ESG目标的全球影响和向更可持续供应链的转变

ESG Planning is fast becoming a priority for businesses of all sizes. Going green isn’t just driving demand for more sustainable supply chains. It’s reshaping the global economy.

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Increased costs from “Greenification” are complicating efforts by governments and businesses to combat climate change. According to McKinsey, in addition to responding to social changes and the alarming rise in climate events, the war on Ukraine and the connected geopolitical, economic, and societal factors have increased the need for all organizations to improve their ESG planning.

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And climate change is actively raising the pressure on supply chain executives to prioritize ESG strategies after extreme heat waves and forest fires have plagued France, Italy, Portugal, and Spain this summer.

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Tom McDonough, Anaplan supply chain solutions senior director, recently spoke with Deutsche Welle (DW) about the growing challenges climate change poses for logistics leaders and how supply chains are being affected by droughts and lower water levels.

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“The planners have to find alternative methods, ship or rail, and ultimately the bottom line is that it costs more to operate supply chains under these conditions. In this case, it’s a drought, but there are many other climate events impacting supply chains more frequently,” McDonough shared.

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The fast-growing profile of ESG is visible in investments. Inflows into sustainable funds skyrocketed from just $5B in 2018 to 10x that amount in 2020 and then $70B in 2021. This year in Q1 alone, ESG initiative funding commanded another $87B in net new investments, followed by an additional $33B in the second quarter.

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This blog reviews ESG strategies, how you can act now to build a more sustainable and resilient supply chain, and the new shifts and regulations that are shaping global supply chains that will likely impact your business soon. But first, ready for a fast refresher?

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A definition of Environmental, Social, and Governance or (ESG)

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Environmental, social, and governance (ESG) criteria are the standards socially conscious investors use to screen potential investment opportunities with different organizations. ESG environmental criteria explore how each organization protects the environment, including corporate policies responding to climate change. Social criteria show how organizations manage employee, supplier, customer, and community relationships where they operate. Governance specifically handles business leadership, executive compensation, internal controls, audits, and shareholder rights. ESG criteria help investors screen opportunities based on corporate approaches and policies that empower organizations to act responsibly. The explosive growth of ESG investment funds over the last decade has drawn scrutiny around organizations investing in ESG policies and their claims of ESG achievements.

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Understanding all the external factors driving sustainable supply chains is critical. Investing in ESG strategic planning requires three core components to help you balance profit margins and sustainability.

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What are the 3 essential pillars of ESG?

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1. Find sustainable and affordable approaches.

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Shoppers are driving sustainable supply chains. Almost half of all consumers will ditch brands that don’t align with their values. That’s even more true with millennials and zennials. According to the National Retail Federation, 67% of millennials in the United States and UK bailed on brands that didn’t stack up ethically. Consumers across continents are ready to pay more for sustainable supply chain practices — including more than half of grocery shoppers YouGov surveyed in Australia, Germany, the UK, and the US.

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Meeting customer expectations doesn’t mean ignoring profits. ESG planning involves connecting data and costs from all your third parties across the chain to pinpoint openings to reduce waste, risk, and price to remain competitive. Be ready to negotiate new deals with your suppliers to tackle ESG concerns.

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2. Identify incentives and eco-friendly alternatives.

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Governments have a shared interest in minimizing pollution and slowing the speed of climate change. If you’re a supply chain executive in the US, you can explore leveraging a carbon credit approach. No matter where you are, you can find more eco-friendly alternatives for logistics and shipping and commit to drastically reducing your organizational carbon footprint over the coming years. PepsiCo, the beverage giant, is making headlines for ordering 30,000 environmentally-friendly shipping pallets from an Israeli company manufacturing them from household waste.

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3. Disruption-proof your supply chain.

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Toilet paper and paper towel shortages cost retailers more than $1B throughout the COVID pandemic. Meanwhile, growing climate events, including record storms, flooding, and droughts, can create supply issues that crush your margins. “What-if” scenario planning is critical to keep your business and supply chain thriving through disruption and offset potential losses while stabilizing margins. With natural disasters regularly occurring and global experts predicting two new pandemics each year, contingency planning is the new normal to keep your business relevant and competitive.

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What’s next for environmental and social governance?

