Transportation https://archive.ceres.org Ceres transportation related reports daily 1 2011-02-08T15:41:20Z ANALYST BRIEF: Affordability of Vehicles Under the Current National Program in 2022-2025 for Detroit Three Automakers https://archive.ceres.org/files/analyst-brief-affordability-of-vehicles-under-the-current-national-program-in-2022-2025-for-detroit-three-automakers Declining affordability has been cited by opponents of maintaining 2022-25 fuel economy regulations. According to their argument, as manufacturers pass on to their customers the cost of meeting the regulations, vehicle prices will rise, resulting in fewer sales and preventing many middle-class Americans from purchasing new vehicles. This paper addresses the affordability issue, and shows that rising new car and light truck transactions prices reflect automaker strategy and consumer preferences, with regulation-driven cost increases playing a much smaller role. No publisher Brian Sant 2016-12-19T05:00:00Z File Investor Expectations of Automotive Companies: Shifting Gears to Accelerate the Transition to Low Carbon Vehicles https://archive.ceres.org/resources/reports/investor-expectations-of-automotive-companies-shifting-gears-to-accelerate-the-transition-to-low-carbon-vehicles The purpose of this document is to provide a guide for investors to have constructive engagement with the boards of automotive companies to consider and direct more sustainable strategies that aim to mitigate the long term climate change-related risks to investors. It is to be used as required by investors in their engagement with companies.

The purpose of this document is to provide a guide for investors to have constructive engagement with the boards of automotive companies to consider and direct more sustainable strategies that aim to mitigate the long term climate change-related risks to investors. It is to be used as required by investors in their engagement with companies.

To remain competitive and successful in the long run it is important that automotive companies develop more resilient business models that can adapt to the challenges imposed by climate change and stricter environmental regulation. In addition, the sector will also become increasingly exposed to changing levels and patterns of demand as mobility patterns evolve as a consequence of global trends such as demographic change, digital transformation and urban growth.

The expectations formulated in this document go further than merely suggesting automotive companies should support compliance with 2°C regulatory regimes; they call on these companies to actively engage with the climate agenda and advocate this approach publicly. Investors also encourage automotive companies to proactively adjust their business models, capital expenditure in sustainable driving technology and product pipelines as well as to actively engage with policy makers, investors and the rest of the sector to put sustainability at the heart of the industry’s future.

This guide was developed by the Institutional Investors Group on Climate Change (IIGCC) with support from other investor networks in North America (Ceres’ INCR), Asia (AIGCC) and Australasia (IGCC) in the Global Investor Coalition. It is intended to be used in tandem with Institutional Investors’ Expectations of Corporate Climate Risk Management and is the latest in a series of sector focused guides produced to support investor engagement with key sectors to curb carbon asset and climate risk. It joins existing guides addressing engagement with oil& gas, mining, and utilities companies.

]]> No publisher Brian Sant 2016-10-11T18:40:00Z Resource Analyst Brief: Economic Effects on US Automakers and Suppliers https://archive.ceres.org/files/analyst-brief-economic-effects-on-us-automakers-and-suppliers No publisher Laura Devenney 2016-06-27T04:00:00Z File Analysis: Automakers and Suppliers MPG Standards Fact Sheet https://archive.ceres.org/files/analysis-automakers-and-suppliers-mpg-standards-fact-sheet No publisher Laura Devenney 2016-06-27T04:00:00Z File Accelerating U.S. Clean Energy Deployment: Investor Policy Priorities https://archive.ceres.org/resources/reports/accelerating-u.s.-clean-energy-deployment-investor-policy-priorities International investment to mitigate climate change is far below levels needed to reach the two-degree target. The International Energy Agency estimates that an average of an additional $1 trillion in incremental financing for clean energy is needed to meet the temperature target. International investment to mitigate climate change is far below levels needed to reach the two-degree target. The International Energy Agency estimates that an average of an additional $1 trillion in incremental financing for clean energy is needed to meet the temperature target. In September 2014, over 350 investors representing $24 trillion in assets issued the Global Investor Statement on Climate Change, calling on governments to create an ambitious global agreement that includes a meaningful price on carbon — the “Clean Trillion.”

