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
What We Do

ESG intelligence grounded
in real data

The Problem

ESG fund screening relies on self-reported data from companies with every incentive to greenwash. Scope 3 emissions — the biggest component — are estimated, not measured. Green bonds lack independent verification. Investors are flying blind on environmental risk.

Our Approach

MobiCycle Capital provides ESG intelligence grounded in real supply chain data. We connect investment analysis to actual Scope 3 measurements, EPR compliance records, and circular economy metrics from the MobiCycle platform.

Who It's For

ESG fund managers screening portfolios. Impact investors measuring real-world outcomes. Green bond issuers needing verification. Family offices with sustainability mandates. Anyone investing in electronics supply chains.

How It Works

Edge AI analyses company supply chains against our database of verified emissions, compliance, and circularity data. We produce ESG ratings backed by evidence, not estimates. Carbon footprint analysis per investment. Green bond tracking with real-time compliance monitoring.

Scope 3

Supply chain emissions measurement & reduction across the full electronics lifecycle.

Biodiversity

Mining impact & ecosystem accountability — from rare earth extraction to habitat loss.

Pollution

eWaste, hazardous materials & circular economy — keeping electronics out of landfills.

"Your supply chain is a graph, not a spreadsheet."

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.