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Just Transition
Contribution to a broad & more systematic
understanding of a dazzling concept
Just Transition working group of CAN Europe
26th February 2021
Presentation by Dirk A. Heyen, Senior Researcher, Öko-Institut, Berlin
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Agenda
Kapitelüberschrift
Intro: JT as a dazzling concept in need of clarification
1
Systematising social (justice) aspects of env. policy
2
Implications & recommendations for a JT agenda
3
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Brief history of the term Just Transition
● Term firstly used in late 1970s by the US Oil, Chemical, & Atomic
Workers Union seeking support for workers
● Term used at UNFCCC conferences
‒ first in stakeholder positions (since Kyoto)
‒ later in official decisions (Cancun, Paris Agreement, Silesia Declaration)
● ILO Resolution 2013 + ILO Just Transition Guidelines 2015
● UN 2030 Agenda: “Transforming our world”, “leaving no one behind”
● European Green Deal aiming at a “just transition”
− “this transition must be just and inclusive. It must put people first,
and pay attention to the regions, industries and workers who will
face the greatest challenges” (EU COM)
− Broad(er) JT understanding by DG ENV in our research project!
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Different understandings of Just Transition
“A just transition for all towards
an environmentally
sustainable economy […]
needs to […] contribute to
the goals of decent work for
all, social inclusion and the
eradication of poverty” (ILO)
“A Just Transition secures
the future and livelihoods
of workers and their
communities in the
transition to a low-carbon
economy” (JTC)
“A ‘just transition’ means
moving to a more
sustainable economy in a
way that’s fair to everyone
– including people
working in polluting
industries” (Greenpeace
UK)
“By ‘just’ we mean: some chance of a
safe climate for future generations;
an equal distribution of the
remaining global carbon budget
between countries; and a transition
in the UK in which the costs are
distributed progressively, and where
everyone’s essential needs for
housing, transport and energy use
are met” (FoE UK 2011).
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Need for clarification
Clarification needed on several issues:
● Which transition / policy area?
‒ Climate – or environment in general – or even broader?
● Who?
‒ Workers – or consumers – or citizens in general?
‒ Distributional effects between which social groups and/or locations?
‒ National – intra-EU – or global perspective (e.g. climate justice)?
‒ Including next generations?
● With regard to which kind of social dimensions & effects? →
● Which understanding of justice? →
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2) Systematizing social (justice)
aspects of environmental policy
(at the same time: … of insufficient environmental policy)
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Social justice dimensions of environment (policy)
1. Causation of environmental pollution
‒ Who pollutes how much?
2. Distribution of environmental pollution & benefits
‒ Who suffers or benefits from environmental “goods & bads”?
3. Access to information, participation in decision-
making & legal protection in environmental matters
‒ Who has (easy) access?
4. Social effects of environmental policy & transitions
‒ Who bears the costs or enjoys the benefits of env. policy?
‒ Focus of Just Transition discourse, mainly jobs & income –
but should be broader than that, and also broader than just the
environmental quality effects focused by env./climate justice
Next slides
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Social effects of env. policy: conceptualisation
Source: Slootweg, Roel; Vanclay, Frank & van Schooten, Marlies (2001).
“Function evaluation as a framework for the integration of social and
environmental impact assessment”. In: Impact Assessment and Project
Appraisal 19 (1), pp. 19–28.
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Primarily monetary / socio-economic effects
● Job & income
‒ Employment gains & losses in different sectors
‒ Net employment effects
‒ Distributional effects: who looses, who benefits from new jobs?
‒ Income level & job quality (conditions, job security, right to organize…)
● Household costs
‒ Mainly looking at net costs (e.g., considering not only prices but also
savings through technological and behavioral changes)
‒ Distributional effects: regressive / progressive
‒ Who can afford investing in (long-term) saving opportunities?
