Climate risks and supply chain resilience (with Tom, Anna)

Rachel Delacour emphasizes that climate events like the European heatwave are having immediate financial impacts on margins. Companies with transparent data on supply chain vulnerabilities are better positioned. Diversification is key, but it comes at a cost—though the cost of inaction is greater.

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Rachel Delacour 6.5

Climate risks and supply chain resilience (with Tom, Anna)

Asks about the severity and consequences of the European heatwave for corporates.

Anna
Rachel Delacour

Companies with ESG and water shortage data realize that inaction on supply chain vulnerabilities is impacting margins badly. Investors are scrutinizing companies that aren't future-proofing. The frequency of these events is putting businesses at risk.

Family-led businesses are the most advanced in rebuilding low-carbon systems because their mandate is multi-generational survival.
Asks whether diversification creates unintended consequences, using Spain's grid issues as an example.

Tom
Rachel Delacour

Diversification is still the right bet. It's not a technological challenge but a structural one requiring government and business decisions. Transparency and data are key. This is about economic sovereignty.

Even nuclear in France was cut due to water shortages. The cost of inaction is greater than the cost of investment.

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