Inevitable Policy Response

A quick chat between Jakob Thomä, Research Director for Inevitable Policy Response & CEE Sustainable Finance Summit chief & founder Linda Zeilina-Cross. Watch / listen to Jakob's detailed IPR presentation to the Summit here (Starts at 19:31secs) https://lnkd.in/gs5AED76 Find out more on Jakob's latest book: https://lnkd.in/gJ-xfP8X Download IPR's Q2 global climate policy update, released 10th July: https://lnkd.in/ghh96QKm https://lnkd.in/ghmdQnjp #iprforecasts

What are the four climate transition battlefronts in IPR's latest report? Each has been selected as potentially most material in terms of their impact on the IPR forecast, both in the short - and medium-term. 'Trade, Trump & Tractors-2024 Battlefronts in the Climate Transition' has been written by Kaya Partners for IPR with detailed analysis of the following: 1) Minimizing Chinese supply chain dependence vs. maximizing decarbonisation 2) The incorporation of embodied carbon into global trade 3) What Trump 2.0 vs Biden 2.0 (or other Democratic candidate) means for the climate 4) Making agriculture part of the emissions solution, rather than the problem Resources: Download the full 'Trade, Trump & Tractors-2024 Battlefronts in the Climate Transition' report: https://lnkd.in/gZHVUtZF Catch Up: Watch or listen to the the 10th July IPR Quarterly Briefing Webinar including report launch by Brian Hensley via Principles for Responsible Investment Webinars-on-Demand: https://lnkd.in/gr8QqH_h (1:01:11secs) Download the Webinar report Summary: https://lnkd.in/gr8QqH_h Our thanks to report Authors Brian Hensley, Valerie Fowles & Asta Lappeteläinen at Kaya Partners. #iprforcasts #transition #climate #trade #investment #China #EU #risk #climateclubs #agri #sustainableagri #carbonpricing #cbam

Climate policy Q1 2022 - Q2 2024. Policy momentum in Q2 has slowed in terms of overall announcements when compared to Q1 2024, while key policy areas like clean power & agriculture have become transition battlegrounds, creating uncertainty in the global policy environment. IPR tracked 74 credible & material policy announcements in Q2 2024, a 24% decrease from policies tracked in Q1 2024. Changes in leadership, pre-election activity shifts & summer recesses are likely contributing to this decrease in activity. 60% of cumulatively tracked policies are in line with a well below 2°C outcome. Developing economies are closing their gap with new energy & land use policies. The largest policy gap by emissions in advanced economies is in the land use sector. Latest resouces from IPR: Download the full Q2 Report released on July 10th here: https://lnkd.in/ghh96QKm Catch Up - on the Webinar Watch or listen to the 10th July Webinar via Principles for Responsible Investment Webinars on Demand: https://lnkd.in/gr8QqH_h (1:01:11secs) Our IPR Policy Forecast - Mid Year Asessment explores the policy landscape further. https://lnkd.in/gC5JgMpP #iprforecasts #quarterlybriefings #webinar #climate #policy #transition #energy #landuse #investment #risk #opportunity #acceleration #netzero #stocktake #gst #ratchet #NETs #ESG #sustainability #NBS

What's new in the latest IPR Quarterly Report? IPR is introducing a watch-list for policies that may impact short-term deployment, but where there is insufficient evidence on impacts to the longer-term FPS forecast. The 8 policies identified are: EU: Low carbon agriculture, Light duty vehicles Germany: Net zero emissions Italy: Clean power Russia: Clean power US: Light duty vehicles, Low-carbon agriculture Japan: All coal phase-out These sectors will be further assessed later this year based on cumulative policy evidence and the Annual Forecast Survey set for release in early 2025. IPR is also introducing an 'achieved' category to highlight where a country has effectively achieved an FPS forecast today. During the Quarter, IPR tracked 74 credible & material policy announcements, a 24% decrease compared to policies tracked in Q1 2024, but higher than the level of policy announcements in both Q2 2022 & Q2 2023, indicating some acceleration from equivalent quarters in previous years. Weighted by emissions, 60% of tracked policies since 2022 are in line with a well below 2C outcome, broadly consistent with the current IPR forecast policy scenario. Find out more, download the full Q2 Report here: https://lnkd.in/ghh96QKm Catch Up - Watch the 10th July Webinar via Principles for Responsible Investment Webinars on Demand: https://lnkd.in/gr8QqH_h (1:01:11secs) Read the special report from Kaya Partners for IPR on coming transition battlefronts: "Trade, Trump & Tractors" launched during the webinar: https://lnkd.in/gZHVUtZF #iprforecasts #quarterlybriefings #webinar #climate #policy #transition #energy #landuse #investment #risk #opportunity #acceleration #netzero  #stocktake #gst #ratchet #NETs #ESG #sustainability #NBS

