TitleTypeRelease DateProgrammeDescription
Stormy OutlookReportNovember 2020Materials / PlasticsOvercapacity and climate risk are increasing stranded asset risk in the U.S. Plastics Production Corridor.
Bonds for PondsReport November 2020 Oceans / SeafoodBonds for Ponds presents a case for financing an industry transition, using green bonds to scale innovative feeds.
Falling Dominoes: USD 10 billion U.S. Formosa plastics facility licence suspendedBlogNovember 2020MaterialsAre large plastics production facilities under construction along the Gulf of Mexico falling like dominoes?
Cod-astrophe: Unsustainable UK Cod Exports Face Demand-side Squeeze BlogOctober 2020Oceans / SeafoodWhy does the UK catch local cod only to export it and then re-import the same species from other countries such as Iceland and China?
Traceable ReturnsReportOctober 2020Oceans / SeafoodA new report reveals how traceability could align sustainability with profitability issues in the sector.
Traceability could double the ebit margin of seafood processors while reducing investor risk, says Planet TrackerBlogOctober 2020Oceans / SeafoodFinancial think tank finds that – despite significant sustainability and profitability benefits – only one large seafood processor has pledged to implement globally-recognised traceability standards.
California Leapfrogs EU with First State-Wide Recycled Plastic Bottle Mandate in the U.S.BlogSeptember 2020MaterialsCalifornia has just leapt ahead of the EU in the plastic bottling recycling innovation race with some of the most stringent recycling requirements globally.
Time to Rock the BoatBlogSeptember 2020Oceans / SeafoodEU Must Enforce Rules to Bring Transparency and Sustainability to the Fishing Industry
Finance & Biodiversity – Time to focus on the Trillions already in playBlogSeptember 2020Food and Land UseThe natural foundations for human prosperity are being undermined at an alarming rate, yet according to the UN Convention on Biological Diversity (CBD) the financial solutions currently on the table will be insufficient to halt or reverse the decline.
Work-From-Home Fashion Fuels Water-Related RisksBlogSeptember 2020TextilesStrong growth in athleisure sales amidst a COVID-19 driven online acceleration has been a rare bright spot in a challenging operating environment for the apparel industry.
Seafood Supply – What a WasteBlogSeptember 2020Oceans / SeafoodSeafood, the most traded food globally, is operating with a broken supply chain.
Hall of FlameBlogAugust 2020 Food and Land UseArgentina’s debt restructuring negotiators advised to factor escalating drought and wildfire costs
Blue bonds could finance a fish stock recovery, says Planet TrackerNewsAugust 2020Oceans / SeafoodWith wild-catch fishery production set to decline, favourable debt financing vehicles may be the incentive necessary to ensure long-term replenishment of global fish stocks.
Can Blue Bonds Finance a fish stock recovery?ReportAugust 2020Oceans / SeafoodA proposal to create a blue bond to facilitate a recovery in fish stocks.
EU Recovery Plan’s “Bottle Deposit Law” Plastic Waste Levy Begins in January 2021, but Recycling Infrastructure Insufficient.BlogAugust 2020--Deep inside the EU’s seven-year budget and recovery plan, which was approved on Friday 24 July, is a plastics’ waste levy of €800/tonne that comes into force in January 2021, despite the fact that insufficient recycling infrastructure exists throughout the EU.
Subsidies, Distant-water fleets and the Galápagos (SDG)BlogJuly 2020--China’s distant water fleets dependant on subsidy for profitability; SDG investors need to take note.
Ending deforestation: what next for sovereign investors?BlogJuly 2020--Alexandra Pinzon, Nick Robins and Gabriel Thoumi explore how investors in sovereign bonds can take action to confront the risks of deforestation.
John Willis joins Planet Tracker as Director of ResearchNewsJuly 2020--Planet Tracker is delighted to announce the immediate appointment of John Willis as Director of Research, to help meet a constantly expanding programme.
