Tomra - Tomra og BlackRock i den 5.industrielle revolusjon

Kommentatoren
TOM 14.01.2020 kl 13:56 4933

På norsk har man kun fått nyheten om at Blackrock investerte i Tomra i høst på dette forumet. Det var litt spesielt at den nyheten ble publisert i internasjonale medier akkurat samme dag som Finansavisen publiserte den første av flere artikler om Tomra-aksjen. I disse artiklene ble Tomra-aksjen betegnet som en skrekkaksje man burde holde seg langt unna, med henvisning til en analyse gjort av et uavhening amerikansk analysebyrå.



Global war on plastic waste gathers speed with powerful new allies

By Terry Slavin on Oct 10, 2019

Terry Slavin rounds up a slew of new initiatives as BlackRock enters partnership with the Ellen MacArthur Foundation, Unilever commits to halve its use of virgin plastic by 2025, PepsiCo launches a green bond, and Andrew Forrest's Sea the Future initiative to tax plastic use wins Fortune 500 backing

...

The fund realised there is a big investment opportunity in the circular economy because it is driven by global megatrends

...

Sumana Manohar, head of thematic research for fundamental active equity, who is co-managing the new fund, said it would invest circular economy “adopters” like Adidas, which made 11 million pairs of shoes last year using upcycled plastic waste from the oceans, “enabler” companies like TOMRA, the Norwegian reverse-vending machine company, and circular economy beneficiaries like Ball Corporation of the US, the largest manufacturer of aluminium cans, which has seen a surge in business as food companies seek alternatives to plastic packaging.

http://www.ethicalcorp.com/global-war-plastic-waste-gathers-speed-powerful-new-allies



Dette er Tomras visjon (man finner også video med konsernsjefen ved å følge linken) :


RETHINK. REIMAGINE. RESOURCE.

The Resource Revolution

As a planet we are running to the end of our leash. The world population will increase by 30% over the next 40 years. An additional seventy million people are entering the middle class every year, increasing overall consumption levels. Global resources are under unprecedented pressure – we need a resource revolution.

Resource productivity must increase to ensure sustainable development. Over the next 40 years, 30% more people will need to be fed with, at best, today’s availability of farmland. Something needs to change.

Rethinking how we obtain, use, reuse and optimize the world’s resources is the right path at the right time. This is how the next revolution begins.

TOMRA's mission

TOMRA's ambition is to be a leader in the resource revolution by creating sensor-based solutions for optimal resource productivity. Providing smart solutions for optimizing our resources – sourcing them, using them, stewarding them, reclaiming them, recycling them and revitalizing them – is key to the resource revolution.

This is not new to us. TOMRA has been in this business for more than 40 years. We know that in order to move forward, we all need to rethink and rework how things have been in the past. Every day we’re focused on transforming how the world obtains, uses and reuses its resources.

In short we aim to help our customers obtain more, use less and reuse resources (better business) and make the planet more sustainable (better environment).

https://www.tomra.com/en/about-us/our-mission



I dag smeller så BlackRock til med denne nyheten (også video fra Bloomberg hvis man følger linken under)! Dette er ekstremt gledelige nyheter om nettopp den "medisinen" fra finans en mer og mer forpint verden trenger, og ikke mer enn hva Norges superselskap Tomra Systems fortjener, for vil selvsagt komme til å bety veldig, veldig mye for Tomra og andre fremtidsrettede selskaper dette.


Deals

BlackRock Puts Climate at Center of $7 Trillion Strategy

By Annie Massa
14. januar 2020, 09:43 CET
Updated on 14. januar 2020, 13:08 CET

CEO Fink wrote in an annual letter to corporate executives

Fink outlined a number of initiatives BlackRock will undertake


Larry Fink struck an urgent note in his annual letter to America’s corporate executives: Climate change will upend global finance sooner than they might think.

The BlackRock Inc. chief executive officer issued his gravest warning yet to business leaders on the climate crisis, saying it’s an issue each of them must face.

Protesters have been trailing Fink to work, speaking engagements and formal events, decrying BlackRock for inaction on global warming. Now the world’s largest asset manager is starting 2020 with a new, full-throated call to action.

Fink’s letter marked a turning point for BlackRock, which unveiled its own specific set of climate-related changes to its active and index-based investment processes.

“Climate change has become a defining factor in companies’ long-term prospects,” Fink wrote in his annual letter to corporate executives on Tuesday. “Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance.”

Fink is tackling the subject as asset managers come under greater pressure on sustainability. BlackRock has been moving toward a more public stance on climate, as activists and non-profit groups increasingly scrutinize the firm’s behavior and voting record around environmental issues.