● Assets & returns
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Primarily non-monetary / immaterial effects
● Health (incl. occupational health)
‒ Effects on “environmental bads & goods” and their distribution
‒ Effects of pollution exposure on health is intermediated by vulnerability
● Feelings like fun & pleasure
● Social recognition & self-esteem
‒ Valorizing or stigmatizing certain behaviors or jobs
● Conditions for organizing & self-determining one’s (everyday) life
● Social relations & inclusion (participating in community life)
● Political participation
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Attention for different distributional effects
● Among socio-economic groups
‒ E.g., income group, employment status, job category, sector
● Among socio-demographic groups
‒ E.g., education level, household type, gender, age, ethnicity
● Among localities
‒ Community size, rural vs. urban, different regions
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Definitions of justice & fairness
in the context of environmental policy
● Different justice dimensions (e.g., in env. & climate justice debates):
‒ Distributional justice: distribution of costs & benefits
● Incl. or in addition: Justice of access (to a clean environment & resources)
‒ Procedural justice: inclusive access to decision-making (and courts)
‒ Recognitional justice: recognition of everyone’s equal dignity
● Different fairness principles / values for distributional justice:
‒ Equality: everybody equally
‒ Equity: everybody according to his/her responsibility – or capacity
‒ Need: everybody according to his/her needs
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Pragmatically defining Just Transition policy goals
Policy goals for just environmental policies (EnvP) in the project
for DG ENV (as an example):
1. EnvP reduce inequalities in the distribution of environmental
[bads & goods] and with regard to social inclusion
2. EnvP themselves do not disproportionally burden vulnerable
/ underprivileged households and ensure that financial
(saving) opportunities are also available to them
3. EnvP positively affect quality & quantity of employment and,
together with structural policy, they also open up perspectives
for workers & regions affected by the transition
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Implications & recommendations
for a Just Transition agenda
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Implications & recommendations (1/3)
● Recognising the variety of social dimensions & effects from env.
policies / transitions, and the variety of justice principles
● Considering well how to define a Just Transition – for your purpose
(there is not a single perfect definition for all purposes)
‒ Which environmental policy areas? my proposition: broader than climate
‒ With regard to whom?
● My proposition: not only workers, but citizens in general
● Linking with global dimension & next generations (climate justice) but not focus?
‒ With regard to which social dimensions/effects?
● My proposition: at least 1) jobs (including quality and recognitional aspects), 2)
household costs, 3) health (distribution of environmental “goods & bads”)
‒ Which understanding of justice?
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Implications & recommendations (2/3)
● Communicating that the status quo also includes injustice, regarding
‒ Socio-economic aspects
‒ Socio-environmental aspects: responsibility for & distribution of pollution
and that a green transition can help to overcome injustices
● Putting the focus on net impacts at household-level (e.g. net income
& costs) instead of intermediate economic effects like prices
● “Transition” or “transformation”: both terms are fine
‒ There is no congruent differentiation between the two terms
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Implications & recommendations (3/3)
● Important issues to address, beyond “typical coal workers & regions”:
‒ Jobs in other sectors like transport, energy-intensive industries, resource
extraction, agriculture & fishery…
‒ Household costs for energy (incl. efficiency measures) & food
● Avoiding regressive effects via revenue recycling of environmental taxes, e.g.
‒ Energetic building refurbishment & upgrading residential areas (regarding
traffic & green spaces) while avoiding “green gentrification”
‒ Health benefits from env. policy & avoiding new risks by green technology
‒ Procedurally: participation of vulnerable groups in decision-making
‒ Internationally: “climate justice” & strong legal provisions for companies’
due diligence in international supply chains
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Background material & further reading
● Issue paper for DG ENV summarising evidence on social effects of
EU env. policy and basic approaches to mitigate negative effects
− Along EGD thematic areas: a) climate & energy, b) Circular Economy &
resource efficiency, c) biodiversity & land-use; d) “zero pollution”
− Focus on socio-economic effects on workers & consumers
→www.researchgate.net/publication/341129913_Just_transition_in_the_cont
ext_of_EU_environmental_policy_and_the_European_Green_Deal
● Paper for the German Environment Agency (UBA)
‒ More systematic regarding social dimensions & (non-monetary) effects
‒ Short on policy recommendations (up to the next project steps)
‒ Publication forthcoming (main paper in German; summary in English)
Research code of the UBA project: 3719 16 106 0
www.oeko.de
Thank you for your attention!
Dirk Arne Heyen
Senior Researcher
Öko-Institut e.V.
