Sustainability
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What a modern reformation would require | Kevin Noone | TEDxStockholm University
TEDx Talks· 2025-09-23 16:02
Core Argument - The current societal trajectory, driven by the separation of humans and nature, leads to an unsustainable and unjust world [3][5][20] - A "Reformation 2.0" is needed to reassess foundational assumptions and recognize the interconnectedness of humans and nature [24][35] - Shifting the mindset from viewing nature as a fungible resource to recognizing it as essential is crucial for a sustainable future [30][34] Driving Forces & Historical Context - Cartesian dualism, the idea that humans are separate and superior to nature, has deeply influenced Western thought and societal structures [6][9] - Adam Smith's "invisible hand" and Milton Friedman's emphasis on profit maximization have contributed to a focus on self-interest and shareholder value, potentially at the expense of the environment [11][13] - The concept of planned obsolescence and the drive to overuse resources, combined with the human-nature separation, exacerbate environmental problems [16][20] Proposed Solutions & Future Vision - Collaboration and cooperation, based on the understanding that humans and nature are intertwined, are essential for planning transitions [34] - Drawing inspiration from cultures that recognize the interconnectedness of humans and nature, such as Native American philosophies, can inform a new ethical framework [25][26][27] - Transformations in transportation, energy, and agriculture sectors demonstrate the feasibility of rapid and significant societal change [32][33]
Will Chipotle's Sustainability Push Strengthen Its Brand Edge?
ZACKS· 2025-09-23 15:06
Key Takeaways Chipotle is rolling out high-efficiency kitchen equipment to improve throughput and reduce waste. Supply-chain focus on real ingredients and efficiency is helping offset inflationary pressures. Sustainability strengthens Chipotle's brand equity and supports employee engagement growth. Chipotle Mexican Grill ((CMG) has long tied its identity to “food with integrity,” and the latest sustainability efforts reinforce that positioning. During the second-quarter 2025 earnings call, management highli ...
X @Forbes
Forbes· 2025-09-23 13:44
“We are the most intellectual species to walk the planet, but we’re not intelligent. If you’re intelligent you don’t destroy your only home.”Dr. Jane Goodall, DBE, founder of @JaneGoodallInst and UN Messenger of Peace, spoke at the 2025 #ForbesSustainabilityLeaders Summit. https://t.co/mxA4Zcya3R ...
ASM International (OTCPK:ASMI.Y) 2025 Investor Day Transcript
2025-09-23 13:32
ASM International Investor Day Summary Company Overview - **Company**: ASM International (OTCPK: ASMI.Y) - **Event**: 2025 Investor Day held on September 23, 2025 Key Industry Insights - **Semiconductor Market Growth**: The semiconductor market is projected to reach $1 trillion by 2030, driven by leading-edge logic and DRAM technology [92] - **ALD and Epitaxy Growth**: The ALD (Atomic Layer Deposition) market is expected to outgrow the wafer fabrication equipment (WFE) market, with projections of reaching $5.1 billion to $6.1 billion by 2030, reflecting a CAGR of 9% to 13% [93] - **Epitaxy Market**: The epitaxy market is also anticipated to grow significantly, with projections of $2.5 billion to $3.2 billion by 2030, also with a CAGR of 9% to 13% [94] Company Strategy and Performance - **Growth Strategy**: ASM has successfully delivered on strategic objectives set in 2021, outgrowing the WFE market and expanding its ALD and Epitaxy market share [12][13] - **ALD Market Share**: ASM has increased its ALD market share to over 55%, benefiting from the transition from FinFET to Gate All Around technology [17] - **Epitaxy Market Share**: The company has grown its epitaxy market share from 12% in 2020 to 25% in 2024 [19] - **Spares and Services Revenue**: ASM has doubled its spares revenue from €277 million in 2020 to €547 million in 2024, achieving a 19% CAGR [24] Technological Innovations - **AI and ML Integration**: ASM is leveraging AI and machine learning to enhance innovation speed for customers and improve high-volume manufacturing (HVM) processes [14][47] - **Advanced Packaging**: The company sees advanced packaging as a mid-term growth