Podcasts about Climate risk

What if your climate risk assessments could predict the future with greater accuracy than historical data alone?In part two of this conversation on Making Risk Flow, Jake Harding continues his discussion with Joan Saladich, Founder of Geoskop, exploring how insurers can move beyond static climate risk models and embrace a more sophisticated, forward-looking approach to decision-making. Joan explains why annual climate model updates can create misleading conclusions, how vegetation and soil dynamics reshape wildfire risk, and why relying on single-source data leaves carriers exposed to blind spots. The conversation also examines the role of AI and large language models in processing complex climate datasets, emphasising that technology should enhance, not replace, human judgment. Joan outlines a practical framework for combining historical data, future climate projections, alternative statistical models, and socioeconomic context to generate more accurate, explainable, and actionable climate risk intelligence. Fan Mail: Got a challenge digitizing your intake? Share it with us, and we'll unpack solutions from our experience at Cytora.To receive a custom demo from Cytora, click here and use the code 'Making Risk Flow'.Our previous guests include: Bronek Masojada of PPL, Craig Knightly of Inigo, Andrew Horton of QBE Insurance, Simon McGinn of Allianz, Stephane Flaquet of Hiscox, Matthew Grant of InsTech, Paul Brand of Convex, Paolo Cuomo of Gallagher Re, and Thierry Daucourt of AXA.Check out the three most downloaded episodes:The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo20 Years as CEO of Hiscox: Personal Reflections and the Evolution of PPL | Bronek MasojadaImplementing ESG in the Insurance and Underwriting Space | Simon Tighe, Chaucer, and Paul McCarney, Moody's

In this week's episode, host Daniel Raimi brings in Margaret Walls and Yanjun (Penny) Liao to discuss why homeowners insurance prices and nonrenewals are increasing in the United States—and how insurers, homeowners, and state and federal governments are responding. Walls is a senior fellow at Resources for the Future (RFF), director of RFF's Climate Risk and Resilience Program, and co-host of Resources Radio, while Liao is an RFF fellow. Together, they elaborate on data they shared in the most recent issue of Resources magazine that links areas with previous weather-related property loss to higher premiums and policy nonrenewal rates. As a result, while climate change increases the severity and frequency of extreme weather, many homeowners are left without insurance plans that provide adequate coverage, especially in vulnerable regions such as California and Florida. Walls and Liao analyze why solutions such as “insurance of last resort” plans in the residual market fail to keep up with heightened risk, and where policymakers and communities might look next to support households that are impacted by wildfires, floods, storms, and other disasters across the country. References and recommendations: “Weather Extremes Disrupt Insurance Markets” by Margaret Walls, Yanjun (Penny) Liao, and Emily Joiner; https://www.resources.org/archives/weather-extremes-disrupt-insurance-markets/ “From Risk to Reward: Insurance Discounts for Wildfire Mitigation” by Evan Ludington, Yanjun (Penny) Liao, and Margaret A. Walls; https://www.rff.org/publications/working-papers/from-risk-to-reward-insurance-discounts-for-wildfire-mitigation/ “Property Insurance and Disaster Risk: New Evidence from Mortgage Escrow Data” by Benjamin J. Keys and Philip Mulder; https://www.nber.org/papers/w32579 Insurance for Good; https://www.insuranceforgood.org/ “Listers: A Glimpse Into Extreme Birdwatching” documentary film; https://www.imdb.com/title/tt38023177/ eBird phone app; https://ebird.org/about/ebird-mobile “American Emergency: The Movement to Kill FEMA” podcast series from On the Media; https://www.wnycstudios.org/podcasts/otm/american-emergency-movement-kill-fema Subscribe to stay up to date on podcast episodes, news, and research from Resources for the Future: https://www.rff.org/subscribe/

Lester Kiewit speaks to Christelle Coleman, insurance expert and CEO of AMI Underwriting Managers, about the challenges homeowners on riverbanks and in flood-prone areas face when seeking insurance cover, what the law says about claim rejections linked to flooding and natural disasters, and what property owners can do to protect themselves. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

Get in touch - leave me a messageWhat if the biggest greenwashing risk isn't bad intent, but business-as-usual marketing?In this episode of Climate Confident, I'm joined by Helen Neal, founder of HN Communications, to dig into one of the most under-discussed risks in decarbonisation: how companies talk about sustainability when regulation is tightening, public trust is fragile, and every net zero claim is being scrutinised. This matters because the energy transition will not be carried by technology alone. Climate tech, policy, capital, supply chains, and public confidence all depend on credible communication.You'll hear why traditional corporate messaging can push companies into unintentional greenwashing, why greenhushing is not a safe escape route, and why sustainability claims increasingly need the discipline of financial reporting: clear evidence, third-party verification, and language that can survive scrutiny.We dig into how AI can help check sustainability language, but also why human judgement still has to own the beginning and end of the process. Helen also explains why supply chain data, board accountability, regulation, and executive incentives are becoming central to credible climate leadership. A vague 2050 net zero pledge without a roadmap? That is not strategy. That is a red flag wearing a nice suit.If you care about emissions reduction, business resilience, decarbonisation, and the real-world mechanics of the energy transition, this one is worth your time.

What if the climate risk data you're using to underwrite policies is fundamentally flawed?In this first of two-part episode of Making Risk Flow, host Jake Harding speaks with Joan Saladich, CEO and co-founder of Geoskop, about why traditional climate risk scores often fail insurers and what a more sophisticated approach looks like. Joan explains how deterministic ratings and traffic-light systems oversimplify complex climate realities, making them unsuitable for underwriting decisions. He explores the value of probabilistic climate modeling, AI-powered analysis, and uncertainty quantification in assessing evolving risks. The conversation also examines changing reinsurance dynamics, which are pushing more climate-related exposure onto commercial insurers. Joan discusses the importance of validating climate models through measurable accuracy and transparency, while highlighting how outdated scenario assumptions can distort risk assessments. Together, they show how embracing data complexity can create a meaningful competitive advantage in modern insurance underwriting. Fan Mail: Got a challenge digitizing your intake? Share it with us, and we'll unpack solutions from our experience at Cytora.To receive a custom demo from Cytora, click here and use the code 'Making Risk Flow'.Our previous guests include: Bronek Masojada of PPL, Craig Knightly of Inigo, Andrew Horton of QBE Insurance, Simon McGinn of Allianz, Stephane Flaquet of Hiscox, Matthew Grant of InsTech, Paul Brand of Convex, Paolo Cuomo of Gallagher Re, and Thierry Daucourt of AXA.Check out the three most downloaded episodes:The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo20 Years as CEO of Hiscox: Personal Reflections and the Evolution of PPL | Bronek MasojadaImplementing ESG in the Insurance and Underwriting Space | Simon Tighe, Chaucer, and Paul McCarney, Moody's

In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

How does ESG reporting influence how a company is financed, run, and perceived? in this episode, Fabian Böhmer, Head of Sustainability at EEW, joins Patrick to discuss how ESG reporting can serve bankability, reputation, and internal decision-making. What you'll hear: • Why the business case matters in sustainability, and what happens when ecological, social, and economic dimensions are treated as one balanced system rather than competing priorities • What CSRD, ESRS, and the EU taxonomy actually require, and the difference between treating them as a reporting burden and using them as a strategic tool • How to make sustainability work land internally with different functions: the language that gets operations, finance, and the board on board The episode also covers how green bonds and ESG-linked credit conditions are reshaping the cost of capital, and why focus matters more than completeness when reporting to multiple stakeholders. This is the fifth episode of the series Incineration in the Circular Economy, sponsored by NEEW Ventures.

