09 de junho de 2010 São Paulo - SP · GLOBAL SUSTAINABILITY SERVICES Governança Corporativa Face...
Transcript of 09 de junho de 2010 São Paulo - SP · GLOBAL SUSTAINABILITY SERVICES Governança Corporativa Face...
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
3
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?
4
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:
11
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:
12
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!
13
Ricardo Algis Zibas
Global Sustainability Services Manager
KPMG (Brazil)
+55 (11) 2183 1795
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