How to cite this paper
Öztürk, H. (2025). Optimal green technology investment and lot-sizing decision under carbon tax and cap-and-trade regulations considering planned shortages, outsourced repair and batch shipments.International Journal of Industrial Engineering Computations , 16(1), 221-246.
Refrences
Ahmed, W., Moazzam, M., Sarkar, B., & Rehman, S. U. (2021). Synergic effect of reworking for imperfect quality items with the integration of multi-period delay-in-payment and partial backordering in global supply chains. Engineering, 7(2), 260-271.
Albalooshi, Y. M., Sherif, H. M., Alzarooni, S. M., & Alqassim, M. A. (2021). Fatal automobile accident due to airbag misdeployment. International Journal of Legal Medicine, 135(2), 565-572.
Bahety, S., Moffitt, B., Pruchnik, W., & O’Rourke, J. S. (2018). Honda Motor Company: Communication and the Takata airbag crisis. In Sage Business Cases. SAGE Publications, Ltd., https://doi.org/10.4135/9781526488749
Battini, D., Persona, A., & Sgarbossa, F. (2014). A sustainable EOQ model: Theoretical formulation and applications. International Journal of Production Economics, 149, 145-153.
Bazan, E., Jaber, M.Y., & El Saadany, A.M.A. (2015). Carbon emissions and energy effects on manufacturing–remanufacturing inventory models. Computers & Industrial Engineering, 88, 307-316.
Bonney, M., & Jaber, M. Y. (2011). Environmentally responsible inventory models: Non-classical models for a non-classical era. International Journal of Production Economics, 133(1), 43-53.
Cárdenas-Barrón, L. E. (2009). Economic production quantity with rework process at a single-stage manufacturing system with planned backorders. Computers & Industrial Engineering, 57(3), 1105-1113.
Chen, X., Benjaafar, S., & Elomri, A. (2013). The carbon-constrained EOQ. Operations Research Letters, 41(2), 172-179.
Chiu, Y. P. (2003). Determining the optimal lot size for the finite production model with random defective rate, the rework process, and backlogging. Engineering Optimization, 35(4), 427-437.
Dash, A., Giri, B. C., & Kumar Sarkar, A. (2023). Coordination and defect management strategy for a two-level supply chain under price and sales effort-sensitive demand. International Journal of Systems Science: Operations & Logistics, 10(1), 2103198.
El Saadany, A. M. A., Jaber, M. Y., & Bonney, M. (2011). Environmental performance measures for supply chains. Management Research Review, 34(11), 1202-1221.
Eroglu, A., & Ozdemir, G. (2007). An economic order quantity model with defective items and shortages. International Journal of Production Economics, 106(2), 544-549.
Gautam, P., Maheshwari, S., & Jaggi, C. K. (2022). Sustainable production inventory model with greening degree and dual determinants of defective items. Journal of Cleaner Production, 367, 132879.
Genc, T. S., & De Giovanni, P. (2020). Closed-loop supply chain games with innovation-led lean programs and sustainability. International Journal of Production Economics, 219, 440-456.
Ghosh, D., Sant, T. G., Kuiti, M. R., Swami, S., & Shankar, R. (2020). Strategic decisions, competition and cost-sharing contract under industry 4.0 and environmental considerations. Resources, Conservation and Recycling, 162, 105057.
Gupta, A., & Khanna, A. (2024). A holistic approach to sustainable manufacturing: Rework, green technology, and carbon policies. Expert Systems with Applications, 244, 122943.
Harris, F. W. (1913). How many parts to make at once. Factory, The Magazine of Management, 10(2), 135-136, 152. Reprinted in Operations Research, 38(6), 947-950.
Hasanov, P., & Jaber, M.Y. (2012). Production, remanufacturing and waste disposal models for the cases. Applied Mathematical Modelling, 36, 5249-5261.
Hayek, P. A., & Salameh, M. K. (2001). Production lot sizing with the reworking of imperfect quality items produced. Production Planning & Control, 12(6), 584-590.
He, P., Zhang, W., Xu, X., & Bian, Y. (2015). Production lot-sizing and carbon emissions under cap-and-trade and carbon tax regulations. Journal of Cleaner Production, 103, 241-248.
Hovelaque, V., & Bironneau, L. (2015). The carbon-constrained EOQ model with carbon emission dependent demand. International Journal of Production Economics, 164, 285-291.