Alexander Pui is back on the show today for his third appearance. He's been one of the most popular guests over the history of the Finding Nature podcast and I jumped at the opportunity to chat again while he was recently back in Sydney. For those who know Alex they know they're in for the usual standard of excellence regarding all things physical climate risk, the state of activity and effort underway to better understand future scenarios and how the science of climate change is outpacing meaningful efforts to mitigate emissions and their long lasting impacts and risks everywhere. For those newer to the show, Alex has been an important figure in my own career when we worked together at a very large yellow coloured bank in Australia, before he moved to Japan a couple of years ago to take on a lead role in climate risk across Asia Pacific with one of the world's largest professional services organisations.Over the course of his career he's worked in banking, insurance, reinsurance and consulting, he's also an Adjunct Fellow at the University of New South Wales and Visiting Scholar at Kyushu University.For our third time around the Finding Nature microphones we get into a lot of topics and themes that are both updates on previous episodes as well as fresh from both of our insights and work over the last 12 months. From the experience of oppressive heat and new heatwave classification systems in Japan to the impacts of storms, flooding and typhoons across Asia in 2025. We get into the expectations and the science of the emerging super El Niño and what the next period of supercharged climate activity is likely to bring, the quality and value of the recently completed Climate Vulnerability Assessment into the Australian insurance industry, where insurers are and aren't acting, the lessons and practicalities of climate risk management when all the attention is now on box ticking the new Australian climate disclosure legislation, and one of my very favourite topics - competence greenwashing. There's also an insight into a potential climate resilience idea in Japan for the Australian listener right at the very end, so stay tuned for that one and get in contact if it interests you.Support for this episode comes from:Reposit Power - $500 off your solar battery installation. Planet Protein - double the value of your first order at no extra cost.Send me a messageThanks for listening. Follow Finding Nature on Instagram

On today's sponsored episode, Editor in Chief Sarah Wheeler talks with Larry Lawrence, head of ICE Climate at Intercontinental Exchange, and Andy Walden, head of mortgage and housing market research at ICE, about climate risk and housing affordability. Related to this episode: Climate risk is already reshaping the U.S. housing market ICE Mortgage Monitor ICE Climate HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ More info about HousingWire The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

Africa Melane speaks to SALGA as municipalities across South Africa are urged to prepare for severe weather conditions, including heavy rainfall, flooding and strong winds. Early Breakfast with Africa Melane is 702’s and CapeTalk’s early morning talk show. Experienced broadcaster Africa Melane brings you the early morning news, sports, business, and interviews politicians and analysts to help make sense of the world. He also enjoys chatting to guests in the lifestyle sphere and the Arts. All the interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from Early Breakfast with Africa Melane For more about the show click https://buff.ly/XHry7eQ and find all the catch-up podcasts here https://buff.ly/XJ10LBU Listen live on weekdays between 04:00 and 06:00 (SA Time) to the Early Breakfast with Africa Melane broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3N Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

As climate risks intensify, understanding their financial implications is becoming critical for businesses, investors, and homeowners alike. Ed Kearns, Chief Science Officer at First Street, joins Climate Rising to explain how climate data is being translated into actionable financial risk insights. The conversation explores how First Street models physical climate risks—including flooding, wildfire, and extreme weather—and translates them into property-level financial impacts. Ed discusses why traditional tools like FEMA flood maps fall short in a changing climate, and how new approaches combine physics-based modeling with high-resolution data. The episode also examines how climate risk is reshaping real estate markets, insurance systems, and investment decisions, and why transparency is driving a fundamental shift in how risk is priced. Ed reflects on the growing demand for climate risk intelligence and the role of both private markets and public policy in adapting to a warming world.

In this episode of Financial Perspectives, Tanya Suba-Tang sits down with Rachel Gee, Manager of FS Climate Change and Sustainability Services at EY, to examine how sustainable investing has evolved from a values-driven concept into a core financial discipline.Rachel outlines how climate risk is already being priced across markets—from insurance disruptions and real estate exposure to emerging nature-based frameworks and AI-driven energy demand. The conversation explores why carbon was only the starting point, how biodiversity and water risk are influencing capital allocation, and where investors are finding opportunity amid volatility.Looking ahead, they discuss what's next: less headline noise, deeper integration into core decision-making, increased investment in data and risk modeling, and a shift from “sustainability strategy” to simply strategy.Key Takeaways:Sustainability has become a central theme in finance, moving from niche to necessity.Climate risk is reshaping investment decision-making, particularly in insurance and real estate markets.Millennials and Gen Z are driving sustainable investing trends, integrating values into financial portfolios.The evolution of sustainability in finance is shifting from externality to core business strategy for firms.Nature-related risks are gaining attention, with frameworks like TNFD becoming essential in financial assessments.The future of sustainability in finance will see deeper integration into business as usual practices, beyond just headlines.

In this episode of the Get Plugged In Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, speaks with Carlos Arocha, FSA, Managing Partner at Arocha & Associates GmbH in Zurich, Switzerland, about the growing role of artificial intelligence in understanding and managing climate risk. Together, they explore why climate risk can be difficult to measure using traditional actuarial methods and how AI can help actuaries assess individual assets, improve hazard modeling, strengthen scenario testing, and better understand transition risk. This conversation offers timely insights for actuaries looking to enhance their climate risk analysis with more advanced tools and approaches. Tune in to hear practical perspectives on how AI can support the profession as climate-related risks continue to evolve. Visit our Artificial Intelligence landing page Send us your feedback at AI-Insights@soa.org

In this episode of Disruption/Interruption, host KJ sits down with Suvankar Mishra and Stefan Jacob, co-founders of FLO FUND, a fintech platform on a mission to close the $170 billion financing gap facing smallholder farmers in the Global South. The conversation unpacks why traditional banks have failed these farmers, how value chain financing is changing the game, and why the food on your table in Europe or North America is directly tied to whether a farmer in Kenya or India can access a simple loan. With deep field experience across Asia, Africa, and India, Suvankar and Stefan explain how FLO FUND uses real-time agricultural data and digital infrastructure to provide crop-linked, insured lending and why this is not a charity case, but a sound investment in the global food system. Four Key Takeaways: The Financing Gap Is Massive, and Personal (3:40) There are over 500 million smallholder farmers feeding one-third to one-half of the world's population, yet they can't access basic credit. FLO FUND is targeting a $170 billion annual financing shortfall that banks won't touch. Value Chain Financing Is the Real Solution (18:27) Increasingly, farmers aren't getting loans from banks — they're getting them from processors, co-ops, and agribusiness actors in their own value chains. FLO FUND plugs into these existing relationships to inject liquidity at multiple points in the chain, not just at the farm gate. Technology Has Evolved Enough to Make This Work (30:12) Earlier fintech attempts in this space failed because they used alternative data (like mobile recharge behavior) to justify predatory interest rates. FLO FUND leverages mature digital agricultural infrastructure — soil sensors, real-time crop data, and established digital ecosystems — to structure fair, insured, asset-backed lending. Your Food Security Depends on These Farmers (35:31) 90% of macadamia nuts consumed in Europe come from Kenya. 60–70% of global cocoa comes from West Africa. Climate change is accelerating risk in these supply chains. If the Global North doesn't invest in smallholder farmer access to finance, it will pay the price in food scarcity, rising prices, and healthcare costs. Quote of the Show (47:59):"We're not here to provide financing on the basis of default behavior. We're here to provide financing based on integrity."— Suvankar Mishra, co-founder of FLO FUND Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Suvankar Mishra and Stefan Jacob: Suvankar’s LinkedIn: http://www.linkedin.com/in/suvankarmishraStefan’s LinkedIn: https://www.linkedin.com/in/stefanjacob/Company Website: https://www.theflo.uk/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

What if climate change isn't an alpha problem but a beta problem? Listen to Jason Mitchell discuss with Simon Hallett, Cambridge Associates Head of Climate Strategy,; what investors, consultants, and asset owners can do to move beyond performative alignment toward capital allocation that actually accelerates the transition, and how investors should course correct without losing momentum or giving sceptics an opening to disengage entirely.

Two experts, one question: Is climate risk already priced in? On this week’s episode of the ESG Currents podcast, Bloomberg Intelligence EMEA ESG integration analyst Grace Osborne hosts an Oxford-style debate. Dr. Jakob Thomae, co-founder and CEO of Theia Finance Labs, argues for the motion, while Dr. Ben Caldecott, founding director of the Oxford Sustainable Finance Group and a coordinating lead author on finance for the IPCC’s Seventh Assessment Report, argues against it. From green tech outperformance to central-bank stress tests, the signals are mixed. Greater information availability may help investors price climate risk, but radical uncertainty — from second-order effects to tipping points — remains far harder to capture. This episode was recorded on March 3.See omnystudio.com/listener for privacy information.

