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Focus is ESG/climate stewardship rather than traditional contrarian value thesis — no valuation, no target price. Core leverage is a threat to vote against directors and auditors of companies lacking credible climate disclosure/plans, plus potential divestment. Explicit peer shaming of Airbus vs. Boeing on CDP grade. Appendix (p.6) is CDP's own scoring framework, not TCI analysis. 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Airbus received only a B grade from CDP in 2018 — below Boeing's A- — and its 2019 submission has been designated non-public. TCI identifies six specific shortcomings: limited Scope 3 data, no RE100 membership, inadequate disclosure of carbon-pricing financial exposure, non-monetary staff incentives on emissions, termination of the Safran electric-taxiing project, and weak offsetting. The letter argues aviation (3% of global CO2, projected 3.5x traffic growth by 2050) requires aggressive decarbonisation through advanced biofuels and synthetic fuels, supported by a $115-230/tonne carbon tax and green-fuel mandates. TCI demands Airbus publicly champion mandatory phase-in of low-carbon synthetic fuels — and warns it will vote against directors and auditors of companies lacking credible climate plans.", "primaryDemands": [ "Make the 2019 Airbus CDP submission publicly available and achieve an A grade", "Fully disclose Scope 3 emissions (purchased and capital goods, fuel and energy, use of products sold)", "Join the RE100 initiative to procure 100% renewable electricity", "Disclose actual and expected financial cost of carbon pricing schemes (EU ETS, CORSIA)", "Undertake meaningful carbon offsetting (CORSIA, afforestation)", "Broaden and monetise management and staff incentives tied to emissions-reduction targets", "Publicly advocate for mandatory phase-in of low-carbon synthetic fuels, even if this increases air-transport cost" ], "scqaResolution": "Make the 2019 CDP submission public, join RE100, disclose carbon-pricing cost exposure, tie management incentives to emissions targets, and publicly 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