The Optimal Carbon-Tax Trajectory: A Finite-Horizon HJB Approach

Closed Form, Numerical Algorithm, and a DICE-Calibrated 25-Year Path

O. Vestergaard, T. Brekke

IADU Working Paper Series · 13-MAY-2026 · WP-2026-04383370

Abstract

We derive the optimal time-varying carbon-tax trajectory as the solution of a finite-horizon Hamilton–Jacobi–Bellman problem for a planner who balances output cost against quadratic climate damage on the cumulative-emissions state. For the linear-quadratic specification the value function and the optimal tax admit a closed form expressible as a Pigouvian steady-state term plus a finite-horizon correction that vanishes as the horizon T grows. We give an explicit finite-difference algorithm for the realistic-damage extension, calibrate the model to DICE-2018 parameters with T = 25 years, and show that the optimal initial carbon tax is materially lower than the infinite-horizon Pigouvian level. We close with contour plots of the value function and the optimal policy over the (t, E) plane.

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Keywords: Carbon Tax, HJB Equation, Finite Horizon, Optimal Control, DICE Calibration, Climate Policy