Publications Library

Planet Tracker’s seven Capital Markets trends to watch in 2022

These predictions for 2022 from the Planet Tracker Team are specifically relevant to the global financial markets.

Plastics industry must transition to sustainable alternatives or risk health of millions, Planet Tracker warns

This report reveals 30 companies, including ExxonMobil, Dow, and PetroChina, responsible for 58% of the world’s single-use plastic production and what stakeholders must do to force change in face of significant environmental, financial and health risks.

Heading Towards a Global Plastic Treaty?

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.

A fashionable decoupling: Generating value when growth is going out of style

As brands continue to increase their focus on sustainability, should volume growth still be used by investors in the textile sector as a valuation driver?

Plastic producers’ non-executive directors must take more responsibility to prevent plastic pollution, Planet Tracker urges

This new Planet Tracker report scrutinises the impact of the single-use plastic epidemic on the environment and the companies responsible, what the financial markets are pricing in and how non-executive directors should respond.

World Soil Day – what Nitrogen and the Goldilocks principle have in common

To feed 10 billion people in 2050 will require a lot of protein and from a land-use perspective, plants provide the most efficient way to produce this. But this means that as well as shifting our diets we will need to increase crop yields and this will require nitrogen.

This report reveals 30 companies, including ExxonMobil, Dow and PetroChina, responsible for 58% of the world’s single-use plastic production and what stakeholders must do to force change in face of significant environmental, financial and health risks.

Single-use plastic (SUP) is the leading culprit in the global plastic pollution problem, creating significant long-term risk for producers’ profit margins, as well as for wider financial markets. In its latest report, Planet Tracker identifies the top twenty plastic producers generating the most waste and calls on their non-executive directors (NEDs), also known as independent directors, to address these issues by asking their management teams some leading questions.

How can investors be sure that they are not exposed to illegal fishing? Most seafood supply chains are exposed to Illegal, Unreported and Unregulated (IUU) fishing risk.

Planet Tracker found three listed companies presumed to have engaged in IUU fishing. Due diligence by investors remains crucial, especially as anti-IUU regulations are strengthening. Planet Tracker has therefore created an IUU Detection Toolkit which helps investors compute an IUU fishing risk score for any listed fishing company.

The source of the pollock supply chain is highly concentrated: ten companies own half of the global quotas. Together with fishery agencies in Russia and the US as well as the Marine Stewardship Council that certified three-quarters of pollock catches, they have considerable influence on the industry’s sustainability and profitability.

If just 1% (USD 222 million) of global ‘harmful’ fishery subsidies were redirected to increased monitoring, a 20% observer coverage rate could be reached, thus reducing illegal fishing and overfishing.

A case study focused on an entire industry of a G7 country, analysing the long-term financial performance of 70 listed Japanese seafood companies in this industry exposed to a declining natural resource.