Berlin office
Borkumstraße 2
13189 Berlin
Phone: +49 30 405085-356
E-Mail: d.heyen@oeko.de
Follow me on Twitter:
https://twitter.com/DAHeyen
Follow me on Researchgate:
www.researchgate.net/profile/Dirk_Heyen

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Just transition - Contribution to a broad & more systematic understanding of a dazzling concept

  • 1. www.oeko.de Just Transition Contribution to a broad & more systematic understanding of a dazzling concept Just Transition working group of CAN Europe 26th February 2021 Presentation by Dirk A. Heyen, Senior Researcher, Öko-Institut, Berlin
  • 2. 2 www.oeko.de Agenda Kapitelüberschrift Intro: JT as a dazzling concept in need of clarification 1 Systematising social (justice) aspects of env. policy 2 Implications & recommendations for a JT agenda 3
  • 3. 3 www.oeko.de Brief history of the term Just Transition ● Term firstly used in late 1970s by the US Oil, Chemical, & Atomic Workers Union seeking support for workers ● Term used at UNFCCC conferences ‒ first in stakeholder positions (since Kyoto) ‒ later in official decisions (Cancun, Paris Agreement, Silesia Declaration) ● ILO Resolution 2013 + ILO Just Transition Guidelines 2015 ● UN 2030 Agenda: “Transforming our world”, “leaving no one behind” ● European Green Deal aiming at a “just transition” − “this transition must be just and inclusive. It must put people first, and pay attention to the regions, industries and workers who will face the greatest challenges” (EU COM) − Broad(er) JT understanding by DG ENV in our research project!
  • 4. 4 www.oeko.de Different understandings of Just Transition “A just transition for all towards an environmentally sustainable economy […] needs to […] contribute to the goals of decent work for all, social inclusion and the eradication of poverty” (ILO) “A Just Transition secures the future and livelihoods of workers and their communities in the transition to a low-carbon economy” (JTC) “A ‘just transition’ means moving to a more sustainable economy in a way that’s fair to everyone – including people working in polluting industries” (Greenpeace UK) “By ‘just’ we mean: some chance of a safe climate for future generations; an equal distribution of the remaining global carbon budget between countries; and a transition in the UK in which the costs are distributed progressively, and where everyone’s essential needs for housing, transport and energy use are met” (FoE UK 2011).
  • 5. 5 www.oeko.de Need for clarification Clarification needed on several issues: ● Which transition / policy area? ‒ Climate – or environment in general – or even broader? ● Who? ‒ Workers – or consumers – or citizens in general? ‒ Distributional effects between which social groups and/or locations? ‒ National – intra-EU – or global perspective (e.g. climate justice)? ‒ Including next generations? ● With regard to which kind of social dimensions & effects? → ● Which understanding of justice? →
  • 6. 6 www.oeko.de 2) Systematizing social (justice) aspects of environmental policy (at the same time: … of insufficient environmental policy)
  • 7. 7 www.oeko.de Social justice dimensions of environment (policy) 1. Causation of environmental pollution ‒ Who pollutes how much? 2. Distribution of environmental pollution & benefits ‒ Who suffers or benefits from environmental “goods & bads”? 3. Access to information, participation in decision- making & legal protection in environmental matters ‒ Who has (easy) access? 4. Social effects of environmental policy & transitions ‒ Who bears the costs or enjoys the benefits of env. policy? ‒ Focus of Just Transition discourse, mainly jobs & income – but should be broader than that, and also broader than just the environmental quality effects focused by env./climate justice Next slides
  • 8. 8 www.oeko.de Social effects of env. policy: conceptualisation Source: Slootweg, Roel; Vanclay, Frank & van Schooten, Marlies (2001). “Function evaluation as a framework for the integration of social and environmental impact assessment”. In: Impact Assessment and Project Appraisal 19 (1), pp. 19–28.
