DYear2013 -14.35

(7.8701) DYear2015

4.151 (3.3080) DYear2016

-2.055 (4.1381)

DYear2017 7.854

(6.1451) Constant term

19.08 (37.6167)

Number of businesses 25 Total obs. 163

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

Appendix Table 10. Equation (2) Estimates: Non-Iron Metals

Model Model (1) Model (2) Model (3) Model (4)

Dependent variable ghg ghg ghg ghg

energyi,t 0.0899*** 0.0897*** 0.0898***

(0.0121) (0.0155) (0.0120)

energyi,tAf2014 -0.00109 -0.00125* -0.00111

(0.0015) (0.0006) (0.0015)

energyi,tETSi,t -0.000818 -0.00235 -0.000416

(0.0020) (0.0021) (0.0016)

revenuei,t 0.000779 0.000882 0.0154

(0.0030) (0.0034) (0.0169)

revenuei,tETSi,t -0.000829 -0.00182 -0.00704

(0.0012) (0.0011) (0.0050)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,t -0.0217 -0.0198 0.441**

(0.1553) (0.1559) (0.1327)

𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎 𝑎𝑎𝑎𝑎𝑡𝑡𝑡𝑡𝑖𝑖𝑡𝑡𝑡𝑡𝑎𝑎 𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎𝑎i,tETSi,t -0.0550 -0.0704 0.275**

(0.0541) (0.0578) (0.0910)

ETSi,t 6.527 4.774 6.494 -15.86

(6.7543) (5.6596) (6.7447) (9.1869)

Af2014

-7.188 -7.800 -7.484 2.024

(8.4682) (10.8379) (8.3375) (10.1359)

DYear2012

-20.97* -21.53* -21.17* 2.715

(8.6011) (7.7896) (8.7411) (8.7015)

DYear2013 -15.16 -16.26 -15.57 6.621

(7.6643) (10.2299) (7.8731) (13.8450)

DYear2015

4.009 4.073 3.676 6.802

(3.2266) (2.8199) (3.0458) (14.0537)

DYear2016

-2.195 -0.563 -2.817 39.71

(4.0299) (5.6002) (4.5258) (25.9550)

DYear2017 7.723 9.978 7.047 40.05

(5.9831) (7.8365) (5.7996) (29.7640)

Constant term -95.18 -97.73 -93.67 176.6**

(83.5996) (76.9565) (83.2968) (54.4412)

σν 160.9 163.7 160.6 505.0

σɛ 34.74 34.64 34.50 78.64

Number of businesses 25 25 25 25

Total obs. 163 163 163 163

Note: Figures in parentheses indicate standard errors. * p < 0.05, ** p < 0.01, *** p < 0.001.

4. Non-Revenue-Adjusting Statistical Thresholds

Below can be seen the statistical thresholds used in the evaluation, in Chapter III, of efficiency of the Korean emissions market during the first phase of the ETS.

Appendix Table 11. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=880)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.698 -2.724 -2.495

2.5% -2.025 -2.006 -2.023

5.0% -1.638 -1.665 -1.689

95.0% 1.601 1.524 1.618

97.5% 1.929 1.883 2.023

99.5% 2.556 2.481 2.428

5

0.5% -2.505 -2.573 -2.302

2.5% -1.961 -2.052 -1.957

5.0% -1.676 -1.713 -1.712

95.0% 1.604 1.593 1.539

97.5% 2.044 2.084 1.884

99.5% 2.665 2.661 2.597

10

0.5% -2.616 -2.584 -2.548

2.5% -1.911 -1.935 -1.977

5.0% -1.656 -1.704 -1.650

95.0% 1.522 1.480 1.570

97.5% 1.834 1.947 1.941

99.5% 2.759 2.523 2.732

20

0.5% -2.442 -2.398 -2.442

2.5% -1.879 -1.917 -1.931

5.0% -1.724 -1.716 -1.616

95.0% 1.483 1.569 1.559

97.5% 1.800 1.916 2.054

99.5% 2.583 2.448 2.835

40

0.5% -2.306 -2.285 -2.320

2.5% -1.886 -1.888 -1.805

5.0% -1.681 -1.669 -1.615

95.0% 1.284 1.271 1.504

97.5% 1.686 1.716 1.965

99.5% 2.497 2.495 3.058

Appendix Table 12. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=879)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.551 -2.640 -2.733