Fink outlined a number of initiatives that BlackRock will undertake, including: making sustainability integral to portfolio construction and risk management; exiting investments that present a high sustainability-related risk; launching new investment products that screen fossil fuels; and strengthening the firm’s commitment to sustainability and transparency in its investment stewardship activities.

The company will exit both debt and equity investments in thermal coal producers in its active portfolios. The firm has about $1.8 trillion in active assets under management. It will also double its lineup of sustainable exchange-traded funds to about 150, and pressure index providers to create sustainable versions of their flagship indexes, according to a client note outlining the changes.

https://www.bloomberg.com/news/articles/2020-01-14/blackrock-puts-environmental-sustainability-center-of-strategy



Redigert 20.01.2021 kl 09:04 Du må logge inn for å svare
Kommentatoren
14.01.2020 kl 14:23 4901

Først nå var trådstart ferdig så løftes. Må poste litt og litt da forumet lett "henger seg opp"/"fryser" på mobilen. Iallefall på min.
Kommentatoren
14.01.2020 kl 14:45 4864

Gledelig, gledelig, gledelig! 👍

Satsingen på bærekraft innen finanssektoren er nå i ferd med å anta helt kolossale dimensjoner...



BlackRock joins $41trn climate-change investing pact

Pedro Gonçalves
13 January 2020


BlackRock has joined Climate Action 100+, the world's largest group of investors by assets pressuring companies to act on climate change.

The move follows criticisms that the world's largest investor was undermining action addressing the climate crisis.

"We believe evidence of the impact of climate risk on investment portfolios is building rapidly and we are accelerating our engagement with companies on this critical issue," a BlackRock spokesperson told the WSJ.

Launched in 2017, Climate Action 100+ is a group of more than 370 institutional investors, including the money management arms of HSBC and UBS, that now represents around $41trn in assets thanks to BlackRock's membership, up from $35trn.

The group pressures fossil fuel producers and other companies responsible for two-thirds of annual global industrial emissions to show how they will reduce carbon dioxide pollution. It has successfully pressured oil giants Royal Dutch Shell and BP to set targets to reduce emissions and disclose more data.

BlackRock, which manages assets worth $6.9trn including major oil producers such as BP, Shell and Exxon Mobil, has faced a mounting backlash for actions that activists said were preventing oil companies from being held to account. BlackRock has directly voted against multiple shareholder resolutions brought by Climate Action 100+.

Ceres, a nonprofit that organizes investors on climate change, ranked BlackRock 43 of 48 among asset managers when it comes to backing climate-related shareholder resolutions at companies.

Last year, a report from the Institute for Energy Economics and Financial Analysis estimated that BlackRock has lost investors $90bn over the past decade due to poor performing investments in fossil fuel companies.

Fiona Reynolds, the chief executive of Principles for Responsible Investment (PRI), a UN-backed investment group, said: "In joining CA100+, BlackRock is responding to the demands of its asset-owner clients and other groups globally that they take meaningful action to address climate change."

BlackRock chairman and CEO Larry Fink in an annual letter released more than a year ago shook up the sustainable investment world with an explicit declaration that asset managers could and should enjoin conscientious market choices and a focus on returns, and no longer consider one exclusive of the other.

"Sustainable investing will be a core component for how everyone invests in the future," Fink wrote then.

BlackRock has previously argued that its influence is better used in engaging with company managers over environmental issues, rather than exercising their often considerable voting power.

https://www.investmenteurope.net/news/4009004/blackrock-joins-usd41trn-climate-change-investing-pact

Redigert 14.01.2020 kl 14:52 Du må logge inn for å svare
Kommentatoren
14.01.2020 kl 15:49 4815

Dagens store nyhet om BlackRocks voldsomme strategiendring i retning bærekraft får naturlig nok mye oppmerksomhet i media globalt. Her fra New York Times.


DEALBOOK

BlackRock Will Put Climate Change at Center of Investment Strategy

In his influential annual letter to chief executives, Larry Fink said his firm would avoid investments in companies that “present a high sustainability-related risk.”

“The evidence on climate risk is compelling investors to reassess core assumptions about modern finance,” Laurence D. Fink, the chief of BlackRock, wrote in his annual letter.

By Andrew Ross Sorkin
Jan. 14, 2020
Updated 9:15 a.m. ET


Laurence D. Fink, the founder and chief executive of BlackRock, announced Tuesday that his firm would make investment decisions with environmental sustainability as a core goal.