  • 9. 9 www.oeko.de Primarily monetary / socio-economic effects ● Job & income ‒ Employment gains & losses in different sectors ‒ Net employment effects ‒ Distributional effects: who looses, who benefits from new jobs? ‒ Income level & job quality (conditions, job security, right to organize…) ● Household costs ‒ Mainly looking at net costs (e.g., considering not only prices but also savings through technological and behavioral changes) ‒ Distributional effects: regressive / progressive ‒ Who can afford investing in (long-term) saving opportunities? ● Assets & returns
  • 10. 10 www.oeko.de Primarily non-monetary / immaterial effects ● Health (incl. occupational health) ‒ Effects on “environmental bads & goods” and their distribution ‒ Effects of pollution exposure on health is intermediated by vulnerability ● Feelings like fun & pleasure ● Social recognition & self-esteem ‒ Valorizing or stigmatizing certain behaviors or jobs ● Conditions for organizing & self-determining one’s (everyday) life ● Social relations & inclusion (participating in community life) ● Political participation
  • 11. 11 www.oeko.de Attention for different distributional effects ● Among socio-economic groups ‒ E.g., income group, employment status, job category, sector ● Among socio-demographic groups ‒ E.g., education level, household type, gender, age, ethnicity ● Among localities ‒ Community size, rural vs. urban, different regions
  • 12. 12 www.oeko.de Definitions of justice & fairness in the context of environmental policy ● Different justice dimensions (e.g., in env. & climate justice debates): ‒ Distributional justice: distribution of costs & benefits ● Incl. or in addition: Justice of access (to a clean environment & resources) ‒ Procedural justice: inclusive access to decision-making (and courts) ‒ Recognitional justice: recognition of everyone’s equal dignity ● Different fairness principles / values for distributional justice: ‒ Equality: everybody equally ‒ Equity: everybody according to his/her responsibility – or capacity ‒ Need: everybody according to his/her needs
  • 13. 13 www.oeko.de Pragmatically defining Just Transition policy goals Policy goals for just environmental policies (EnvP) in the project for DG ENV (as an example): 1. EnvP reduce inequalities in the distribution of environmental [bads & goods] and with regard to social inclusion 2. EnvP themselves do not disproportionally burden vulnerable / underprivileged households and ensure that financial (saving) opportunities are also available to them 3. EnvP positively affect quality & quantity of employment and, together with structural policy, they also open up perspectives for workers & regions affected by the transition
  • 15. 15 www.oeko.de Implications & recommendations (1/3) ● Recognising the variety of social dimensions & effects from env. policies / transitions, and the variety of justice principles ● Considering well how to define a Just Transition – for your purpose (there is not a single perfect definition for all purposes) ‒ Which environmental policy areas? my proposition: broader than climate ‒ With regard to whom? ● My proposition: not only workers, but citizens in general ● Linking with global dimension & next generations (climate justice) but not focus? ‒ With regard to which social dimensions/effects? ● My proposition: at least 1) jobs (including quality and recognitional aspects), 2) household costs, 3) health (distribution of environmental “goods & bads”) ‒ Which understanding of justice?
  • 16. 16 www.oeko.de Implications & recommendations (2/3) ● Communicating that the status quo also includes injustice, regarding ‒ Socio-economic aspects ‒ Socio-environmental aspects: responsibility for & distribution of pollution and that a green transition can help to overcome injustices ● Putting the focus on net impacts at household-level (e.g. net income & costs) instead of intermediate economic effects like prices ● “Transition” or “transformation”: both terms are fine ‒ There is no congruent differentiation between the two terms
  • 17. 17 www.oeko.de Implications & recommendations (3/3) ● Important issues to address, beyond “typical coal workers & regions”: ‒ Jobs in other sectors like transport, energy-intensive industries, resource extraction, agriculture & fishery… ‒ Household costs for energy (incl. efficiency measures) & food ● Avoiding regressive effects via revenue recycling of environmental taxes, e.g. ‒ Energetic building refurbishment & upgrading residential areas (regarding traffic & green spaces) while avoiding “green gentrification” ‒ Health benefits from env. policy & avoiding new risks by green technology ‒ Procedurally: participation of vulnerable groups in decision-making ‒ Internationally: “climate justice” & strong legal provisions for companies’ due diligence in international supply chains
  • 18. 18 www.oeko.de Background material & further reading ● Issue paper for DG ENV summarising evidence on social effects of EU env. policy and basic approaches to mitigate negative effects − Along EGD thematic areas: a) climate & energy, b) Circular Economy & resource efficiency, c) biodiversity & land-use; d) “zero pollution” − Focus on socio-economic effects on workers & consumers →www.researchgate.net/publication/341129913_Just_transition_in_the_cont ext_of_EU_environmental_policy_and_the_European_Green_Deal ● Paper for the German Environment Agency (UBA) ‒ More systematic regarding social dimensions & (non-monetary) effects ‒ Short on policy recommendations (up to the next project steps) ‒ Publication forthcoming (main paper in German; summary in English) Research code of the UBA project: 3719 16 106 0
  • 19. www.oeko.de Thank you for your attention! Dirk Arne Heyen Senior Researcher Öko-Institut e.V. Berlin office Borkumstraße 2 13189 Berlin Phone: +49 30 405085-356 E-Mail: d.heyen@oeko.de Follow me on Twitter: https://twitter.com/DAHeyen Follow me on Researchgate: www.researchgate.net/profile/Dirk_Heyen