How to Distinguish Income Indicators of Energy and Transport Vulnerability—A Case Study of Greece
Abstract
:1. Introduction
1.1. Research Contextualization
1.2. Dimensions of Energy Vulnerability
1.3. Energy Vulnerability Within European Legislation and the Social Climate Fund Framework
1.4. Research Gap Detection
2. Materials and Methods
2.1. Baseline Indicators Assessment
2.2. Methodology for Defining Energy-Vulnerable Households and Transport Users
2.2.1. Data Handling
2.2.2. Vulnerability Thresholds and Extrapolation Process Clarification
2.2.3. Thematic Grouping of Indicators
2.2.4. Alignment with SCF Definitions and Vulnerability Operationalization
2.3. Contextualization of the Research: Selection of Greece for Examining Energy Vulnerability
3. Results
3.1. Indicators Assessment
3.1.1. Assessment of Energy Poverty Indicators
- The annual cost of the total energy consumption of each household should be lower than 80% of its annual cost to cover the minimum required energy consumption;
- The net income of each household on an annual basis should be lower than 60% of the median of the corresponding income for all households, according to the definition of relative poverty.
3.1.2. Assessment of Transport Poverty Indicators
3.2. Outcomes of Household Energy and Transport Poverty and Vulnerability Indicators
3.2.1. Outcomes of Household Energy Poverty and Vulnerability Indicators
3.2.2. Outcomes of Transport and Poverty Vulnerability Indicators
3.3. Estimating Vulnerable Groups Under ETS2
4. Discussion
4.1. Discussion on the Results Derived from the Greek Case Study
4.2. Recommendations
4.3. Limitations and Future Research Steps
5. Conclusions
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Acknowledgments
Conflicts of Interest
Abbreviations
SCF | Social Climate Fund regulation |
SCP | Social Climate Plan |
EED | Energy Efficiency Directive |
EU | European Union |
EC | European Commission |
MS | Member States |
ETS2 | Emission Trade System (2) |
HBS | Household Budget Survey |
SILC | Statistics on Income and Living |
LFS | Labour Force Survey |
EQLS | European Quality of Life Surveys |
Appendix A
Code | Indicator | Description | Data |
---|---|---|---|
RI.1 | (a) Inability to keep home adequately warm * (b) Inability to keep home adequately cool | Most common consensus indicator on energy poverty. The inability to retain a warm home reflects individuals’ preferences and perceptions. The indicator allows for differentiation between income groups. | EU-SILC (2023) [39] |
RI.2 | Arrears on utility bills * | Households that have been unable to pay utility bills due to financial difficulties within the past 12 months. | EU-SILC (2023) [39] |
RI.3 | High share of energy expenditure in relation to income (2M) | The proportion of households whose share of energy/transport expenditure within their income is more than twice the national average. | Eurostat HBS (2022) [40] |
RI.4 | Low absolute energy expenditure (M/2) | Low absolute energy expenditure. Share of households whose absolute energy expenditure is below half the national median. | Eurostat HBS (2022/2023) [40] |
RI.5 | Residential energy spending > 10% of budget | Share of individuals living in households that spend more than 10% of their budget on residential energy, including electricity, natural gas, liquid fuels for heating, solid fuels for heating. | Eurostat HBS (2022/2023) [40] |
RI.6 | Expenditure on energy as percentage of total household expenditure | Expenditure as % of the total gives a broader indication of the burden of energy costs. | Eurostat HBS (2022/2023) [40] |
RI.7 | Electricity prices average household | Electricity prices for households, average consumption band, (2500–5000 kWh/year). | Eurostat, [nrg_pc_204]) [46] |
RI.8 | Gas prices average household | Gas prices for household average consumption band (20–200 GJ/year). | Eurostat, [nrg_pc_202]) [47] |
RI.9 | Gas prices low consumption household | Gas prices for household, lowest consumption band. | Eurostat, [nrg_pc_202]) [47] |
RI.10 | Share of population with leak, damp or rot in their dwelling * | This indicator is linked to the quality of homes, which is an important underlying factor in determining energy poverty. This can particularly link to negative health outcomes. | EU-SILC (2023) [39] |
RI.11 | Final energy consumption per m2 or per dwelling in the residential sector, climate corrected | Important as it relates to energy performance of buildings. | Odyssee-MURE project database [48] |
RI.12 | LIHC (Low-Income, High-Costs) | Household is at risk of poverty, i.e., expenditures are less than 60% of the national median AFTER paying for energy/transport AND share of energy/transport in total expenditures/income is larger than the national median. Note this includes spending on both energy and transport. | Eurostat HBS 2022/2023 [40] |
RI.13 | AROPE * (At-risk-of-poverty) | This indicator captures households at risk of poverty, i.e., below 60% of the median equivalent income after social transfers. | EU-SILC (2023) and ECHP [ilc_li02] [49] |
Code | Indicator | Description | Data | |
---|---|---|---|---|
TI.1 | Share of the population that is both materially and socially deprived individuals and owns a car | Self-assessment | EU-SILC | Availability |