BlackRock is the world’s largest asset manager with nearly $7 trillion in investments, and this move will fundamentally shift its investing policy — and could reshape how corporate America does business and put pressure on other large money managers to follow suit.

https://www.nytimes.com/2020/01/14/business/dealbook/larry-fink-blackrock-climate-change.html
Redigert 14.01.2020 kl 15:52 Du må logge inn for å svare
Kommentatoren
14.01.2020 kl 22:28 4722

Artig å registrere at verdens største investeringsfond uttaler seg på en måte som får det til å høres ut som om det er lettet fordi det greide å hoppe på toget i fart og ikke ble stående igjen på perrongen. 😉 Lesverdig artikkel fra AP!



Climate is changing. Investing needs to, too, says BlackRock

By STAN CHOE
37 minutes ago

...

Fink predicted that the changes in how capital is deployed will come “more quickly than we see changes to the climate itself,” and “sooner than most anticipate.”

https://apnews.com/7eb6a90050b6eceed6a4e8c24f36c892
Redigert 14.01.2020 kl 22:32 Du må logge inn for å svare
Kommentatoren
15.01.2020 kl 11:26 4576

Her er en fin illustrasjon av at BlackRock ikke gjør det man gjør når det gjelder storsatsing på bærekraft fordi man er "snille". Man gjør det fordi man er presset av opinionen ja, men først og fremst for å tjene penger, for man er tydeligvis fortsatt villig til å gå (for) langt for å tjene penger. Dessverre får man vel si når det gjelder dette tilfellet så støtter Bernie fullt ut i kritikken her.



POLITICS

BERNIE SANDERS CALLS OUT WALL STREET FIRM BLACKROCK FOR 'DESTROYING THE AMAZON RAINFOREST'

BY JEFFERY MARTIN ON 1/14/20 AT 5:18 PM EST


Wall Street investment firm BlackRock sent a letter to its clients Tuesday claiming that sustainability would now be the core value regarding its investments. But Senator Bernie Sanders wants the company to do more than that.

"BlackRock, the largest Wall Street investment firm in the world, says today that it will focus on environmental sustainability," Sanders tweeted. "It can start by ending its investments in destroying the Amazon rainforest. Funding the slashing and burning of our planet's lungs is a disgrace."

Newsweek reached out to BlackRock for further comment but did not receive a response in time for publication.

Embedded within the tweet is a video from the Sanders campaign which claims "BlackRock, the largest investment firm in the world, invests $1.6 billion in rainforest-destroying companies, like palm oil, cattle, and paper interests."

In the video, BlackRock is also said to be "empowering" Brazilian President Jair Bolsonaro's environmental policies which "encouraged slashing and burning of the rainforest for profit."

"The rainforest in the Amazon is the lungs of the planet," Sanders says in the video. "They are absorbing carbon dioxide. They are producing oxygen. You destroy that, you impact not only the people of Brazil but of the entire planet."

"This is not an American issue, it's not a Brazilian issue, it's not a German issue or a Russian issue," Sanders continued. "We have got to go forward as a planet to transform our energy system. We are in it together."

"The same forces that are behind Wall Street greed are the same folks that are contributing to our climate crisis and destroying our earth," says Michigan Democratic Representative Rashida Tlaib in the video. "Big financial giants like BlackRock are using our hard-earned money and taking it and destroying our rainforest and it's important for us to know what this is. This is corporate greed, which is a disease that is destroying our earth and destroying our planet and it's important for us to stand up against this and join folks like Senator Sanders and fight back."

Sanders' video was released the same day as the first Democratic debate of 2020 during which Sanders is expected to talk about his Green New Deal, an environmental plan that has been a cornerstone of his campaign.

Under the Green New Deal, Sanders has made "reaching 100 percent renewable energy for electricity and transportation by no later than 2030 and complete decarbonization of the economy of 2050 at [the] latest" a goal, according to Sanders' website.

Sanders has also said he will declare climate change a national emergency, establish a "reimagined and expanded" Civilian Conservation Corps and end unemployment through the creation of 20 million jobs.

While BlackRock did express its desire to move towards investment in sustainable energy, the letter to clients did explain there would be a period of transition.

