Climate on the Ledger

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Vietnam's new policy: AQI>200 = cut production
Vietnam just told factories to cut output when AQI exceeds 200 in the clearest sign yet that climate risk is becoming operating policy, not just…
 • Francois Souchet
$20bn floods in South-East Asia; £800m drought in the UK
TL;DR Devastating floods in South and Southeast Asia are set to cost at least $20bn in losses; summer drought wiped more than £800m off the UK arable…
 • Francois Souchet
South-East Asia climate disruptions; Looming soil degradation risks
TL;DR Devastating floods in South-East Asia with one in 300-year rain event in Thailand.
 • Francois Souchet
India exports squeezed; legislative delays in California
TL;DR Floods continue to disrupt operations in Vietnam, water stress and heat squeezed flagship Indian exports, more regulatory fragmentation signs from…
 • Francois Souchet
Parametric coverage for Hurricane Melissa; the cost of NDBI
TL;DR Jamaica’s USD240m parametric payout post Melissa; typhoon-driven losses and closures in Vietnam/Philippines; continuing wildfires in Europe; and…
 • Francois Souchet
Hurricane Melissa; Vietnam Floods
TL;DR Hurricane Melissa (Jamaica and Caribbean) and floods in central Vietnam led to fatalities, displacement, and widespread outages.
 • Francois Souchet
Monsoon disruptions; Heat stress impact
TL;DR Markets are attaching a funding premium to physical climate exposure.
 • Francois Souchet
Climate on the Ledger
Climate on the Ledger
Exploring how physical climate exposure impacts operations and balance-sheets.
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