How do circular practices enable better risk management and what's that means for insurance premiums? Nadin-Shirin Zimmermann from Nexarus breaks down the business logic of insurance products and where circularity changes the equation. Before founding Nexarus, she spent years as a corporate underwriter at Allianz and XL Capital. What you'll hear in this episode: • How business interruption insurance actually works and what drives the premium. • Why climate liability is a growing risk and how circular design reduces exposure. • What 10 years of research show about ESG-driven companies outperforming their peers. Listen now to understand why staying linear may be the largest uninsurable risk a company faces. This is the last episode in the series Enabling Circularity Through Insurance.

Hello out there, welcome to or welcome back to the Finding Nature podcast. My name is Nathan Robertson-Ball and when I started this show in 2024 I could only have dreamt about having today's guest on the show. Matt Kean needs no introductions, and it was a pleasure to have him on. Matt has developed a reputation as a maverick in the Australian energy and environment sphere - all because he's favoured reality, science and economics. Besides being a radical truth seeker and truth speaker, Matt's public life is defined by service, diligence and activating. From his maiden speech as a state politician advocating for and then delivering mental health service improvements, to his landmark energy reform package in 2022 as well as holding the treasurer's pen as one of Australia's most costly disaster events unfolded along the eastern seaboard of the country.I was keen to chat with Matt less so about his now very publicised work in the field of the energy transition and more about his views on whether the story of green growth is one Australians can rely upon. In a world where climate risk is increasingly imperilling communities, economies and insurance, what good is more solar panels and transmission lines if you can't inhabit a community for parts of the year because of the heat or the transmission of disease makes avoiding serious illness difficult or you simply can't access a loan because of the unavailability of insurance. Yes, the energy transition is an essential act. Is it enough to build a promise of prosperity to this nation and a world of eight billion, I'm not convinced.As chair of the Climate Change Authority I also wanted to talk about how to have the extremely difficult conversation with Australians regarding the realities of a changing, new and more volatile climate. In a country where the climate wars has been the result of whether to continue to operate antiquated, dirty, unsafe and unreliable technology or transitioning to an inevitable future of clean energy, it baffles and worries me how to have a mature and honest conversation about the changed and changing climate. From the impacts of agriculture and farm productivity to the loss of the Great Barrier Reef and the communities that rely upon it to how First Nations cultures are lost or unable to be accessed due to rising sea levels or unliveable temperatures. Real people are already experiencing the harms of a changed and changing climate. Loss and damage has arrived, yet the mis and disinformation continues. Vested interests, and captured political figures and media commentators continue to drum up discontent and disharmony over dealing in the reality of change that physics and the world's largest economy are delivering to this part of the world.Matt Kean embodies a commitment to reality that I respect. Do I think science, economics and technology are all that is needed to transition to futures that are safer, healthier and more just, no. It's a start, an important start, and I hope from this chat you appreciate just how difficult and consuming being a public figure in this effort like Matt has been, is. Considering energy and climate has largely ended political careers, that Matt not only found a path through that but grew as a result of it is a credit to his determination, capability and optimism. There is much we can all take from that.This episode is supported by reposit Power. Get $500 off your solar battery install. Subscribe, rate & share.Ep.113Send me a messageThanks for listening. Follow Finding Nature on Instagram

Aon's Daniel Ocampo explains how sustainability, global risks and energy transition are reshaping insurance capacity, pricing and strategy for Canadian businesses today

Insurance is on the front lines of climate risk, and may help shape how we respond to it. --- Insurance is one of the quiet pillars of the modern economy. It underpins where we build, how we invest, and whether communities can recover after disaster. In many ways, it defines what risks we’re willing, and able, to live with. But that foundation is under strain. Across the United States, rising losses from wildfires, floods, and other extreme events are driving up insurance costs and pushing insurers out of some markets. In states like California and Florida, homeowners are finding it harder, and more expensive, to secure coverage. When insurance becomes unavailable, the consequences extend beyond individual households, affecting housing markets, local economies, and community stability. Carolyn Kousky, founder of Insurance for Good and a senior fellow at the Kleinman Center for Energy Policy, explores how climate change is reshaping insurance markets and what that means for the future of risk, investment, and resilience. She explains how insurance doesn’t just respond to risk, but can also influence it by shaping investment in resilient infrastructure, guiding development decisions, and affecting the flow of capital into cleaner energy systems. Carolyn Kousky if a senior fellow with the Kleinman Center for Energy Policy and founder of Insurance for Good. Related Content: Measuring What Matters: Rethinking Energy Insecurity Metrics https://kleinmanenergy.upenn.edu/research/publications/measuring-what-matters-rethinking-energy-insecurity-metrics/ Policy Design Issues for Border Carbon Adjustments https://kleinmanenergy.upenn.edu/research/publications/policy-design-issues-for-border-carbon-adjustments/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

How does climate risk exposure connect to supply chain decisions, and where does circularity come in? Michael Bruch, Global Head of Risk Consulting Advisory Services, and Lena Fuldauer, Head of Resilience & Business Development at Allianz Risk Consulting, talk about how companies can assess climate risk across their locations and supply chains, and what role circular strategies play in strengthening supply chain resilience. What you'll hear in this episode: • How companies use location-level climate risk data to spot vulnerabilities within the supply chain and compare potential investment sites. • Why the most productive conversations happen when risk managers and sustainability teams work together. • How circular approaches like battery recycling reduce dependence on geopolitically concentrated raw materials. This episode opens the series Enabling Circularity Through Insurance. The series looks at the concrete levers insurance companies hold, from risk assessment and advisory services to product design and claims policies, and how these can enable circularity.

How is climate risk reshaping long-term investment decisions—especially for pension funds?What happens when floods, droughts, and extreme heat begin to threaten the very infrastructure these funds invest in?Are governments and planners doing enough to factor climate risk into infrastructure that is meant to last 30 to 50 years?And with over 600 billion dollars in pension assets across Africa—what will it take to unlock that capital for resilient, future-proof projects?Are current regulations too restrictive—or simply too cautious?And what kind of policy reforms or de-risking tools—like guarantees against political or regulatory uncertainty—are needed to give investors confidence?Mr. Nyananso Ekanem joins us to answer these questions 

Long-term investing is shifting, but what actually separates disciplined investors from the rest? How are leading institutions balancing performance, risk, and innovation while managing growing complexity? In this episode, host Paul Fahey speaks with Katie Pries, Country Executive for Northern Trust Asset Servicing in Canada, about how Canadian asset owners approach private markets, governance, and emerging technologies. They explore how the Maple Eight have shaped global investing practices, why climate risk is now embedded in decision-making, and how data challenges are evolving. Katie also shares how AI is being applied to improve efficiency without replacing human judgment, and why execution and governance are now the real differentiators. Key takeaways: Private markets treated as core portfolio building blocks tied to long-term liabilities and cash flow stability Data challenges shifting from scarcity to overload, with a focus on timely, decision-ready information Climate risk is integrated into governance frameworks and viewed as a financial and execution risk AI is improving data processing, risk monitoring, and workflow efficiency without replacing human oversight The Canadian model stands out for disciplined execution, governance, and a long-term investment mindset And more! Connect with Katie Pries: LinkedIn: Katie Pries About Katie Pries: Northern Trust: Katie Pries

