09 de junho de 2010 São Paulo - SP · GLOBAL SUSTAINABILITY SERVICES Governança Corporativa Face...

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GLOBAL SUSTAINABILITY SERVICES

Governança Corporativa Face às Mudanças Climáticas

09 de junho de 2010

São Paulo - SP

O que muda afinal?

22009 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

Aquecimento Global e Mudança de Paradigmas nos Negócios

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Acesso a mercados

Exigências dos Clientes (B2B, B2C)

Continuidade das Operações

Ambiente Regulatório cada vez mais complexo e restrito

Restrições de Crescimento: “Less is More”

Agenda dos CEO’s

Exigências dos acionistas (Carbon Disclosure Project, BM&F Bovespa, DJSI, etc.)

2010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are registered trademarks of KPMG International

Será que meu negócio será afetado?

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A pergunta não é “se”, mas “quando”

Intensivas em Energia: Oil & Gas, Mining & Metals

Etanol – Renewable Transport Fuel Obligation (UK)

Companhias Aéreas – EU ETS (2012)

Energia (Renovável?)

Telecomunicações, Produtos de Consumo, Alimentos

Riscos x Oportunidades x Governança Corporativa

1º passo: medir e reportar corretamente as emissões

2010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are registered trademarks of KPMG International

52010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

kg CO2e / m3

- 11 %

O desafio do reporte (real) das emissões

Em 2009 o mercado global movimentou USD 144 Bilhões.

Crescimento de 6% em relação à 2008.

Entretanto a parte derivada de transações relativas aos projetos declinou 54%.

Aquisição de portfólios, redução da atividade ou estratégia de saída.

Existe um mercado global de carbono?

62010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

Fonte: World Bank, 2010.

A Tendência Mundial dos Mercados

72010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

A Tendência Mundial dos Mercados

82010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

A Tendência Mundial dos Mercados

92010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

Fonte: Thomson Reuters, 2010

A Tendência Mundial dos Mercados

102010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are

registered trademarks of KPMG International

O que levar em consideração:

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Incertezas Regulatórias (UNFCCC, EU, US, CDM, Brasil, etc….)

(Credibilidade + Burocracia) x ( Agilidade + Falta de Transparência)

“Não haverá acordo definitivo antes de 2015” – Yvo de Böer

Iniciativas Regionais

Uma “commodity” mundial?

Processo Consensual x Grupos de Países (BASIC)

2010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are registered trademarks of KPMG International

Para saber mais:

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www.pointcarbon.com

www.environmentalfinance.com

www.kpmg.com

http://www.kpmg.com/Global/en/IssuesAndIns

ights/ArticlesPublications/Pages/The-

Copenhagen-Accord.aspx

2010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are registered trademarks of KPMG International

Obrigado!

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Ricardo Algis Zibas

Global Sustainability Services Manager

KPMG (Brazil)

+55 (11) 2183 1795

rzibas@kpmg.com.br

www.kpmg.com

2010 KPMG, a Brazilian partnership and member firm of the KPMG network of independent member firms affiliated with KPMG Inter national. KPMG and KPMG logo are registered trademarks of KPMG International