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While governments around the globe are ramping up environmental regulations in response to rising temperatures and ecological concerns, a new German bill will shape ESG requirements everywhere. The German legislature recently passed the “Supply Chain Act,” or “Lieferkettengesetz,” a new law on corporate due diligence in supply chains. These new requirements will impact any organization with more than 3,000 employees based in Germany. The Supply Chain Act breaks out all the steps necessary to create products and service offerings — from extracting raw materials to delivery to consumers.

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The German Supply Chain Act goes into effect on January 1, 2023, mandating human rights and environmental regulations across supply chains, with global repercussions and severe consequences for working outside of compliance.

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For example, Germany is among Brazil’s top ten importers of mineral and agricultural products — coffee, copper, iron, minerals, leather, and meat. According to the FCPA Blog, Brazilian production chains for these staples have been mired in environmental crimes and human rights violations. Starting next year, German-based businesses manufacturing in or importing from Brazil must certify the integrity of supply chains across geographies.

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The Supply Chain Act is a significant step forward in combatting everything from forced or child labor to deforestation and water pollution. These implications have a global impact with regulations applying to supply chains dipping into China and other regions known for child work and relentless waste. The new law makes it essential to implement an ESG risk management system with detailed research and analysis into internal business practices and those of suppliers across the globe.

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Now is the time to act.

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“The last several decades of experience have taught us to prioritize statistically driven insights, buffer stocks, and just-in-time performance to minimize cost and optimize service levels,” said Anaplan’s vice president of solutions & industries, Evan Quasney. “This might have worked when disruptions were localized and discrete, but asymmetric events – broader in scope and length like climate events or a global pandemic – prove that the just-in-time approach needs to be reimagined.”

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“There is no way to fully predict major climate events, but supply chain leaders can leverage their internal expertise, married with data and technology at scale like Google’s Supply Chain Digital Twin, to create more accurate views of their operations, model likely scenarios, and better prepare for weather-related disruptions.”

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Commit to ESG while balancing environmental requirements and margins.

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At Anaplan, we’re committed to our ESG program and building a more sustainable path forward to create a more equitable and brighter future for everyone. We know it’s a daunting task — that’s why we’re leading with transparency and starting dialogues with global supply chain leaders just like you about evolving best practices.

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ESG规划正迅速成为各种规模企业的优先事项。走向绿色不仅仅是推动对更可持续的供应链的需求。它正在重塑全球经济。

增加的成本来自“Greenification使政府和企业应对气候变化的努力复杂化。根据麦肯锡除了应对社会变化和气候事件的惊人增长外，乌克兰战争以及相关的地缘政治、经济和社会因素也增加了所有组织改进其ESG规划的需求。

今年夏天，法国、意大利、葡萄牙和西班牙遭遇了极端热浪和森林火灾，气候变化也给供应链高管带来了压力，要求他们优先考虑ESG战略。

anplan供应链解决方案高级主管Tom McDonough最近接受了采访德国之声(DW)关于气候变化给物流领导者带来的日益严峻的挑战，以及供应链如何受到干旱和低水位的影响。

“规划者必须找到替代方法，海运或铁路，最终的底线是在这些条件下运营供应链的成本更高。”在这种情况下，是干旱，但还有许多其他气候事件更频繁地影响供应链，”麦克多诺分享道。

ESG的快速发展在投资中是显而易见的。流入可持续基金的资金从2018年的50亿美元飙升至2020年的10倍，然后是2021年的700亿美元。仅在今年第一季度，ESG倡议基金就获得了870亿美元的净新投资，第二季度又增加了330亿美元。

本博客回顾了ESG战略，您现在可以如何采取行动建立一个更具可持续性和弹性的供应链，以及正在塑造全球供应链的新变化和法规，这些变化和法规可能很快就会影响到您的业务。但首先，准备好快速复习一下了吗?

环境、社会和治理(ESG)的定义

环境、社会和治理(ESG)标准是具有社会意识的投资者用来筛选不同组织的潜在投资机会的标准。ESG环境标准探讨每个组织如何保护环境，包括应对气候变化的公司政策。社会标准显示组织如何管理员工、供应商、客户和社区关系。治理专门处理业务领导、高管薪酬、内部控制、审计和股东权利。ESG标准帮助投资者根据企业的方法和政策来筛选机会，这些方法和政策赋予企业负责任的行动。在过去十年中，ESG投资基金的爆炸式增长已经引起了对投资ESG政策的组织及其ESG成就的审查。

了解所有驱动可持续供应链的外部因素至关重要。投资于ESG战略规划需要三个核心组件来帮助你平衡利润空间和可持续性。

ESG的三大支柱是什么?