In episode 249 of America Adapts, host Doug Parsons takes a deep dive into the growing climate-driven insurance crisis reshaping housing and communities across the United States. Doug first speaks with Rob Moore and Alfonso Pating of the Natural Resources Defense Council about their new reports on the nation's emerging insurability crisis—why premiums are rising, insurers are retreating from high-risk areas, and what state policies can do to reduce risk and keep homes insurable. Then filmmaker George Siegal joins the show to discuss his documentary Built to Last: Buyer Beware, which reveals how many American homes are simply not built to withstand the disasters they face. Together, these conversations connect the dots between climate risk, insurance markets, and the way we build our communities—showing how insurance is becoming one of the clearest warning signals of climate change in action. https://www.americaadapts.org/episodes/an-uninsurable-country-what-rising-climate-risk-means-for-homeowners Experts in this Episode: Rob Moore - Director of the Climate Adaptation Division at NRDC  Alfonso Pating - Global financial regulations specialist with NRDC.  George Siegal - Award-winning documentary filmmaker, Director, Producer and owner of Move the World Films Key Themes Covered in This Episode What an "insurability crisis" is—and why it's emerging across the U.S. Why premiums are rising, policies are disappearing, and insurers are pulling back What makes a home insurable: risk, location, and construction The role of states in shaping insurance markets, building codes, and land use How FAIR Plans work and why they're rapidly expanding Whether FAIR Plans can become tools for resilience, not just backstops How insurance markets are acting as a signal of climate risk Why many homes are not built to withstand today's disasters The tension between affordability and resilient construction What this all means for the future of housing and adaptation For Educators & Students How insurance markets are responding to climate risk The role of states in shaping insurance, building codes, and land use The connection between housing, affordability, and resilience Insurance as an economic signal of climate change Professors are welcome to assign this episode or excerpts in syllabi Who Should Listen to This Episode Climate adaptation and resilience professionals State and local officials focused on housing, risk, and planning Urban planners and developers working in high-risk areas Insurance and finance professionals tracking climate risk Climate communicators and educators explaining these shifts Transcript of Rob Moore and Alfonso Pating interview avaible here. Transcript of George Siegal interview available here.  This episode was generously sponsored by the Natural Resources Defense Council Check out the America Adapts Media Kit here! Subscribe to the America Adapts newsletter here. Donate to America Adapts Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ @usaadapts https://www.linkedin.com/in/doug-parsons-america-adapts/ Links in this episode: An Uninsurable Country https://www.nrdc.org/resources/uninsurable-country https://www.nrdc.org/resources/insurance-fair-future https://builttolastmovie.com/ Doug Parsons and Speaking Opportunities: If you are interested in having Doug speak at corporate and conference events, sharing his unique, expert perspective on adaptation in an entertaining and informative way, more information can be found here! Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ https://bsky.app/profile/americaadapts.bsky.social https://www.linkedin.com/in/doug-parsons-america-adapts/ Donate to America Adapts Follow on Apple Podcasts Follow on Android Now on Spotify! List of Previous Guests on America Adapts Follow/listen to podcast on Apple Podcasts. Donate to America Adapts, we are now a tax deductible charitable organization! The 10 Best Sustainability Podcasts for Environmental Business Leadershttps://us.anteagroup.com/news-events/blog/10-best-sustainability-podcasts-environmental-business-leaders Join the climate change adaptation movement by supporting America Adapts!  Please consider supporting this podcast by donating through America Adapts fiscal sponsor, the Social Good Fund. All donations are now tax deductible! For more information on this podcast, visit the website at http://www.americaadapts.org and don't forget to subscribe to this podcast on Apple Podcasts.   Podcast Music produce by Richard Haitz Productions Write a review on Apple Podcasts ! America Adapts on Facebook!   Join the America Adapts Facebook Community Group. Check us out, we're also on YouTube! Subscribe to America Adapts on Apple Podcasts Doug can be contacted at americaadapts @ g mail . com

Comments/ideas: ACFpod@outlook.comJo Richardson, head of research at the Anthropocene Fixed Income Institute, explains why the global debt market holds more power over climate transition than the stock market. Of the world's 100 largest emitters are responsible for 75% of all emissions, but only 30 are listed on the stock market, yet all have debt outstanding. This reality gives fixed income investors unique influence over governments and private companies through the cost of capital.This episode investigates the surge in Catastrophe Bonds and Insurance Linked Securities. These niche instruments areveal what the market actually thinks about physical climate risk. Jo discusses why historical, backward-looking insurance models are failing to account for our current reality and why we are on the brink of an unprecedented financial regime shift.Using real-world examples from California wildfires to World Bank programs in Jamaica and the Philippines, the discussion highlights how pricing tail risk can incentivise adaptation and resilience. Discover why the bond market is the front line for pricing the future of the climate economy.ABOUT JO: Josephine Richardson is the Head of Research at the Anthropocene Fixed Income Institute (AFII). Based in London, Jo leads the development of AFII's research, which supports fixed income investors in aligning their portfolios to climate and sustainability goals. Jo joined AFII from JPMorgan where she worked for 18 years in fixed income markets. She has extensive experience trading structured, flow and index credit products, and in the modelling and valuation of derivatives. Jo has an MA Hons Mathematics & Management Studies from Trinity College Cambridge and is a Fellow of the Chartered Institute for Management Accountants. She serves as trustee and advisor to a number of charities and social enterprises in the UK.RECOMMENDATIONS: The Prize: The Epic Quest for Oil, Money, and Power: Jo recommends this 850-page, Pulitzer Prize-winning history of the oil and gas industry. It tracks the sector from its discovery in Pennsylvania in 1859 and provides essential context for understanding the role fossil fuels have played in global history.Wild London: A documentary by Sir David Attenborough that showcases the ecosystems existing within the London area.Tree Amble: A podcast focused on the ancient trees of Epping Forest, which Jo suggests as a way for individuals to connect with and appreciate local nature.What the Catastrophe Bond Market Could Be Telling Us About Climate Risk: Joseph Jacobelli recommends Jo's own report, which provides a deep dive into how "cat bonds" act as a tool for pricing the future of the climate economy.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep76 onward excerpts from Vivaldi's La Follia, played by Luca Jacobelli.

As climate extremes intensify, resilient infrastructure is no longer a future consideration; it is a present-day imperative.  Alex Heil, senior economist at The Conference Board, speaks with Greg Stonehouse, chief strategy officer at HDR, about how infrastructure design is evolving in response to rising climate risk. From transportation and water systems to health care and energy facilities, they explore how resilience is becoming a core design parameter rather than an add-on.  The conversation examines the economics of resilient investment, the growing role of nature-based solutions, advances in data and real-time system controls, and how cross-sector collaboration is reshaping the future of infrastructure.  For more from The Conference Board:  At the Climate Crossroads: US Corporate Commitments 10 Years After Paris Accord  Extreme Impacts: Severe Weather Events Create Growing Risks for US Businesses  Rising Stakes: Climate Impacts Worsen as World Set to Miss Paris Agreement Goals  Window On: The Business Impact of Intensifying Natural Disasters  Flooding Is Getting Worse. What Should Businesses Do? 

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the global geopolitical churn is actually creating opportunities to realign your portfolio? In this episode of the Commercial Real Estate Podcast, powered by First National, hosts Aaron Cameron and Adam Powadiuk are joined by Thomas Mueller, is a Founding Director of the... The post Climate Risk, Capital Pressure, and CRE's Inflection Point with Thomas Mueller, President & CEO at Canada Green Building Council appeared first on Commercial Real Estate Podcast.

Watch the Q&A session here: https://youtu.be/Hwl0YRRaHgEWhy did coastal homeowners lose insurance while UK energy bills spiked after Russia's invasion? Because risks started moving together. In this lecture, I show how climate extremes and geopolitics create synchronized shocks that overwhelm insurers and energy suppliers, pushing up premiums and bills. I discuss the basics of risk pooling, why it breaks under correlation, and what realistic fixes look like—from parametric policies and better building standards to smarter hedging and targeted support. This lecture was recorded by Raghavendra Rau on the 18th of February 2026 at Barnard's Inn Hall, LondonRaghu is the Mercers School Memorial Professor of BusinessHe is also the Sir Evelyn de Rothschild Professor of Finance at Cambridge Judge Business School.The transcript of the lecture is available from the Gresham College website: https://www.gresham.ac.uk/watch-now/climate-insuranceGresham College has offered free public lectures for over 400 years, thanks to the generosity of our supporters. There are currently over 2,500 lectures free to access. We believe that everyone should have the opportunity to learn from some of the greatest minds. To support Gresham College's mission, please consider making a donation: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-today Website:  https://gresham.ac.ukX: https://x.com/GreshamCollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeBluesky: https://bsky.app/profile/greshamcollege.bsky.social TikTok: https://www.tiktok.com/@greshamcollegeSupport Us: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-todaySupport the show

Jeremy Porter, chief economist at First Street, joined the REIT Report podcast to discuss the evolving landscape of climate risk and its significant impact on corporate operations and financial performance. Porter explained how physical climate risk now propagates through assets, suppliers, commodities, customers, and transportation networks. “Prior to this, we were thinking about all of these independently, or we were thinking about a supply chain independent of physical climate risk, and the ability to sort of pull all of those things together really helps to price in the downside and to protect facilities through adaptation and mitigation in a way that we weren't thinking about previously,” he said.Porter shared how corporate attitudes towards climate risk have shifted from it being a peripheral concern to a core financial risk indicator. The conversation highlighted the quantifiable effects of climate risk on corporate revenues, the investment community's response, and the challenges posed by rising insurance costs. 