2.5% -2.056 -2.047 -1.857

5.0% -1.748 -1.782 -1.585

95.0% 1.483 1.494 1.518

97.5% 1.765 1.749 1.923

99.5% 2.652 2.686 2.597

5

0.5% -2.517 -2.524 -2.562

2.5% -2.046 -1.978 -2.069

5.0% -1.748 -1.735 -1.601

95.0% 1.484 1.447 1.527

97.5% 1.858 1.845 1.897

99.5% 2.382 2.493 2.661

10

0.5% -2.656 -2.736 -2.368

2.5% -1.994 -2.012 -1.969

5.0% -1.716 -1.729 -1.673

95.0% 1.486 1.449 1.622

97.5% 1.774 1.770 1.916

99.5% 2.243 2.353 2.584

20

0.5% -2.441 -2.421 -2.263

2.5% -1.916 -1.978 -1.886

5.0% -1.756 -1.750 -1.632

95.0% 1.398 1.433 1.559

97.5% 1.709 1.821 1.846

99.5% 2.390 2.568 2.423

40

0.5% -2.250 -2.266 -2.218

2.5% -1.927 -1.912 -1.802

5.0% -1.772 -1.750 -1.598

95.0% 1.327 1.419 1.462

97.5% 1.760 1.803 1.814

99.5% 2.335 2.420 2.567

Appendix Table 13. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=385)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.709 -2.857 -2.804

2.5% -2.198 -2.179 -1.990

5.0% -1.880 -1.865 -1.682

95.0% 1.566 1.503 1.580

97.5% 1.839 1.840 1.886

99.5% 2.294 2.381 2.702

5

0.5% -2.467 -2.435 -2.643

2.5% -2.130 -2.070 -1.974

5.0% -1.886 -1.889 -1.675

95.0% 1.476 1.483 1.638

97.5% 1.823 1.819 1.935

99.5% 2.446 2.499 2.680

10

0.5% -2.404 -2.288 -2.388

2.5% -2.044 -2.017 -1.821

5.0% -1.748 -1.829 -1.603

95.0% 1.278 1.325 1.573

97.5% 1.710 1.635 2.008

99.5% 2.492 2.291 2.594

20

0.5% -2.351 -2.265 -2.316

2.5% -2.012 -1.998 -1.756

5.0% -1.771 -1.800 -1.581

95.0% 1.165 1.169 1.572

97.5% 1.567 1.590 1.865

99.5% 2.190 2.342 2.656

40

0.5% -1.992 -2.003 -1.930

2.5% -1.793 -1.776 -1.686

5.0% -1.689 -1.687 -1.512

95.0% 1.107 1.076 1.452

97.5% 1.503 1.539 1.878

99.5% 2.485 2.707 2.544

Appendix Table 14. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=384)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.678 -2.784 -2.552