area, utilizing its chemistry and surface knowledge developed over the years [14][96] - **Sustainability Initiatives**: ASM has integrated sustainability into its operations, achieving 100% renewable energy usage in 2024 and receiving recognition for its sustainability efforts [30][28] Financial Targets - **2030 Revenue Target**: ASM aims for a revenue target of greater than €5.7 billion with an operating margin of 30% and free cash flow exceeding €1 billion by 2030 [17][89] - **Operational Efficiency**: The company is focused on improving operational efficiency through upgraded ERP and PLM systems [15] Market Trends and Future Outlook - **High-Performance Computing**: The market is shifting towards high-performance computing driven by AI, with significant growth expected in logic and memory technologies [58][92] - **Device Scaling**: The transition to 3D structures and advanced materials is becoming critical for performance improvements in semiconductor devices [59][100] - **Advanced Packaging Growth**: The advanced packaging market is projected to double from CHF 5.6 billion to CHF 11.5 billion by 2030, with a CAGR of 15% [76] Conclusion ASM International is well-positioned to capitalize on the growth opportunities in the semiconductor industry, particularly in ALD and epitaxy technologies, while maintaining a strong focus on sustainability and operational efficiency. The company's strategic objectives and technological innovations are aligned with the evolving market trends, setting a solid foundation for future growth.
Cabot Corporation Highlights Sustainability Progress in 2025 Sustainability Report
Globenewswire· 2025-09-23 13:00
Core Insights - Cabot Corporation published its 2025 Sustainability Report, highlighting progress in sustainability performance and the introduction of its 2030 Sustainability Goals [1][3] Group 1: 2025 Sustainability Report Highlights - The company achieved 11 out of 15 2025 Sustainability Goals ahead of schedule and anticipates further progress in 2025 [3] - Key achievements include a $10 million investment in local communities, the launch of the REPLASBLAK® product family, and significant waste diversion from landfills [5] - Greenhouse gas emissions intensity was reduced by over 5% compared to 2022 levels, meeting the 2025 goal ahead of schedule [5] Group 2: 2030 Sustainability Goals - The 2030 Sustainability Goals were defined through a materiality assessment conducted in 2024, involving research and engagement with over 20 internal teams and external stakeholders [3][4] - Goals include a 15% reduction in Scope 1 and Scope 2 greenhouse gas emissions intensity, a 20% reduction in sulfur dioxide emissions, and a 10% reduction in freshwater withdrawal intensity from water-stressed areas [6] - The company aims to reduce the average portfolio product carbon footprint by 5-10% and improve health and safety metrics by reducing total recordable incident rates and lost time incident rates by 25% [6]
Mars Invests Billions in European Renewable Energy
Yahoo Finance· 2025-09-23 12:30
Core Viewpoint - Mars Inc. has transitioned its ten Snacking factories in Europe to operate entirely on renewable energy, marking a significant advancement in its sustainability and decarbonization strategy aimed at achieving net-zero emissions by 2050 [1][5]. Investment and Financial Commitment - The company has invested over $1.6 billion (€1.5 billion) in its European manufacturing facilities over the past five years, focusing on energy reduction and conversion, as well as purchasing Guarantees of Origin (GO) certificates to offset remaining energy consumption [2]. - Mars plans to invest an additional $1.1 billion (€1 billion) in its European operations by the end of 2026 to foster innovation and develop energy-efficient infrastructure [5]. Production and Distribution - The ten factories are located in the Czech Republic, France, Germany, the Netherlands, Poland, and the United Kingdom, producing approximately 900,000 metric tons of confectionery brands annually, with 85% of production distributed within Europe [3]. Industry Context - The transition to renewable energy aligns with a broader trend in the food and beverage industry, where companies are increasingly pressured by investors and regulators to reduce their carbon footprint and adopt sustainable practices [4].