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Financial Impacts of Environmental Trends i S th d S th t A iin South and Southeast Asia
Shally Venugopal | svenugopal@wri.org
• Non-profit, environmental research institute
• Based in Washington, DC, with international offices
• Works closely with public and private sectors• Works closely with public and private sectors
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• Forward looking, predictive
• Close collaboration with (institutional) investors and corporations
• Intelligence on environmental trends policies consumer• Intelligence on environmental trends, policies, consumer preferences and their financial impact
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SECTOR #1: Power GenerationOver Heating: Water Constraints on Power Generation in AsiaOver Heating: Water Constraints on Power Generation in Asia
A recipe for water risk
1. Increasing water stress and scarcity
2. Fastest growing power demand in world
3. Dominance of water dependent power technologies
4. Investors taking on more riskg
5 Tradeoffs between environmental priorities
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5. Tradeoffs between environmental priorities
Limited disclosure ask companies questions
• Is the plant in a water scarce region? Is the water source dependent on seasonal water flows?
• What is the plant’s water usage? What water reducing technologies are in place?
Can load losses and power outages from water shortages have a financial impact? For example, will such events violate the terms of power purchasing contracts?
• Are shareholder returns protected; will they be going forward?
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SECTOR #2: Food & Beverage ProcessingWeeding Risk: Financial Impacts of Climate Change and Water Scarcity
Trends on Asia’s Food and Beverage SectorTrends on Asia s Food and Beverage Sector
Potential Magnitude of Financial Impacts by Subsectorag
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