Transparency & Traceability Archives - Page 3 of 12

Race to the Bottom (DSM)

Report Deep Sea Mining Financial Risk & Reward, Policy, Transparency & Traceability Equity PT0110

As the International Seabed Authority (ISA) is currently debating whether to allow deep sea mining in international waters, Race to the Bottom analyses the taxes and royalties countries could receive, revealing insignificant economic returns. According to Planet Tracker, there is no financial justification for deep sea mining, yet the environmental impact is vast.

Dow (DOW) Climate Transition Analysis Update

Report Emissions, Petrochemicals Dow Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0109

Dow, the global chemical company aims for carbon neutrality by 2050. However, analysis by Planet Tracker suggests Dow’s mid-term climate strategy is not ambitious enough to align with the well-below 2°C pathway, instead aligning closer to a 3°C warming scenario by 2030.
Based on Planet Tracker’s assessment, to meet the well-below 2°C pathway by 2030 and its 2050 carbon neutrality goal, Dow would need to set more ambitious reduction targets, clearly link its investments to emissions reductions, and improve transparency in its sustainability initiatives.

Nature finance: is relying on subsidy reallocation realistic?

Blog Biodiversity, Emissions, Thought Leadership Policy, Shareholder Engagement, Transparency & Traceability BLOG0116

There is a nature financing gap. The precise numbers vary but plans to close the gap partially rely on the reallocation of harmful subsidies to nature-based solutions. This paper briefly examines whether such a strategy is realistic. We observe that a range of countries have successfully eliminated subsidies – so it can be done – but others failed. We need to learn how the former delivered subsidy reform, and why others were unsuccessful.

Evaluating the risk of synthetic chemical pollutants

Blog Emissions, Petrochemicals Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability BLOG0115

Financial markets spend much of their time focused on risk and return metrics. The generally accepted relationship is that one needs to take on more investment risk to realise a higher return. If the investor is unwilling to take on risk, they should expect to receive the risk-free rate – e.g. a risk-free bond. But this assumes efficient pricing. Planet Tracker believes that the risks of synthetic chemicals are not being correctly priced by financial markets. A reassessment of the risk premium applied to producers and users of these substances looks wise.

Supply chains can now be tracked externally, exposing companies’ environmental impacts

Press Release Food Systems Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity

Planet Tracker joins with Vizzuality for a “nature footprinting” study which highlights the urgent need for corporations to improve supply chain traceability.

Tracking Nature Impacts

Joint Research, Report Food Systems Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0108

Planet Tracker and Vizzuality have partnered on a “nature footprinting” study, highlighting how external analysis can expose a company’s environmental risk hotspots, even without full procurement data. This report features Nestlé as a case study and underscores the critical role transparency plays across supply chains. With technology advancing, companies that don’t adopt advanced traceability systems are exposed to rising reputational risk.

Investors face growing “toxicity debt” and increasing litigation from novel entities such as artificial chemicals and plastics

Press Release Petrochemicals Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity

Report from Planet Tracker urges investors to address the financial risks associated with toxic chemicals, which are key drivers of environmental damage, as well as being responsible for chronic and acute impacts on human health.

Novel Entities – A Financial Time Bomb

Report Emissions, Petrochemicals Chemicals, Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0107

The release of novel entities — artificial chemicals and other human-made pollutants — into the biosphere, has accelerated to a point that they have exceeded their planetary boundary, threatening the Earth operating system, along with humanity. Planet Tracker’s latest report, ‘Novel Entities – A Financial Time Bomb’, presents a detailed analysis of the risks of one of Earth’s nine boundaries, novel entities. The report highlights their risk to both human and planetary health and warns investors of the significant financial risk they face from not considering their potential impact.

EU Decarbonisation and Competitiveness

Blog Emissions, Thought Leadership Climate Transition, Policy, Transparency & Traceability Fixed Income BLOG0113

On 9 September, in Brussels, former European Central Bank President Mario Draghi presented his report on the “The future of European competitiveness”. The document outlines the challenges that EU businesses face in being both productive and environmentally friendly. The Draghi report had been much anticipated and, following its launch, has generated intense debate among the range of stakeholders – especially on whether Europe’s ambitious climate targets and related policies are hindering EU economic growth. Planet Tracker and Carbon Tracker have identified four major points of discussion.

LyondellBasell (LYB) Climate Transition Analysis Update

Report Emissions, Petrochemicals LyondellBasell Industries NV Financial Risk & Reward, Shareholder Engagement, Transparency & Traceability Equity PT0106

LyondellBasell could be aligned with a 1.5 °C warming scenario by 2030. LyondellBasell aims to achieve Carbon Neutrality by 2050, targeting a 42% reduction in Scope 1 and 2 emissions and a 30% reduction in Scope 3 emissions by 2030, from a 2020 baseline. While Planet Tracker believes LYB is likely to meet its 2030 targets, the company could strengthen its position by enhancing its transparency, especially on financial disclosures related to climate-related risks and the expected impact of its investments on emissions reductions.

Name of Cookie	First / Third Party	Provider	Purpose
Google Analytics	Third	Google	For analysing use

Contact us

Social sharing links

Twitter:

LinkedIn: