航空宇宙＆防衛におけるサステナビリティ：テーマ別調査

サステナビリティ (持続可能性) の需要は、商用航空における効率性への需要および気候に対する責任の世界的な高まり、ならびに、持続可能なビジネスモデルを構築するという要求によって促進されています。

当レポートでは、航空宇宙＆防衛におけるサステナビリティ (持続可能性) について調査し、サステナビリティフレームワーク、サステナビリティが航空宇宙＆防衛に与える影響およびケーススタディなどについて分析しています。

目次

エグゼクティブサマリー

• GlobalDataのサステナビリティフレームワーク
• サステナビリティが航空宇宙＆防衛に与える影響
• サステナビリティの測定と対応
• タイムライン
• ケーススタディ
• 企業
• 用語集

Sustainability will shake up the aerospace and defense sector

Sustainability is of tremendous importance to the defense and aerospace industry and has implications across many levels of production. Commercial aircraft are a significant source of carbon emissions, and the industry is coming under increasing pressure to increase its climate responsibility.

The defense industry specifically also needs to maintain a consciousness of sustainability issues. Manufacturing defense platforms demands vast quantities of raw materials such as metals. These metals must be dug up from the ground, its ore processed, melted into a useable form and then processed through stamping, casting, forging or milling. These processes are among the most energy-intensive across all manufacturing. Additionally, advanced systems rely upon rare earth metals, which are sparse globally, and concentrated in countries with questionable human rights records. For example, Cobalt is mainly sourced from the Democratic Republic of the Congo, where supply chains are hard to trace and concerns have been raised over the use of child labor. China has the world's largest resources of rare earth metals, holding approximately 35% of the world's reserves.

Sustainability also encompasses good corporate governance. One measure of good corporate governance may be the reliance to cyber-attacks. Aerospace and defense firms are often possess highly classified information, making them an attractive target for cyber-attacks and ransomware attacks. In 2020, a supplier to several major defense companies, including Lockheed Martin, Boeing, General Dynamics, and SpaceX, was the target of a ransomware attack.

Scope

• Demand for sustainability will be driven by increasing global demand for efficiency and climate responsibility in commercial aviation, aswell as the desire to build a sustainable business model.
• The reluctance of many CEOs to fully engage with sustainability can be attributed to the age-old view that it will hurt profits. However, the evidence in this report suggests the opposite. Companies that embrace all three elements of sustainability will outperform their peers. CEOs that are too slow to improve their company's approach to sustainability will see an exodus of customers and a drop in profits far sooner than they ever imagined.
• This report looks at key products used in sustainability.
• This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine".

Reasons to Buy

• Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global Aerospace & Defense.
• Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.
• Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Table of Contents

Table of Contents

Executive summary

• GlobalData's sustainability framework
• The impact of sustainability on aerospace and defense
• Sustainability measurement and response
• Timeline
• Case studies
• Companies
• Glossary