Hua, G., Cheng, T. C. E., & Wang, S. (2011). Managing carbon footprints in inventory management. International Journal of Production Economics, 132(2), 178-185.
Huang, Y. S., Fang, C. C., & Lin, Y. A. (2020). Inventory management in supply chains with consideration of Logistics, green investment and different carbon emissions policies. Computers & Industrial Engineering, 139, 106207.
Jaber, M. Y., Zanoni, S., & Zavanella, L. E. (2014). Economic order quantity models for imperfect items with buy and repair options. International Journal of Production Economics, 155, 126-131.
Jaber, M.Y., Glock, C. H., & El Saadany, A.M.A. (2013). Supply chain coordination with emissions reduction incentives, International Journal of Production Research, 51, 69- 82
Jamal, A. M. M., Sarker, B. R., & Mondal, S. (2004). Optimal manufacturing batch size with rework process at a single-stage production system. Computers & Industrial Engineering, 47(1), 77-89.
Konstantaras, I., Goyal, S. K., & Papachristos, S. (2007). Economic ordering policy for an item with imperfect quality subject to the in-house inspection. International Journal of Systems Science, 38(6), 473-482.
Konstantaras, I., Skouri, K., & Benkherouf, L. (2021). Optimizing inventory decisions for a closed–loop supply chain model under a carbon tax regulatory mechanism. International Journal of Production Economics, 239, 108185.
Kuiti, M. R., Ghosh, D., Gouda, S., Swami, S., & Shankar, R. (2019). Integrated product design, shelf-space allocation and transportation decisions in green supply chains. International Journal of Production Research, 57(19), 6181-6201.
Liu, Q., & Zhu, X. (2024). How carbon tax policy affects the carbon emissions of manufacturers with green technology spillovers?. Environmental Modeling & Assessment, 1-15.
Öztürk, H., Eroglu, A., & Lee, G. M. (2015). An economıc order quantıty model for lots contaınıng defectıve ıtems wıth rework optıon. International Journal of Industrial Engineering, 22(6), 683-704.
Porter, M., & Van der Linde, C. (1995). Green and competitive: ending the stalemate. Harvard Business Review, September-October, 120-134.
Porteus, E. L. (1986). Optimal lot sizing, process quality improvement and setup cost reduction. Operations Research, 34(1), 137-144.
Salameh, M. K., & Jaber, M. Y. (2000). Economic production quantity model for items with imperfect quality. International Journal of Production Economics, 64(1-3), 59-64.
Savchenko, L., & Grygorak, M. (2019). Determınatıon of parameters of the stochastıc ınventory management system ın the condıtıons of economıcally-based shortage. Eastern-European Journal of Enterprise Technologies, 1(3), 37-46.
Schrady, D. A. (1967). A deterministic inventory model for reparable items. Naval Research Logistics Quarterly, 14(3), 391-398.
Sepehri, A., & Gholamian, M. R. (2023). A green inventory model with imperfect items considering inspection process and quality improvement under different shortages scenarios. Environment, Development and Sustainability, 25(4), 3269-3297.
Taft, E. W. (1918). The most economical production lot. Iron Age, 101(18), 1410-1412.
Taleizadeh, A. A., Sari-Khanbaglo, M. P., & Cárdenas-Barrón, L. E. (2017). Outsourcing rework of imperfect items in the economic production quantity (EPQ) inventory model with backordered demand. IEEE Transactions on Systems, Man, and Cybernetics: Systems, 49(12), 2688-2699.
Taleizadeh, A. A., Soleymanfar, V. R., & Govindan, K. (2018(. Sustainable economic production quantity models for inventory systems with shortage. Journal of Cleaner Production, 174, 1011-1020.
Tao, Z., & Xu, J. (2019(. Carbon-regulated EOQ models with consumers’ low-carbon awareness. Sustainability, 11(4), 1004.
Toptal, A., Özlü, H., & Konur, D. (2014). Joint decisions on inventory replenishment and emission reduction investment under different emission regulations. International Journal of Production Research, 52(1), 243-269.
Turken, N., Carrillo, J., & Verter, V. (2020). Strategic supply chain decisions under environmental regulations: When to invest in end-of-pipe and green technology. European Journal of Operational Research, 283(2), 601-613.
Wee, H. M., Wang, W. T., & Yang, P. C. (2013). A production quantity model for imperfect quality items with shortage and screening constraint. International Journal of Production Research, 51(6), 1869-1884.
