Climate risk and raw materials: adaptation does not stop at your company’s doors

Companies have spent years securing their own sites, from factories to data centres. Yet most of their climate exposure now lies elsewhere: in the production basins that supply the raw materials on which they depend.

In this new white paper, we examine why supply chains have become the blind spot of corporate adaptation. In 2024, global economic losses from climate related events reached $320 billion, but only 6.5 per cent of companies treat their supply chains as a priority material risk. At the same time, regulatory pressure is mounting, with the CSRD, duty of care, deforestation regulations and the Critical Raw Materials Act all requiring these dependencies to be identified and reduced.

Through three concrete cases (wheat in India, palm oil in Thailand, aluminium in Canada) the paper shows how to shift from a site level to a sector level resilience approach. It introduces Altitude’s new Commodities feature, which helps executives and investors identify the raw materials they depend on, locate the basins that supply them, and quantify exposure across scenarios and time horizons.

If you want to understand where your actual climate risk lies, and turn that blind spot into a decision, download the paper below!