"As we move to a low-carbon world, investment exposure to the global economy will mean exposure to hydrocarbons for some time," read the letter. "While the low-carbon transition is well underway, the technological and economic realities mean that the transition will take decades. Global economic development, particularly in emerging markets, will continue to rely on hydrocarbons for a number of years. As a result, the portfolios we manage will continue to hold exposures to the hydrocarbon economy as the transition advances."

https://www.newsweek.com/bernie-sanders-calls-out-wall-street-firm-blackrock-destroying-amazon-rainforest-1482190
Redigert 15.01.2020 kl 11:35 Du må logge inn for å svare
Kommentatoren
17.01.2020 kl 14:23 4370

Tomra var en av de aller første aksjene BlackRock gikk ut med at man investerte i da fondet flagget grønt skifte for første gang i høst (første linken i trådstart) . Man skal ha rimelig tungt for det hvis man ikke skjønner at BlackRocks heising av det grønne flagget på hel stang i forgårs er en enorm trigger for Tomra innen alle selskapets forretningsområder.

Svenske Affärsvärlden har tatt poenget.



BÖRS & EKONOMINYHETER

Aktierna som kan gynnas av 2020-talets trender

2020-01-17 14:06 Affärsvärlden Redaktionen
Av: Johan Anderberg

...

Tomra:

Norska återvinningsexperten Tomra har alla förutsättningar att gynnas av en värld där miljömedvetenheten ökar. Vi svenskar tar pantsystemet för givet, men faktum är att till och med flera västländer ligger långt efter. I en värld där plastaversionen ökar snabbt och där effektivt resursanvändande behövs mer än någonsin är Tomra perfekt positionerat. I dag återvinns bara cirka 14 procent av plastförpackningarna globalt jämfört med 70–90 procent av världens stål.

https://www.affarsvarlden.se/bors-ekonominyheter/aktierna-som-kan-gynnas-av-2020-talets-trender-6984549
Redigert 17.01.2020 kl 14:26 Du må logge inn for å svare
Kommentatoren
18.01.2020 kl 13:12 4254

Fra Forbes.

Ikke akkurat småtterier vi nå står overfor når det gjelder omlegging i retning bærekraft innen finans, ifølge Forbes. En retningsendring som spiller tingene rett i fanget på et selskap som TOMRA Systems. Fantastisk og vel fortjent for et selskap med en ledelse som i et titalls år har demonstrert visjonære og innovative egenskaper og evner mer enn noe kjennetegnet av en nærmest uvirkelig perfeksjon og treffsikkerhet.

Her er innledningen av artikkelen. Vil man lese alt om hva Forbes mener er det viktigste man kan ta med seg når det gjelder BlackRocks revolusjonerende omlegging av egen investeringspolitikk i retning bærekraft, følger man linken under.



Jan 17, 2020, 01:01pm

Purpose At Work: Why BlackRock’s CEO’s Letter Is A Wake-Up Call To All Brands

Simon Mainwaring
CMO Network

I write about how to drive growth for purpose-driven brands.


The world’s largest asset manager sent a clear message to CEOs with his annual letter this week. Implement sustainability measures or face the consequences. The letter is direct in its title, “A Fundamental Reshaping of Finance,” and in it Larry Fink claims climate change will cause a transformative reallocation of capital towards sustainable investments. “Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance” he writes.

BlackRock is preparing for these changes. It's incorporating Environmental, Social and Governance (ESG) metrics in its investment strategies. What’s more, the company is encouraging businesses to disclose these measures. BlackRock will also develop investment funds focused on sustainable business decisions.

Social entrepreneurs, environmental advocates and conscious consumers are praising Fink’s definitive stance. Some investment veterans disagree. Warren Buffett criticized his public statement for being politicized. Regardless of how you feel about it, there is a shift in society and finance. Milton Friedman’s long-standing views that a business’ sole purpose should be to generate profit for shareholders are being challenged.

Last year, CEO’s from some of the world’s largest corporations like Apple, JP Morgan Chase and Walmart gathered at the Business Roundtable. They agreed and announced in a joint Statement on the Purpose of a Corporation that companies should work to benefit employees, the environment and suppliers. What’s more, today’s consumers, especially Millennials, are looking to support conscious businesses. As Millennials inherit the world’s wealth and assume leadership positions within companies, their values will influence global financial trends.

There’s no denying that climate change and related governance issues will shift the long-term business environment. Forward-thinking business leaders are taking measures now to be ahead of the game to ensure their own survival, relevance and impact in the future. They are putting purpose first to position themselves to be the leading brands of tomorrow.

