Why emissions data isn’t enough and what investors should also be tracking.
In carbon-intensive sectors like steel and cement, climate disclosures are improving. Targets are being set. Emissions are being tracked. But is any of it credible? And more importantly, does it actually signal future progress?
This research dives into the missing link between climate goals and real-world outcomes: the transition plan. Clarity AI analyzed 50 of the world’s top-emitting companies in the steel and cement sectors to uncover which plans are backed by action and which fall short.
What we found challenges common assumptions and provides investors with a sharper lens for evaluating climate risk and transition readiness.
Read the Report to Learn:
- Why emissions and target data alone can mislead investors in hard-to-abate sectors
- Which decarbonization levers (like EAF, CCS, and clinker substitution) actually predict future progress
- How to spot the difference between high-level commitments and credible, actionable strategies
- Sector-specific insights into which companies are pulling the right levers—and how it correlates with future performance
- How Clarity AI’s transition plan credibility framework helps investors move from reactive to forward-looking decision-making
Download the research report to uncover how forward-looking transition plan analysis can reshape how you assess climate risk.