This paper connects the Clean Trillion goal to the current United States climate and clean energy policy framework, which is a mixture of federal, state, and local initiatives. The paper outlines the 2015 U.S. policy priorities of the Policy Working Group of the Investor Network on Climate Risk (INCR), a network of more than 110 institutional investors primarily based in the U.S., focused on investment risks and opportunities associated with climate change.
]]> No publisher Laura Devenney 2015-09-08T04:00:00Z Resource California’s Low Carbon Fuel Standard: Compliance Outlook for 2020 https://archive.ceres.org/resources/reports/california2019s-low-carbon-fuel-standard-compliance-outlook-for-2020 California’s Low Carbon Fuel Standard requires a 10 percent reduction in the carbon intensity of transportation fuels by 2020, as measured on a lifecycle basis. The goals of the program are to reduce greenhouse gas emissions from the transportation sector, diversify the transportation fuels sector, and to spur investment and innovation in lower carbon fuels. This report represents the first phase of a two-phase, year-long project assessing the economic and environmental impacts of compliance with California’s LCFS out to 2020. Adopted in 2007, California’s Low Carbon Fuel Standard requires a 10 percent reduction in the carbon intensity of transportation fuels by 2020, as measured on a lifecycle basis. The goals of the program are to reduce greenhouse gas emissions from the transportation sector, diversify the transportation fuels sector, and to spur investment and innovation in lower carbon fuels.

This report represents the first phase of a two-phase, year-long project assessing the economic and environmental impacts of compliance with California’s LCFS out to 2020. This phase focuses on the development of compliance scenarios based on market research, consultation with stakeholders, and market forecasts based on best estimates of fuel availability. These compliance scenarios are used to convey the outcomes of our research and analysis: namely, that the LCFS requirements can be achieved through modest changes in the diversity of transportation fuels supplied to California. The second phase of the work will focus on the economic and environmental impacts of these compliance scenarios, including parameters such as gross domestic product, jobs, and avoided damage costs.

]]> No publisher Megan Doherty 2013-06-13T14:40:00Z Resource Fuel Economy Focus: Industry Perspectives on 2020 https://archive.ceres.org/resources/reports/fuel-economy-focus-industry-perspectives-on-2020 In collaboration with Citi Investment Research and the Investor Network on Climate Risk, Ceres, along with Oakland University’s School of Business Administration, Baum and Associates, and Meszler Engineering Services simulated the impact that the proposed U.S. Corporate Average Fuel Economy (CAFE) and greenhouse gas (GHG) emissions program might have on the industry in 2020. The analysis is meant to provide investors with a framework for evaluating the potential industry impact from tightening regulations. In collaboration with Citi Investment Research and the Investor Network on Climate Risk, Ceres, along with Oakland University’s School of Business Administration, Baum and Associates, and Meszler Engineering Services simulated the impact that the proposed U.S. Corporate Average Fuel Economy (CAFE) and greenhouse gas (GHG) emissions program might have on the industry in 2020. The analysis is meant to provide investors with a framework for evaluating the potential industry impact from tightening regulations.

]]> No publisher Megan Doherty 2012-04-04T18:30:00Z Resource More Jobs Per Gallon: How Strong Fuel Economy/GHG Standards Will Fuel American Jobs https://archive.ceres.org/resources/reports/more-jobs-per-gallon This Ceres report focuses on the economic impacts of strengthening fuel economy and greenhouse gas (GHG) emission standards for passenger vehicles sold in the United States. The analysis finds that stronger standards—more miles and fewer emissions per gallon—would lead to greater economic and job growth, both within the auto industry and in the broader economy as a whole. This Ceres report focuses on the economic impacts of strengthening fuel economy and greenhouse gas (GHG) emission standards for passenger vehicles sold in the United States. The analysis finds that stronger standards—more miles and fewer emissions per gallon—would lead to greater economic and job growth, both within the auto industry and in the broader economy as a whole.

Report Fact Sheets


National Fact Sheet

State Fact Sheets

]]> No publisher Brian Sant 2011-07-30T05:30:00Z Resource Fuel Economy Focus: Perspectives on 2020 Industry Implications https://archive.ceres.org/resources/reports/fuel-economy-focus March 2011 - This fuel economy analysis, conducted in partnership with Citi Investment Research & Analysis, evaluates the potential impact that changes to the U.S. Corporate Average Fuel Economy (CAFE) and greenhouse gas (GHG) emissions standards may have on the auto industry in 2020. Federal and California state agencies tasked with developing these standards are expected to send their recommendations to the White House as early as May. March 2011 - This fuel economy analysis, conducted in partnership with Citi Investment Research & Analysis, evaluates the potential impact that changes to the U.S. Corporate Average Fuel Economy (CAFE) and greenhouse gas (GHG) emissions standards may have on the auto industry in 2020. Federal and California state agencies tasked with developing these standards are expected to send their recommendations to the White House as early as May.

