国产福利久久久: Can Reshoring Manufacturing Spur Environmental Innovation?
鈥淥ne lesson of the backlash [to ESG] is that executives must anchor their actions more firmly in a business case鈥�. So wrote Andrew Edgecliffe-Johnson in this week鈥檚 edition of the always-insightful . He鈥檚 100% right. I have been talking to CEOs, executives, and corporate board members over the last few weeks about how they see stakeholder matters in the current climate and this is a universal position.
On environmental issues, the case for leadership is compelling, especially as the potential for reshoring accelerates. Our polling shows the public supports the creation of more jobs in the U.S. At the same time, Americans across the political spectrum value clean air, water and soil. A majority is worried about the . As one of our focus group participants (Republican, male) put it, 鈥淚f [companies] post record profits, but pollute a river or lake, those profits come from the public.鈥� The very definition of an economic externality, in other words.
Safeguarding the health of our natural environment becomes particularly critical for businesses seeking to reshore manufacturing activities. 贬别谤蝉丑别测鈥檚 commitment to at priority sites in water-scarce regions will reduce the company鈥檚 operating expenses and support the future sustainability of its domestic manufacturing capacity (which was to boost its supply chain in Pennsylvania through 2026). The recent announcement by Microsoft (#1 on Environment in our 2025 Rankings) of a for cloud computing and AI-infrastructure will require the company to surpass its already industry-leading efforts on water conservation and energy efficiency if it鈥檚 to meet its target of becoming by 2030.
Other companies leading in JUST Capital鈥檚 assessment of environmental performance
include (Automobiles & Parts), . (Industrial Goods), (Computer Services) and (Pharma). To Edgecliffe-Johnson鈥檚 point, the business case here is clear. As of April 14, 2025 Environment Leaders have outperformed the Russell 1000 Equal Weighted Index by 5.6% since inception (December 31, 2021). As domestic manufacturing grows, so the opportunity for real innovation in protecting domestic natural capital also grows.
Be well,
Martin
QUOTE OF THE WEEK
鈥淎nd what I said鈥e鈥檝e been in business for over a century. Political winds blow in all different directions, particularly when you operate in almost 150 countries. But there are fundamental truths that have guided this company for 98 years: We welcome all to our hotels, and we create opportunity for all at our company鈥he next day I got 40,000 emails from Marriott associates around the world just saying, 鈥榯hank you鈥�.鈥�
鈥� Marriott CEO Anthony Capuano speaking to Fortune about the
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