Chain Reaction Research, a joint effort between Climate Advisers, Aidenvironment and Profundo published a financial risk assessment report entitled “Tunas Baru Lampung: Contested Land and Peat Clearing Could Drive Substantial Value Loss.” on 14 March 2018. On March 16 2018, TBLA posted its rebuttal on the company’s website. We appreciate the company’s openness for further …
Download Report Here (PDF) Lembaga Tabung Haji is a Malaysian Islamic financial institution, with over USD 16 billion in assets under management. TH Plantations (THP) is Lembaga Tabung Haji’s publicly traded palm oil arm, with 32 palm oil plantations in Malaysia and Indonesia. It has a total landbank of 102,000 ha, of which 61,104 ha …
Download Report Here (PDF) Summary There is risk of more expensive commercial financing, which accounts for around 53 percent of all rural financing. Some engagement from concerned investors may also address the weak ESG scores of their soy investees. Risk from more expensive barter-based financing is limited. The large-scale expansion of soybean cultivation in Brazil …
Download Report Here (PDF) Summary At least 49 percent of Brazil’s soy trade is covered by some type of zero- deforestation commitment. Consequently, soy producers involved in deforestation face increasing market access risk. Traders have more advanced ESG policies and lower risk exposure than producers. The large-scale expansion of soybean cultivation in Brazil has been …
Download Report Here (PDF) Download Report Here — Portuguese (PDF) Summary Bunge is the leading soy trader in Piauí Piauí continues to see high rates of Cerrado deforestation Bunge faces reputational and market risks. The global agribusiness and food company Bunge is among the largest players in Brazil’s soy supply chain. It is the leading …
Download Report Here (PDF) Summary BrasilAgro might face the risk of losing access to clients and an overvaluation of its land portfolio because of its sustainability impacts. Investors with forest policies might have most leverage through engagement with BrasilAgro’s parent company Cresud. BrasilAgro can course correct by addressing deforestation risks while improving returns via traceable …
Download PDF File Here Summary As the bottleneck in the supply chain, palm oil refineries have the leverage to drive sustainability in the sector. Markets that still accept unsustainable palm oil include the domestic Indonesian market, India, Pakistan and China. 29 company groups with refining capacity have NDPE sourcing policies. The palm oil industry’s transformation …
Download Report Here (PDF) — English Download Report Here (PDF) — Portuguese Following the financial crisis of 2007-2008, there has been a growing investor interest in farmland around the world. In Brazil, this interest has been most pronounced in the Cerrado, a large tropical savanna biome that covers more than 20 percent of the country. …
Download Report Here (PDF) — English Download Report Here (PDF) — Portuguese SLC Agrícola is Brazil’s largest publicly traded farming company, founded in 1977. It operates 15 large farms, spread across six Brazilian states – Mato Grosso, Goiás, Bahia, Piauí, Maranhão and Mato Grosso do Sul. This includes activities in the Matopiba region (comprising of …
This report analyzes the financial risks for the 10 largest Indonesian listed palm oil companies. The report builds upon the outcomes of the Chain Reaction Research report 2016 Sustainability Benchmark: Indonesian Palm Oil Growers, published in December 2016. It adds a financial risk assessment of each company’s revenues calculating revenue at risk in consideration of …