In this episode, Toby Belsom, Director of Guidance and Reporting at the PRI, is joined by James Alexander, CEO of UKSIF and Chair of the Global Sustainable Investment Alliance, and Mette Charles, ESG Research Lead at Aon Investment Consultants.Drawing on insights from the latest PRI reporting cycle, the largest ever, with over 4,200 signatories participating, the conversation explores what the data reveals about investor commitments, implementation challenges and emerging priorities across the responsible investment landscape.Together, they unpack how investors are navigating geopolitical shifts, regulatory divergence and systemic risks while translating sustainability commitments into meaningful action.OverviewThe latest PRI reporting data highlights five key themes:Reporting still matters, even amid political turbulenceClimate remains the dominant focus across signatoriesGlobal agreements such as the Paris Agreement continue to shape frameworksTranslating commitments into action remains challenging“Value creation” is increasingly used to justify sustainability activityThe discussion reflects on how these trends are playing out across regions and what they mean for asset owners and managers.Detailed coverageClimate remains kingClimate continues to dominate investor priorities, driven by financial materiality and systemic risk. Progress is uneven, and asset owners face constraints linked to policy uncertainty and limited investable opportunities.Global agreements and policy divergenceWhile some governments are stepping back from global commitments, many investors remain anchored to frameworks such as the Paris Agreement and standards like the ISSB. The episode explores tensions created by fragmented regulation.From commitments to meaningful actionMoving from commitments to real-world impact remains difficult. Barriers include data gaps, short-term incentives, regulatory inconsistency and limited scalable opportunities.Emerging themes: nature, AI and physical riskNature-related risk is rising up the agenda, though methodologies remain complex. The discussion also touches on AI-related ESG risks and growing physical climate risk.Human rights and social riskModern slavery, working conditions and gig economy risks remain key issues, with supply chain transparency a continuing challenge.Regional contrastsEurope is reassessing regulation, the US is navigating political shifts, while Japan and Australia are advancing disclosure and fiduciary guidance.Asset owner powerAsset owners, as long-term capital providers exposed to systemic risks, are positioned to shape markets and align sustainability with value creation.To find out more about PRI reporting data, visit our blog.Chapters00:00 – Introduction: insights from PRI reporting data01:25 – Five key themes from the latest reporting cycle06:26 – Global agreements, geopolitics and investor confidence10:07 – Climate leadership, ambition and data challenges13:13 – Nature, AI and emerging ESG priorities15:52 – Barriers to turning commitments into action20:28 – Regional divergence and regulatory shifts25:09 – Asset owners vs managers: alignment and tension26:51 – Human rights, modern slavery and social risk29:44 – Reflections and hopes for 2026DisclaimerThis podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2025. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

Most climate investment still flows toward mitigation, technologies designed to reduce future emissions. Far less capital is directed toward climate adaptation, despite the fact that many regions are already living with the physical, economic, and social consequences of climate change.This imbalance is especially visible in emerging markets, where climate risk, rapid economic growth, and limited institutional infrastructure collide.In this episode of SRI360, I'm joined by Alina Truhina, Founder and Managing Partner of Radical Fund and Utopia Capital Management. Alina has spent her career building and backing early-stage companies across Southeast Asia and Africa, with a focus on climate adaptation, venture capital, and how businesses actually get built in emerging markets.We discuss why traditional venture capital models often fail in emerging markets, why climate adaptation is harder to measure (but no less urgent) than mitigation, and why supporting founders in these environments requires far more than simply writing a check.Tune in to learn more about:Why climate adaptation remains underfunded compared to mitigationHow measurement and incentives shape where climate capital flowsWhy traditional venture capital models struggle in emerging marketsWhat founders in climate-exposed regions need beyond just fundingHow capital design influences risk, resilience, and long-term outcomesFeatured guest: Alina Truhina, CEO and Managing Partner of The Radical Fund and a Partner at the multi-regional investment platform Utopia Capital Management Listen Next: Conversation with Nick Hurd: How Paying for Outcomes Unlocks Impact Investing ReturnsDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

Hear from Julie Calkins, Director of Sustainability Strategy at Generation Investment Management, as we explore how interconnected risks spanning climate, nature, inequality and AI challenge traditional approaches to risk and return. In investing, we spend a lot of time debating alpha — what gives one portfolio an edge over another. But increasingly, the bigger question is about beta, and the underlying conditions that make any returns possible in the first place. And here we can think about a stable climate, nature as infrastructure and even social cohesion and functioning institutions. Because when those foundations erode, risk stops looking like a set of isolated exposures, and starts to look like something deeper – perhaps systemic instability, cascading impacts, and rising uncertainty that no single firm can diversify away. That's why in this episode we explore: ·        Why some investors are starting to think more seriously about "protecting the beta", and what that means for portfolio risk and long-term resilience; ·        How nature risk, climate risk, and inequality interact — with inequality not only as an outcome of shocks, but as a potential driver of fragility and political instability; ·        And the tools that can help risk professionals make complex, interconnected risks more legible from scenario modelling to frameworks that build a shared language inside organisations.  ----------------  To find out more about the Sustainability and Climate Risk (SCR®) Certificate, follow this link: https://www.garp.org/scr For more information on climate risk, visit GARP's Global Sustainability and Climate Risk Resource Centre: https://www.garp.org/sustainability-climate If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com ------------------ Speaker's Bio Julie Calkins, Director of Sustainability Strategy at Generation Investment Management Julie Calkins serves as the Director of Sustainability Strategy at Generation Investment Management since April 2022. Previously, Calkins operated as an Advisor for an independent consultancy firm, CDAX, managing projects for notable clients including the US Climate Alliance Partnership and OECD Global Science Forum from January 2017 to April 2022. Prior roles include Head of Climate Risk and Adaptation at Climate-KIC, a Research and Policy Fellow at Wellcome Trust, and a Postdoctoral Research Fellow at the University of Leeds/National Centre for Atmospheric Science. Calkins has also worked as a Monitoring Scientist for NOAA and an Antarctic Scientist for the US Antarctic Program. Academic credentials include a PhD in Environmental Science and Health from the University of York and an MS in Geochemistry from New Mexico Institute of Mining and Technology. With a background spanning environmental science, disaster risk, and global policy, Julie brings a rare systems-level perspective to sustainable investing.

Real Estate Expert & Best-Selling Author, Gerald Lucas discusses how climate risk scores affect home prices.

What happens when sustainability strategies fail to address real climate risk and long-term investment outcomes?In this episode of SRI360, I am speaking with Laura Ortiz Montemayor about impact investing, climate risk, and regenerative finance, and why sustainability alone may no longer be enough for investors focused on long-term value creation.Drawing from Laura's experience in traditional finance and her work building regenerative investment strategies in Latin America, the conversation explores how capital allocation shapes systems, and why rethinking how capital is deployed matters as much as where it flows.The conversation is especially relevant for investors navigating climate finance, nature risk, and sustainable investing in emerging markets.We talk about:the difference between sustainability and regeneration in impact investingwhy changing what we invest in isn't enough without changing how capital is deployedhow capital shapes systems, and risk, over timewhat regenerative finance looks like for investors focused on long-term outcomesFeatured guest: Laura Ortiz Montemayor, founder of SVX México and Managing Partner of Regenera VenturesListen Next: Conversation with Helen Avery, Director of Nature Programs at the Green Finance Institute (GFI)Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

In this episode of Sustainability Leaders, the authors and reviewers of new research on climate risk and real estate discuss how to use quantified climate-risk insights to prioritize assets for investment, build the business case for adaptation, and treat resiliency not just as an aspiration, but as an investable strategy. Angela Adduci, Senior Advisor from the BMO Climate Institute, joins a panel moderated by Mike Williams (President and Co-Founder of ClimateFirst Building Solutions), including Kathleen Beaumont (Investment Management Corporation of Ontario), Natalia Moudrak (Aon), Holly Neber (AEI Consultants), and Olivia Pink (ClimateFirst). Learn more about the case study discussed in this podcast: Investing in Resilience: Making Physical Climate Risk a Financial Priority for Real Estate • ClimateFirst Building Solutions Inc.