Here are top takeaways from Larry Fink’s annual letter that every company must consider.

https://www.forbes.com/sites/simonmainwaring/2020/01/17/purpose-at-work-why-blackrocks-ceos-letter-is-a-wake-up-call-to-all-brands/#32d2d9aa3cba
Redigert 18.01.2020 kl 14:01 Du må logge inn for å svare
Kommentatoren
18.01.2020 kl 18:31 4121

January 17, 2020 03:34 PM 21 HOURS AGO

Fink's climate pledge pays off with BlackRock's green ETF adding record cash

Bloomberg


Larry Fink's commitment to tackling the climate crisis already seems to be a boon for his firm's environmentally friendly funds.

BlackRock's iShares ESG MSCI USA ETF had its biggest-ever inflow Wednesday, totaling $1.15 billion, according to data compiled by Bloomberg. Meanwhile, a sibling fund — the $964 million iShares ESG MSCI EM ETF — had a record day of trading, with more than $785 million shares changing hands, which could translate to further flows.

Increased attention to the ESG sector comes after Mr. Fink warned that climate change could upend global finance in his annual letter to corporate executives. As a result, BlackRock plans to integrate sustainability criteria into portfolio construction and risk management, exit investments with high risks from environmental, social and governance-related issues, and launch new products that screen out fossil fuels.

"Obviously a lot of people are concerned over climate change and how companies do what they do, and BlackRock is starting to lead forward what the consumer wants," said Ryan Detrick, senior market strategist at LPL Financial. "It's still a very untapped market, and it's one of those trends that doesn't seem like it's going to fade out anytime soon."

ESGU's cash injection prompted a massive spike in the fund's assets. After taking in $1.18 billion in 2019, the fund grew 77% overnight and now oversees $2.7 billion.

But the fund may soon have increased competition. BlackRock plans to double its lineup of sustainable ETFs to about 150 to help meet its new climate commitments, and will lobby benchmark providers to create sustainable versions of their flagship gauges for these funds to track.

That's because indexers, like MSCI Inc., ultimately determine which companies are included in passive funds, and BlackRock holds more than two-thirds of its $7.4 trillion of assets in products linked to indexes.

Investments in ESG and value-based ETFs surged in 2019, reaching $94 billion of assets globally, double 2018's level. Cost seemed to be a key determinant for these investors, with almost 70% of flows going to products charging $2 or less for every $1,000 invested.

"It's here to stay; it's not a passing fancy," Chris Gaffney, president of world markets at TIAA, said of ESG investing. "It's increasing in popularity right now with both consumers and institutions."

https://www.pionline.com/investing/finks-climate-pledge-pays-blackrocks-green-etf-adding-record-cash
Redigert 18.01.2020 kl 18:32 Du må logge inn for å svare
Kommentatoren
20.01.2020 kl 14:28 3933

Vi befinner oss nå helt i startfasen av en fundamental omlegging av global finans i retning bærekraft, sier Philipp Hildebrand, vice chairman at Blackrock til Bloomberg TV, i et helt ferskt videointervju fra Davos. Dette er glimrende nyheter for oss alle og vil komme til å få fantastiske, positive konsekvenser for Tomras allerede suksessfylte forretningsdrift som jo mer enn noe annet dreier seg om nettopp bærekraft.



Climate Risk Requires Fundamental Reshaping of Finance: BlackRock

Bloomberg SurveillanceTV Shows
January 20th, 2020, 10:45 AM GMT+0100

Philipp Hildebrand, vice chairman at BlackRock, discusses the asset manager's plan to ditch investments with high sustainability-related risk as climate concerns drive a sweeping change in the way the firm invests its $7 trillion in assets. Hildebrand speaks with Francine Lacqua on "Bloomberg Surveillance" at the World Economic Forum's annual meeting in Davos, Switzerland. (Source: Bloomberg)

https://www.bloomberg.com/news/videos/2020-01-20/climate-risk-requires-fundamental-reshaping-of-finance-blackrock-video
Redigert 20.01.2020 kl 16:08 Du må logge inn for å svare
Kommentatoren
23.01.2020 kl 11:13 3752

En aksjekurs fastsettes i auksjon på børs så den lar vi være. Med forbehold om at jeg er helt på jordet, er mitt anliggende med dette innlegget å illustrere at det, etter min mening, nærmest er (tragi) komisk at det på hjemlig analytikerhold nærmest spinnes negativitet rundt Tomra samtidig som sirkulær økonomi er på alles lepper i Davos disse dagene. Tomras DNA er mer enn i noe annet selskap i verden nettopp sirkulær økonomi. Uniliver f.eks. som omtales i denne dagsferske Bloomberg-artikkelen er bare en i en rekke av globale giganter som i dag søker løsninger hos Tomra. Hvorfor er vi så lite flinke til å se det som befinner seg rett foran nesetippene våre her hjemme?


