Transition InvestingTransition Investing
    Sector Analysis · March 2026

    Sectors Deep Dive

    A sector-by-sector view of transition exposure, carbon intensity, and decarbonization pathways across equity markets.

    • High-impact sectors covered include energy, utilities, materials, industrials, transport and agriculture.
    • Each sector is shown with its weighted average carbon intensity and share of index emissions.
    • Sector pathways are compared against the reduction rates implied by 1.5C-aligned scenarios.
    • Charts highlight where index emissions are concentrated relative to index weight.

    Index-level carbon metrics hide how uneven emissions are across sectors. A handful of industries typically account for the majority of financed emissions while representing a modest share of index weight, which is why sector pathways matter more than portfolio averages when judging transition credibility.

    The deep dive draws on publicly reported emissions and sector pathway benchmarks. Signed-in visitors can explore each sector interactively, compare regions and inspect the companies driving concentration within the sector.