3 June | Online | 16:00 London | 11:00 New York | 11:00 Boston | 8:00 San Francisco

Automotive companies are widely positioned as transition leaders. But new analysis suggests investors may be significantly underestimating their exposure to oil demand and carbon risk.

Join Carbon Tracker and InfluenceMap for a 45-minute investor briefing on our forthcoming Oil Companies in Disguise – 2026 Edition report.

Our research finds that:

• Across major global automakers, reported Scope 3 emissions may underestimate real-world emissions by 33% on average.
• This “Carbon Gap” is driven by optimistic assumptions on vehicle lifetime, hybrid usage, and emissions boundaries.
• When adjusted for real-world conditions, some automakers exhibit carbon intensity levels comparable to, or exceeding, oil and gas companies.
• Hybrid-heavy strategies may be prolonging oil demand and increasing long-term stranded asset risk.
• Diverging electrification strategies are creating clear winners and laggards in the transition.

For investors, this raises a critical question: Are automotive portfolios carrying hidden oil exposure that is not being priced in?

What this webinar will give you:

This session is designed to provide practical, decision-relevant insights for investors, including:

• How to identify hidden carbon liabilities in automaker disclosures.
• What the “Carbon Gap” means for risk and portfolio alignment.
• Which OEM strategies are reducing vs extending exposure to oil-linked revenues.
• How to incorporate BEV sales share and emissions realism into investment analysis.
• Key questions for engagement, stewardship, and voting decisions.
• What evolving carbon accounting debates could mean for future disclosure reliability.

This webinar is a high-impact briefing for investors assessing climate risk, transition credibility, and capital allocation in the global automotive sector.

Speakers:

• Ben Scott, Head of Energy Demand, Carbon Tracker
• Ben Youriev, Director of LobbyMap Research on Energy, Mining and Transport, InfluenceMap
• Giuseppe (Joseph) Jacobelli, Managing Partner, Bourne Impact Capital Ltd and Founder of actE