Where ESG performance meets investment decisions

ESG Investment
Intelligence

Analyse companies and sectors through an ESG lens. Scope 3 exposure, Paris alignment, controversy screening, and greenwashing detection — data-driven sustainability investment analysis.

ESG Analysis View Dashboard
The Investment Gap

Your ESG data is self-reported.
Ours isn’t.

Why This Matters

80% of ESG fund screening relies on self-reported data from companies with every incentive to greenwash. Scope 3 emissions — often 70-90% of a company’s footprint — are estimated, not measured. Green bonds lack independent verification. You’re making million-dollar decisions on data nobody has checked.

What We Deliver

ESG ratings backed by supply chain evidence. We cross-reference company claims against verified Scope 3 measurements, EPR compliance records, and circular economy metrics from the MobiCycle platform. Greenwashing detection that catches the gaps between reporting and reality.

Who We Help

ESG fund managers screening portfolios for real environmental performance. Impact investors measuring outcomes, not promises. Green bond issuers needing independent verification. Family offices with sustainability mandates. Analysts covering electronics supply chains.

What You Get

Company-level ESG analysis with evidence-backed ratings. Sector-level risk heatmaps. Paris alignment tracking. Controversy screening against actual supply chain data. AI-powered greenwashing detection that compares claims to verified metrics — not just other companies’ claims.

Scope 3 Exposure

We measure actual supply chain emissions — not estimates. Investment decisions grounded in verified Scope 3 data from MobiCycle’s platform.

Mining & Biodiversity Risk

Cobalt from DRC, lithium from Chile, rare earths from China. We map the environmental and social risks hiding in your portfolio’s supply chains.

Circular Economy Metrics

Recycled content, take-back rates, product longevity. The metrics that separate genuine circular economy leaders from greenwashing laggards.

"Evidence-backed ESG. Not self-reported."

Portfolio Overview

ESG performance at a glance

72
ESG Score
43
Scope 3 Exposure
60%
Paris-Aligned
2
Controversy Flags
Holdings Analysis

E&E sector ESG leaders
and laggards

CompanySectorESGESGRating
UmicoreMaterials78827180A-
Li-CycleRecycling81887479A
Samsung SDIElectronics65616867B+
BolidenMining58526360B
CATLBatteries44384846C
Sector Analysis

ESG performance by sector

Battery & Storage

Lithium-ion supply chain under scrutiny. Cobalt sourcing, recycled content targets, and EU Battery Regulation compliance driving rapid ESG improvement.

Avg ESG: 62 · Trend: ↑

Semiconductor

Water usage, PFC emissions, and rare earth dependency. TSMC, Samsung, and Intel leading on Scope 1-2 but Scope 3 remains a blind spot.

Avg ESG: 58 · Trend: →

Recycling & Circular

Highest ESG scores in E&E sector. Urban mining, precious metal recovery, and closed-loop systems. Regulatory tailwinds from WEEE and EPR.

Avg ESG: 76 · Trend: ↑

Consumer Electronics

Massive Scope 3 footprints from complex global supply chains. Right-to-repair legislation and eWaste take-back schemes creating new compliance costs.

Avg ESG: 51 · Trend: ↓
Scope 3 Analysis

The hidden 85%
of E&E emissions.

For electronics companies, Scope 3 emissions — supply chain, product use, and end-of-life — typically represent 85-95% of total carbon footprint. Our analysis quantifies this exposure across portfolios.

284
Weighted Intensity
(tCO2e/M$)
2
High Exposure
Holdings
3
SBTi Validated
Targets
Interactive Demo

Analyse ESG performance

Describe a company, sector, or investment thesis — our AI provides ESG analysis including Scope 3 exposure, controversy screening, and greenwashing risk assessment.

mobicycle.capital/assess
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Running ESG analysis...
AI-powered ESG analysis
This dashboard is for educational and research purposes only. It does not constitute investment advice. ESG ratings are based on publicly available data and may not reflect current company performance. Always conduct independent due diligence before making investment decisions.

Woman- and minority-owned social enterprise. 11 entities across 4 continents. ESG intelligence grounded in real supply chain data, not self-reported estimates. Built on Cloudflare’s global edge network.