Sandra Lawson
Showing 1–2 of 2 transcripts.
- Goldman Sachs7 min
ESG Roadmap: The Utilities Sector
Goldman Sachs Research's ESG Roadmap Project analyzes critical environmental, social, and governance challenges facing the utility sector over the next 18 to 24 months. The report highlights specific friction points including grid modernization costs, escalating cybersecurity risks from smart grid proliferation, and the precarious investment climate surrounding nuclear power's role in decarbonization. Additionally, it identifies significant data gaps in lobbying, tax transparency, and cybersecurity postures that investors must address to navigate the tension between green energy demands and ratepayer affordability.
- Goldman Sachs7 min
ESG in the Food & Beverage and Alcohol & Tobacco Sectors
Goldman Sachs Research launched the ESG Roadmap Project to analyze sector-specific risks and opportunities using a methodology that synthesizes data, corporate statements, and analyst insights for 12 to 36-month horizons. The inaugural report on food, beverage, alcohol, and tobacco sectors reveals robust plastic reduction progress while highlighting critical gaps in labor enforcement, deforestation, and the fact that fewer than 25% of firms currently link executive pay to ESG performance. Anticipated regulatory and consumer pressures are expected to drive widespread adoption of science-based emissions targets and compensation structures focused on reducing food waste and Scope 3 emissions across the industry.