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.

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.

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.

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 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.

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.

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.

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.

Unilever’s 2024 Climate Transition Action Plan (CTAP) aims for alignment with global climate targets, focusing on the 1.5°C pathway of the Paris Agreement.
Planet Tracker’s evaluation highlights Unilever’s revised targets and strategies for mitigating climate change impacts, noting the plan as a significant step forward.
However, Planet Tracker suggests more detailed financial disclosure to link investments to outcomes and clearer explanations of financial forecasts for investor understanding.

Major fashion brands and retailers are facing significant water-related risks, a new report from Planet Tracker reveals. With water stress on the rise in key manufacturing regions, this report urges companies and investors to prioritise water risk management for long-term sustainability. Financial institutions engage with companies to disclose water usage and risks while supporting strategies to mitigate these risks.