1.找到可持续和负担得起的方法。

购物者正在开车可持续供应链．几乎一半的消费者会放弃与他们的价值观不一致的品牌。千禧一代和千禧一代更是如此。根据全国零售联合会的说法在美国和英国，67%的千禧一代放弃了不符合道德标准的品牌。各大洲的消费者都愿意为可持续的供应链实践支付更多的费用——其中包括一半以上的消费者YouGov调查了杂货店的购物者在澳大利亚、德国、英国和美国。

满足客户期望并不意味着忽视利润。ESG规划包括连接整个供应链中所有第三方的数据和成本，以确定缺口，减少浪费、风险和价格，以保持竞争力。准备好与供应商谈判新的交易，以解决ESG问题。

2.确定激励措施和环保替代品。

各国政府在减少污染和减缓气候变化的速度方面有着共同的利益。如果你是美国的一名供应链主管，你可以探索利用碳信用的方法．无论你在哪里，你都可以找到更环保的物流和运输替代品，并致力于在未来几年大幅减少组织的碳足迹。饮料巨头百事公司(PepsiCo)向一家以色列公司订购了3万个环保运输托盘，这家公司用生活垃圾制造托盘，因此成为头条新闻。

3.防止供应链中断。

卫生纸和纸巾短缺在COVID大流行期间，零售商的损失超过10亿美元。与此同时，越来越多的气候事件，包括创纪录的风暴、洪水和干旱，可能会造成供应问题，挤压你的利润。“假设”情景规划对于保持您的业务和供应链在中断中蓬勃发展，抵消潜在损失并稳定利润至关重要。自然灾害时有发生，全球专家预测每年两次新的流行病，应急计划是保持业务相关性和竞争力的新常态。

环境和社会治理的下一步是什么?

在全球各国政府为应对不断上升的气温和生态问题而加强环境法规的同时，一项新的德国法案将影响各国的ESG要求。德国立法机构最近通过了《供应链法案》(Supply Chain Act，简称“Lieferkettengesetz”)，这是一项关于企业在供应链中的尽职调查的新法律。这些新要求将影响到在德国拥有超过3000名员工的任何组织。《供应链法案》列出了创造产品和服务的所有必要步骤——从提取原材料到交付给消费者。

德国供应链法案将于2023年1月1日生效，在整个供应链中强制执行人权和环境法规，这将产生全球影响，并对不合规的工作造成严重后果。

例如，德国是巴西十大矿物和农产品进口国之一，包括咖啡、铜、铁、矿物、皮革和肉类。根据FCPA博客在美国，这些主食的巴西生产链一直深陷环境犯罪和侵犯人权的泥潭。从明年开始，在巴西生产或从巴西进口的德国企业必须证明跨地域供应链的完整性。

《供应链法案》是打击从强迫劳动或童工到森林砍伐和水污染等一切问题的重要一步。这些影响具有全球影响，适用于进入中国和其他以童工和无情浪费而闻名的地区的供应链的法规。新法律规定必须实施ESG风险管理体系，并对内部业务实践和全球供应商的业务实践进行详细的研究和分析。

现在是行动的时候了。

anplan解决方案与行业副总裁Evan Quasney表示:“过去几十年的经验告诉我们，要优先考虑统计驱动的洞察力、缓冲库存和及时性能，以最大限度地降低成本，优化服务水平。”“当中断是局部和离散的时候，这可能会起作用，但不对称事件——如气候事件或全球大流行等范围和时间更广的事件——证明，及时的方法需要重新构想。”

“没有办法完全预测重大气候事件，但供应链领导者可以利用他们的内部专业知识，结合大规模的数据和技术谷歌的供应链数字孪生，以便更准确地了解其运营情况，模拟可能的情况，并更好地为天气相关的中断做好准备。”

致力于ESG，同时平衡环境要求和利润。

在阿纳普兰，我们致力于我们的ESG计划建立一条更可持续的道路，为每个人创造一个更公平、更光明的未来。我们知道这是一项艰巨的任务，这就是为什么我们透明领导并开始与像您这样的全球供应链领导者就发展最佳实践进行对话。