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STR
Sustainability
Trends
Report
2021
Site by
Applied Works
Welcome
State of Sustainability
About this report
01
Economy & Finance
1.1
Key trends
1.2
What does “building back better“ really mean?
1.3
Cutting out the greenwash from sustainable investment
02
Natural Solutions
2.1
Key trends
2.2
Regenerative food systems — from fringe to centre-stage
2.3
A raft of natural solutions for net zero and biodiversity
03
Energy
3.1
Key trends
3.2
Accelerating the transition to zero-carbon energy
3.3
New frontiers in energy access
04
Health & Wellbeing
4.1
Key trends
4.2
Wellbeing and mental health in the wake of COVID-19
4.3
New breakthroughs with huge potential to save lives
05
Mobility & Buildings
5.1
Key trends
5.2
Towards the regenerative city
5.3
The race to electrified mobility reaches a tipping point
06
Value Chains & Circularity
6.1
Key trends
6.2
Rethinking value chains for sustainability and resilience
6.3
Signs that the circular economy is finally taking shape
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Welcome
01
Economy & Finance
02
Natural Solutions
03
Energy
04
Health & Wellbeing
05
Mobility & Buildings
06
Value Chains & Circularity
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Welcome
State of Sustainability
Fig. 1
Trends in sustainability-related finance, 2015-20, Generation analysis of data from CB Insights; Bloomberg; BNEF; Reuters; FTSE Russell
Fig. 2
Required level of deployment of different technologies by 2030, index where 2019=100, for a 1.5°C pathway,
McKinsey: "Climate math: What a 1.5-degree pathway would take"
Fig. 3
The 2030 emissions gap,
Climate Action Tracker, May 2021 update.
Fig. 4
CO₂ emissions, change on pre-pandemic level, by country-income level, 2020-21,
Le Quéré, Corinne, Glen P. Peters, Pierre Friedlingstein, Robbie M. Andrew, Josep G. Canadell, Steven J. Davis, Robert B. Jackson, and Matthew W. Jones. "Fossil CO₂ emissions in the post-COVID-19 era." Nature Climate Change 11, no. 3 (2021): 197-199.
Fig. 5
Net-zero targets as a share of global GDP,
IMF World Economic Outlook, April 2021; ECIU Net Zero Tracker
Fig. 6
Focus companies* with medium-term (2026-35) GHG emissions target, 2020,
Climate Action 100+: "2020 Progress Report"
Fig. 7
Red-list index (RLI) species diversity, 1993-2019,
Our World in Data: "Red List Index, 2019"
Fig. 8
Investment volumes in natural solutions, 2016-20, Generation analysis of CB Insights data
Fig. 9
New protests, global, 2019-20,
Carnegie Endowment for International Peace: "Global protest tracker". The chart focuses on "significant protests": sizable street protests that express opposition to the national government as a whole or to its recent policies or actions.
Fig. 10
CO₂ emissions per person, global, by income level, 1960-2019,
World Bank: "CO2 emissions: metric tons per capita"
Fig. 11
Share of board seats filled by directors who are Hispanic, Black, Asian-American, Pacific Islander or Native American, US companies, 2015-20,
New York Times, 15th September 2020: "Diversity Push Barely Budges Corporate Boards to 12.5%, Survey Finds"
Fig. 12
Global ESG quarterly volumes, 2016-20,
Forbes, 18th December 2020: "ESG Investing Came Of Age In 2020 - Millennials Will Continue To Drive It In 2021"
Fig. 13
Website greenwashing,
Screening of websites for 'greenwashing': half of green claims lack evidence. European Commission
Fig. 14
Apparent over-crediting in California's carbon offset market,
Badgley, Grayson, Jeremy Freeman, Joseph J. Hamman, Barbara Haya, Anna T. Trugman, William RL Anderegg, and Danny Cullenward. "Systematic over-crediting in California's forest carbon offsets program." bioRxiv (2021).
