The European Parliament supports a one-year delay to a landmark law to curb deforestation across the world https://t.co/xm3bcK3Frn ...

I am a child of the western guts. From a very young age, I've been wandering along its lush green slopes, completely captivated by its beauty and the rhythm of its seasons. I delighted in the flowers that would bloom just for two weeks in the rains.Butterflies of every hue, in countless birds that fill the forest with song in an endless symphony, in the croaking of frogs that would add their own melody, and in thousands of insects and reptiles. I was particularly aruck by the biodiversity. Predator, prey, s ...

European Union nations agreed to push for a one-year delay to a landmark law to curb deforestation across the world, seeking further concessions than proposed by the bloc’s executive arm. https://t.co/7lLsebqD1x ...

Rich people can’t stop cutting down each other’s woodland https://t.co/KbFEw9YrNw ...

Regulatory Landscape - European Union nations are advocating for a one-year postponement of a significant law aimed at reducing global deforestation [1]

Deforestation Trends - World is not yet on the path to stopping and reversing deforestation [1] - With targeted investment, deforestation can indeed be stopped [1]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **Security, Resilience, and Defense** sectors as critical areas for investment in 2026, reflecting a pivot from previous strategies [2][3][4]. Core Insights and Arguments 1. **Adaptation Funding Gap**: The adaptation funding gap is estimated to be between **$194 billion and $366 billion per year**, highlighting the financial challenges faced by multiple stakeholders due to climate events [3][4]. 2. **Investment Opportunities**: - **Defense Capability Domains**: Future investment opportunities are identified in areas such as **drones, electronic warfare, AI, and mobility** [4]. - **Digital Economy**: Emerging investment domains include **cybersecurity, electronic warfare, and space** [4]. - **Critical Minerals**: Essential for energy transition, critical minerals like **lithium, nickel, cobalt, manganese, and graphite** are highlighted as key components for future investments [4][28]. 3. **Energy Transition**: - Global investment in energy transition surpassed **$2.08 trillion** in 2024, marking an **11% increase year-on-year** and doubling the investment from 2020 [12]. - **Electrified Transport** received the largest investment at **$757 billion**, with a **20% increase** in EV spending [12]. - **Renewable Energy** investments reached **$728 billion**, with **$500 billion** allocated to solar energy alone [12]. 4. **Water and Food Security**: - Water security is deemed essential for long-term resilience, impacting national security and economic stability [9]. - Food systems must adapt to climate shocks, emphasizing the importance of **soil health, biodiversity, and water management** [9]. 5. **Climate Adaptation**: - The need for resilient infrastructure is emphasized, including retrofitting and innovations in cooling and flood simulation technologies [11][20]. - Climate adaptation is a top priority for green bond issuances, with **China** leading in green bond issuance at **$85 billion** in 2023 [25]. Additional Important Insights - **Geopolitical Challenges**: The demand for critical minerals is increasing due to decarbonization efforts, leading to geopolitical tensions, particularly between the U.S. and China regarding tariffs and export controls [28]. - **Cybersecurity**: The need for cybersecurity solutions is growing, with companies providing technology for **cyber resilience and defense** being identified as key players in the market [29]. - **Regulatory Developments**: Recent regulatory actions in various countries, including the UK and Japan, indicate a shift towards prioritizing cybersecurity and defense as critical national infrastructure [33][54]. This summary encapsulates the critical themes and insights from the conference call, focusing on the evolving landscape of investment opportunities in security, resilience, and defense sectors.

Market Diversification - Indonesia is exploring new markets like North Africa for its small-scale coffee and cocoa farmers [1] - This is due to the risk of losing access to the EU market under the EU's new deforestation rules [1]

Core Insights - The financial sector has provided over $425 billion in financing to companies contributing to deforestation over the past decade, with $72 billion allocated in the last 18 months alone [1][2] - The increase in lending to forest-risk commodity companies has coincided with significant deforestation, with a record loss of 6.7 million hectares of tropical and boreal forests last year [3] - Major banks, particularly Banco do Brasil, are leading in financing these sectors, with nearly $8 billion provided in the first nine months of this year [4] - Asset managers have increased their investments in forest-risk commodities by $7.8 billion over the past decade, totaling approximately $33 billion by the end of September [5][6] - The report calls for regulatory changes to prevent banks and investors from profiting from deforestation and human rights violations [7][8]

Banks have arranged more than $425 billion of financing for the companies most responsible for deforestation over the past decade https://t.co/p4pIri2UWs ...