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The ‘Scope 4’ Rebellion: GE Aerospace Earnings and the Disruption of Industrial Valuations
As GE Aerospace reported stellar earnings today, a burgeoning conflict over 'Scope 4'—or avoided emissions—is creating a massive valuation gap between institutional and retail investors. While the SEC retreats from mandatory climate rules, a new 'analyst-led' standard for valuing carbon efficiency is quietly re-ranking the industrial sector.
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