2024年碳排放調(diào)查報(bào)告

BCGiCO2Ai

BoostingYourBottomLineThroughDecarbonization

CarbonEmissionsSurveyReport2024

SEPTEMBER2024

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Progressonclimateissueshasstagnated

Only9%

ofcompaniescomprehensively

reportScope1,2,and3emissions

–1pp

RESPONDENTS(%)

10

10

9

9

2021

2022

2024

2023

Only16%

havesettargetsacrossallscopes1

–3pp

RESPONDENTS(%)

19

19

18

16

2021

2022

2023

2024

Only11%

havereducedtheiremissionsinlinewiththeirambitions

RESPONDENTS(%)

–3pp

17

14

11

11

2021202220232024

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.1InclusiveofScienceBasedTargetsinitiative(SBTi)andnon-SBTitargets.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Climateleadersreportapproximately$200millioninnetbene?tsfromtheirdecarbonizatione?orts

REPORTEDANNUALDECARBONIZATIONBENEFITS(%OFRESPONDENTS)

9

0%

7

>0%–1%

16

>1%–3%

22

>3%–5%

21

>5%–7%

15

10

>7%–10%

>10%

25%ofcompaniesreported

annualdecarbonizationbene?tsworthatleast7%ofsales

Thisequatestoabout$200millioninnetbene?tsafterinvestments

Annualdecarbonizationbene?tasapercentofsales

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

China,Brazil,andIndiaareamongtheleadersinreporting,targetsetting,andreducingemissionsinlinewithambitions

%OFRESPONDENTSWHOSAIDTHEIRCOMPANIES…

REPORTSCOPES1,2,3COMPREHENSIVELY

HAVESETTARGETSFORSCOPES1,2,3

AREREDUCINGINLINEWITHTHEIRAMBITION

Average=9%Average=16%Average=11%

China

10

21

19

12

15

16

18

Highestaveragerank

Lowest

averagerank

Top?vecountries1

BrazilIndiaJapanUSA

16

25

12

24

12

14

10

17

Asia-Paci?c

Regions1

7

NorthAmericaSouthAmericaAfrica

Europe

7

MiddleEast

11

19

14

16

11

10

10

Highestaveragerank

Lowest

averagerank

8

14

8

14

1

4

9

15

194

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

1Topcountries/regionsbasedonaveragerankingacrossreporting,targetsetting,andreducingemissionsinlinewiththeirambitions.Forcountries,averagerankdeterminedamongcountrieswith80ormorerespondents;thetop?vecountriesshownarethosewiththehighestaveragerankacrossthethreecategories.Percentagesarerounded.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

China,Brazil,andIndiaalsoleadinreducingemissionsandsecuringvaluefrom

decarbonization

%OFRESPONDENTSWHO

SAIDTHEIRCOMPANIESARE…

REDUCINGEMISSIONSALONGA1.5°CPATHWAY

SEEINGSIGNIFICANTBENEFITSFROMDECARBONIZATION

Average=8%Average=25%

Top?vecountries1

China

2338

62

Brazil

2043

57

India

14

41

59

Italy

9

29

71

France

8

10

90

Regions1

SouthAmerica

15

35

65

Asia-Paci?c

12

30

70

Africa

9

43

57

Europe6

16

84

MiddleEast3

18

82

NorthAmerica4

23

77

Nosigni?cantbene?t

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.Signi?cantbene?t

Note:Companiesreducingalonga1.5。CpathwayarethosereducingScopes1and2emissionsmorethan15%andScope3emissionsmorethan10%annually;

companiesreportingsigni?cantbene?tsfromdecarbonizationseebene?tsequaltomorethan7%ofrevenuesannually.

1Countriesandregionsrankedbypercentageofcompaniesreducingalonga1.5oCpathway;countryrankingsonlyincludecountrieswith80ormorerespondents.Percentagesarerounded.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Valuefromdecarbonizationcomesfrommanysources,includingcostsavings

Areaswherecompaniesareseeingbene?ts

decarbonizedatanetcostsavings1

02

>0–10%

11

>10%–20%20

>20%–30%20

>30%–40%

12

>40%–50%

11

>50%–60%7

>60%–70%>70%–80%>80%–90%>90%–100%

4

22

6

Over50%of

companiesbelieve10%to40%of

emissionscanbereducedatanet

costsavings

Portionofcompanies’footprintsthatcanbe

Tangiblebene?ts

LoweroperatingcostsTaxationbene?ts

RESPONDENTS(%)

44

42

Highervaluations

37

Increasedrevenues

37

Intangiblebene?ts

Enhancedreputationalvalue

46

Regulatorycompliance

44

Supplychainresiliency

42

Attractionoftoptalent

34

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:Respondentpercentagesdonotaddto100duetorounding.

