区域化转型情报：利用本地背景生成决策有用信息

RegionalizingTransitionIntelligence Using local context to producedecision-useful information Authors and Acknowledgments Authors Ananya AggarwalHannah BartonMitchell LutiChristina Pastoria Authors listed alphabetically. All authors from RMI unless otherwise noted. Contacts Christina Pastoria,christina.pastoria@rmi.orgEstefania Marchan,emarchan@rmi.org Copyrights and Citation Ananya Aggarwal, Hannah Barton, Mitchell Luti, and Christina Pastoria,Regionalizing Transition Intelligence,RMI, 2025,https://rmi.org/insight/regionalization-of-corporate-transition-assessments. RMI values collaboration and aims to accelerate the energy transition through sharing knowledge andinsights. We therefore allow interested parties to reference, share, and cite our work through the CreativeCommons CC BY-SA 4.0 license.https://creativecommons.org/licenses/by-sa/4.0/. All images used are from iStock.com unless otherwise noted. Acknowledgment We would like to thank our colleagues at RMI who have contributed to this work. In particular, NickyHalterman, Jacob Kastl, Matthias Kensbock, Dhroovaa Khannan, Sam Kooijmans, Antoine Lalechere,Weiting Li, Estefania Marchan, Aubrey McKinnon, Aamir Shams, and Thomas White each played a vital rolein shaping the research and ideas presented in this report. We also thank our strategic partners and other financial institutions and experts for their ongoing supportand thoughtful review. Their guidance and engagement throughout the development of this work havebeen invaluable, ensuring its relevance and impact. About RMI Rocky Mountain Institute (RMI) is an independent, nonpartisan nonprofit founded in 1982 that transformsglobal energy systems through market-driven solutions to secure a prosperous, resilient, clean energyfuture for all. In collaboration with businesses, policymakers, funders, communities, and other partners,RMI drives investment to scale clean energy solutions, reduce energy waste, and boost access to affordableclean energy in ways that enhance security, strengthen the economy, and improve people’s livelihoods. RMIis active in over 50 countries. Table of Contents Executive Summary4Introduction6The Value of Regionalizing Corporate Transition Assessments8Frontiers of Regionalized Assessments10Frontier 1: Leveraging regional pathways to contextualize targets and identify dependencies11Government policy and sectoral plans. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Multicountry policy pathways. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Sector-specific regional pathways...........................................12Downscaled global pathways. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Example: Evaluating target ambition and transition feasibility for a Japanese utility. . . . . . . . . . .13Frontier 2: Evaluating critical dependencies17Step 1. Dependency prioritization...........................................18Step 2. Dependency timing and possible evolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Step 3. Degree of control over dependency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Example: Evaluating market dependencies for sustainable aviation fuels in the European Union....19Frontier 3: Closing the data divide21Example: Assessing a power utility’s investment alignment using alternative data.............25 Conclusion27 Endnotes28 Executive Summary Financial institutions face a critical challenge in assessing corporate transition planning: the absence ofregional context.iAlthough climate targets and decarbonization strategies are increasingly common incorporate disclosures, they often overlook the local economic, policy, and infrastructure conditions thatshape the pace and feasibility of transition. This disconnect limits the decision-usefulness of assessments,hindering the ability of financial institutions to effectively manage climate-related risks and opportunities.Regionalization strengthens assessments by: •Revealing asset-level exposure and transition-critical dependencies (sometimes called “geographicdependencies”), such as reliance on local infrastructure, policy support, or emerging technologies •Enhancing the accuracy and comparability of corporate performance by benchmarking targets againstregional transition pathways and evaluating them in the context of local conditionsii Uncovering opportunities in underserved regions to enable a more diversified climate finance strategy This paper outlines practical guidance for regionalizing corporate transition assessments, despite data andother challenges, by exploring three frontiers: 1Leveraging regional pathways to contextualize targets and identify dependencies:Financialinstitutions can benchmark corporate targets against regionally grounded transition pathways toassess alignment and feasibility. These pathways offer insights