01
01
Economy & Finance
1.1 Key trends
Fig. 15
World population in extreme poverty, 1820-2019,
Our World in Data: "Global extreme poverty"
Fig. 16
Annual change in the number of extreme poor, 1992-2020,
World Bank: "Updated estimates of the impact of COVID-19 on global poverty: Looking back at 2020 and the outlook for 2021"
Fig. 17
Stimulus spending per person, by country-income group, 2021, Generation analysis of World Bank and IMF data
Fig. 18
Change in employment relative to pre-pandemic, by neighbourhood type, US, 2020-21,
https://tracktherecovery.org/
Fig. 19
Climate-finance flows, global, 2012-19,
Climate Policy Initiative: "Updated View on the Global Landscape of Climate Finance 2019"
Fig. 20
Government spending as a share of GDP, US, 1960-2020,
Federal Reserve Bank of St Louis, "Government Current Expenditures/Gross Domestic Product"
Fig. 21
Employment by sector, US, 1939-2021,
Federal Reserve Bank of St Louis, "Total Nonfarm Private Payroll Employment"
1.2 What does “building back better“ really mean?
Fig. 22
Fiscal response to COVID-19, as a share of GDP,
Fiscal Monitor Database of Country Fiscal Measures in Response to the COVID-19 Pandemic - accessed June 01 2021, IMF
Fig. 23
Real disposable personal income per person, US, 2016-2021,
Federal Reserve Bank of St Louis, "Real Disposable Personal Income: Per Capita"
Fig. 24
Greenness of stimulus index, February 2021,
Vivid Economics, "Greenness of stimulus index"
Fig. 25
Estimated job-years that could be created by efficiency-related stimulus announcements to date, by efficiency measure,
IEA, "Energy efficiency jobs and the recovery"
Fig. 26
Mortgage deliquencies, auto delinquencies and the unemployment rate, America, during the Great Recession,
FEDS Notes: "Why is the Default Rate So Low? How Economic Conditions and Public Policies Have Shaped Mortgage and Auto Delinquencies During the COVID-19 Pandemic"
Fig. 27
Mortgage deliquencies, auto delinquencies and the unemployment rate, America, during the COVID-19 recession,
FEDS Notes: "Why is the Default Rate So Low? How Economic Conditions and Public Policies Have Shaped Mortgage and Auto Delinquencies During the COVID-19 Pandemic"
Fig. 28
Gross public debt to GDP, 2000-2025,
IMF, "World Economic Outlook Database"
Fig. 29
Glassdoor scores for “culture and values“, US 2015-20,
MIT Sloan Management Review, 28th October 2020, “How Companies Are Winning on Culture During COVID-19“
Fig. 30
US employee-engagement trend, 2000-2020,
Gallup, "U.S. Employee Engagement Rises Following Wild 2020"
Fig. 31
Growth of diversity and inclusion employees, global, 2015-2020,
LinkedIn, "Why the Head of Diversity is the Job of the Moment"
Fig. 32
Share of directors who are female, Russell 3000 companies, 2016-20,
Equilar: "Q4 2020 Equilar Gender Diversity Index"
Fig. 33
Shareholder proposals to make corporate boardroom more diverse, US, 2011-20,
Proxy Preview, "Diversity on the Board"
Fig. 34
Fortune 100 companies which disclosed diversity metrics, %, 2017-20,
EY, "Four ESG highlights from the 2020 proxy season"
Fig. 35
Share of workforce that can work from home, by country type, 2021,
Pérez, Sergio Torrejón, Marta Fana, Ignacio González-Vázquez, Enrique Fernández-Macías, Shinnosuke Kikuchi, Sagiri Kitao, Minamo Mikoshiba, Zsoka Koczan, and Alexander Plekhanov. "Working from home: Estimating the worldwide potential."
