Tag: ESG

Nature and Loss

How should companies and financial institutions act to halt and reverse nature loss by 2030?  A pertinent question as nature underpins our collective survival and wellbeing, not only providing human development and equality, but also economic value and security, and increasing resilience to climate change.  Some good news, as halting and reversing nature loss by […]

Litigation Risk for Automotive Makers

Automotive industry: Most challenging and direct financial impact comes from litigation risk. There are many high value class-action lawsuits, with the VW ‘diesel-gate’ scandal setting a clear precedent for OEM liability relating to GHG emissions. The level of balance sheet provisions and risk disclosure increases year-on-year, particularly in relation to ICE vehicles. But even for […]

Risks for South African financial system

Technological risks. The central bank (CB), and financial institutions under supervision need to update risk-monitoring systems, upgrade IT systems, adopt new modeling techniques to measure climate-related risks. Without these, the monitoring build-ups of time-varying and cross-sectional risks would be inadequate.  Economic risks and financial risks. Financial regulations to help shift lending and investment include higher capital […]

Logistics Sector

Risks of transition in the logistics sector in the main is balancing the financial and operational move from ICE to EV, ensuring that service is not compromised (i.e. mile range concerns) and the costs of installing a recharging infrastructure across the network. However the opportunity in the long term is efficient technology, reduction in running costs, reduction in […]

Shipping Transition

Shipping sector – most challenging aspect of this transition is how to manage an existing (expensive) asset base which is based on fossil fuels as new fuels are uncovered and start to emerge. At some point a majority of ships have new fuels and how does one manage the old fleet as most industry players […]

WEF Global Risks

There is a very key report on Global Risks by the World economic Forum, and for sure risks related to the net zero transition, building bridges in the fault lines divide. In the oil industry, the major risk is unemployment, so there is an enormous opportunity to re-skilling, as in 2050 42 million people could be […]