Top AgriFunds are generally not reporting key nature-related risks to investors, says Planet TrackerNewsJune 2020 Food and Land UseFinancial think tank’s latest report urges investors in the US$3.34 trillion agriculture sector to use industry guidelines to align their capital with sustainable food and agriculture systems.
Growing for ProfitReportJune 2020 Food and Land UseFood and Agriculture Equity Funds can Improve their Investment Performance by Aligning with Sustainable Food Systems.
Environmental Finance Award WinNewsJune 2020--We are delighted to announce that our ground-breaking report, The Sovereign Transition to Sustainability: Understanding the Dependence of Sovereign Debt on Nature, exploring the dependence of a country’s sovereign debt on the management of its stocks of natural resources (known as “natural capital”) has been named “ESG Innovation of the Year (Research)”, by Environmental Finance in its 2020 Sustainable Investment Awards.
Business can Benefit from New EU Food and Agriculture StrategiesBlogJune 2020 Food and Land UseLast month, the EU Commmission launched two groundbreaking strategies – Farm-to-Fork and EU Biodiviersity – both intended to decrease the natural capital footprint of the EU’s food and agriculture system.
IUU Fishing: Taking a Bite out of the Global Fishing MarketBlogJune 2020Oceans / Seafood--
Building Back Better: a Marshall Plan for Natural Capital: Reversing the decline in Sub-Saharan African GDP in Nature-Based Tourism Sector from COVID-19Analyst NoteJune 2020 Food and Land UseToday, a global plan to support Sub-Saharan African (SSA) economies to increase social, economic and environmental resilience is needed, in light of the systemic shocks that we already know await us through climate impacts and now COVID-19 and its detrimental impacts on conservation funding.
Loch-ed Profits: Forecast farmed salmon industry growth not converting to stable profit marginsReportMay 2020Oceans / SeafoodOur latest Tracker Report, Loch-ed Profits, shows that while salmon production is fast approaching the practical physical limits permitted by current coastal farming methods, the industry is still some way from moving to more sustainable and cost-effective methods at scale.
Investors face financial risk as salmon industry approaches ecological brink, says Planet TrackerNewsMay 2020Oceans / SeafoodSubstantial investment in sustainable farming technology needed to mitigate environmental risks faced by US$18 billion farmed Atlantic salmon industry.
Financial Accounting in the Agriculture SectorAnalyst NoteMay 2020 Food and Land UseFrom Natural Capital to Accounting to Valuation – Commentary on IAS 41: Agriculture.
Misreporting evidence on fair value of biological assets in agricultural sector, reveals latest Planet Tracker reportNewsMay 2020 Food and Land Use--
South Africa: A Call for Green RecoveryBlogMay 2020Sovereign Bonds--
The Emperor Has No Clothes: Toxic Textiles in Today’s AgeBlogApril 2020Textiles--
Investors at risk as top European food retailers fail to disclose food waste-based Scope 3 emissions, says Planet TrackerNewsApril 2020 Food and Land Use--
Scope for Improvement: Accounting for food loss and waste in Scope 3 reportingBriefing PaperApril 2020 Food and Land UseReported Scope 3 emissions by 12 publicly listed European food retailers account for 44% of total emissions in the European food retail sector in 2018.
Rebuilding Global Nature-based Tourism will Protect Fragile Environments and EconomiesBlogApril 2020Sovereign Bonds--
India: Green Assurances can Reassure Investors as Water Pressures RiseBlogApril 2020Sovereign Bonds--
Road to Resilience: Greening Agricultural SubsidiesBlogMarch 2020Sovereign Bonds--
Volatile Markets Require Transparent Analysis of Natural Capital RisksBlogMarch 2020 Food and Land Use-
From Drought to Fires to Downgrade RiskAnalyst NoteMarch 2020Food and Land UseNew South Wales Faces Long-Term Credit Risks as Natural Infrastructure is Threatened
Cattle are More than just BeefAnalyst NoteMarch 2020Food and Land UseDespite accounting for less than 9% of global agriculture’s market value in 2016 – compared to 22% for the meat industry, dairy is an important sector in both developed and emerging markets’ economies.
