Transparency & Traceability Archives

Catch It Like It’s Hot: Climate change hits seafood finances and demands systemic adaptation

Report Seafood Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0132

Climate change threatens the global seafood industry. It adds and amplifies a complex, interlinked web of physical, economic, financial and systemic risks. Their physical, economic and financial manifestations cascade down value chains and affect economies, livelihoods, social structures, food security and geopolitics. Adaptation investments are needed.

LyondellBasell Climate Transition Update

Report Emissions, Petrochemicals LyondellBasell Industries NV Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0129

LyondellBasell could align with a below-2°C pathway by 2030. The company aims to achieve carbon neutrality by 2050, with interim targets to cut Scope 1 and 2 emissions by 42% and Scope 3 emissions by 30% by 2030, from a 2020 baseline. However, total GHG emissions rose 7.6% between 2020 and 2024, driven by Scope 3 growth linked to higher production volumes. Achieving the planned reductions will therefore require accelerated mitigation measures and full delivery of planned mitigation initiatives.

Chemicals in almost half of plastic additive products cannot be identified, exposing investors to litigation and regulatory costs

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

Hidden toxicity poses risk to human health, biodiversity and investment portfolios.

Toxic Additives: Analysing Product Portfolio Risk

Report Emissions, Plastic Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0128

The growing focus on the health and environmental impacts of plastics is a ticking timebomb for corporates using plastics and their investors. One challenge for investors in pricing in this risk is understanding how different corporates are exposed to potential risk from their product portfolios. This lack of transparency creates a blind spot for investors seeking to understand the risk to their portfolio companies.

Princes’ IPO needs to be FAD-free

Blog Seafood Princes Group Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity BLOG0127

Not just a significant source of ecological damage, FAD-caught tuna represents a financial and legal risk for investors in Princes’ IPO, who should ask the company to reinstate its previous commitment to not source FAD-caught tuna.

Companies mismanaging plastic waste face acute financial and reputational risks

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

London, October 16, 2025 – A new study from Planet Tracker and the MSCI Institute finds that companies with weak plastic-related governance – such as poor or absent packaging-related targets and lack of comprehensive strategies to address waste – face heightened financial risks, from lawsuits and compliance costs to reputational damage and potential share price declines.

BASF Climate Transition Analysis Update

Report Emissions, Petrochemicals BASF Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0126

In the best case scenario, BASF is expected to align with a 2°C pathway by 2030. The company’s pathway to 2030 is now better evidenced, supported by tangible actions in renewable sourcing, efficiency, and pilot-scale low-carbon technologies. However, reliance on post-2030 technological deployment, weak Scope 3.1 targets with incomplete coverage, and modest transition capex commitments mean that BASF is not aligned with a 1.5°C pathway.

Microplastics: Macro Risks and the Cost of Inaction

Report Emissions, Plastic Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0127

Microplastic pollution is no longer a marginal concern; it is quickly becoming a major legal, environmental, and financial risk that directly affects how companies perform and what investors can expect. Investors should treat packaging governance as a key ESG risk, actively engage with the companies they invest in about their sustainability efforts and use this information to make smarter risk and investment decisions.

Bayer Climate Transition Analysis Update

Report Emissions, Petrochemicals Bayer Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0125

Bayer is projected to align with a 2°C warming scenario by 2030. Emissions trends have been inconsistent year-on-year, and key downstream categories, such as product use, remain excluded from Scope 3 disclosures, resulting in a likely underestimation of Bayer’s climate footprint.

The Tuna 30

Dashboard Seafood Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity DASH0020

The Tuna 30 Dashboard accompanies the report “Tuna Turner: Investors must turn up transparency in the tuna industry”. It assesses the transparency of the 30 largest tuna harvesters globally, which together account for an estimated 46% of global tuna catch

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