Research

Research from the desk.

Flagship whitepapers, regulatory briefs, and applied case studies, published as we run them, physical and transition risk always translated into financial terms.

Flagship Whitepapers

The deep, definitive studies, full sector or scenario coverage, gated for download once published.

Flagship Study

We Ran 21 Global Industries Through Every Climate Scenario

A coal power plant in Germany breaks even on carbon costs at $27/tonne — the EU price today is $65. The full sector-by-sector break-even map, from coal power to oil refining.

Read the full brief

Flagship Whitepaper

Dynamic Life Cycle Assessments & ISO 14067 Data Assurance

How to build audit-ready LCAs that hold up under both ISO 14067 assurance and financial disclosure scrutiny.

In development, notify me when it publishes

Regulatory & Compliance Briefs

Short, practical reads on what a specific disclosure regime actually requires.

Regulatory & Compliance Brief

IFRS S2 Readiness: A Practical Checklist for Reporting Teams

What a reporting team actually needs in place before first disclosure, beyond the standard's text.

In development, notify me when it publishes

Regulatory & Compliance Brief

CSRD & Physical Risk: What the ESRS Actually Requires

Where the ESRS climate disclosures demand asset-level physical risk data, and where a narrative still passes.

In development, notify me when it publishes

Applied Case Studies

Real events and real portfolios, run through the engine and translated into financial terms.

Physical & Transition Risk

Physical & Transition Risk · Japan · September 2026 · 30 Sept 2026 · 7 min read

The Loud Risk and the Quiet One: Typhoon Dujuan, the Super El Niño and Japan's Power Coast

Typhoon Dujuan broke Tokyo's rainfall records. For the power plants that ring Tokyo Bay, our engine finds the bigger financial exposure is not the storm.

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Physical Risk

Physical Risk · South & Southeast Asia · 24 Aug 2026 · 12 min read

The Supply Chain Tax

In April 2024 a heat dome settled over South and Southeast Asia and did not move for three weeks. What that costs a global supply chain, quantified.

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Physical Risk

Physical Risk · India · 21 Aug 2026 · 10 min read

The Productivity Tax

In May 2024, temperatures crossed 45°C simultaneously across Rajasthan, Uttar Pradesh, and Haryana. The labor-productivity cost of that heatwave, modelled.

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Physical Risk

Physical Risk · South Asia · Agricultural Finance · August 2026 · 13 Aug 2026 · 10 min read

The Financial Anatomy of a Monsoon Deficit

What happens to global markets when India's rain fails — a deep dive into agricultural credit exposure under a shifting monsoon.

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Macro Risk

Macro Risk · 13 Aug 2026 · 9 min read

The Financial Anatomy of a Super El Niño

What the physical parameters of a super El Niño tell investors — before the headlines catch up.

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Sector Deep Dive

Sector Deep Dive · Luxury Goods · 20 Jul 2026 · 9 min read

Assessing Physical and Transition Climate Risk in Luxury Goods: Kering Group

Physical and transition risk across a luxury goods supply chain, quantified asset by asset.

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Sector Deep Dive

Sector Deep Dive · Beverages · 15 Jul 2026 · 10 min read

Assessing Physical and Transition Climate Risk in Beverages: Carlsberg Group

A CRFM deep dive into water stress and carbon transition exposure across a global brewer's asset base.

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Sector Deep Dive

Sector Deep Dive · Manufacturing · 15 Jul 2026 · 9 min read

Assessing Physical and Transition Climate Risk in Manufacturing: Michelin Group

A CRFM deep dive into physical and transition exposure across a global manufacturing footprint.

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Sector Deep Dive

Sector Deep Dive · Agriculture · 15 Jul 2026 · 8 min read

Assessing Physical and Transition Climate Risk in Agriculture: European Olive Oil Cooperatives

Physical risk quantification for one of Europe's most climate-exposed agricultural sectors.

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For the full text of any brief, early access to a whitepaper still in development, or to discuss commissioning sector-specific research, contact the research desk at shri@climrisk.io.