Climate-driven shocks are rippling across sectors, from rising insurance premiums to lower property prices and tax revenue. With the costs of severe weather rising, Moody's experts share their insights into key themes and possible solutions. Learn more at https://www.moodys.com/outlooks Explore our outlook: https://www.moodys.com/web/en/us/insights/credit-risk/outlooks/global-sustainable-finance.html Want to know more on the sustainable finance trends in 2026? Join us:EMEA/US: https://events.moodys.com/2026-mie26362-sustainable-finance-outlook-emea-usaAPAC: https://events.moodys.com/2026-mip26493-sustainable-finance-outlook-apac Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody's Ratings Guests: Jennifer Chang, Vice President, Senior Credit Officer, Moody's Ratings; Sarah Hibler, Associate Managing Director, Moody's Ratings Related Research: Sustainable Finance – Global – 2026 Outlook – Transition shifts, extreme weather and AI boom drive credit risks 13 Jan 2026Emerging economies are most exposed to the credit effects of severe weather 30 Oct 2025US Public Finance – Florida – Miami Cat-5 storm would test economy and insurance market even with federal aid 24 Sep 2025Environmental Risk – Global – Adaptation can support credit strength, but faces race to keep up with climate risks 22 Sept 2025 © 2025 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send me a messageAI won't fix broken decisions. Capital markets are driving sustainability. And climate risk is already a safety issue.So why are EHS and sustainability still treated as separate systems?In this episode of the Resilient Supply Chain Podcast, I'm joined by Catryna Jackson, Global Environmental Health and Safety and Sustainability Advisor at Evotix, and Monique Parker, Chief Sustainability Officer at Elevra Lithium. Between them, they bring decades of frontline experience across EHS, sustainability, data, and operations. This matters now because climate disruption, regulatory pressure, and supply chain shocks are collapsing the gap between “operational risk” and “sustainability risk” whether companies are ready or not.In our conversation, you'll hear how sustainability momentum in the US has been driven less by regulation and more by investors and insurers. We break down why climate impacts like heat stress, flooding, and wildfires are no longer future scenarios but immediate safety and continuity risks. And you might be surprised to learn why throwing AI at messy ESG data only makes bad decisions faster.We also get practical. We talk about why EHS teams sit on a goldmine of data, how integrating safety and sustainability changes risk visibility at board level, and where most organisations go wrong when they try to “just start reporting”. From CSRD data overload to supply chain engagement failures, this episode cuts through the noise and focuses on decision architecture, not hype.

Alex Hindson, partner and head of sustainability, Crowe UK, said models for transition and litigation risks don't exist, forcing reliance on scenario analysis. Hindson spoke with AM Best TV at AM Best's Europe Insurance Market & Methodology Briefings – London.

Domenico del Re, director, sustainability, PwC United Kingdom, said climate impacts will extend across food systems, health care and water scarcity. He spoke with AM Best TV at AM Best's Europe Insurance Market & Methodology Briefings – London.

Send me a messageIndustrial heat powers half of manufacturing - and almost no one is talking about it.What if one of the biggest supply chain emissions problems has been hiding in the boiler room all along?In this episode, I'm joined by Addison Stark, CEO and co-founder of AtmosZero, to tackle one of the most overlooked risks in industrial sustainability: steam. A 160-year-old technology that still delivers roughly half of all industrial heat, quietly underpinning food, chemicals, pharmaceuticals, brewing, and more.We explore why industrial heat is routinely labelled “hard to abate” and why that label may be more habit than reality. You'll hear how electrified, drop-in steam boilers can replace combustion without forcing factories to redesign their operations, and why productised solutions matter more than bespoke decarbonisation projects if we want scale.We break down why heat pumps can outperform resistive electric boilers by a factor of two, how ignoring waste heat can actually accelerate deployment, and why engineers and plant managers, not press releases, ultimately decide what technologies make it into supply chains. You might be surprised to learn how Europe's energy volatility and policy certainty are reshaping the economics of industrial heat, and why steam decarbonisation could follow a very different curve from solar or EVs.This is a conversation about resilience, risk, and the unglamorous infrastructure that keeps global supply chains moving. Hidden systems. Real impact. No hype.

Send me a messageCan your pension quietly sabotage your climate and supply chain goals without you ever knowing?What if one of the biggest risks to resilience isn't logistics or energy, but where your money sleeps at night?In this episode, I'm joined by Scott Ryan, founder and CEO of Investature, to unpack a part of the sustainability conversation that's usually ignored. Finance. Specifically, the financial supply chain hidden inside pensions, retirement plans, and long-term investments. And why it matters now, when climate risk, stranded assets, and resilience are colliding.We dig into why pensions, with their 20–30 year horizons, are paradoxically funding the very risks they're meant to protect against. You'll hear how financial supply chains can dwarf Scope 1, 2, and even Scope 3 emissions, and why most sustainability strategies still fail to account for them. We break down why reallocating even 1% of global capital could materially close the climate finance gap, without sacrificing returns or fiduciary responsibility.You might be surprised to learn why bonds, not equities, may be the most powerful lever for climate action, how “double bottom line” investing actually works in practice, and why education and incentives matter more than regulation alone. Scott also explains why ESG has become a distraction, and how clearer, data-driven financial choices can drive real behaviour change across organisations and supply chains.If you care about supply chain resilience, sustainability, risk, and visibility, this conversation connects dots most people never see. Quietly. Uncomfortably. Usefully.

Assessing Climate RisksAs climate change accelerates, climate risks are beginning to impact every aspect of society from infrastructure and transportation to health, biodiversity, and air and water quality. A climate risk is the potential for climate change to have adverse consequences for a human or ecological system. Climate risks have implications for property and infrastructure, posing a threat to the global financial system at large. The rate at which climate change and its associated risks are increasing can be reduced through mitigation and adaptation actions such as investing in green infrastructure and implementing energy efficiency standards. The assessment of climate risk involves the identification and quantification of the potential impacts of climate change on an organization, region, or community. Many organizations utilize climate risk assessments, which involve evaluating current and future vulnerabilities to climate-related hazards, taking into account factors such as infrastructure resilience, economic stability, and social vulnerability. To quantify those impacts, assessments typically estimate the level of damage in financial terms. In order to streamline this process and make it easier for companies to identify their potential risk, riskthinking.AI has developed a platform to leverage climate change risks and impacts through AI software.Integrating AI technology into climate risk assessmentsRiskthinking.Ai integrates AI technology with climate change data to evaluate financial risk management through their development of the ClimateEarthDigitalTwin (CDT). The CDT integrates physical asset data with the latest climate projections like extreme weather and temperature shifts. Rather than using deterministic forecasts, CDT relies on probabilistic distributions to simulate a range of future scenarios and project changes in an asset's value over time. The CDT platform quantifies exposure and impacts from climate change. Riskthinking.Ai identifies which specific risk factors, such as extreme heat and floods, contribute to overall exposure. This approach can guide decision-making and help assess the complex risks posed by climate change and inform future infrastructure investments, risk mitigation, and climate adaptation strategies.Upsides to AI assessment Riskthinking.Ai enables organizations to evaluate future financial impacts of climate change, integrating climate risks into business decisions. Countries especially vulnerable to climate change may benefit from this algorithm, as it allows for a better understanding of the threats they face due to a changing climate. By providing countries, governments, and corporations with a better understanding of how they may be at risk due to their geographical location and respective climate vulnerability, AI technology can guide decision-making to inform proper adaptation and mitigation into the future. Downsides to AI assessment Although Riskthinking.Ai provides a tangible strategy in informing proper adaptation and mitigation, many argue that the use of AI technology to address environmental crises is counterintuitive due to AI's negative impacts on the environment. By 2040, it is predicted that the emissions from the Information and Communications Technology (ICT) industry will amount to 14% of global emissions, with the majority being driven through ICT infrastructure, specifically data centers and communication networks which AI relies upon to operate. In addition to the significant energy consumption required to power AI technology, a large amount of water is needed for cooling data centers. Further, AI relies on critical minerals and rare elements which are mined for unsustainability and the rapidly increasing data centers contribute to the growing body of electronic waste. However, as AI becomes increasingly applied to environmental problems, it can prove to be a valuable tool in combating climate change. Thus, working to reduce the environmental impact of AI technology will not only be vital in its application for climate risk assessments, but in mitigating the harmful effects brought about by its rapidly increasing societal demand.About our GuestDr. Ron Dembo, founder and CEO of Riskthinking.Ai, has utilized his multi-factor scenario modeling expertise to create a data platform and analytics engine for measuring and managing climate financial risk. Dr. Ron Dembo has been an Associate Professor at Yale, visiting professor at MIT, and has received many awards for his work in risk management, optimization, and climate change.ResourcesEarth Scan, What is climate risk and what does it mean for your organizationIBM, What is climate risk?NOAA, Climate Change ImpactsRiskthinking.AI, Climate Data & Analytics that Power Enterprise Risk, Research and ReportingEarth.Org, The Green Dilemma: Can AI Fulfil Its Potential Without Harming the Environment?Further ReadingMIT News, Explained: Generative AI's environmental impactNASA, The Effects of Climate ChangeUN, AI has an environmental problem. Here's what the world can do about that.For a transcript of this episode, please visit https://climatebreak.org/using-ai-for-climate-risk-assessment-with-dr-ron-dembo/. 

