Most coverage
Out of the Shadows has the strongest coverage in these notes.
Organization
Organization
RSPO
1 Books1 Highlights12 Themes
RSPO appears across 1 book, with 1 highlight.
Books
Notes
Recurring themes
Codex Planetarius Over Fragmented Certification, Green Premium as Credit Weapon, Palm Oil Productivity Paradox
Start here
Do you think a time will come when Rabobank will only finance commodities that are certified as sustainable? This year, we were the sustainability coordinator of a $2.5 billion revolving credit facility with green featu…
Ask about RSPO
Answers use only the 1 books and 1 highlights on this page.
Highlights
"Do you think a time will come when Rabobank will only finance commodities that are certified as sustainable? This year, we were the sustainability coordinator of a $2.5 billion revolving credit facility with green features. Customers are getting discounts on the interest rates they pay as long as they meet certain sustainability criteria. I suspect that, going forward, companies that aren’t green, or less green, will still get financing, but they’ll have to pay a premium. It’s different for palm oil. The consumer pressure is different. We don’t finance companies that aren’t RSPO members. We may sometimes make an exception if a company isn’t RSPO certified as long as it’s committed to become RSPO certified and has put the correct milestones in place. We can help them on that journey."
Out of the Shadows
Themes
Codex Planetarius Over Fragmented CertificationGreen Premium as Credit WeaponPalm Oil Productivity ParadoxThird-Party Trades to Maintain Procurement LeverageFoxhole Optionality as Margin EngineRun the Crushers Even When Margins BleedToo Small or Too Dangerous for GiantsWeather Obsession Before All Other AnalysisSecrecy as the Core Tradeable AssetMission Statements as Coalition SignalsPrice-Supply Feedback Loop with Time LagBrook Trout Lunches That Reveal Nothing