TI.2 | Share of the population for which the next public transport stop is ‘too far away’ | Self-assessment | 2014 (2013) EU-SILC ad-hoc module ‘Material deprivation’ 2024 rolling module on ‘Access to services’ | Availability |
TI.3 | Share of the population with ‘very difficult’ access to public transport | Self-assessment | EQLS 2016 by Eurofound | Availability |
TI.4 | Share of the population with ‘too difficult’ access to public transport because of reduced mobility. | Self-assessment | 2014 (2013) EU-SILC ad-hoc module ‘Material deprivation’ 2024 rolling module on ‘Access to services’ | Availability |
TI.5 | Share of the population with a one-way commute to work of more than 30 min | Self-assessment | LFS 2019 ad-hoc module on work organization and working time arrangements. Spatial data would be very useful at the national level | Accessibility |
TI.6 | Share of the population facing enforced lack of a car (answering ‘No-cannot afford’ to the question of whether they own a car) | Self-assessment | EU-SILC | Affordability |
TI.7 | Share of the population for which public transport is ‘too expensive’ | Self-assessment | 2014 (2013) EU-SILC ad-hoc module ‘Material deprivation’ 2024 rolling module on ‘Access to services’ | Affordability |
TI.8 | Share of the (household) population that spends more than 6% of total expenditures on transport (only including recurrent expenditures such as fuels, tickets) and household is in the bottom half of expenditure distribution | Expenditure-based | HBS 2022 Likely need to exclude pandemic years | Affordability |
TI.9 | Share of the (household) population for which the share of transport expenditures in total expenditures exceeds twice the national median and household is in the bottom half of expenditure distribution | Expenditure-based | HBS 2022 | Affordability |
TI.10 | Share of households with no use of public transport from no member on an annual basis | Self-assessment | Special issue of HBS 2021 | Accessibility |
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Type | Indicators | Income Threshold | |
---|---|---|---|
Non-Zero Declared Income | All Household Members | ||
Household vulnerability | In1—Inability to renovate | 10,782 | 7811 |
Transport vulnerability | In2—Inability to purchase new zero-emission vehicle | 10,917 | 7950 |
Household Composition | Total | <EUR 750 | <EUR 1100 | <EUR 1450 | <EUR 1800 | <EUR 2200 | <EUR 2800 | ≤EUR 3500 | ≥EUR 3501 |
---|---|---|---|---|---|---|---|---|---|
Single person below 65 years old | 704,697 | 198,380 | 202,301 | 134,676 | 85,375 | 21,840 | 35,799 | 17,074 | 9251 |
Single person 65 years old and above | 673,523 | 284,559 | 188,584 | 112,143 | 53,133 | 15,819 | 14,788 | 2839 | 1659 |
Single couple | 953,256 | 81,873 | 163,520 | 189,367 | 140,566 | 137,984 | 130,765 | 63,801 | 45,380 |
Couple with 1 child above 16 years old | 312,050 | 7139 | 39,765 | 48,549 | 43,980 | 59,177 | 55,484 | 24,925 | 33,030 |
Couple with 1 child up to 16 years old | 262,014 | 10,922 | 21,634 | 29,902 | 40,878 | 49,332 | 57,201 | 18,659 | 33,486 |
Couple with 3 children and more above 16 years old | 100,349 | 2083 | 8896 | 18,072 | 13,158 | 13,114 | 19,342 | 14,062 | 11,622 |
Single parent with 1 child or more up to 16 years old | 47,501 | 13,992 | 13,113 | 10,139 | 4347 | 1658 | 2799 | 1453 | 0 |
Couple or single parent with children above 16 years old | 740,346 | 28,729 | 55,889 | 74,802 | 96,991 | 126,025 | 150,974 | 103,976 | 102,959 |
Other type of household | 463,298 | 32,625 | 45,819 | 66,304 | 62,104 | 74,225 | 82,849 | 51,471 | 47,902 |
Households with Non-Zero Income | |||
---|---|---|---|
Type | Indicators | Nr Households and % Total Households | Nr of Households Under ETS2 and % of Total Households |
Energy-poor households | 859,843 (20.2%) | x | |
Vulnerable households (4 income categories) | Inability to renovate | 1,617,828 (38%) | 826,826 (19.4%) |
Transport-poor households | 1,416,964 (33.3%) | x | |
Vulnerable transport users (4 income categories) | Inability to purchase new car | 1,820,498 (42.8%) | 965,574 (22.7%) |
<EUR 750 | <EUR 1100 | <EUR 1450 | <EUR 1800 | |
---|---|---|---|---|
Vulnerable households ETS2 | 290,221 | 179,865 | 237,918 | 118,821 |
% | 44.0% | 53.6% | 55.7% | 60.9% |
Vulnerable transport ETS2 | 195,994 | 172,631 | 290,322 | 306,626 |
% | 29.7% | 51.5% | 68% | 77.1% |
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Oikonomou, V.; Livraghi, S.; Karalaiou, K.; Rogulj, I.; Spyridakos, S.; Tourkolias, C. How to Distinguish Income Indicators of Energy and Transport Vulnerability—A Case Study of Greece. Sustainability 2025, 17, 4275. https://doi.org/10.3390/su17104275
Oikonomou V, Livraghi S, Karalaiou K, Rogulj I, Spyridakos S, Tourkolias C. How to Distinguish Income Indicators of Energy and Transport Vulnerability—A Case Study of Greece. Sustainability. 2025; 17(10):4275. https://doi.org/10.3390/su17104275
Chicago/Turabian StyleOikonomou, Vlasios, Samuele Livraghi, Konstantina Karalaiou, Ivana Rogulj, Stavros Spyridakos, and Christos Tourkolias. 2025. "How to Distinguish Income Indicators of Energy and Transport Vulnerability—A Case Study of Greece" Sustainability 17, no. 10: 4275. https://doi.org/10.3390/su17104275
APA StyleOikonomou, V., Livraghi, S., Karalaiou, K., Rogulj, I., Spyridakos, S., & Tourkolias, C. (2025). How to Distinguish Income Indicators of Energy and Transport Vulnerability—A Case Study of Greece. Sustainability, 17(10), 4275. https://doi.org/10.3390/su17104275