1Netcostsavings=whenadecarbonizationprojectyieldsgreater?nancialvaluethanthecostoftheproject,leadingtoanultimatecostsavingsfortheorganization.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Companiestakingadvancedactionsareearningthemostbene?ts

Foundationalactions

TIMESMORELIKELYTOREAPSIGNIFICANTBENEFITS1

1.6x

1.5x

1.9x

Measurement

Comprehensive

measurementofallsigni?cantand

materialGHGscopesforallregionsand

businessunits

Reporting

Publiclyreportingallsigni?cantand

materialGHGscopesforallregionsand

businessunits

Targetsetting

Settingvalidated2

targetsacrossall

GHGscopestoalignambitionswiththegoaloflimiting

warmingto1.5°C

Advancedactions

2.9x

4.0x

4.5x

Climatetransitionplans

Acompany-wideplan

thatcreatesa

sustainabilityvisionsupportingemissionsreductionsandvalue

capture

Product-levelemissions

Acarbon

measurement

approachquantifyingemissionsatthe

productlevelto

increaseaccuracy

AI

Theuseofarti?cial

intelligencetoolstoimprovetheaccuracyande?ciencyofthesustainability

processes

Climatematurity

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:GHG=greenhousegas.

1Comparingorganizationsthatseesigni?cant?nancialbene?t(>7%ofsales,i.e.,thetopquartileofcompaniesachievingvalue)vs.thosethatdonotseethatsamelevelofbene?t.2Validationcanbedonebythird-partyorganizationssuchastheScienceBasedTargetsinitiative.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

CompaniesusingAIarefarmorelikelytoexperiencesigni?cantdecarbonizationbene?ts,includinge?ciencygains

SHAREOFCOMPANIESTHATEXPERIENCEDSIGNIFICANTBENEFITS1(%)

AVERAGEAMOUNTOFEFFICIENCYIMPACTFROMUSINGAIINSUSTAINABILITYPROCESSES2(HOURS/WEEK)

4.5x

33

7

ThosethatuseAI

Thosethat

donotuseAI

Companiesthatsawnosigni?cantdecarbonizationbene?ts

Companiesthatsawsigni?cantdecarbonizationbene?ts

163

+74%

284

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

1Referstoorganizationsthatsawsigni?cant?nancialbene?tsfromdecarbonization(>7%ofsales).

2Estimatesbasedonsurveyresponsesabouttheimpactone?ciencyofusingAIinsustainabilitye?orts,measuredintermsoffull-timeequivalentsat40hours/week.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Companiescalculatingemissionsattheproductlevelarefourtimesmorelikelytoseesigni?cantdecarbonizationbene?ts

SHAREOFCOMPANIESTHATEXPERIENCEDSIGNIFICANTBENEFITS1(%)

4x

27

7

Thosethat

calculatePCF

Thosethatdo

notcalculatePCF

REASONSCOMPANIESCALCULATEPRODUCT-LEVELEMISSIONS(%OFRESPONDENTS)

Abilitytopromoteproduct-levelsustainability37

36

Regulationsdoorwillrequireitinthefuture

Abilitytoevolveproductportfolio35

IncreasedabilitytomeasureandreportScope3reductions34

Calculatingproduct-levelemissionsisabestpractice33

Increasedabilitytoassessproductportfolios32

31

Abilitytocomparetocompetitorsataproductlevel

Increasedabilitytopricecarboninternally

30

Otheroptionsselectedby<30%ofrespondents

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:PCF=productcarbonfootprint.Percentagesforcompaniesthatdo/donotcalculatePCFwererounded.

1Referstoorganizationsthatsawsigni?cant?nancialbene?tsfromdecarbonization(>7%ofsales).Percentagesarerounded.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Committingtoaclimatetransitionplancanimprovethelikelihoodof?ndingmorevalueindecarbonization

SHAREOFCOMPANIESTHATEXPERIENCEDSIGNIFICANTBENEFITS1(%)

2.9x

32

11

Thosewithclimatetransitionplans

Thosewithoutclimatetransitionplans

TOPINITIATIVESFORCOMPANIESWITHPLANSTHATSAWSIGNIFICANTBENEFITS1(%OFRESPONDENTS)

ProcuringrenewableenergyviaPPAs

61

Investinginownrenewablegeneration

57

Energy/processe?ciency

56

Revampingproducts/servicestoo?erlow-carbonalternatives

50

Materiale?ciency

50

Otheroptionsselectedby<50%ofrespondents

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:PPA=powerpurchaseagreement.

