Changing Drivers: The Impact of Climate Change on Competitiveness and Value Creation in the Automotive Industry

A joint project of the World Resources Institute and Sustainable Asset Management, this report examines how the value of the world’s leading auto companies will be affected by emerging global policies about the auto industry’s role in climate change. According the report, According to the report, companies producing low-carbon vehicles and possessing superior carbon-reducing technologies should see market share increase and competitive advantage grow as these developments take hold. In contrast, companies that have more carbon-intensive vehicles and that are lagging behind in the race to develop lower-carbon technologies could suffer from lower sales, increased costs, and reduced profits. Hence, carbon constraints could have a strong influence on competition within the industry.

For investors, the report offers strategies for making better-informed decisions on the future of the auto manufacturers in light of emerging global policies regarding the auto industry’s role in climate change.

The companies included in the report are: BMW, DaimlerChrysler, Ford, General Motors, Honda, Nissan, PSA Peugeot Citroën Group, Renault, Toyota, and Volkswagen.

Download the report online.