]]> No publisher Brian Sant 2011-03-30T07:00:00Z Resource CAFE and the U.S. Auto Industry Revisited: A Growing Auto Investor Issue (2011 - 2016) https://archive.ceres.org/resources/reports/cafe-and-the-u.s.-auto-industry-revisited-2009 October 2009 - This report evaluates the impact that changes to the U.S. Corporate Average Fuel Economy (CAFE) program may have on the industry in 2016. We have issued this report as a follow-up to Citi’s October 22, 2007 report “CAFE and the U.S. Auto Industry – A Growing Auto Investor Issue, 2012-2020” in which we examined the impact of proposed fuel economy regulation on the U.S. auto industry. October 2009 - This report evaluates the impact that changes to the U.S. Corporate Average Fuel Economy (CAFE) program may have on the industry in 2016. We have issued this report as a follow-up to Citi’s October 22, 2007 report “CAFE and the U.S. Auto Industry – A Growing Auto Investor Issue, 2012-2020” in which we examined the impact of proposed fuel economy regulation on the U.S. auto industry.

]]> No publisher boese.josh@gmail.com 2009-10-09T02:25:00Z Resource Climate Risk Disclosure in SEC Filings: An Analysis of 10K Reporting by Oil and Gas, Insurance, Coal, Transportation and Electric Power Companies https://archive.ceres.org/resources/reports/climate-risk-disclosure-2009 June 2009 - This Ceres/Environmental Defense Fund report evaluates the current state of climate risk disclosure by 100 global companies in five sectors that have a strong stake in preparing for a low carbon future: electric utilities, coal, oil and gas, transportation and insurance. It assesses climate risk disclosure in the SEC filings made by these companies in Q1 2008, and finds very limited disclosure. June 2009 - This Ceres/Environmental Defense Fund report evaluates the current state of climate risk disclosure by 100 global companies in five sectors that have a strong stake in preparing for a low carbon future: electric utilities, coal, oil and gas, transportation and insurance. It assesses climate risk disclosure in the SEC filings made by these companies in Q1 2008, and finds very limited disclosure.

]]> No publisher boese.josh@gmail.com 2009-06-10T14:55:00Z Resource Global Climate Disclosure Framework for Automobile Companies https://archive.ceres.org/resources/reports/global-climate-disclosure-framework-for-auto-companies-2009 March 2009 - This disclosure framework focuses on the business issues and indicators specific to the auto sector, and can be used as a reporting tool through both the Carbon Disclosure Project (CDP) and the Global Reporting Initiative (GRI). March 2009 - This disclosure framework focuses on the business issues and indicators specific to the auto sector, and can be used as a reporting tool through both the Carbon Disclosure Project (CDP) and the Global Reporting Initiative (GRI).

]]> No publisher boese.josh@gmail.com 2009-03-09T02:25:00Z Resource CAFE and the U.S. Auto Industry: A Growing Auto Investor Issue, 2012-2020 https://archive.ceres.org/resources/reports/growing-auto-investor-issue-2007 October 2007 - A new analysis by Citi, Ceres and the Investor Network on Climate Risk (INCR) finds that the Senate proposal to raise fuel economy standards for U.S. cars and trucks will have only minor impact on shareholders of auto companies. October 2007 -  A new analysis by Citi, Ceres and the Investor Network on Climate Risk (INCR) finds that the Senate proposal to raise fuel economy standards for U.S. cars and trucks will have only minor impact on shareholders of auto companies.

]]> No publisher boese.josh@gmail.com 2007-10-06T21:10:00Z Resource Climate Risk and Energy in the Auto Sector https://archive.ceres.org/resources/reports/climate-risk-and-energy-in-auto-sector-2006 April 2006 - The report, Climate Risk and Energy in the Auto Sector - Guidance for Investors and Analysts on Key Off-balance Sheet Drivers, highlights key findings from an auto analyst briefing where Wall Street analysts, institutional investors, and auto industry experts gathered to discuss the impacts of high oil prices, fuel efficiency and foreseeable climate change regulations on the future of the auto industry. The Ceres report analyzes several key trends that could affect the valuation of auto companies' securities. April 2006 - The report, Climate Risk and Energy in the Auto Sector - Guidance for Investors and Analysts on Key Off-balance Sheet Drivers, highlights key findings from an auto analyst briefing where Wall Street analysts, institutional investors, and auto industry experts gathered to discuss the impacts of high oil prices, fuel efficiency and foreseeable climate change regulations on the future of the auto industry. The Ceres report analyzes several key trends that could affect the valuation of auto companies' securities.

]]> No publisher boese.josh@gmail.com 2006-04-06T16:00:00Z Resource