Agriculture/natural capital
What we grow, where and how we grow it, and what we eat. Plus how we can protect and enhance our natural environment including biodiversity.
Thematic Thoughts: how firms adapt to climate change
Do we really think enough about how firms will adapt to climate change. At the risk of sounding defeatist, we are already heading for c. 3 C of global warming. We need companies to prepare = adaption.
Thematic Thoughts: wine, cognac, sustainability and financial risk
Grape growers face material climate change risk, in terms of temperature increases, water shortages and climate volatility. Companies are starting to disclose some information on their responses, but we need to dig deeper.
Thematic Thoughts: food companies, sustainability and financial risk
Climate change is going to alter what can be grown where, and the yields that farmers can deliver. This is very likely to lead to higher prices. And yet current financial reporting by companies in the agricultural value chain doesn't really talk about this. This needs to change.
Thematic Thoughts: stopping cows from burping.
Could gene editing could solve the cow methane problem? Although innovation sometimes over promises and under delivers, there are times when it's necessary. When the alternatives are unlikely to get delivered at the scale we need. And cow based methane looks like just such a case.
Is farmer insurance a green bottleneck ?
Insurance best practice can clash with sustainability. Without insurance, impacted communities would probably not continue. And it's the same for farmers.
Why we need to protect insect populations
A large percentage of our crops require pollination. And for that we need insects. So why, as investors, are we allowing the companies we are invested in to take actions that put pollinators at risk?
Sunday Brunch: not every sustainability decision is an either/or
As a society we seem to what to make every choice binary. You either select A or B. And the A people often hate the B people, and think that they are idiots, or something worse.
How big a water problem does Europe have ?
European consumers have got used to cheap and fresh produce in our supermarkets, often all through the year. But much of this produce comes from water stressed countries - hard to believe on a wet day in Northern Europe, but true.
Replacing lost soil carbon
A generation of farmers and scientists are working together to find ways to sequester carbon in the soil, while improving crop yields. And it's not difficult. It involves no new technologies. However, the biggest barrier is humans
Is the need for greener agriculture even more urgent than we first thought?
Does investment in green agriculture need greater attention? It seems pretty obvious to most people that we should be focusing our investments and actions on the biggest climate related challenges.
'Rioting' farmers and the importance of engagement
A Vox article caught our eye this week titled 'How rioting farmers unraveled Europe's ambitious climate plan.' The article discusses the ongoing conflict between farmers in the European Union (EU) and the EU's efforts to implement environmental regulations through initiatives like the Green Deal
Deforestation and zoonotic diseases
Forests are a significant ecological and economic resource that sequester carbon and provide habitat for wildlife and livelihoods for communities. A number of activities cause deforestation including the clearing of forests for commercial crop cultivation (e.g. soybean, palm oil, and wheat) and for livestock grazing especially in tropical regions