MSCI’s “Net Zero Tracker”

Here’s this note from David Carlin about MSCI’s “Net Zero Tracker”:

Terrific analysis by MSCI from their net-zero tracker report! While progress continues on disclosure, companies are rapidly burning through the 1.5 C carbon budget.

Some key takeaways:
1. Listed companies are on a path to warm the planet by 2.7 C
2. Only 19% of listed companies align with a 1.5°C pathway
3. Listed companies are expected to use up their share of the 1.5 C carbon budget by the end of 2026.

In this graphic, see the implied temperatures of a variety of major economic sectors and the proportion of companies aligned with different temperature pathways.