1.3 Cutting out the greenwash from sustainable investment
Fig. 36
ESG quarterly volumes, global, 2016-20,
Forbes, 18th December 2020, "ESG Investing Came Of Age In 2020 - Millennials Will Continue To Drive It In 2021"
Fig. 37
Sustainable bond issuance, global, 2015-20,
Climate Bonds Initiative, "Sustainable debt: Global state of the market"
Fig. 38
Share of global emissions covered by carbon-pricing, global, 1990-2021,
World Bank, "Carbon Prices now Apply to Over a Fifth of Global Greenhouse Gases"
Fig. 39
Global carbon prices, selected countries/territories, 2021,
World Bank, "State and Trends of Carbon Pricing 2021"
Fig. 40
S&P 500 energy-sector weight, 1989-2020,
Wall Street Journal, August 25th 2020, "Exxon’s Departure From Dow Highlights Market’s Retreat From Energy Bets"
Fig. 41
Microsoft’s pathway to carbon negative by 2030,
Microsoft, "Microsoft will be carbon negative by 2030"
Fig. 42
Shareholder votes on requiring climate-risk disclosures, 2016-20,
Morningstar, "How Big Fund Families Voted on Climate Change: 2020 Edition"
Fig. 43
Climate Action 100+, net-zero company assessments,
Climate Action 100+, "Climate Action 100+ issues its first-ever net zero company benchmark of the world’s largest corporate emitters"
Fig. 44
Investment in climate solutions, versus investment needed each year in a 1.5°C scenario ($bn),
Climate Policy Initiative, "Updated view on the Global Landscape of Climate Finance 2019"
Fig. 45
Applying ESG considerations to smart beta strategy, by region, %,
FTSE Russell, "Implementation and evaluation of ESG considerations"
Fig. 46
ESG ratings, select companies, by different raters,
Adapted from Dimson, Elroy, Paul Marsh, and Mike Staunton. "Divergent ESG ratings." The Journal of Portfolio Management 47, no. 1 (2020): 75-87.
02
02
Natural Solutions
2.1 Key trends
Fig. 47
Land and ocean temperature anomaly, global, 1850-2020,
Berkeley Earth, "Global Temperature Report for 2020"
Fig. 48
Share of studies showing negative effects of pesticides, by taxa, 2021 estimate,
Gunstone, Tari, Tara Cornelisse, Kendra Klein, Aditi Dubey, and Nathan Donley. "Pesticides and Soil Invertebrates: A Hazard Assessment." Frontiers in Environmental Science 9 (2021): 122.
Fig. 49
Global interest in “nature-based solutions“, 2010-2021,
Google Trends
Fig. 50
Scientific articles about nature-based solutions, 2002-18,
Dick, J., Carruthers-Jones, J., Carver, S. et al. How are nature-based solutions contributing to priority societal challenges surrounding human well-being in the United Kingdom: a systematic map. Environ Evid 9, 25 (2020). https://doi.org/10.1186/s13750-020-00208-6
Fig. 51
Number of entities using “regenerative agriculture“, global, 2005-19,
HowGood
Fig. 52
Grower familiarity with regenerative agriculture,
LEK, “Regenerative Agriculture Spreads Its Roots“
Fig. 53
Behavioural changes regarding food, US, 2020-21,
Food Insight, "2021 Food & Health Survey"
Fig. 54
Investment in natural-solutions companies, 2016-20, Generation analysis of CB Insights data
Fig. 55
Carbon-sequestration potential from mangrove restoration, top five countries, 2020,
Earth Security, "Financing the earth's assets: The case for mangroves as a nature-based climate solution"
2.2 Regenerative food systems — from fringe to centre-stage
Fig. 56
Prevalence of overweight, by country income group, 1990-2020,
World Bank
Fig. 57
Anemia in women of reproductive age, global, 1990-2019,
Our World in Data, "Micronutrient Deficiency"
Fig. 58
Behavioural changes due to income loss in 2020, US,
foodinsight.org
Fig. 59
Global land use for agriculture across different diets, latest data,
Our World in Data, "If the world adopted a plant-based diet we would reduce global agricultural land use from 4 to 1 billion hectares"
Fig. 60
Global greenhouse-gas emissions by economic sector, %,
EPA, "Global Greenhouse Gas Emissions Data"
Fig. 61
What are the drivers of tropical deforestation?,
Our World in Data, "Cutting down forests: what are the drivers of deforestation?"