1Referstoorganizationsthatsawsigni?cant?nancialbene?tsfromdecarbonization(>7%ofsales).

BCGANDCO2AICARBONEMISSIONSSURVEY2024

Respondentsweredistributedacrossregions,industries,andorganizationsizes

Region

12

11

11

10

Europe

30

564

Asia-Paci?c

26

484

NorthAmerica

217

MiddleEast

207

SouthAmerica

201

Africa

191

RESPONDENTREGION(%;NUMBER)

Industry

11

11

6

Technology

19

346

Industrialgoods

13

244

Consumer

13

233

Financialinstitutions

206

Energy

197

Transportationandlogistics

117

Healthcare

595

Publicsectorandnonpro?t

590

Construction

589

Other

587

Mediaandtelecom

358

Travelandtourism

240

Insurance

124

Realestate

120

Agriculture

118

INDUSTRYOFOPERATIONS(%;NUMBER)

Organizationsize

10

1,000–2,500employees

193

2,501–5,000

14

261

5,001–10,000

19

360

10,001–20,000

22

405

20,001–50,000

11

199

50,001–100,000

11

197

100,001+

13

249

EMPLOYEES(%;NUMBEROFCOMPANIES)

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:AfricaincludesEgypt,Nigeria,andSouthAfrica;Asia-Paci?cincludesAustralia,China,India,Japan,andIndonesia;EuropeincludesDenmark,Finland,France,Germany,Italy,Norway,Spain,Sweden,andtheUK;LatinAmericaincludesArgentina,Brazil,andChile;theMiddleEastincludesKuwait,Qatar,SaudiArabia,andtheUnitedArabEmirates;NorthAmericaincludesCanadaandtheUS.Becauseofrounding,notallbarcharttotalsaddupto100%.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

SeveralbarrierspreventcompaniesfromusingAItosupporttheirdecarbonizatione?orts

RESPONDENTSNOTUSINGAI(%)

CostofAI-drivensolutionsistoohigh

34

Ihavedi?cultlytrainingand

upskillingtalenttouseAIsolutions

30

Mycurrentsustainabilitytoolsdonoto?erAIsolutions

23

MyAIsolutionsarepronetoerrors

21

IdonothaveanygoodusecasesforAIwithinsustainability

20

Don’tknow

10

CompaniesthatdonotuseAIfor

decarbonizationlistedhighcostsand

trainingdi?cultiesasthemostcommonbarrierstoimplementation.

Thesedi?cultieswerecommonlylisted

acrossmanysectorscurrentlyadoptingAI.

Toovercomethesebarriers,companiescanfocusonvaluecreationopportunities

fromAIandprioritizetailoredemployeetrainingto?tspeci?cneeds.

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

MostcompaniesreportthatusingAIhasa“major”or“extremelysigni?cant”impactontheirdecarbonizatione?orts

AI'SIMPACTONDIFFERENTAREASOFDECARBONIZATION(%OFRESPONDENTS)

Emissionsmeasurement

1413273421

Emissionsreporting

Planningforabatementopportunities

2613263320

6

27

32

19

1

15

28

25

14

32

19

Predictivemodelingandemissionsforecasting

Business,process,andproductdesignsustainability

Supplierengagement

Customerengagement

2514273318

2717292717

16

26

32

17

36

NoimpactMinorimpactSomewhatofanimpactModerateimpactMajorimpactExtremelysigni?cantimpact

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:Percentagesfordi?erentareasdonotalladdto100duetorounding.

BCGANDCO2AICARBONEMISSIONSSURVEY2024

CompaniesplantouseAIinthefutureacrossalonglistofdecarbonizationprocesses

DECARBONIZATIONPROCESSESINWHICHCOMPANIESWILLEMPLOYAI-POWEREDTOOLS(%OFRESPONDENTS)

Identi?cationofenergy-e?ciencyoptimizations

36

Baselineemissions-datacollectionandanalysis

36

Emissionsreporting

35

Supplychainemissions

trackingandassessments

35

Dataexchangeandintegration

35

Predictivemodeling

foremissionsforecasting

34

Emissionsaccountingandveri?cation

32

Scenarioplanningandriskmanagement

30

Sources:BCGandCO2AICarbonEmissionsSurvey2024(N=1,864);BCGanalysis.

Note:LLMs=largelanguagemodels.Percentagesarerounded.

FuturepotentialAIusecases:

·Advancedcontrolsystemsto

optimizeenergyusage

·LLMsthatclassifyactivitiesfor

emissionsdatacollection

Disclaimer

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updatethesematerialsafterthedatehereof,notwithstandingthatsuchinformationmaybecomeoutdatedorinaccurate.

Thematerialscontainedinthispresentationaredesignedforthe