2.5% -2.071 -2.134 -1.939

5.0% -1.805 -1.820 -1.633

95.0% 1.501 1.544 1.633

97.5% 1.797 1.730 1.840

99.5% 2.441 2.396 2.552

5

0.5% -2.624 -2.646 -2.292

2.5% -1.998 -2.124 -1.883

5.0% -1.757 -1.770 -1.623

95.0% 1.452 1.495 1.584

97.5% 1.872 1.874 1.883

99.5% 2.560 2.585 2.292

10

0.5% -2.352 -2.386 -2.292

2.5% -1.905 -1.913 -1.863

5.0% -1.718 -1.745 -1.578

95.0% 1.470 1.441 1.614

97.5% 1.772 1.841 1.929

99.5% 2.402 2.640 2.594

20

0.5% -2.204 -2.175 -2.154

2.5% -1.824 -1.895 -1.773

5.0% -1.721 -1.742 -1.645

95.0% 1.341 1.261 1.646

97.5% 1.647 1.779 2.033

99.5% 2.820 2.609 2.888

40

0.5% -1.932 -1.952 -1.911

2.5% -1.787 -1.791 -1.681

5.0% -1.665 -1.678 -1.525

95.0% 1.132 1.058 1.650

97.5% 1.444 1.411 2.064

99.5% 2.384 2.621 2.948

Appendix Table 15. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=171)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.409 -2.584 -2.371

2.5% -1.985 -2.029 -1.916

5.0% -1.782 -1.779 -1.759

95.0% 1.456 1.486 1.606

97.5% 1.822 1.794 1.759

99.5% 2.319 2.300 2.371

5

0.5% -2.400 -2.330 -2.346

2.5% -1.966 -2.002 -2.010

5.0% -1.720 -1.748 -1.675

95.0% 1.498 1.474 1.620

97.5% 1.726 1.755 2.010

99.5% 2.457 2.517 2.625

10

0.5% -2.165 -2.155 -2.134

2.5% -1.927 -1.908 -1.889

5.0% -1.681 -1.708 -1.653

95.0% 1.383 1.283 1.582

97.5% 1.775 1.623 2.025

99.5% 2.396 2.345 2.967

20

0.5% -1.919 -1.901 -1.902

2.5% -1.752 -1.706 -1.711

5.0% -1.631 -1.632 -1.573

95.0% 1.168 1.053 1.336

97.5% 1.524 1.429 1.988

99.5% 2.222 2.337 3.148

40

0.5% -1.611 -1.597 -1.565

2.5% -1.540 -1.524 -1.468

5.0% -1.470 -1.460 -1.404

95.0% 0.605 0.545 1.269

97.5% 1.112 0.994 1.663

99.5% 1.896 1.850 3.225

Appendix Table 16. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU15-17, Number of Open Days (n=170)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.671 -2.701 -2.762

2.5% -2.121 -2.074 -1.994

5.0% -1.766 -1.786 -1.687

95.0% 1.526 1.514 1.534

97.5% 1.883 1.800 1.841

99.5% 2.628 2.621 2.301

5

0.5% -2.569 -2.519 -2.325

2.5% -2.078 -2.062 -1.822

5.0% -1.756 -1.765 -1.596

95.0% 1.570 1.489 1.540

97.5% 2.009 1.930 1.764

99.5% 2.566 2.567 2.493

10

0.5% -2.208 -2.237 -2.290

2.5% -1.966 -1.915 -1.717

5.0% -1.802 -1.762 -1.545

95.0% 1.292 1.369 1.655

97.5% 1.859 1.774 1.891

99.5% 2.426 2.462 2.645

20

0.5% -1.977 -1.978 -1.954

2.5% -1.759 -1.711 -1.645

5.0% -1.655 -1.635 -1.525

95.0% 1.013 1.045 1.494

97.5% 1.532 1.444 1.902

99.5% 2.281 2.334 2.521

40

0.5% -1.605 -1.609 -1.582

2.5% -1.515 -1.510 -1.476

5.0% -1.448 -1.443 -1.410

95.0% 0.493 0.622 1.317

97.5% 0.987 0.973 1.589

99.5% 1.855 1.863 2.663

Appendix Table 17. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU17, Number of Open Days (n=249)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.734 -2.757 -2.598