Fig. 62
Food and beverage deals and financing, global, 2017-21, CB Insights
Fig. 63
Investment in alternative proteins, global, 2010-20,
Good Food Institute, "State of the Industry Report: Plant-Based Meat, Eggs, and Dairy"
Fig. 64
Annual growth in spending on food, organic and total, US, 2010-20,
Fertoz, "The Organic Trade Association Report High Demand for Organic Foods in 2020"
Fig. 65
Growth of plant-based foods, US, 2020,
Good Food Institute, "Plant-based food retail sales reach $7 billion"
Fig. 66
Sales growth of plant-based and animal-based meats, 2020,
Good Food Institute, "U.S. plant-based meat sales growth accelerates despite Covid-19"
Fig. 67
Changes to eating and food preparation due to COVID-19, US,
International Food Information Council, "2021 Food & Health Survey"
Fig. 68
Compound annual growth rate in beef production, 1971-2018,
Generation analysis of FAO/OECD data
2.3 A raft of natural solutions for net zero and biodiversity
Fig. 69
Abatement potential of natural climate solutions by 2030, global,
WEF/McKinsey, “Nature and net zero“
Fig. 70
Voluntary carbon credits retired by project type, 2010-20,
WEF/McKinsey, "Nature and net zero"
Fig. 71
Share of studies on BECCS demonstrating negative effects, by type of impact,
Oil Change International and Reclaim Finance, "NGFS scenarios: Guiding finance towards climate ambition or climate failure?"
Fig. 72
Investment volumes in natural solutions, 2016-20, Generation analysis of CB Insights data
Fig. 73
Media mentions of “bio-based” and similar terms, 2016-21, CB Insights
Fig. 74
Global production capacities of bioplastics, 2019-25,
European Bioplastics, "Bioplastics market data"
Fig. 75
Overseas development aid funding for nature-based solutions for adaptation, 2012-18,
World Resources Institute, "Public international funding of nature-based solutions for adaptation: a landscape assessment"
Fig. 76
Funding for nature-based adaptation, received by region, 2012-18,
World Resources Institute, "Public international funding of nature-based solutions for adaptation: a landscape assessment"
03
03
Energy
3.1 Key trends
Fig. 77
Emissions from developed fossil-fuel reserves, compared with carbon budgets within range of Paris goals,
Oil Change International; Reclaim Finance, “NGFS scenarios: guiding finance towards climate ambition or climate failure?“
Fig. 78
Global-warming projections to 2100,
Climate Action Tracker, "Climate summit momentum: Paris commitments improved warming estimate to 2.4°C"
Fig. 79
Clear steps to a 1.5°C world were set out by the IEA for the first time,
IEA, "Net Zero by 2050"
Fig. 80
Cities with net-zero targets,
NewClimate Institute; Data-Driven EnviroLab, "Navigating the nuances of net-zero targets"
Fig. 81
CO₂ emissions from fossil fuel and industrial purposes in China, 2014-21,
Carbon Brief: "Analysis: China’s CO2 emissions surged 4% in second half of 2020"
Fig. 82
Change in emissions of CO₂, daily, global, 2020,
Le Quéré, Corinne, Robert B. Jackson, Matthew W. Jones, Adam JP Smith, Sam Abernethy, Robbie M. Andrew, Anthony J. De-Gol et al. "Temporary reduction in daily global CO₂ emissions during the COVID-19 forced confinement." Nature Climate Change 10, no. 7 (2020): 647-653.
