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January 23, 2026International Journal of Climate Change Strategies and Management0 citationsOpen Access

Dynamic spillovers between climate risk, energy transition, and sustainable finance: implications for financial markets

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DMDhoha Mellouli

Key Points

  • The study aims to analyze the interconnections and spillover effects among climate risk, energy markets, and sustainable finance over time.
  • Utilized a time-varying parameter vector autoregression (TVP-VAR) framework
  • Examined risk transmission during global crises like COVID-19 and the Russia–Ukraine conflict
  • Measured dynamic spillovers across climate risk, renewable and nonrenewable energy markets, and financial instruments
  • Interconnectedness among climate risk, energy markets, and sustainable finance is highly dynamic during crises.
  • Short-term shock propagation and systemic risk are amplified in times of uncertainty.
  • Renewable energy markets can increase short-term volatility while long-term linkages remain stable.

Abstract

Purpose The purpose of this paper is to analyze the dynamic interconnections and spillover effects among climate risk, carbon emissions, renewable and nonrenewable energy markets and sustainable finance instruments over time and across different market conditions. By using a time-varying parameter vector autoregression (TVP-VAR) framework, the study aims to capture the temporal evolution and direction of risk transmission across these sectors, particularly during periods of heightened uncertainty such as the COVID-19 pandemic and the Russia–Ukraine conflict. Design/methodology/approach To examine the evolving interconnections between climate risk, energy markets and sustainable finance, this study uses the TVP-VAR model. This advanced econometric framework allows for the measurement of dynamic spillovers and risk transmission across multiple markets while accounting for time-varying relationships and structural changes driven by global crises such as the COVID-19 pandemic and the Russia–Ukraine conflict. Findings The empirical analysis shows that interconnectedness among climate risk, energy markets and sustainable finance is highly dynamic, intensifying during crises such as COVID-19 and the Russia–Ukraine conflict. Short-term connectedness (1–5 days) dominates, revealing rapid shock propagation and amplified systemic risk, while long-term linkages (5 days) remain stable, reflecting slower structural effects. Renewable energy markets, though central to the transition, can increase short-term volatility. The consistency of directional spillovers across frequencies validates the robustness of the methodology. Overall, results underscore the need for time- and frequency-sensitive risk management, informing portfolio strategies and regulatory frameworks in a low-carbon, circular economy. Originality/value Understanding the dynamic interconnectedness between climate risk, energy markets and sustainable finance is increasingly critical for investors, policymakers and researchers. While previous studies have examined spillovers among commodities and financial assets, there is limited evidence on the time-varying role of renewable and nonrenewable energy markets, carbon emissions and green financial instruments as risk transmitters or absorbers during unprecedented shocks such as COVID-19 and the Russia–Ukraine conflict. This study addresses this gap by using a TVP-VAR and quantile connectedness framework, capturing both short- and long-term spillovers. The findings provide novel insights for portfolio diversification, risk management and policy design in the transition toward a low-carbon, circular economy.

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Cite This Study

Dhoha Mellouli (2026) studied this question.

synapsesocial.com/papers/69731005c8125b09b0d1fc3chttps://doi.org/10.1108/ijccsm-11-2025-0433
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