Food supply chains are coming under heavy stress due to the conflict in Ukraine building on an already high inflation environment. This has pushed food security to the top of national agendas, alongside energy. This blog explores whether this will result in a food supply chain decoupling and a shift towards shorter supply chains and ‘friendly’ jurisdictions (‘friend-shoring’).

Food and politics remain closely connected. Non-democratic countries are more likely to impose food export restrictions while the leading nature dependent exporters are resisting trade controls.

Deforestation and climate change pose a huge financial risk to exposed investors – both in Brazil and around the world. Planet Tracker highlights the danger posed to the Brazilian economy from deforestation-driven regional climate change, and outlines what the financial services industry can and should be doing about it.

Presenting a new metric of countries’ nature dependence based on trade, gthis report reveals the scale of certain economies’ dependency on nature and the results of this dependency. Understanding this is crucial to reducing export risks as climate change accelerates as well as building sustainable economies for nature-dependent exporters.

The invasion of Ukraine has pushed sovereign states to reflect on the types of governments with which they trade. Recently, many democratic governments have been assessing their sources of non-renewable natural capital trade – notably oil & gas as well as metals & ores. In this blog, Planet Tracker focuses on the trade of key renewable agricultural exports such as cereals, meat, dairy and seafood and maps their sources by political systems.

Companies that do not have full visibility over their supply chains cannot fully control or mitigate the environmental and reputational risks they face. However, buying soy that has been certified as deforestation-free by an independent certifier is a simple step for companies to take.

Introducing IUCN Green List bonds, whereby increased funding for protected areas is supplied by investors in the bond and tied to increased conservation efficiency (namely when a protected area joins the IUCN Green List). This eliminates the risk of ‘paper parks’, de-risks public funding, and aligns investors returns with conservation efficiency.

This report calls out the ‘Deforestation Dozen’: 12 soy traders that control 89% of soy exports from the Paraguayan and Argentinian Gran Chaco, who are failing to prevent soy-driven deforestation in the region. The current level of deforestation is creating significant risk for these traders and other companies in the supply chain due to the associated CO2 emissions.

A revival of calls for a global plastic treaty is encouraging. There is a general recognition that there is a global plastic pollution problem, however, despite previous attempts to tackle this, little progress has been made. This time it looks more positive. Negotiating positions are coalescing and a timetable to move forward is solidifying. Planet Tracker examines the state of play.