Ask the Climate Expert
by Dr. Mark C. Trexler
January 2006


What’s the best argument to use to convince my company to engage on the climate change issue as a business matter?
Source: Dr. Mark C. Trexler  

A great question, one that we're hearing more and more people ask. Unfortunately, it's a question that can be frustratingly difficult to answer. What can happen is that as an internal proposal on climate change action works its way up the management chain, someone starts asking questions like:
 
  • What if countries default on their Kyoto obligations?
     
  • When will we have a material cap-and-trade program in the United States?
     
  • Without the United States, will Kyoto survive post-2012?
     
  • What's a reliable estimate of CO2 credit prices going forward?
These questions probably won't be raised if you're talking about measures that are as much focused on public relations as they are on risk or opportunity management. But if you're talking about proposals that involve putting capital at risk -- whether to hedge future regulatory risk or to take advantage of a perceived business opportunity -- concerns such as these become more likely.

It is difficult to provide a convincingly rigorous answer to these questions. In the absence of clear policies and mandates (e.g. a national cap-and-trade system), the risks and opportunities facing companies in the climate change arena are usually (at the very least) debatable. This makes it easy to argue that "it’s too soon to move, let’s wait." We’re increasingly realizing that by the time an internal entrepreneur runs into the kinds of questions listed above, he or she already faces a distinctly uphill battle within the company.

But there is good news:
 
  1. It makes a lot of sense for internal entrepreneurs to promote the kinds of risk and opportunity management strategies that we increasingly see them suggesting to company decisionmakers. There are strategies that can be very effective in positioning companies for the climate change issue, and they often don’t require putting a lot of capital at risk.

     
  2. There’s a way to avoid having these difficult questions cropping up at the point management reviews a proposal. It does involve more upfront work to lay the foundation for internal decisionmaking on climate change. For example, what the internal entrepreneur really needs initially is guidance on the following question: What do we as a company want to assume about the future of the climate change issue, and our positioning for it?

     
    • Do we want to assume that the issue of climate change will disappear?

       
    • Do we want to assume that climate policy will "stay the course" over time, with a wide variety of domestic and international measures being pursued, even if individual measures don’t succeed and even if we don’t necessarily prevent climate change?

       
    • Do we want to assume that public policy ultimately will reflect the prevailing science and that dramatic emissions reduction mandates will be imposed?
Getting corporate management to answer these questions in a way that supports an entrepreneur’s business proposal up-front, is a much better way to get such a proposal approved than waiting and trying to convincingly answer the questions posed at the outset. In effect, climate business initiatives require much more "foundation laying" for management decisionmaking than many other business issues do.

The good news is that the "foundation laying" can be done, and it can be done successfully! It’s exciting to see how much interest there is now within major companies to move forward on climate change. The challenge is to translate that interest into a solid "business case" for action. We’re finding that laying a foundation first makes it a lot easier.

The specifics of the "business case" will vary radically from company to company, depending on industry sector, risk profile, and many other variables. So there’s no simple answer to exactly what the business case should look like. The key point is that there are many convincing businesses cases to be made. And that’s the good news!

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Dr. Mark C. Trexler has more than 25 years of energy and environmental experience, and has focused on global climate change since joining the World Resources Institute in 1988. He is now president of Trexler Climate + Energy Services, which provides strategic, market, and project services to clients around the world.

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