The renewable pull effect theoretically leads to the relocation of green production facilities within energy‐intensive industries to regions rich in renewable energy resources. This study employs a qualitative research design, integrating the analytic hierarchy process method, by interviewing top managers and experts from globally leading steel and chemical corporations, predominantly based in Europe and Germany. The findings reveal that whereas factors associated with the renewable pull effect are most influential in green production location decisions, three critical conditions must be met for this effect to translate into actual green relocations: weaker agglomeration and demand pull effect, limited counteracting subsidies from regulatory bodies, and fulfillment of essential socio‐political and environmental prerequisites. This study demonstrates that the renewable pull effect only conditionally drives green relocations, providing the first comprehensive evaluation of the key factors shaping green relocations within the ongoing academic debate. Moreover, by providing empirical insights from leading industry practitioners, the study advances the existing literature, which has been predominantly based on theoretical models and techno‐economic analyses. Additionally, the study suggests several foremost avenues for future research. Finally, it delivers practical implications for energy‐intensive industries' top management and policymakers in both renewable‐energy‐rich and scarce regions, informing strategic decision‐making for sustainable transition.

中文翻译：

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解读可再生能源拉动效应：绿色工业搬迁的条件

从理论上讲，可再生能源拉动效应会导致能源密集型行业的绿色生产设施搬迁到可再生能源资源丰富的地区。本研究采用定性研究设计，整合层次分析过程方法，采访了来自主要位于欧洲和德国的全球领先钢铁和化工公司的高层管理人员和专家。研究结果表明，虽然与可再生能源拉动效应相关的因素在绿色生产地点决策中影响最大，但必须满足三个关键条件才能将这种效应转化为实际的绿色搬迁：较弱的集聚和需求拉动效应、监管机构的抵消补贴有限以及满足基本的社会政治和环境先决条件。本研究表明，可再生能源拉动效应仅有条件地推动绿色搬迁，在正在进行的学术辩论中首次对塑造绿色搬迁的关键因素进行了全面评估。此外，通过提供来自领先行业从业者的实证见解，该研究推进了主要基于理论模型和技术经济分析的现有文献。此外，该研究还为未来的研究提出了几个最重要的途径。最后，它为可再生能源丰富和稀缺地区的能源密集型行业的高层管理人员和政策制定者提供了实际意义，为可持续转型的战略决策提供了信息。