Shareholder Engagement Archives - Page 8 of 15

Tomorrow’s Chemistry

Report Emissions, Petrochemicals Air Liquide, BASF, Bayer, Dow, Incitec Pivot, LyondellBasell Industries NV, Toray Industries Inc Chemicals, Executive Compensation, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0097

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.

US EPA targets producers of nine toxic chemicals

Blog Emissions, Petrochemicals Policy, Shareholder Engagement, Transparency & Traceability Multi-Asset BLOG0105

The US Environmental Protection Agency (EPA) issued its Final Rule for Synthetic Organic Chemical Manufacturing Plants & Polymers & Resins. The aim of this rule is to reduce cancer and serious health effects from toxic air pollutants and smog-forming compounds. This is relevant to financial markets which are seeing externalities being converted into internal costs for corporates. Financial models may need reassessing.

Unilever’s 2024 Climate Transition Update

Blog Emissions, Food Systems Unilever Shareholder Engagement Equity BLOG0102

Unilever’s 2024 Climate Transition Action Plan (CTAP) aims for alignment with global climate targets, focusing on the 1.5°C pathway of the Paris Agreement.
Planet Tracker’s evaluation highlights Unilever’s revised targets and strategies for mitigating climate change impacts, noting the plan as a significant step forward.
However, Planet Tracker suggests more detailed financial disclosure to link investments to outcomes and clearer explanations of financial forecasts for investor understanding.

The Nature Scorecard

Blog Biodiversity, Thought Leadership Shareholder Engagement Equity BLOG0101

The TNFD issued its final recommendation on nature-related financial disclosures in September 2023. Even the earliest TNFD adopters will not have to publish such disclosures until 2025, for the 2024 financial year. However, companies can no longer claim they lack guidance on nature reporting. Investor initiatives such as the Nature Action 100 and PRI Spring Initiative provide significant opportunities for financial institutions to press companies for progress.

Is Bayer a litigation leading indicator?

Blog Emissions, Petrochemicals Bayer Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Multi-Asset BLOG0100

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.

Environmental Impact Analysis Reveals Advertising Agencies’ Silent Complicity

Press Release Advertising, Emissions Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity

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).

From ADversity to ADvantage

Report Advertising, Emissions Executive Compensation, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0093

BASF Upgrades Climate Transition Plan

Blog Emissions, Petrochemicals BASF Chemicals, Shareholder Engagement Equity BLOG0099

BASF has recently upgraded its climate transition plan aligning with some recommendations from Planet Tracker, especially regarding setting (partial) Scope 3 targets. BASF unveiled upgraded targets in December 2023, adding to its mitigation goals to reduce Scope 1 and2, some Scope 3 emissions. Notably, the company plans to decrease specific upstream Scope 3 emissions by 15% by 2030.

Colgate’s climate disclosures show a positive change

Blog Emissions, Food Systems Colgate-Palmolive Co Financial Risk & Reward, Shareholder Engagement Equity BLOG0098

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.

Exposing Water Risk

In a recent analysis of 3,900 documents, transcripts and filings from apparel-related companies using Natural Language Processing (NLP), Planet Tracker examined how the management teams of 29 major apparel brands perceive water-related risks.
An overwhelming 90% of the examined documents failed to mention water-related risks, with many companies barely mentioning water-related risk at all, highlighting a significant gap in disclosure practices.

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