How efficient are markets at pricing climate risk? Bob Litterman, Kepos Capital, explores advances in climate risk thinking, evolving market and policy signals, the true cost of climate uncertainty, and why reduced regulation and net zero pullbacks may drive a sharper focus on understanding rather than reporting climate risk.

This week we talk about floods, wildfires, and reinsurance companies.We also discuss the COP meetings, government capture, and air pollution.Recommended Book: If Anyone Builds It, Everyone Dies by Eliezer Yudkowsky and Nate Soares TranscriptThe urban area that contains India's capital city, New Delhi, called the National Capital Territory of Delhi, has a population of around 34.7 million people. That makes it the most populous city in the country, and one of the most populous cities in the world.Despite the many leaps India has made over the past few decades, in terms of economic growth and overall quality of life for residents, New Delhi continues to have absolutely abysmal air quality—experts at India's top research hospital have called New Delhi's air “severe and life-threatening,” and the level of toxic pollutants in the air, from cars and factories and from the crop-waste burning conducted by nearby farmers, can reach 20-times the recommended level for safe breathing.In mid-November 2025, the problem became so bad that the government told half its workers to work from home, because of the dangers represented by the air, and in the hope that doing so would remove some of the cars on the road and, thus, some of the pollution being generated in the area.Trucks spraying mist, using what are called anti-smog guns, along busy roads and pedestrian centers help—the mist keeping some of the pollution from cars from billowing into the air and becoming part of the regional problem, rather than an ultra-localized one, and pushing the pollutants that would otherwise get into people's lungs down to the ground—though the use of these mist-sprayers has been controversial, as there are accusations that they're primarily deployed near air-quality monitoring stations, and that those in charge put them there to make it seem like the overall air-quality is lower than it is, manipulating the stats so that their failure to improve practical air-quality isn't as evident.And in other regional news, just southeast across the Bay of Bengal, the Indonesian government, as of the day I'm recording this, is searching for the hundreds of people who are still missing following a period of unusually heavy rains. These rains have sparked floods and triggered mudslides that have blocked roads, damaged bridges, and forced the evacuation of entire villages. More than 300,000 people have been evacuated as of last weekend, and more rain is forecast for the coming days.The death toll of this round of heavy rainfall—the heaviest in the region in years—has already surpassed 440 people in Indonesia, with another 160 and 90 in Thailand and Vietnam, respectively, being reported by those countries' governments, from the same weather system.In Thailand, more than two million people were displaced by flooding, and the government had to deploy military assets, including helicopters launched from an aircraft carrier, to help rescue people from the roofs of buildings across nine provinces.In neighboring Malaysia, tens of thousands of people were forced into shelters as the same storm system barreled through, and Sri Lanka was hit with a cyclone that left at least 193 dead and more than 200 missing, marking one of the country's worst weather disasters in recent years.What I'd like to talk about today is the climatic moment we're at, as weather patterns change and in many cases, amplify, and how these sorts of extreme disasters are also causing untold, less reported upon but perhaps even more vital, for future policy shifts, at least, economic impacts.—The UN Conference of the Parties, or COP meetings, are high-level climate change conferences that have typically been attended by representatives from most governments each year, and where these representatives angle for various climate-related rules and policies, while also bragging about individual nations' climate-related accomplishments.In recent years, such policies have been less ambitious than in previous ones, in part because the initial surge of interest in preventing a 1.5 degrees C increase in average global temperatures is almost certainly no longer an option; climate models were somewhat accurate, but as with many things climate-related, seem to have actually been a little too optimistic—things got worse faster than anticipated, and now the general consensus is that we'll continue to shoot past 1.5 degrees C over the baseline level semi-regularly, and within a few years or a decade, that'll become our new normal.The ambition of the 2015 Paris Agreement is thus no longer an option. We don't yet have a new, generally acceptable—by all those governments and their respective interests—rallying cry, and one of the world's biggest emitters, the United States, is more or less absent at new climate-related meetings, except to periodically show up and lobby for lower renewables goals and an increase in subsidies for and policies that favor the fossil fuel industry.The increase in both number and potency of climate-influenced natural disasters is partly the result of this failure to act, and act forcefully and rapidly enough, by governments and by all the emitting industries they're meant to regulate.The cost of such disasters is skyrocketing—there are expected to be around $145 billion in insured losses, alone, in 2025, which is 6% higher than in 2024—and their human impact is booming as well, including deaths and injuries, but also the number of people being displaced, in some cases permanently, by these disasters.But none of that seems to move the needle much in some areas, in the face of entrenched interests, like the aforementioned fossil fuel industry, and the seeming inability of politicians in some nations to think and act beyond the needs of their next election cycle.That said, progress is still being made on many of these issues; it's just slower than it needs to be to reach previously set goals, like that now-defunct 1.5 degrees C ceiling.Most nations, beyond petro-states like Russia and those with fossil fuel industry-captured governments like the current US administration, have been deploying renewables, especially solar panels, at extraordinary rates. This is primarily the result of China's breakneck deployment of solar, which has offset a lot of energy growth that would have otherwise come from dirty sources like coal in the country, and which has led to a booming overproduction of panels that's allowed them to sell said panels cheap, overseas.Consequently, many nations, like Pakistan and a growing number of countries across Sub-Saharan African, have been buying as many cheap panels as they can afford and bypassing otherwise dirty and unreliable energy grids, creating arrays of microgrids, instead.Despite those notable absences, then, solar energy infrastructure installations have been increasing at staggering rates, and the first half of 2025 has seen the highest rate of capacity additions, yet—though China is still installing twice as much solar as the rest of the world, combined, at this point. Which is still valuable, as they still have a lot of dirty energy generation to offset as their energy needs increase, but more widely disseminated growth is generally seen to be better in the long-term—so the expansion into other parts of the world is arguably the bigger win, here.The economics of renewables may, at some point, convince even the skeptics and those who are politically opposed to the concept of renewables, rather than practically opposed to them, that it's time to change teams. Already, conservative parts of the US, like Texas, are becoming renewables boom-towns, quietly deploying wind and solar because they're often the best, cheapest, most resilient options, even as their politicians rail against them in public and vote for more fossil fuel subsidies.And it may be economics that eventually serve as the next nudge, or forceful shove on this movement toward renewables, as we're reaching a point at which real estate and the global construction industry, not to mention the larger financial system that underpins them and pretty much all other large-scale economic activities, are being not just impacted, but rattled at their roots, by climate change.In early November 2025, real estate listing company Zillow, the biggest such company in the US, stopped showing extreme weather risks for more than a million home sale listings on its site.It started showing these risk ratings in 2024, using data from a risk-modeling company called First Street, and the idea was to give potential buyers a sense of how at-risk a property they were considering buying might be when it comes to wildfires, floods, poor air quality, and other climate and pollution-related issues.Real estate agents hated these ratings, though, in part because there was no way to protest and change them, but also because, well, they might have an expensive coastal property listed that now showed potential buyers it was flood prone, if not today, in a couple of years. It might also show a beautiful mountain property that's uninsurable because of the risk of wildfire damage.A good heuristic for understanding the impact of global climate change is not to think in terms of warming, though that's often part of it, but rather thinking in terms of more radical temperature and weather swings.That means areas that were previously at little or no risk of flooding might suddenly be very at risk of absolutely devastating floods. And the same is true of storms, wildfires, and heat so intense people die just from being outside for an hour, and in which components of one's house might fry or melt.This move by Zillow, the appearance and removal of these risk scores, happened at the same time global insurers are warning that they may have to pull out of more areas, because it's simply no longer possible for them to do business in places where these sorts devastating weather events are happening so regularly, but often unpredictably, and with such intensity—and where the landscapes, ecologies, and homes are not made to withstand such things; all that stuff came of age or was built in another climate reality, so many such assets are simply not made for what's happening now, and what's coming.This is of course an issue for those who already own such assets—homes in newly flood-prone areas, for instance—because it means if there's a flood and a home owner loses their home, they may not be able to rebuild or get a payout that allows them to buy another home elsewhere. That leaves some of these assets stranded, and it leaves a lot of people with a huge chunk of their total resources permanently at risk, unable to move them, or unable to recoup most of their investment, shifting that money elsewhere. It also means entires industries could be at risk, especially banks and other financial institutions that provide loans for those who have purchased homes and other assets in such regions.An inability to get private insurance also means governments will be increasingly on the hook for issuing insurance of last resort to customers, which often costs more, but also, as we've seen with flood insurance in the US, means the government tends to lose a lot of money when increasingly common, major disasters occur on their soil.This isn't just a US thing, though; far from it. Global reinsurers, companies that provide insurance for insurance companies, and whose presence and participation in the market allow the insurance world to function, Swiss Re and Munich Re, recently said that uninsurable areas are growing around the world right now, and lacking some kind of fundamental change to address the climate paradigm shift, we could see a period of devastation in which rebuilding is unlikely or impossible, and a resultant period in which there's little or no new construction because no one wants to own a home or factory or other asset that cannot be insured—it's just not a smart investment.This isn't just a threat to individual home owners, then, it's potentially a threat to the whole of the global financial system, and every person and business attached to it, which in turn is a threat to global governance and the way property and economics work.There's a chance the worst-possible outcomes here can still be avoided, but with each new increase in global average temperature, the impacts become worse and less predictable, and the economics of simply making, protecting, and owning things become less and less favorable.Show Noteshttps://www.nytimes.com/2025/11/30/climate/zillow-climate-risk-scores-homes.htmlhttps://www.nytimes.com/2025/11/30/climate/climate-change-disinformation.htmlhttps://www.nytimes.com/2025/11/30/world/asia/india-delhi-pollution.htmlhttps://www.nytimes.com/2025/11/30/world/asia/flooding-indonesia-thailand-southeast-asia.htmlhttps://www.bbc.com/news/articles/c5y9ejley9dohttps://www.theguardian.com/environment/2025/nov/22/cop30-deal-inches-closer-to-end-of-fossil-fuel-era-after-bitter-standoffhttps://theconversation.com/the-world-lost-the-climate-gamble-now-it-faces-a-dangerous-new-reality-270392https://theconversation.com/earth-is-already-shooting-through-the-1-5-c-global-warming-limit-two-major-studies-show-249133https://www.404media.co/americas-polarization-has-become-the-worlds-side-hustle/https://www.cnbc.com/2025/08/08/climate-insurers-are-worried-the-world-could-soon-become-uninsurable-.htmlhttps://www.imd.org/ibyimd/sustainability/climate-change-the-emergence-of-uninsurable-areas-businesses-must-act-now-or-pay-later/https://www.jec.senate.gov/public/index.cfm/democrats/2024/12/climate-risks-present-a-significant-threat-to-the-u-s-insurance-and-housing-marketshttps://www.weforum.org/stories/2025/04/financial-system-warning-climate-nature-stories-this-week/https://www.weforum.org/stories/2025/05/costs-climate-disasters-145-billion-nature-climate-news/https://arstechnica.com/science/2025/11/solars-growth-in-us-almost-enough-to-offset-rising-energy-use/https://ember-energy.org/latest-updates/global-solar-installations-surge-64-in-first-half-of-2025/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Climate risks continue to increase in complexity, underscoring the urgent need to address their impacts through a strong focus on adaptation and resilience. At the same time, innovative insurance products and financing are helping climate and resilience investments become more accessible and viable. Last month's COP30, the United Nations Climate Change Conference, underscored the importance of accelerating adaptation and resilience efforts, given recognition of climate change as a present reality demanding immediate solutions. In this episode of Risk in Context, Marsh's Graeme Riddell, Nick Faull, and Rodrigo Suárez, and Marsh McLennan's Swenja Surminski discuss key takeaways from COP30, focusing on the implications and opportunities for risk managers navigating the complex challenges of climate adaptation and resilience. You can access a transcript of the episode here. Listen to our recent podcast, Unpacking water-related economic risks and solutions. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience.In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns.Mark shares what he's learned from over a decade investing in agritech and climate adaptation in India, and why institutional investors continue to underestimate the opportunity in emerging markets.We also discuss:how Omnivore balances financial returns with measurable impactwhy fintech for inclusion is key to rural transformationwhy fund managers need to build for climate resilience, not just growthTune in to hear why India may be the most logical and overlooked bet in climate-smart venture capital. And why it's time to fund adaptation before it's too late.—Intro (00:00)Childhood shaped by global curiosity and diversity (03:57)Disappointment with Penn's pre-professional culture (10:51)Burned out from early political consulting career (13:07)Harvard project with ITC ignites India focus (18:40)Omnivore's origin and spinout from Godrej Agrovet (27:26)Omnivore - high-level overview (35:09)Climate adaptation over mitigation in India (41:35)Investment strategy organized around four business models (43:24)Impact measurement - standardized IMM and field surveys (51:29)Agritech startups must mature into agribusinesses (58:21)Global capital still overlooks India's VC opportunities (01:02:20)India's life sciences sector limited by talent shortages (01:06:06)Alternative protein is culturally irrelevant for India (01:10:41)Agricultural subsidies need replacing with direct transfers (01:14:17)Rapid-fire questions (01:19:58)Contact info (01:23:31)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Mark Kahn LinkedIn Omnivore Website