Wee, H. M., Yu, J., & Chen, M. C. (2007). Optimal inventory model for items with imperfect quality and shortage backordering. Omega, 35(1), 7-11.
Zhang, X., & Gerchak, Y. (1990). Joint lot sizing and inspection policy in an EOQ model with random yield. IIE transactions, 22(1), 41-47.
Albalooshi, Y. M., Sherif, H. M., Alzarooni, S. M., & Alqassim, M. A. (2021). Fatal automobile accident due to airbag misdeployment. International Journal of Legal Medicine, 135(2), 565-572.
Bahety, S., Moffitt, B., Pruchnik, W., & O’Rourke, J. S. (2018). Honda Motor Company: Communication and the Takata airbag crisis. In Sage Business Cases. SAGE Publications, Ltd., https://doi.org/10.4135/9781526488749
Battini, D., Persona, A., & Sgarbossa, F. (2014). A sustainable EOQ model: Theoretical formulation and applications. International Journal of Production Economics, 149, 145-153.
Bazan, E., Jaber, M.Y., & El Saadany, A.M.A. (2015). Carbon emissions and energy effects on manufacturing–remanufacturing inventory models. Computers & Industrial Engineering, 88, 307-316.
Bonney, M., & Jaber, M. Y. (2011). Environmentally responsible inventory models: Non-classical models for a non-classical era. International Journal of Production Economics, 133(1), 43-53.
Cárdenas-Barrón, L. E. (2009). Economic production quantity with rework process at a single-stage manufacturing system with planned backorders. Computers & Industrial Engineering, 57(3), 1105-1113.
Chen, X., Benjaafar, S., & Elomri, A. (2013). The carbon-constrained EOQ. Operations Research Letters, 41(2), 172-179.
Chiu, Y. P. (2003). Determining the optimal lot size for the finite production model with random defective rate, the rework process, and backlogging. Engineering Optimization, 35(4), 427-437.
Dash, A., Giri, B. C., & Kumar Sarkar, A. (2023). Coordination and defect management strategy for a two-level supply chain under price and sales effort-sensitive demand. International Journal of Systems Science: Operations & Logistics, 10(1), 2103198.
El Saadany, A. M. A., Jaber, M. Y., & Bonney, M. (2011). Environmental performance measures for supply chains. Management Research Review, 34(11), 1202-1221.
Eroglu, A., & Ozdemir, G. (2007). An economic order quantity model with defective items and shortages. International Journal of Production Economics, 106(2), 544-549.
Gautam, P., Maheshwari, S., & Jaggi, C. K. (2022). Sustainable production inventory model with greening degree and dual determinants of defective items. Journal of Cleaner Production, 367, 132879.
Genc, T. S., & De Giovanni, P. (2020). Closed-loop supply chain games with innovation-led lean programs and sustainability. International Journal of Production Economics, 219, 440-456.
Ghosh, D., Sant, T. G., Kuiti, M. R., Swami, S., & Shankar, R. (2020). Strategic decisions, competition and cost-sharing contract under industry 4.0 and environmental considerations. Resources, Conservation and Recycling, 162, 105057.
Gupta, A., & Khanna, A. (2024). A holistic approach to sustainable manufacturing: Rework, green technology, and carbon policies. Expert Systems with Applications, 244, 122943.
Harris, F. W. (1913). How many parts to make at once. Factory, The Magazine of Management, 10(2), 135-136, 152. Reprinted in Operations Research, 38(6), 947-950.
Hasanov, P., & Jaber, M.Y. (2012). Production, remanufacturing and waste disposal models for the cases. Applied Mathematical Modelling, 36, 5249-5261.
Hayek, P. A., & Salameh, M. K. (2001). Production lot sizing with the reworking of imperfect quality items produced. Production Planning & Control, 12(6), 584-590.
He, P., Zhang, W., Xu, X., & Bian, Y. (2015). Production lot-sizing and carbon emissions under cap-and-trade and carbon tax regulations. Journal of Cleaner Production, 103, 241-248.
Hovelaque, V., & Bironneau, L. (2015). The carbon-constrained EOQ model with carbon emission dependent demand. International Journal of Production Economics, 164, 285-291.
Hua, G., Cheng, T. C. E., & Wang, S. (2011). Managing carbon footprints in inventory management. International Journal of Production Economics, 132(2), 178-185.
Huang, Y. S., Fang, C. C., & Lin, Y. A. (2020). Inventory management in supply chains with consideration of Logistics, green investment and different carbon emissions policies. Computers & Industrial Engineering, 139, 106207.