A Waste-Free Economy Catches On at Davos

Bloomberg

Jill Ward and Suzy Waite
BloombergJanuary 23, 2020


(Bloomberg) -- Sign up here to receive the Davos Diary, a special daily newsletter that will run from Jan. 20-24.

When British yachtswoman Ellen MacArthur was promoting the idea of the circular economy on the sidelines of Davos in 2012, the big attraction was curiosity about what she was up to after her sailing career.Eight years on, MacArthur’s vision is taking hold at the World Economic Forum’s annual gathering, and firms such as Adidas and Unilever, as well as asset management giant BlackRock Inc. are embracing it.

“We had our own event in one of the hotels, and to be honest most people came because they were intrigued about what I might be doing,” said MacArthur, who once held the world record for the fastest solo circumnavigation of the globe. “Things have changed enormously since then.”

Her foundation is pushing an economic system where product lifespans are extended and components used repeatedly. Waste is eliminated by designing products that can be reclaimed, re-used and re-manufactured. In practical terms, for a company such as Apple Inc., that means making new iPhones with parts from older models.

The idea is about replacing the “linear” model of growth -- extraction, production and disposal -- and reducing the strain on the planet’s limited resources.

“We need to move to a circular business,” Marc Engel, chief supply chain officer at Unilever, told a Bloomberg Live panel in Davos. “We’ve got a long way to go, but I’m very positive we’ll get there. If we set our minds to it we will achieve it.”

Unilever is among the business represented in Davos which are taking steps. It has pledged to reduce the amount of plastic packaging it produces by 14% each year by 2025. Adidas wants to almost double the number of shoes produced from recycled plastic this year to 20 million. Nestle SA has also set targets to slash packaging, while Alphabet Inc.’s Google has begun advising companies on how to harness data to better manage resources.


Forsettelse i neste innlegg...


Redigert 23.01.2020 kl 12:34 Du må logge inn for å svare
Kommentatoren
23.01.2020 kl 11:22 3739

Fortsettelse fra forrige innlegg...


BlackRock started a fund focused on the circular economy in October alongside the Ellen MacArthur Foundation. At $23 million, it’s a drop in the ocean for the $7.4 trillion asset manager, though still a meaningful development as CEO Larry Fink puts environmental concerns at the center of the firm’s investment process.

Wide-scale adoption of the concept would not only cut costs and bolster productivity, advocates say, but climate change and pollution would be tempered. It represents a $4.5 trillion-dollar opportunity globally by 2030, according to Peter Lacy, author of ‘The Circular Economy Handbook.’

But some academics argue that it doesn’t address what they see as the fundamental problem of pursuing limitless growth.Still, retailers are also acting. H&M, criticized for its part in so-called “fast fashion,” is trialling a rental clothing service in one of its Stockholm branches as well as an in-store repair service. British start-up Hurr offers clothing rental, as does Rent the Runway Inc. in New York.

The global economy now needs 100 billion tonnes of materials a year, according to the not-for-profit organization Circle Economy, a figure set to more than double by 2050. Historically, for every 1% increase in GDP, resource usage has risen on average 0.4%.

The flow of materials accounts for more than half of emissions in OECD countries. Reducing that insatiable demand could therefore go a long way in achieving the global target of limiting temperature increases in the atmosphere to below 1.5 degrees Celsius.

“What we’re looking at is, how can we actually decouple some of the trends we’ve seen in terms of increasing consumption, increasing pollution and emissions, from growth prospects,” said Helen Mountford, vice president for climate and economics at the World Resources Institute. “We’re already exceeding or rapidly approaching a number of planetary boundaries.”

BlackRock isn’t the first money manager to embrace the circular economy. Some smaller firms have been running funds focused on it for a number of years.

Geneva-based Decalia Asset Management, which oversees 3.7 billion Swiss francs ($3.8 billion) in total, launched such a fund in 2018. It gained nearly 23% in 2019.

Circularity Capital in Edinburgh has a 60 million-pound private equity fund that’s invested in businesses such as Winnow, a food waste reduction company, and ZigZag, which reduces retailers’ product return waste.

The key challenge is getting more governments and companies on board. The European Commission has a circular economy action plan, which includes transforming the way plastic products are produced and recycled. It’s also part of China’s five-year plan. The government there has stopped importing waste, something that’s forcing other countries to adapt.

“When you set off on one of those long journeys, the resources you have with you are the absolute minimum you can survive with, to be as light as possible to stand any chance of breaking a record or winning a race,” MacArthur said. “I realized the global economy was the same -- we have finite resources, and yet we’re using them up.”

