SFOCフィード

🚘 Could Hyundai Motor Group's actual CBAM exposure be far higher than investors have been led to expect? New SFOC analysis suggests Hyundai Motor's projected EU Carbon Border Adjustment Mechanism (CBAM) liability-related costs for its EU operations may be substantially underestimated, leaving investors with more questions than answers. 📊 While Hyundai estimates its CBAM-related costs will reach around $1.43 million USD by 2030, our modeling indicates actual costs could be $52.9–129 million USD higher due to gaps in disclosed data and assumptions. With CBAM's scope set to expand in 2028 to include automotive components and commercial vehicles, transparency around carbon-related trade costs will become increasingly important for investors assessing financial risk. Our latest report provides key investor questions, a technical disclosure framework, and a financial model for evaluating Hyundai's CBAM exposure. #ClimateAction #CBAM #CorporateDisclosures #ESG #Hyundai #Steel #SFOC Hyundai Motor Company | Hyundai Steel | Kia Worldwide | WorldAutoSteel | Lead The Charge

🔗 📢 BREAKING: @GreenpeaceEAsia flashes 'red card' 🟥 outside Hyundai HQ in Seoul as part of global campaign calling out the automaker: https://t.co/3ymmXvQBT0 @Lead_theCharge @Greenpeace @HMGnewsroom

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🌡️🔥 As Europe experiences another summer of #heatwaves , one question is becoming impossible to ignore: how can the world stay cool without accelerating climate change? Cooling is no longer simply a matter of comfort. It is increasingly a question of health, resilience, equity, development, and climate. As temperatures rise, so does the demand for cooling. Yet billions of people still lack access to it, while decisions made today, from refrigerants to cooling technologies, will shape economies, emissions, and the resilience of societies worldwide. 🌏 Why Asia? Asia is at the heart of the global cooling transition. The region accounts for nearly two-thirds of global air-conditioner demand, is home to major #HVAC manufacturers, and will play a decisive role in determining how the world cools sustainably. As governments gather in Bangkok today for the five-day Open-ended Working Group (#OWEG) meeting, discussions on the next phase of the #KigaliAmendment come at a pivotal moment. With the first major #HFCs reduction milestones for many Asian countries approaching in 2029, this decade is a critical window to accelerate climate-friendly cooling. ➡️ Swipe through to explore five lessons from Asia’s cooling transition - and why the region’s choices matter far beyond its borders, shaping our shared climate and development future. #GlobalCooling #ClimateAction #SustainableCooling #MontrealProtocol #Refrigeration

🏭 Defining "green steel" is about more than labels. It's about driving real industrial transformation. Our latest report examines the green steel certification considerations underpinning global and national standards. How South Korea designs its green steel standard will shape the industry's competitiveness and long-term decarbonization. Our analysis calls for a robust standard that accelerates the shift from blast furnace production to hydrogen-based direct reduced iron (H₂-DRI) steelmaking. ‼️ Credibility vs Greenwashing Mass-balance approaches risk granting green steel recognition without fundamental changes to production processes, potentially prolonging reliance on blast furnaces and delaying the transition to genuinely low-emission steelmaking pathways. To remain competitive in a growing low-carbon materials market, South Korea should embrace transparency and credibility by: 🔹 Ensuring mass-balanced blast furnace-based steel is not recognized as green steel without fundamental changes to production processes, preventing certification from prolonging coal-based production. 🔹 Adopting performance-based carbon intensity thresholds with physical traceability, ensuring that certified products reflect genuine emissions reductions while creating a clear transition pathway toward H₂-DRI. 🔹 Aligning Korea's green steel standard with internationally recognized principles and frameworks, including the International Energy Agency (IEA), ResponsibleSteel™, and Europe’s Low Emissions Steel Standard (LESS), to strengthen interoperability and long-term competitiveness. 🔗 Report link in comments. #SFOC #GreenSteel #CleanSteel #IndustrialDecarbonization #SteelTransition

‼️Weak green steel standard could lock 🇰🇷 into high-carbon steelmaking, undermining the country's international competitiveness. Check the full PR here: https://t.co/6hIIV0XgNV