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The future of emerging markets: Food production & climate change

Jul 29, 2020

Climate change is an unavoidable issue for governments, corporates and consumers alike, as the implications of rising temperatures and pollution levels have become increasingly apparent. In light of the current COVID-19 pandemic there are now two schools of thought for the trajectory of climate action. One is that the pandemic could lead to fundamental changes in human behaviour which may act as a tailwind for the climate change theme; the second is that the shock to the global economy coupled with lower oil prices could result in policy measures being directed elsewhere resulting in the cost trajectories for renewables and electric vehicles becoming less favourable.