Regulating for a future with water will disrupt multiple sectors and global trade to forge an era of business unusual. China has already started revamping business with its march to a ‘Beautiful China’, see the Big Picture for more. Regulatory risks mean risks are material and imminent. Don’t be blindsided
Agriculture
As China’s No.1 water user & polluter, agriculture is key to water management. Food security is paramount to China & it is also an important global supplier. What is China doing to deliver on this despite its limited land and water & soil pollution?
Power
Thermal power is heavily reliant on water and China is hungry for power. However, 49% of its coal reserves are in Dry 11 regions, which raise risks of stranded assets. China is already shifting to renewables but there are still hidden risks
Metals & Mining
Beyond major minerals like coal & iron, China also largely controls the global supply of irreplaceable but toxic critical raw materials. As China says no to pollution & yes to Made in China 2025, what does this mean for modern tech?
Food & Beverage
Producing food & beverages can be thirsty & dirty. Plus there is the plastic packaging. This can lead to reputational risks for brands. On top of this, supply chain action is lacking with. How are F&B companies tackling these risks?
Textiles
China produces up to 75% of key fashion raw materials, which means global fashion is exposed. The Water Ten & other stringent regulations are forging a clean & circular future. Transitional risks are high but so too are opportunities
Electronics
Electronic brands selling smartphones/ laptops, essentially all modern tech, are highly reliant on China as the world’s global critical raw materials producer. On top of this, limited brand strategies around recycling compounds these risks
