Orbitas

#ClimateTransitions in the Wild: "A Brazilian cattle rancher has been ordered to pay more than $50m (£39m) for destroying part of the Amazon rainforest and ordered to restore the precious carbon sink." #Brazil is in the midst of a new era of enforcing environmental regulation and policies tied to #climatechange impacts. https://lnkd.in/gHNiH72J Internationally, the EU has published its #EUDR #Deforestation Due Diligence Statement Registry tool for the creation of due diligence statements within company supply chains to show compliance with the rules of the anti-deforestation regulation. https://lnkd.in/dGXC-ieu Investors and businesses need to develop a systematic approach to understanding how investments made today will be impacted by the ebb and flow, but overall increase, in new policies designed to eliminate emissions and reward climate positive business practices. Orbitas is pioneering the modelling and research for how we can understand and strategically plan for climate transitions. Follow us to get our latest research and insights.

“Market leaders can see this surge in climate-related financial disclosures as an indicator of what’s to come." Our very own Niamh McCarthy recently shared her thoughts with Risk Management Magazine and John S. Hintze on what investors are expecting to see as more action to address #climatechange occurs in the coming years. https://lnkd.in/gs2Jncdt

In 2023, the total number of companies with science-based targets increased by 102% 📈 according to the Science Based Targets initiative report released today! Despite much negative news around #ESG frameworks in the media and headwinds for #climateaction policy in some regions, this growth in the total number of companies committing to addressing their emissions within their business strategies shows that private sector action on climate is not weakening. New corporate climate targets will have major impacts on the land economy creating new #climatetransition risks, such as removal from supply chains in favor of lower emission competitors, and opportunities like increased investment in climate-smart agriculture tech/practices. #sustainablefinance #financialrisk #Orbitas Niamh McCarthy Alec Estabrook Cathy Wu, Ph.D. Natasha Ferrari

Climate change litigation cases continue to increase putting more pressure on governments to increase their #climateaction and to hold companies accountable for their #climate contributions. For risk managers, the increase in cases is another sign of #ClimateTransitions that will drive market shifts they must contend with to mitigate #financialrisks. These can come in the form of increased government action to meet climate targets that will lead to new policies that can penalize emissions or drive new incentives for emission reductions. For corporations, litigation can have negative impacts on reputation that may drive away consumers and impact investor perspectives in ways that increase the cost of capital. We encourage everyone to read this new analysis from the Grantham Research Institute on Climate Change & the Environment and keep in mind how this trend contributes to the broader market shifts driven by society's efforts to address climate change known as climate transitions. #riskmanagement #riskprofessionals #climaterelatedrisk #sustainablefinance Niamh McCarthy Alec Estabrook Cathy Wu, Ph.D. Natasha Ferrari Benjamin Simonds Anna Mervosh

"Brazil's continued dominance in the global soy sector and its ability to mitigate financial risks will depend on the ability of key stakeholders to prepare for inevitable climate transitions." In Environmental Finance our very own Niamh McCarthy makes the case for why investors, producers and policymakers should consider #climatetransition financial analysis to guide future investments that will keep #Brazil's #soy sector strong. https://lnkd.in/gGA8E9nr

Our recent report on Brazil's #soy sector in the age of #ClimateTransitoins was the subject of a recent discussion amongst sector experts including João Francisco Adrien Fernandes, Head of ESG Agri at Itau BBA. For him, the solution to mitigating the #financialrisks of climate transitions for Brazilian #agribusiness involves the adoption of new technologies, sustainable practices and nature conservation that are rapidly receiving more financial incentives. Find out how Brazil's soy sector could see new doors open for #sustainable investment driven by #climateaction in our latest analysis 👇 https://lnkd.in/gqu_Pir4

For the future of Brazil's #agribusiness sector and the people who depend on a strong market for its future, understanding and managing climate transitions is critical. Recently, Gilson Alceu Bittencourt of the Brazilian Ministério da Fazenda joined us for a GRI Club Brazil event to discuss why #ClimateTransition analysis is crucial for the #agribusiness sector and policymakers in Brazil to prepare for future market shifts. You can see how climate transitions driven by new climate policies and sustainability goals can impact Brazil's vital #cattle sector in our latest analysis below 👇 https://lnkd.in/g_597J2q

Brazil's recent floods have caused a crisis impacting thousands of lives and creating a humanitarian crisis. Analysis of the floods found that in recent decades, natural flood defences such as riverside forests and marshes have been cleared for fields. As more people are impacted by #climate disasters there will be increased calls for action to be taken. Policymakers and business leaders who take these threats seriously are adjusting their strategies today to account for increasing demands for #climateaction. Investors need to consider how this will impact their strategies and plans for the future and recognize that not only is our climate changing, but the nature of how we respond to this challenge will change global markets. https://lnkd.in/gxSWMfDP

For producers and investors, understanding the impacts of #ClimateTransitions on their financial outcomes is critical to long-term stability. New market shifts driven by #climateaction can open up new opportunities for the Brazilian #soy sector if producers, investors and policymakers work together. Luiz Carlos Carvalho, President of Associação Brasileira do Agronegócio (ABAG) recently joined Orbitas for an event to highlight how understanding how climate transitions will impact producers is critical for future success. Learn more from our recent analysis and check out our financial analysis tools to see how climate transitions can change this critical sector of Brazil's economy 👇 Soy Report 📑 https://lnkd.in/gqu_Pir4 Financial Analysis Tools 🔧 https://lnkd.in/gsVHYxf3

Recently, Fernando Sampaio, Director of Sustainability at ABIEC (Associação Brasileira das Indústrias Exportadoras de Carnes), highlighted the importance of analyzing the impacts of #ClimateTransitions as a priority and emphasized ABIEC's concern with ensuring continued access to markets for Brazil's #agribusiness sector. Our recent event with GRI Club Brazil “Brazil’s Climate Trajectory: What are the financial impacts for the cattle and soy sectors?”, included Fernando's perspective on Brazil's actions to address #climate impacts and ensure the resilience of the #cattle sector. Watch the recording of the event on our website and see our latest analysis covering the #financialrisks and opportunities climate transitions may pose for Brazil in the years to come. https://lnkd.in/gMGc3APX