Carbon Tracker Initiative
@carbontracker.bsky.social
Carbon Tracker is an independent financial think tank that carries out in-depth analysis on the impact of the energy transition on capital markets and the potential investment in high-cost, carbon-intensive fossil fuels.
Visit: https://carbontracker.org
Visit: https://carbontracker.org
As India’s top steel exporter, JSW also faces rising carbon costs abroad. Poor tech choices now risk CO₂ targets and long-term profitability.
July 29, 2025 at 10:01 AM
As India’s top steel exporter, JSW also faces rising carbon costs abroad. Poor tech choices now risk CO₂ targets and long-term profitability.
JSW Steel’s CO₂ goals meet domestic requirements but a credible transition plan must provide more detail on its blast furnace abatement and phase-out strategy, since these assets are long-lived and resource-intensive.
July 29, 2025 at 10:01 AM
JSW Steel’s CO₂ goals meet domestic requirements but a credible transition plan must provide more detail on its blast furnace abatement and phase-out strategy, since these assets are long-lived and resource-intensive.
Read the full report: buff.ly/L7rs2an
July 23, 2025 at 8:32 AM
Read the full report: buff.ly/L7rs2an
Key investor questions:
➡️ Where are the interim targets?
➡️ How is green capex being disclosed?
➡️ Will governance and lobbying be aligned with net zero?
➡️ Can BEV scaling hit 2030 goals?
➡️ Where are the interim targets?
➡️ How is green capex being disclosed?
➡️ Will governance and lobbying be aligned with net zero?
➡️ Can BEV scaling hit 2030 goals?
July 23, 2025 at 8:32 AM
Key investor questions:
➡️ Where are the interim targets?
➡️ How is green capex being disclosed?
➡️ Will governance and lobbying be aligned with net zero?
➡️ Can BEV scaling hit 2030 goals?
➡️ Where are the interim targets?
➡️ How is green capex being disclosed?
➡️ Will governance and lobbying be aligned with net zero?
➡️ Can BEV scaling hit 2030 goals?
Why this matters to investors: BMW’s credibility on transition execution affects its ability to meet targets, manage risks & protect margins.
July 23, 2025 at 8:32 AM
Why this matters to investors: BMW’s credibility on transition execution affects its ability to meet targets, manage risks & protect margins.
But:
➡️ No short-term emissions milestones
➡️ Limited financial transparency on green capex & ICE phase-out
➡️ Inconsistent climate lobbying
➡️ Weak ESG governance & missed incentive targets
➡️ No short-term emissions milestones
➡️ Limited financial transparency on green capex & ICE phase-out
➡️ Inconsistent climate lobbying
➡️ Weak ESG governance & missed incentive targets
July 23, 2025 at 8:32 AM
But:
➡️ No short-term emissions milestones
➡️ Limited financial transparency on green capex & ICE phase-out
➡️ Inconsistent climate lobbying
➡️ Weak ESG governance & missed incentive targets
➡️ No short-term emissions milestones
➡️ Limited financial transparency on green capex & ICE phase-out
➡️ Inconsistent climate lobbying
➡️ Weak ESG governance & missed incentive targets