Jaber, M. Y., Zanoni, S., & Zavanella, L. E. (2014). Economic order quantity models for imperfect items with buy and repair options. International Journal of Production Economics, 155, 126-131.
Jaber, M.Y., Glock, C. H., & El Saadany, A.M.A. (2013). Supply chain coordination with emissions reduction incentives, International Journal of Production Research, 51, 69- 82
Jamal, A. M. M., Sarker, B. R., & Mondal, S. (2004). Optimal manufacturing batch size with rework process at a single-stage production system. Computers & Industrial Engineering, 47(1), 77-89.
Konstantaras, I., Goyal, S. K., & Papachristos, S. (2007). Economic ordering policy for an item with imperfect quality subject to the in-house inspection. International Journal of Systems Science, 38(6), 473-482.
Konstantaras, I., Skouri, K., & Benkherouf, L. (2021). Optimizing inventory decisions for a closed–loop supply chain model under a carbon tax regulatory mechanism. International Journal of Production Economics, 239, 108185.
Kuiti, M. R., Ghosh, D., Gouda, S., Swami, S., & Shankar, R. (2019). Integrated product design, shelf-space allocation and transportation decisions in green supply chains. International Journal of Production Research, 57(19), 6181-6201.
Liu, Q., & Zhu, X. (2024). How carbon tax policy affects the carbon emissions of manufacturers with green technology spillovers?. Environmental Modeling & Assessment, 1-15.
Öztürk, H., Eroglu, A., & Lee, G. M. (2015). An economıc order quantıty model for lots contaınıng defectıve ıtems wıth rework optıon. International Journal of Industrial Engineering, 22(6), 683-704.
Porter, M., & Van der Linde, C. (1995). Green and competitive: ending the stalemate. Harvard Business Review, September-October, 120-134.
Porteus, E. L. (1986). Optimal lot sizing, process quality improvement and setup cost reduction. Operations Research, 34(1), 137-144.
Salameh, M. K., & Jaber, M. Y. (2000). Economic production quantity model for items with imperfect quality. International Journal of Production Economics, 64(1-3), 59-64.
Savchenko, L., & Grygorak, M. (2019). Determınatıon of parameters of the stochastıc ınventory management system ın the condıtıons of economıcally-based shortage. Eastern-European Journal of Enterprise Technologies, 1(3), 37-46.
Schrady, D. A. (1967). A deterministic inventory model for reparable items. Naval Research Logistics Quarterly, 14(3), 391-398.
Sepehri, A., & Gholamian, M. R. (2023). A green inventory model with imperfect items considering inspection process and quality improvement under different shortages scenarios. Environment, Development and Sustainability, 25(4), 3269-3297.
Taft, E. W. (1918). The most economical production lot. Iron Age, 101(18), 1410-1412.
Taleizadeh, A. A., Sari-Khanbaglo, M. P., & Cárdenas-Barrón, L. E. (2017). Outsourcing rework of imperfect items in the economic production quantity (EPQ) inventory model with backordered demand. IEEE Transactions on Systems, Man, and Cybernetics: Systems, 49(12), 2688-2699.
Taleizadeh, A. A., Soleymanfar, V. R., & Govindan, K. (2018(. Sustainable economic production quantity models for inventory systems with shortage. Journal of Cleaner Production, 174, 1011-1020.
Tao, Z., & Xu, J. (2019(. Carbon-regulated EOQ models with consumers’ low-carbon awareness. Sustainability, 11(4), 1004.
Toptal, A., Özlü, H., & Konur, D. (2014). Joint decisions on inventory replenishment and emission reduction investment under different emission regulations. International Journal of Production Research, 52(1), 243-269.
Turken, N., Carrillo, J., & Verter, V. (2020). Strategic supply chain decisions under environmental regulations: When to invest in end-of-pipe and green technology. European Journal of Operational Research, 283(2), 601-613.
Wee, H. M., Wang, W. T., & Yang, P. C. (2013). A production quantity model for imperfect quality items with shortage and screening constraint. International Journal of Production Research, 51(6), 1869-1884.
Wee, H. M., Yu, J., & Chen, M. C. (2007). Optimal inventory model for items with imperfect quality and shortage backordering. Omega, 35(1), 7-11.
Zhang, X., & Gerchak, Y. (1990). Joint lot sizing and inspection policy in an EOQ model with random yield. IIE transactions, 22(1), 41-47.