瑞信-亚太地区投资策略-ESG研究：污染者的困境之评估欧盟碳边界调整机制的影响-2021.8.24-81页.pdfVIP

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瑞信-亚太地区投资策略-ESG研究：污染者的困境之评估欧盟碳边界调整机制的影响-2021.8.24-81页.pdf

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24 August 202 1 Equity Research Global | Asia Pacific | Australia Global ESG Research The polluter’s dilemma - assessing the impact of the EU’s Carbon Border Adj ustment Mechanism Environmental, Social and Governance Thematic Research | Environmental, Social and Governance ( ESG ) Research (ESG) Research We undertake a deep dive on the EU’s CBAM, outlining the precise mechanics of the carbon Credit Suisse Environmental, Social and Governance adj ustment mechanism and country-level exposure through analysis of trade data. From this, we ( ESG) research seeks to focus on sustainability and build a CBAM earnings sensitivity model that we apply under two scenarios across CS coverage. accountability factors that are then integrated into the investment process. Country competitiveness soon defined by carbon: While C BA M does not come into effect until 2026, five years is a short window to close the sizeable carbon intensity gap we Research Analysts identify in our analysis, bringing forward industry structural change and exposing companies to Phineas Glover material earnings risk absent ambitious transition plans. T his will see major capex decisions 61 2 8205 4448 brought forward before CBA M comes into effect, creating cascading risks and opportunities. phinea