Nanuk Asset Management Pty Ltd
Climate Impact & Sustainability Data (July 2023)
Reporting Period: July 2023
Environmental Metrics
ESG Focus Areas
- Environmental Sustainability
- Resource Efficiency
Climate Goals & Targets
Environmental Challenges
- Inflationary cost pressures on supply contracts impacting profitability of some holdings (Landis + Gyr)
- Rising interest rates increasing financing costs for offshore wind projects
- Increased price competition in the EV industry delaying Ford's EV volume ramp-up
Supply Chain Management
Climate-Related Risks & Opportunities
Physical Risks
- Extreme weather events (heatwaves, floods)
- Potential collapse of Atlantic currents
Transition Risks
- Inflationary pressures on project costs
- Rising interest rates increasing financing costs
Opportunities
- Growth in renewable energy (solar, nuclear, geothermal)
- Increased demand for energy efficiency technologies
- Expansion of CO2 pipeline networks
Reporting Standards
Frameworks Used: UN Sustainable Development Goals (SDGs)