This report highlights that although sustainability is often mentioned as a significant risk to corporates in the Chemicals, Transport and Consumer Goods sectors, addressing this risk is often not incorporated into how executives are incentivised. When sustainability targets are included in executive compensation setting, investors should not assume it is material until a more detailed analysis has been undertaken. They can rightly ask whether the targets are merely greenwashing if they can easily be rendered irrelevant.

Companies across the plastic value chain face growing legal risks from pollution, toxic chemicals, greenwashing, and non-compliance with waste laws. Litigation costs could exceed USD 20 billion by 2030.

New research from Planet Tracker finds that six out of eight major chemical companies do not have credible climate transition strategies aligned with a 1.5°C pathway by 2030.

This report benchmarks the climate transition performance of eight of the world’s top chemical companies: BASF, Bayer, Dow, Incitec Pivot, Air Liquide, LyondellBasell, SABIC, and Toray Industries. It evaluates them across emissions performance, value chain engagement, governance and remuneration, capital allocation, and policy advocacy.

London, April 16, 2025 – New research from Planet Tracker, reveals that Brazil’s National Fertiliser Plan (PNF) focuses on reducing the country’s reliance on imported synthetic fertiliser by increasing domestic production, but lacks clear targets for curbing the overuse of synthetic fertiliser and the significant negative climate, nature and health impacts this causes.

Brazil’s 2022 National Fertiliser Plan lacks clear targets for reducing synthetic fertiliser use and fails to outline a transition to a sustainable, regenerative agribusiness sector. Brazil’s environmental wealth depends on its environmental health, which is threatened by the GHG emissions and pollution caused by the overuse of synthetic fertilisers.

The second, and hopefully final, round of negotiations for a strong Global Plastics Treaty will take place this August in Geneva. Investors must continue supporting a strong treaty, as it would reduce risks in the plastic value chain.

Analysis of over 4,000 corporate reports and investor communications from 30 leading European banks reveals widespread failure to address financial risks from plastic pollution.

Companies in the plastic industry should have one of the longest risk registers of any sector. European retail banks financing plastics, along with their investors are financially exposed to these plastic-related risks. In this report, we use natural language processing to examine how major European retail banks talk about plastics and whether they consider plastic pollution risk as part of their lending criteria.