2.5% -2.052 -2.164 -2.091

5.0% -1.812 -1.779 -1.711

95.0% 1.554 1.531 1.458

97.5% 1.925 1.850 1.711

99.5% 2.452 2.654 2.091

5

0.5% -2.460 -2.392 -2.314

2.5% -2.045 -2.005 -1.990

5.0% -1.753 -1.734 -1.668

95.0% 1.450 1.418 1.527

97.5% 1.733 1.734 1.851

99.5% 2.521 2.618 2.315

10

0.5% -2.287 -2.263 -2.286

2.5% -1.894 -1.907 -1.821

5.0% -1.682 -1.680 -1.641

95.0% 1.347 1.321 1.506

97.5% 1.652 1.690 1.889

99.5% 2.306 2.207 2.692

20

0.5% -2.095 -2.093 -2.046

2.5% -1.888 -1.878 -1.780

5.0% -1.705 -1.755 -1.622

95.0% 1.057 1.000 1.464

97.5% 1.500 1.395 1.928

99.5% 2.103 2.236 2.719

40

0.5% -1.844 -1.855 -1.726

2.5% -1.696 -1.708 -1.617

5.0% -1.594 -1.617 -1.491

95.0% 0.704 0.681 1.278

97.5% 1.147 1.119 1.813

99.5% 1.931 1.926 2.445

Appendix Table 18. Statistical Thresholds for Revenue-Adjusting Analysis: KAU17, Number of Open Days (n=248)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.675 -2.647 -2.414

2.5% -2.062 -2.123 -1.905

5.0% -1.699 -1.727 -1.778

95.0% 1.564 1.567 1.651

97.5% 1.947 1.836 1.905

99.5% 2.617 2.452 2.922

5

0.5% -2.502 -2.548 -2.435

2.5% -2.014 -2.064 -1.878

5.0% -1.769 -1.727 -1.646

95.0% 1.592 1.571 1.646

97.5% 1.873 2.012 2.017

99.5% 2.659 2.865 2.945

10

0.5% -2.311 -2.278 -2.257

2.5% -1.989 -1.985 -1.881

5.0% -1.725 -1.765 -1.566

95.0% 1.417 1.447 1.648

97.5% 1.881 1.794 1.874

99.5% 2.463 2.508 2.768

20

0.5% -2.080 -2.050 -2.164

2.5% -1.836 -1.840 -1.743

5.0% -1.677 -1.654 -1.577

95.0% 1.185 1.203 1.523

97.5% 1.600 1.637 1.884

99.5% 2.308 2.415 2.794

40

0.5% -1.781 -1.754 -1.736

2.5% -1.635 -1.643 -1.573

5.0% -1.548 -1.564 -1.473

95.0% 0.789 0.774 1.437

97.5% 1.156 1.373 1.946

99.5% 1.716 2.096 2.513

Appendix Table 19. Statistical Thresholds for Non-Revenue-Adjusting Analysis: KAU18, Number of Open Days (n=153)

Duration Cumulative

probability R1 R2 S1

2

0.5% -2.488 -2.551 -2.668

2.5% -2.037 -2.125 -2.021

5.0% -1.653 -1.711 -1.698

95.0% 1.443 1.375 1.698

97.5% 1.745 1.866 2.021

99.5% 2.639 2.619 2.506

5

0.5% -2.230 -2.377 -2.480

2.5% -1.956 -1.965 -1.889

5.0% -1.755 -1.752 -1.653

95.0% 1.456 1.450 1.597

97.5% 1.794 1.799 2.127

99.5% 2.334 2.504 2.658

10

0.5% -2.201 -2.223 -2.150

2.5% -1.863 -1.861 -1.806

5.0% -1.706 -1.699 -1.624

95.0% 1.238 1.211 1.597

97.5% 1.584 1.572 2.104

99.5% 2.255 2.208 3.616

20

0.5% -1.872 -1.887 -1.881

2.5% -1.713 -1.737 -1.656

5.0% -1.610 -1.617 -1.529

95.0% 1.080 0.939 1.390

97.5% 1.422 1.420 1.985

99.5% 2.215 2.043 3.076

40

0.5% -1.535 -1.525 -1.504

2.5% -1.483 -1.488 -1.434

5.0% -1.437 -1.442 -1.366

95.0% 0.479 0.427 1.065

97.5% 0.826 0.746 1.505

99.5% 1.790 1.709 2.885