New Report: Trade, Trump & Tractors-2024 Battlefronts in the Climate Transition. Written by Kaya Partners for IPR, each front has been chosen for its potential impact on the achievement of the current IPR forecast of global net zero CO2 emissions in the 2060s & temperatures peaking in the latter part of the century at 1.8°C above pre-industrial levels. Kaya Partners, in collaboration with the IPR selected four areas we considered potentially most material in terms of their impact on the IPR forecast, both in the short- and medium-term:  1) Minimizing Chinese supply chain dependence vs. maximizing decarbonisation 2) The incorporation of embodied carbon into global trade 3) What Trump 2.0 vs Biden 2.0 (or other Democratic candidate) means for the climate 4) Making agriculture part of the emissions solution, rather than the problem Download the full Trade, Trump & Tractors-2024 Battlefronts in the Climate Transition report: https://lnkd.in/gZHVUtZF Catch Up: Watch the 10th July IPR Webinar including report launch via Principles for Responsible Investment Webinars-on-Demand: https://lnkd.in/gr8QqH_h (1:01:11secs) Download the Webinar report Summary: https://lnkd.in/gr8QqH_h Our thanks to report Authors Brian Hensley, Valerie Fowles & Asta Lappeteläinen at Kaya Partners. #iprforcasts #transition #climate #trade #investment #risk #climateclubs #agri #sustainableagri #carbonpricing #cbam

Latest from Inevitable Policy Response. 2nd in our 2024 Quarterly Briefing series, assessing global policy developments in Q2. Download the report. Or watch yesterdays Webinar via Principles for Responsible Investment Webinars on Demand. IPR tracked 74 credible & material policy announcements in Q2 2024, a 24% decrease compared to policies tracked in Q1 2024, but higher than the level of policy announcements in both Q2 2022 & Q2 2023, indicating some acceleration from equivalent quarters in previous years. Weighted by emissions, 60% of tracked policies since 2022 are in line with a well below 2C outcome, broadly consistent with the current IPR forecast policy scenario. During Q2, 8 policies were placed on a watch-list to be further assessed at year end for a potential deceleration or acceleration, based on cumulative policy evidence & IPR’s annual forecast survey, due for release in February 2025. EU: Low carbon agriculture, Light duty vehicles Germany: Net zero emissions Italy: Clean power Russia: Clean power US: Light duty vehicles, Low-carbon agriculture Japan: All coal phase-out Find out more, download the full Q2 Report here: https://lnkd.in/ghh96QKm Catch Up Viewing: Watch or listen to the July10th Webinar via Principles for Responsible Investment Webinars on Demand: https://lnkd.in/gr8QqH_h (1:01:11secs) Read the special report on coming transition battlefronts "Trade, Trump & Tractors" launched during the webinar: https://lnkd.in/gZHVUtZF A big thank you to to Principles for Responsible Investment staff and our expert panel: Daniel Gallagher, Ph.D. Kavita Srinivasan, Dr. Nicole Röttmer, Lily Burge, William Attwell & Brian Hensley.   #iprforecasts #quarterlybriefings #webinar #climate #policy #transition #energy #landuse #investment #risk #opportunity #acceleration #netzero #stocktake #gst #ratchet #NETs #ESG #sustainability #NBS #landuse

Today! Wednesday 10th! 14:00 BST/ 15:00 CEST/ 09:00 ET. Still time to register: https://lnkd.in/gSKKvU_V #iprforevasts https://lnkd.in/g87JrANc

TRUMP....TRADE...TRACTORS....Read Kaya Partners deep-dive on the 2024 climate transition battlefronts (https://lnkd.in/g9x67YPH), commissioned by Inevitable Policy Response and join our webinar today at 14:00 BST. Register here: https://lnkd.in/ei5r6j57

Today! Wednesday 10th! 14:00 BST/ 15:00 CEST/ 09:00 ET. William Attwell with Lily Burge, Kavita Srinivasan, Dr. Nicole Röttmer, Brian Hensley & Daniel Gallagher, Ph.D. from Principles for Responsible Investment. Global climate policy progress in Q2. IPR-PRI Quarterly Briefing. Register now: https://lnkd.in/gSKKvU_V #iprforecasts #transition #investment https://lnkd.in/gxTgQ-WX

Webinar! Wednesday 10th. Global climate policy progress at end Q2 & special report from Kaya Partners: 14:00 London / 15:00 Paris / 09:00 NY. Register now: https://lnkd.in/gSKKvU_V #iprforcasts