--With assistance from David Goodman.

To contact the reporters on this story: Jill Ward in London at jward98@bloomberg.net;Suzy Waite in London at swaite8@bloomberg.net

To contact the editors responsible for this story: Simon Kennedy at skennedy4@bloomberg.net, Fergal O'Brien, Jana Randow

For more articles like this, please visit us at bloomberg.com

Subscribe now to stay ahead with the most trusted business news source.

©2020 Bloomberg L.P.

https://finance.yahoo.com/news/waste-free-economy-catches-davos-000000408.html
Redigert 23.01.2020 kl 11:34 Du må logge inn for å svare
Kommentatoren
23.01.2020 kl 15:40 3658

Fra Forbes.

Ikke akkurat småtterier man snakker om i Davos når det gjelder forventet vekst fremover innen bærekraft. Ja, det forventes at det er veksten her som skal drive den globale økonomien i årene som kommer. Hvem blir så vinnerne blant selskapene? Personlig er jeg helt overbevist om at en av de helt store vinnerne er norsk og heter Tomra Systems. Personlig er jeg også overbevist om at flere er enige selv om det tilsynelatende ikke ser sånn ut på børsen i dag, for dagens kolossale kursnedgang på veldig, veldig beskjedent volum, lukter det ren manipulering av, lang vei.



EDITORS' Pick, 985 Views Jan 23, 2020, 02:39am

Leaders At Davos Face $12 Trillion Imminent Economic Disruption

Nishan Degnarain

I cover innovation within the green/blue industrial revolution.


Leaders at Davos this week planning for the upcoming decade, heard that they face economic disruption of $12 trillion a year from industries that prioritize Sustainability, Trust and Inclusion. However, questions continue to be asked whether this disruption is happening swiftly enough, given the rise in global risks particularly environmental risks.

In a week when the IMF warned of slowing global growth, a climate crisis, breakdown of corporate trust and slowing social mobility, increasing investments into these sectors could double global growth rates over the next ten years.

This is the equivalent of adding 12 Apples, Microsofts or Googles to the world every year throughout the 2020s.

The question is, who will be the winners and losers in this new ‘Green Gold Rush.’
Redigert 23.01.2020 kl 16:03 Du må logge inn for å svare
Kommentatoren
05.02.2020 kl 19:45 3467

Sannsynligvis er det ytterst få her til lands som i det hele tatt aner at Tomra er en sentral spiller innen gruvedrift. Etter BlackRocks utspill 14.januar (se trådstart), er det all grunn all tro at Tomras sorteringsteknologi bare kommer til å spille flere og flere og stadig større roller i klodens mange gruver. Teknologien benyttes i dag primært fordi gruveselskapene finner mer av det de leter etter i en bedre kvalitet, og ikke minst mer kostnadseffektivt. Når ekstremt mye sterkere fokus nå altså også settes på gruveindustriens enorme klimagassutslipp, både fra myndighets- og investorhold, sier det seg selv at dette er enorme triggere for Tomras allerede suksessrike sorteringsteknologi ettersom denne også redusererer gruveselskapenes klimaavtrykk betydelig. Hvor mye kan man se hvis man følger linken nederst i dette innlegget. Der finner man nemlig Tomra Sorting Minings real-time TOMRA GREEN COUNTER som i sanntid viser mengden CO2-utslipp som forhindres der Tomras sorteringsteknologi benyttes i stedet for tradisjonelle metoder.



Can mining ever go green?

By Len Williams

Published Tuesday, January 21, 2020

A quarter of carbon emissions come from mining, but that isn’t the industry’s only environmental challenge.

...

Fortunately, there are new technologies that aim to make this process more efficient and less wasteful. One is a separation system offered by Norwegian firm TOMRA. The company has developed a machine to be used at mining sites that incorporates a variety of sensors to assess the mineral value of a piece of rock. A spokesperson for the firm explains how it works.

“Input material is evenly fed via a feeder over a transition chute onto a conveyor belt. Then, an electric X-ray tube creates broadband radiation” to penetrate the material. “If the sensor detects material to be sorted out... the detected materials are separated from the material flow by precision-directed jets of compressed air.” Rejected rocks are pushed out of the grinding process and can be sent to waste. And it’s not just X-ray scanning that is available – the firm also has sensors to pick up on colour, transmission and electromagnetic properties as well as size, shape and structure to assess if the material is worth grinding or not.

