Oceans Data

Oceans - Data Dashboards

Oceans are critical habitats providing natural resources and ecosystem services without which humanity, economies and many societies would not exist. Seafood supply from oceans and coastal areas, including wild-catch fisheries and aquaculture, is critical for ensuring the ongoing viability of our global food systems and societal infrastructure worldwide.

The Oceans dashboards accompany our reports providing interactive data graphics on key research findings from the wild-catch and aquaculture seafood industry.  They provide detailed and regularly updated information on the state of the market, the performance of the relevant publicly listed companies operating in the sector and the investors who finance them.

By unlocking beneficial ownership of seafood companies, Planet Tracker’s strategy is to work with institutions, whether governmental agencies, asset owners, managers and analysts, corporations in the supply chain or NGOs, to plan, programme and proceed in developing approaches that measure, monitor and manage supply side risks from declining fisheries.

Read the report ‘Perfect Storm’ here.

The future importance of seafood as a food source for the ever-growing global population is undisputed yet Japan’s place in that market is now under serious pressure. Japan’s seafood industry is the leader in the global listed equity wild-catch fishing market and is home to 23 of the top 100 listed companies worldwide, with revenues of $37 billion from global seafood sales in 2017.

Wild-catch seafood production in Japan has been in serious long-term decline since 1985 where production reached 12.8 million tonnes and has since decreased to 3.3 million tonnes of wildcatch in 2017. Production declines are projected to continue to fall to 2025. Overfishing poses serious financial and reputational risks, not just to Japanese wild-catch companies, but to the investors and credit lenders who finance them. Currently they have limited ability to tell whether the companies they finance are sourcing wild-catch fish sustainably or not.

Critical for investors is to require companies to prove they are fishing within maximum sustainable yield thresholds, conduct due diligence and monitoring, mandate full traceability and transparency, establish sustainability policies and adopt sustainable investment and lending principles.

Read the report ‘Salmon Feels the Heat’ here

As global wild-catch seafood production stagnates, aquaculture production is projected to more than double from 60 million tonnes in 2010 to 140 million tonnes by 2050, thus helping to satisfy what is expected to be a continually growing demand for seafood-sourced protein.

But aquaculture’s future growth faces some important complications. Sustainability issues filter throughout the supply and value chains, be it through feed suppliers, antibiotic companies, waste management and even to the healthiness of aquaculture. Coastal production, in particular of farmed Atlantic salmon, is under pressure with growth-limiting factors resulting from environmental shocks causing fish losses to publicly listed salmon producers, the focus of our salmon dashboard.

The seafood industry, scientists and governments are all taking action now to enable aquaculture to plug the seafood protein production gap and investors are following suit, but this highly concentrated industry faces challenges to achieve sustainable and profitable growth.

Companies and investors failing to implement effective sustainability strategies, which will require short term capital commitments, face medium term production and profit margin pressure.