Sponsored by: EDF power solutions -- Info@EDF-re.comThis episode marks the turn of one of the most popular guests we've ever had on this show: Larry Lawrence, Vice President of Sustainable Finance Data at Intercontinental Exchange (ICE). When we had him on the show back in 2023, our conversation veered into the various ways data was evolving to drive innovation in sustainable finance. Well, it's 2025 and it's safe to say … things have changed. The very word sustainable is now taboo in some spaces, but Larry and the team at ICE don't get caught up in all that. They don't let semantics get in the way of the data. And when it comes to climate risk data, the financial services industry is listening to what the data says. Asset managers are listening. Investors in mortgage-backed securities are listening. And perhaps most importantly, insurers are listening. Natural disasters like wildfires, floods and hurricanes have reshaped insurance markets. So much so that, as the team at ICE shared in a recent report, climate risks are creating affordability risks that can ultimately lead to default risks. More resourcesICE Report: How are home insurance costs changing across the United States?Key highlightsImportance of clarity in climate risk data - (4:27)Natural disasters and 'on the ground' data - (6:27)Innovative ways investors are using climate risk data - (13:10)Impact of climate risk on home insurance costs - (18:38)Can the insurance affordability problem be solved? - (20:55)A shift in how we talk about 'sustainable' finance - (27:39)Real-time markets for climate risk data - (31:06)Larry's bold predictions for the future of climate risk data - (34:53)Sign up for the Renewable Energy SmartBrief

Send me a messageWhat happens to your supply chain when it gets too hot for workers to show up?In this episode I'm joined by Kevin Vranes, Chief Product Officer at Worldly, a platform working with tens of thousands of suppliers to generate real sustainability intelligence across global supply chains. We dig into why climate exposure, labour disruption, tightening disclosure rules, and escalating NGO scrutiny are converging into one of the biggest resilience challenges companies have ever faced, and why the old ways of managing risk simply won't cut it anymore.You'll hear how rising heat stress across manufacturing regions is creating a very real form of operational fragility, with knock-on effects that most leadership teams still underestimate. Kevin explains why the gap between brand-level assumptions and on-the-ground realities is widening, and why primary data from deep-tier suppliers is becoming essential infrastructure rather than a “nice to have”.We break down where AI is genuinely transforming sustainability analysis, including the shift from weeks of spreadsheet work to seconds of machine-driven insight, and where human relationships, incentives, and policy signals still determine whether change actually happens on the factory floor. And you might be surprised to learn why NGOs, not regulators, may become the true enforcers of global climate disclosure.If you care about supply chain resilience, Scope 3, data visibility, or the next wave of sustainability risk, this episode goes right to the heart of what's coming, and what leaders need to prepare for.