🌍 Illustrative Portfolio Decarbonisation Tool

📖 Overview

The Illustrative Portfolio Decarbonisation Tool is designed to help financial institutions, investors, and portfolio managers analyze and plan the decarbonisation pathway of their investment portfolios. This tool provides scenario-based analysis and lever-specific insights for emission reduction strategies.

🚀 How to Use

• Portfolio Builder: Select companies from the sidebar to add them to your portfolio. Use the sector filter to narrow down companies by industry.
• Custom Company: Click the "➕ Custom" button to add a company with custom emission data and characteristics.
• Add All: Click "📁 Add All" to quickly add all available companies to your portfolio for comprehensive analysis.
• Remove Companies: Click the "✕" button next to any company in your portfolio to remove it.

📊 Tab Navigation

• Overview: View aggregate portfolio metrics including total emissions, portfolio value, and average carbon intensity. See emissions breakdown by sector and company-level intensity comparisons.
• Scenarios: Explore five different decarbonisation scenarios ranging from Business as Usual to Accelerated Transition. View emission projections from 2025 to 2070 and compare reduction potential across different pathways.
• Sector: Analyze emissions and decarbonisation levers at the sector level. Select a sector and scenario to see:
  • Emission pathway charts showing all scenarios
  • Lever-specific reduction contributions for the selected scenario
  • Detailed breakdown of applicable decarbonisation technologies
• Company: Dive into individual company analysis. Select a company and scenario to view:
  • Company-specific emission trajectories across all scenarios
  • Lever contributions for the selected scenario
  • Baseline emissions, reduction potential, and final projections
• About: Access tool documentation and navigation guidance (this page).
• Export: Download portfolio data, scenario analysis, and comprehensive reports in CSV format for further analysis and reporting.

🎯 Scenarios Explained

• Business as Usual: Minimal emission reductions with current trends continuing (18-25% reduction by 2050)
• Modest Reduction: Gradual improvements using existing technologies (42-60% reduction by 2050)
• Paris Aligned: Aligned with Paris Agreement 2°C pathway (75-95% reduction by 2050)
• Net Zero 2050: Aggressive pathway achieving near-zero emissions by 2050 (95%+ reduction)
• Accelerated Transition: Rapid transformation with breakthrough technologies (98% reduction by 2050)

🔧 Decarbonisation Levers

The tool analyzes 25+ sector-specific and cross-sector decarbonisation levers including:

• Energy Efficiency: Process improvements and waste heat recovery
• Renewable Energy: Solar, wind, and clean power adoption
• Fuel Switching: Hydrogen, electrification, and alternative fuels
• Carbon Capture: CCS/CCUS technologies for hard-to-abate emissions
• Material Efficiency: Recycling, circular economy, and material substitution
• Process Innovation: New technologies like green hydrogen, inert anode, etc.