EU takes First Steps towards Sustainable and Responsible Supply ChainsBlogMarch 2020 Food and Land Use--
The EU’s Sustainable Finance Action Plan is an Opportunity for EU plcBlogFebruary 2020Sovereign Bonds--
Paper or plastic – or Paper and Plastic?BlogFebruary 2020Plastics--
The Sovereign Transition to SustainabilityReportFebruary 2020Sovereign Bonds Understanding the dependence of sovereign debt on nature
Shell ShockBriefing PaperJanuary 2020Oceans / SeafoodMangrove deforestation threat to farmed Shrimp Investments
Countries must protect their natural capital or face increased sovereign credit riskNewsFebruary 2020Sovereign BondsCountries must protect their natural capital or face increased sovereign credit risk, say London School of Economics and Planet Tracker
U.S. decision to eliminate groundwater protection will hurt equitiesBlogFebruary 2020 Food and Land UsePredatory Delay Today, Inevitable Policy Response Tomorrow: U.S. decision to eliminate groundwater protection will hurt equities, says investor coalition
Paper or plastic – or Paper and Plastic?BlogFebruary 2020Plastics--
The EU’s Sustainable Finance Action Plan is an Opportunity for EU plcBlogFebruary 2020 Food and Land Use--
At Davos, scarves were the new ‘must-have’ for investors, but will the gloves come off to protect the planet?BlogJanuary 2020 Food and Land Use--
Australia’s Fires Show the World It Needs a Fire ExtinguisherBlogJanuary 2020Sovereign Bonds--
Planet Tracker’s New Year’s Resolutions: Address Food and Agriculture EmissionsBlogJanuary 2020 Food and Land Use--
Lack of transparency threatens farmed shrimp investments, says new Planet Tracker reportNewsJanuary 2020Oceans / Seafood--
COP25? A COP OUT in 2019!BlogDecember 2019 Food and Land Use--
When is a fact not a fact? Don’t ask the US Regulator!BlogDecember 2019Sovereign Bonds--
Why the fate of the Amazon is a growing issue for investors in sovereign bondsBlogDecember 2019Sovereign Bonds--
Time to give the planet a seat at the top table?BlogDecember 2019Sovereign Bonds--
Saudi Aramco: IPO threatens to aggravate world plastics’ overloadBlogNovember 2019Plastics--
Salmon Feels The HeatBriefing PaperNovember 2019Oceans / SeafoodCapital at risk for investor Concentration in the Salmon Aquaculture Industry
Japan’s Revised Fisheries ActBlogNovember 2019Oceans / Seafood--
Climate and Biodiversity: The Eagle or the Ostrich?BlogNovember 2019Sovereign Bonds--
Argentina: Sustainable Agriculture, not Deforestation, is the Path to SolvencyBlogNovember 2019Sovereign Bonds --
Why the fate of the Amazon is a growing issue for investors in sovereign bondsNews BriefNovember 2019Sovereign Bonds Investors have recently added their voice to the chorus of concern about the fires in the Amazon.
Sovereign BondsDiscussion DocumentSeptember 2019Sovereign Bonds Sovereign bonds are one of the largest capital market asset classes
Sustainable fishing in JapanNewsSeptember 2019Oceans / SeafoodSustainable fishing can reverse decline of Japan’s seafood industry, maximise profits and reduce financial and reputational risk for investors
Perfect StormReportSeptember 2019Oceans / SeafoodProfits are at risk in the Japanese Seafood Industry
The Case of BrazilDiscussion DocumentJuly 2019Sovereign Bonds Brazil’s governance strength in managing the country’s exposure, sensitivity and adaptation
The Case of ArgentinaDiscussion DocumentJuly 2019Sovereign Bonds Argentina’s governance strength in managing the country’s exposure, sensitivity and adaptation