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.

Planet Tracker analysis of Bayer filings and presentations (e.g. annual reports, earnings calls, shareholder meetings) demonstrates that mentions of litigation have risen since 2020, notably in the annual report. On earnings calls, where analysts are given an opportunity to question the management team, it is also being raised. This hints that the ongoing threat from litigation is seen as of significance to the financial market valuations.

London 7 March 2024 – Betting on resource extraction over nature preservation is a financial mistake, according to Planet Tracker’s latest report, “How to Lose Half a Trillion”.

Mining the deep sea would be an ecological disaster that could cause over USD 500 billion in value destruction. The negative impact on the deep sea’s ecosystem services could lead to natural capital destruction of at least USD 465 billion, predominantly through habitat destruction.

A new comprehensive analysis reveals the extent to which advertising agencies are promoting clients with significant environmental impact and spotlights the apparent lack of commitment to Environmental, Social, and Governance (ESG) principles by major advertising Holding Companies: (Dentsu (4324) , Havas (HAV), IPG (IPG), Omnicom (OMC), Publicis (PUB), WPP (WPP).

A new comprehensive analysis reveals the extent to which advertising agencies are promoting clients with significant environmental impact and spotlights the apparent lack of commitment to Environmental, Social, and Governance (ESG) principles by major advertising Holding Companies.

In corporate sustainability, ongoing dialogue and continuous improvement are integral to fostering positive change. In the spirit of transparency and collaboration, in this update we revisit our assessment of Colgate-Palmolive’s (CL) climate transition plan, taking into account the valuable disclosures made by the company in response to our previous report.

The persistent delay in addressing the clear downward trend in biodiversity loss is both puzzling and disappointing. However, there are bright spots. The World Economic Forum (WEF) 19th Global Risks Report shows that environmental issues are on the risk radar of academics, businesses, governments, the international community and civil society. Although there is a belief that regulation, particularly global treaties and agreements, are the solution to both biodiversity loss/ecosystem collapse and halting a critical change to Earth systems, this year we will be able to observe whether this plays out. 2024 will see two UN COPs, one on biodiversity (COP16) an another on climate (COP29). Will they demonstrate that biodiversity loss & ecosystem collapse is a near term risk that urgently needs addressing?

Dubai hosted the 28th Conference of the Parties to the Framework Convention on Climate Change (UNFCCC COP28). In this blog, we share Planet Tracker’s insights and identify what financial institutions should take away from this latest climate summit.

Comparing three academic lifecycle assessment studies evaluating the ‘nodule-to-commodity’ climate impact of metals produced from polymetallic nodules and land ores reveals that deep sea nodules could have 28% higher or 76% lower climate impact than land ores. Planet Tracker believes that such a marked variation in results is not a good enough basis for making decisions about the future of deep sea mining.