Equity Archives - Page 4 of 18

Bayer CTA Update

Report Emissions, Petrochemicals Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0101

Bayer is projected to align with a 2°C warming scenario by 2030, according to an updated analysis by Planet Tracker. This compares to an earlier 3°C projection in August 2023. The company aims for Net Zero GHG emissions by 2050, with interim goals for 2030, and achieved an 11% reduction in total GHG emissions from 2019 to 2023. However, Planet Tracker’s analysis shows significant variability in emissions trends, suggesting Bayer might struggle to meet its 2030 targets.

ATNI and Planet Tracker collaborate on seminal Materiality of Nutrition report.

Press Release Food Systems Financial Risk & Reward, Policy, Shareholder Engagement Equity

Access to Nutrition Initiative (ATNI) and Planet Tracker, in association with The Global Alliance for Improved Nutrition, have published a seminal Materiality of Nutrition Report. The first collaboration between ATNI and Planet Tracker sets the scene for a new conversation – how can healthier foods drive healthy profits, people and planet?

Materiality of Nutrition

Report Food Systems Financial Risk & Reward, Policy, Shareholder Engagement Equity PT0100

Materiality of Nutrition is the first collaboration between Access to Nutrition Initiative (ATNI) and Planet Tracker, in association with the Global Alliance for Improved Nutrition (GAIN). It sets the scene for a new financial markets conversation – how can healthier foods drive profits alongside the obvious benefits to people and planet? The report analyses 20 global food manufacturers with total revenues worth USD 6.63 trillion in 2022, representing 10% of the global food and beverage market, and compares the healthiness of their food product portfolios with their profits and market valuations. Considering the data limitations resulting from a small sample and limited company disclosures, the results are tantalising.

Plastic Recycling Deception

Report Emissions, Plastic Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0099

The global plastic industry’s long-standing narrative of recycling as the panacea for plastic pollution is debunked in this report by Planet Tracker, which sheds light on the deceptive practices employed by the plastic industry, urging stakeholders to re-evaluate their approach to plastic waste management. The industry’s use of resin identification codes (RIC), often mistaken for recycling symbols, has misled policymakers, regulators and consumers into believing in the circularity of plastic. Planet Tracker’s report reveals a stark reality: globally, 91% of plastic is not recycled.

Plastic Industry’s Recycling Deception Exposed: Why action on plastic production is imperative

Press Release Emissions, Plastic Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity

The global plastic industry’s long-standing narrative of recycling as the panacea for plastic pollution has been debunked in a new report by Planet Tracker.

The Challenges of a Credible Transition Pathway and How to Deliver It

Blog Biodiversity, Emissions, Thought Leadership Financial Risk & Reward, Shareholder Engagement Equity BLOG0109

Many CEOs have released climate change targets, some of which aim to be 1.5°C aligned by 2030 and/or net zero by 2050. More recently, nature transition plans are being developed with a goal of becoming nature positive. Investors and lenders need to understand how these pathways will be achieved and calculate the appropriate risks and opportunities against a fluid policy and regulatory backdrop.

Unilever – A Pivotal Moment

Blog Biodiversity, Emissions, Food System Transformation Executive Compensation, Shareholder Engagement Equity BLOG0108

Unilever recently revised its ESG targets. Of its original 27 goals, at first glance it looks as though 10 were dropped. But closer scrutiny reveals some objectives are new and others have become divisional. In this paper, Planet Tracker explains why this is not a cause for despondency and demonstrates that if a corporate’s sustainability goals are adjusted, they should be scrutinised and judged on their own merits.

Unilever’s Revised Sustainability Targets (April 2024)

Dashboard Biodiversity, Emissions, Food Systems Shareholder Engagement Equity DASH0017

In late April 2024, Unilever (ULVR) adjusted its corporate sustainability goals. This change generated significant interest and commentary. The Planet Tracker dashboard analyses the changes announced by the management team in detail.

Planet Tracker Reveals Leaders and Laggards in Chemical Industry’s Transition to Net Zero Emissions

Press Release Emissions, Petrochemicals Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity

The chemical industry, generating USD 5.7 trillion in annual revenues (2022) and directly employing over 15 million people, plays a pivotal role in the global economy. Its products are integral to various sectors, making chemical components essential for 96% of all manufactured goods.

Tomorrow’s Chemistry

Report Emissions, Petrochemicals Air Liquide, BASF, Bayer, Dow, Incitec Pivot, LyondellBasell Industries NV, Toray Industries Inc Chemicals, Executive Compensation, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0097

Planet Tracker’s report, Tomorrow’s Chemistry, presents a comparative analysis of the Climate Transition Assessments (CTAs) of seven leading chemical companies, Air Liquide (AI), BASF (BAS), Bayer (BAY), Dow (DOW), Incitec Pivot (IPL), LyondellBasell (LYB), and Toray Industries (3402), shedding light on their commitments, strategies and readiness to align with the Paris Agreement and achieve Net Zero emissions by 2050.

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