Air transport: carbon costs underestimated, SAF as a lifeline
We have integrated 10 air transport stocks into our ESG coverage universe and identify three Best-in-class names: Air-France KLM on climate strategy; Airbus in the absence of a challenger; and Safran, the engine maker best placed in the face of the transition risk. The financial impacts of tougher carbon regulations are underestimated for the airlines. Sustainable aviation fuels (SAF) are the only lever for the decarbonisation of the industry in the short term, but the availabili...
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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