The Emmi Learning Centre

Across the DAX40, operational emissions (Scope 1 and 2) continued to fall in 2024, but Scope 3 ticked higher on the back of supply chain activity. With a potential carbon liability of up to 71% under the IPCC Net Zero 2050 scenario, the index faces concentrated transition risk. While Utilities, Industrials, and Basic Materials are making visible strides in decarbonisation, the majority of emissions remain concentrated in just a handful of companies, leaving investors exposed as regulatory pressures intensify.

China’s largest listed companies are navigating a complex transition landscape, balancing record-breaking renewable growth with a surge in new coal approvals. As regulatory signals shift and emissions trading expands, the SSE 50 provides a unique view into how climate goals and energy security are unfolding on the ground.

Emissions across the FTSE100 remained flat for Scope 1 and 2 in 2024, but Scope 3 rose slightly, driven by a rebound in Industrials. With a 68% carbon liability under the IPCC Net Zero 2050 scenario, the index faces rising transition risk. While some in hard-to-abate sectors are reducing emissions, others continue to pursue carbon intensive strategies - deepening exposure for investors as climate regulation tightens.

A practical conversation with Michael Lebbon, and Dr. Ben McNeil, at a CFA Sustainable Investor (SI) community event, that focuses on transforming how investors assess physical climate risk.

Your essential resource for understanding the Australia's mandatory climate disclosure standard.