By minimising the amount of material to be ground down, mining firms can significantly reduce the amount of energy used to get to the pure material and cut their carbon emissions too.

https://eandt.theiet.org/content/articles/2020/01/can-mining-ever-go-green/



TOMRA GREEN COUNTER

https://www.tomra.com/nb-no/sorting/mining

Kommentatoren
18.02.2020 kl 14:34 3287

Her hjemme er det foreløpig bare prat og betegnelser som "såkalt bærekraft" brukes fortsatt flittig. Derfor er det lurt å bruke 6 minutter på denne videoen fra CNBC. Gjør man det, vil man skjønne at en revolusjon nå har startet innen global finans. Ikke en revolusjon i retning "såkalt bærekraft", men en REVOLUSJON I RETNING BÆREKRAFT.



BlackRock CEO warns that climate risks to investors are growing

https://m.youtube.com/watch?feature=emb_logo&time_continue=359&v=yfULrQtr32Y

Redigert 18.02.2020 kl 14:38 Du må logge inn for å svare
Kommentatoren
03.03.2020 kl 19:12 3135

Investering dreies nå i akselererende grad i retning bærekraft. Det er all grunn til å tro at denne prosessen er irreversibel og at vi bare har sett den spede begynnelsen. Her en fersk artikkel hvor Tomra fremheves som kroneksempel på gunstig investeringsobjekt.



Investing in recycling, reusing and repairing disciplines

3 MAR 2020

Investing in recycling is as much about investing in companies that do so. Patrick Thomas presents the investor’s new three Rs: reusing, repairing and recycling.


World renowned economist, Kate Raworth has described the 20th century economy as one focused on profit and financial value – companies took materials and made products, which we used and then threw away. This was all driven by a number of factors. Firstly, convenience – it is much easier to use disposable nappies than scrub terry towelling ones, for example. Secondly, cost – technology and improved transportation made goods cheaper. Thirdly, complexity – technology means it is nott easy to fix fridges, washing machines and tumble dryers; once they are broken, they go straight to landfill.

So what is changing? Raworth argued that business leaders, designers, technologists and architects are now thinking about all the benefits a product or a solution can provide – the societal, economic and cultural uplifts – not just the money. She believes we are moving towards an era that is about mending, reusing and recycling. And it cannot come quickly enough – our planetary resource constraints, combined with rising consumption in emerging countries, means there has never been a better time for the circular economy.

Sustainable business models

Is she right? We think so. Companies are starting to develop more sustainable business models and think about how they can re-use and recycle existing materials. They are thinking about how they can design products that can be taken apart easily, or whose materials can be readily recycled, or where the waste from one process becomes the input for another. And they think about how to minimise ‘wastage’ or ‘leakage’ from a process to make it as efficient as possible. This is all good news for the conscientious investor – companies thinking about the bigger picture could be the ones that will do well in the future. And there are lots of examples.

...

A great example of a company exploring this is a Norwegian company called Tomra, which makes reverse vending machines and materials sorting machines. The reverse vending machine allows consumers to recycle packaging materials and send products back – payments are used to incentivise consumers. Materials sorting machines allow valuable materials to be separated and not disposed of. Tomra recovers 715,000 tons of metal each year from metal recycling machines.

https://www.whatinvestment.co.uk/investing-in-recycling-2617391/
Redigert 03.03.2020 kl 19:19 Du må logge inn for å svare
Kommentatoren
05.03.2020 kl 00:09 3002

Relativt moderat volum i Tomra-handelen i dag, men 5 minutter etter sluttauksjonen ble det omsatt en post hvis volum alene utgjorde det dobbelte av hva som ble omsatt i børsens åpningstid. Samme kurs som i sluttauksjonen (319.20).



SISTE HANDLER MILLENNIUM OSE

Kjøpere Selgere Antall Betalt Tid
Anonymous Broker Anonymous Broker 685 102 319,20 16:30:06
Redigert 05.03.2020 kl 00:15 Du må logge inn for å svare
KanonBra5
05.03.2020 kl 06:58 2946

Spennende dette!!! Som sagt tidligere blir våren som Tomra aksjonær meget spennende. Ser for meg kraftig kursoppgang (og gjerne at Tomra blir kjøpt opp) med en rekke gode nyheter. Når avklaringen rundt detaljene på Scotland sitt pantesystem kommer skal man heller ikke se bort i fra at ordrene begynner å dette inn for å sikre seg levering før systemet starter opp neste år. Etterspørselen for pantemaskiner (og andre sorteringsløsninger) blir enorm fremover!!!!

Investor
Redigert 05.03.2020 kl 07:01 Du må logge inn for å svare