The Climate Web | 2020 JP Morgan_Risky Business The Climate and the Macroeconomy

2020 JP Morgan_Risky Business The Climate and the Macroeconomy

2018 Projections of internal climate migrants by 2050

2020 Average September sea ice extent - 1980 2019

2020 BAU vs. 1.5 and 2oC emissions scenarios

2020 Change in emissions intensity required to meet 2oC target

2020 Cumulative emissions to 2100 and probability of exceeding 2oC target

2020 Emissions reductions by sector required to meet 2oC target

2020 Estimating the NPV of income shock resulting from climate change

2020 GHG emissions and sinks 1960-2017

2020 Global tree cover loss 2001 - 2019

2020 Historical experience CO2 vs. temp. and SLR

2020 Impact of climate change on GDP

2020 Impact of sea level rise

2020 Worldwide extreme weather events 1980-2019

A wide range of climate sensitivity estimates

Economic models struggle to quantify potentially catastrophic outcomes

Estimates of the economic implications of climate tend tend to be modest

It is hard to see warming being reduced to less than 3oC without geoengineering

The bottom line is that the probability of catastrophic outcomes is increasing

Thinking of climate as a probability distribution

S - Climate Change Systemic Risk

JP Morgan Chase

2020/2 JP Morgan economists warn of 'catastrophic' climate change

S - Economic/Political Disruption as Business Risk

S - Policy Outcomes as Business Risk

S - Stranded Assets

2016 Grain_The Great Climate Robbery: How the Food System Drives Climate Change and What We Can Do About It

200X Hayes_Our Money is Safe, but the Planet Is Not: How the Carbon Bubble Will Cause Havoc for the Environment, but Not the Stock Market

2008 IISD_The financial crisis and our response to climate change

2011 Fitch_Slow Motion Disaster The Big Picture of Converging Effects of Climate Change $$

2011 McKinsey_Resource Revolution Meeting the World's Energy Materials Food Water Needs

2012 Lee_Resources Futures

2012 Mason_Compounding Vulnerability Impacts of Climate Change on Palestinians in Gasa and the West Bank $$

2013 Campiglio_The Structure Shift to Green Services - A Two-Sector Growth Model

2014 Byrnes_White Paper - Systemic Risk in Global Agriculture Conference Proceedings

2014 CERES_Reducing Systemic Risks

2014 CLC_Climate Change A Systemic Risk

2014 Kraemer_Climate change is a global megatrend for sovereign risk

2014 RSA_Environmental systemic risk and insurance white paper

2015 BZE_Carbon Crisis Systemic risk of carbon emission liabilities

2015 Carney_Breaking the tragedy of the horizon – climate change and financial stability - speech by Mark Carney

2015 Centeno_The emergence of global systemic risk $$

2015 FCO_Extreme Weather and Resilience of the Global Food System

2015 Liesen_Climate change and financial market efficiency $$

2015 Lloyds_Food System Shock

2015 Preventable Surprises_Institutional Investors and Climate-Related Systemic Risk

2016 ESRB_Too late too sudden: Transition to a low-carbon economy and systemic risk

2016 Giraud_Comments on Climate Change Development Poverty and Economics

2016 IHS Energy_Do Investments in Oil and Gas Constitute Systemic Risk

2016 Preventable Surprises_Climate change as a systemic risk to the financial system

2016 Rezai_Ecological Macroeconomics Introduction and Review

2017 Chen_Climate mitigation policy as a system solution addressing the risk cost of carbon $$

2017 Giraud_Coping with the Collapse Macrodynamics of Global Warming $$

2017 James_The distinctive significance of systemic risk $$

2017 Mourad_Tools for Understanding Systemic Risks Like Climate Change

2017 Porrka_The use of food imports to overcome local limits to growth

2018 Bendell_Deep Adaptation A Map for Navigating Climate Tragedy

2018 Carney_A transition in thinking and action

2018 Mercure_Macroeconomic impact of stranded fossil fuel assets

2018 Nature_ Climate Change_Broad threat to humanity from cumulative climate hazards

2018 Spratt_What Lies Beneath - the Understatement of Existential Climate Risk

2018 van Nieuwkoop_Rising Hunger First signs of a new trend PPT

2019 Fried_The Systemic Risk of Climate Policy

2019 Geraghty_No Place to Hide Climate Change and Systemic Financial Risk

2019 Giuzio_Climate change and financial stability

2019 Hanappi_From Integrated Capitalism to Disintegrating Capitalism Scenarios of

2019 NGFS_A call for Action - Climate change as a source of financial risk

2019 NGFS_Macroeconomic and financial stability Implications of climate change

2019 Spratt_Existential climate-related security risk A scenario approach

2019 Stanley Center_Global Financial Crisis and Climate Change

2020 Bolton_The Green Swan Central banking and financial stability in the age of climate change

2020 Bovari_Financial impacts of climate change mitigation policies and their macroeconomic impacts

2020 NGFS_The Macroeconomic and Financial Stability Impacts of Climate Change Research Priorities

2020 Spratt_Climate Reality Check 2020

2020 Spratt_Climate Reality Check 2020 PPT

2020 US CFTC_Report of the Subcommittee on Climate-Related Market Risk - Managing Climate Risk in the U.S. Financial System

2021 Desai_Addressing the human cost in a changing climate

2021 Dunz_Climate-Related Risks for Ministries of Finance

2021 Preventable Surprises_How can investors help prevent corporate policy capture

2021 UNEPFI_Decarbonization and Disruption: Understanding the financial risks of a disorderly transition using climate scenarios

2021 Zenon_Too Hot to Grow How global warming can make the world enter into structure economic recession

2022 Foroni_Forecasting the Covid-19 Recention and Recovery Lessons from the Financial Crisis

2022 The SEC and Climate Risk

2023 International Corporate Governance Network_Biodiversity as a Systemic Risk

2021/4 JPMorgan pledges $2.5 trillion over the next decade toward climate change

Carbon Compass Methodology

Arnold, Matthew - JP Morgan

2020 - 2021 Sources

2020 JP Morgan_Risky Business The Climate and the Macroeconomy

Individual Books, Reports, Journal Articles

Sample Sources

Under-Estimating Climate Risk

2020 JP Morgan_Risky Business The Climate and the Macroeconomy

https://ln2.sync.com/dl/3a31057c0/dgetu4fd-k9jafdhz-vcu3gz75-9g4h943s