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 …
Download Report Here (PDF) Coffee production has been identified by the Peruvian Agricultural Census of 2012 as one of the major drivers of deforestation in the Peruvian Amazon, making up 25.4 percent of agricultural land in this region. Smallholders with less than 5 hectares (ha) of land produce 62 percent of the coffee grown in …
Download Report Here (PDF) Summary Financial regulators should address environmental and human rights risks in economic sectors driving deforestation. Financial regulators should address environmental and human rights risks in economic sectors driving deforestation. Binding regulation may be more effective than voluntary initiatives. Chinese, Brazilian, and Bangladeshi experiences may be useful for regulators. As published by …
Download Report Here (PDF) This report estimates the impact of undeveloped land on the market cap of publicly-traded SE Asian palm oil companies. Our analysis shows that investors and analysts have factored profits not only from acquired developed land, but also potential future cash flows which could be generated from acquired undeveloped land into their …
Download Report Here (PDF) Summary JBS corruption and a USD 3.16 billion leniency agreement by J&F JBS conduct raises concerns over implementation of its Corporate Social Responsibility policies JBS revenue and EBITDA may continue to be weak as 50 percent of customers might be sensitive to ESG concerns International investors may be …
Download Report Here (PDF) The palm oil industry’s transformation towards sustainability gained traction in 2013 when major purchaser Unilever engaged SE Asian refiners and traders to embrace ‘No Deforestation’ policies. As a result, in 2013, Wilmar was the first SE Asian refiner or trader to adopt a No Deforestation, No Peat, No Exploitation (NDPE) policy. …
Download Report Here (PDF) Grupo Palmas, including Palmas del Espino and subsidiaries, is specialized in the cultivation and processing of palm oil in the Peruvian Amazon. Grupo Palmas is 100 percent owned by the Peruvian conglomerate Grupo Romero. Grupo Palmas is Peru’s largest producer, refiner and exporter of palm oil. After past controversies, Grupo Palmas …
Download Report Here (PDF) Alicorp is one of the largest consumer goods companies in Peru. It has an important presence in Latin American countries. Alicorp is a domestic market leader in various product categories in the following business segments: consumer goods, B2B and aquaculture. It dominates the Peruvian oils and fats sector, and is the …