Orbitas Insights

RECORDING – From Risk to Opportunity: Climate Transitions and Tropical Commodities Global Event

On December 7th Orbitas launched its first global report quantifying the hidden financial risks and burgeoning opportunities facing tropical...

Climate Transition Risk Survey: Capital Providers for Tropical Soft Commodities

The financial sector is increasingly aware of climate risks. It is not clear, however, how that translates into their decision-making. To see how...

Agriculture in the Age of Climate Transitions: Stranded Assets. Less Land. New Costs. New Opportunities.

It is widely recognized that a meaningful climate transition will require systemic transformations in the global energy and transportation sectors,...

Transition Scenarios for Tropical Agriculture

Scenario analysis is a critical building block for assessing climate transition risks. Orbitas, in partnership with Vivid Economics, has published...

Investors Concerned That Brazil is Missing the Forests for the Trees

International investors are starting to see Brazil in a new light. The Bolsonaro government’s short-term focus on boosting agricultural production...

Tropical Commodity Risks Concern Latin American Banks. They Need Tools to Navigate Climate Transitions.

Tropical commodity value chains are threatened by climate change and our response to it and this matters for financial institutions.

What Are Climate Transition Risks? Introducing the Orbitas Lexicon

What are climate transitions risks? Climate transitions are the efforts undertaken to tackle climate change (directly or indirectly) through...

COVID and Climate will Challenge Tropical Country Sovereign Bondholders

COVID-19 shows the strain governments face during an unexpected crisis and the knock-on impact this has on the sovereign debt ratings and ability to...

Climate Transition Risks For Tropical Commodities

How governments, consumers and businesses respond to climate change matters. The nature and scale of their responses will determine the impacts of...

New Risks, New Opportunities: Extending the case for responsible investment to tropical forest agriculture

“Stranded Assets”. “ESG”. If I were writing this article in 2000, these terms would barely register. But in 2020, they have both, in their own way,...