GE Vernova Inc.

The proposal asks GE Vernova to publish a one-year report (excluding proprietary details) that assesses the extent to which the company’s sustainability goals were authorized and maintained based on NPV and ROI calculations. The proponent argues that major commitments—such as Scope 1/2 carbon neutrality by 2030, Scope 3 net zero by 2050, and substantial R&D spending on technologies like SMRs, hydrogen, and carbon capture—lack disclosed cost, payback, or value-impact analyses. It requests this financial assessment to improve accountability and help investors evaluate whether sustainability initiatives enhance or dilute shareholder value, while noting the report would not limit management’s ability to pursue sustainability objectives. The supporting statement also raises concerns about disclosure gaps for social and human-rights initiatives and urges standardized financial discipline for sustainability investments.