Fig. 83
Coal consumption, global, 1965-2019,
BP, "Statistical Review of World Energy"
Fig. 84
Capacity of wind and solar energy, global, 2000-25,
Carbon Brief, based on IEA data, ‘Exceptional new normal’: IEA raises growth forecast for wind and solar by another 25%
Fig. 85
Energy-supply capex, by type, global, 2010-21,
Goldman Sachs: "Carbonomics: the green engine of global recovery"
Fig. 86
Early ‘take-off’ for clean hydrogen,
Energy Transitions Commission, "Making the Hydrogen Economy Possible: Version 1.0 April 2021 Accelerating Clean Hydrogen in an Electrified Economy"
Fig. 87
Disposable income and energy use per person, US, 1960-2019, Generation analysis of World Bank and Federal Reserve Bank of St Louis data
Fig. 88
CO₂ emissions per person, selected countries, 1960-2020,
World Bank, "CO2 emissions (metric tons per capita"
3.2 Accelerating the transition to zero-carbon energy
Fig. 89
Total installed cost of energy, by technology, 2010-20,
IRENA, "Global LCOE and Auction values"
Fig. 90
Global primary energy consumption by source, 1800-2019,
Our World in Data, "Global primary energy consumption by source", based on Vaclav Smil and BP Statistical Review of World Energy.
Fig. 91
Wind-power deployments, UK, 2001-25,
Offshore Energy, November 17th 2020, "UK offshore sector needs collaboration to capitalize on renewable energy"
Fig. 92
CO₂ emissions, UK, 1850 to 2020,
Caron Brief, "Analysis: UK is now halfway to meeting its ‘net-zero emissions’ target"
Fig. 93
Energy-transition investment, global, 2004-20,
BNEF, "Energy Transition Investment Trends"
Fig. 94
Energy-storage market, capacity growth rate, Europe, 2015-21,
Renewables Now, March 23rd 2021, "European energy storage to see strong growth in 2021"
Fig. 95
Research, development and design (RD&D) in energy storage, rich countries, 2000-19,
Generation analysis of OECD and IEA data
Fig. 96
Share of low-carbon sources and coal in world electricity generation, 1971-2021,
IEA, "Share of low-carbon sources and coal in world electricity generation, 1971-2021"
Fig. 97
Electricity production by type, EU, 2010-20,
EU Power Sector in 2020, Ember and Agora Energiewende
Fig. 98
China's projected non-fossil power generation by source, 2015-2030,
Carbon Brief, "Analysis: China’s new 2030 targets promise more low-carbon power than meets the eye"
Fig. 99
Wind-power additions, China, 2000-20,
Bloomberg, 20th January 2021, "China blows past clean energy record with wind capacity jump"
Fig. 100
Industrial coal consumption, US, 2014-2020,
EIA, "Current Issues & Trends"
Fig. 101
Electricity generation, US, by fuel type, 2010-20,
Statista, "Distribution of electricity generation in the United States from 2007 to 2020, by fuel type"
Fig. 102
Coal-power additions and retirements, global, 2000-20,
Global Energy Monitor coal plant tracker
Fig. 103
Coal phase-out timelines in European countries,
Europe Beyond Coal: "Overview: National coal phase-out announcements in Europe"
Fig. 104
Coal consumption, Indonesia, 1965-2019,
BP, "Statistical review of world energy"
Fig. 105
Demand for pure hydrogen, global, 1975-2020,
IEA, "Global demand for pure hydrogen, 1975-2018"
Fig. 106
Research, development and design (RD&D) in hydrogen, rich world, 2004-19,
Generation analysis of OECD and IEA data
3.3 New frontiers in energy access
Fig. 107
Population without access to electricity in Africa, 2000-2020,
IEA, "Population without access to electricity in Africa, 2000-2020"
Fig. 108
Households with air-conditioning units, latest data,
IEA, "Percentage of households equiped with AC in selected countries, 2018"
Fig. 109
Global air-conditioner stock, 1990-2050,
IEA, "The future of cooling"
Fig. 110
Access to electricity (% of population), 2000-19,
World Bank, "Access to electricity (% of population)"
Fig. 111
Share of total expenditure devoted to gasoline and energy, US, 1929-2020, Generation analysis of BEA data
Fig. 112
Share of people with access to clean cooking fuel, global, 2000-20,
Generation analysis of IEA, "Report extract Access to clean cooking"
Fig. 113
Death rate from indoor air pollution, 1990-2020,
Our World in Data, "Indoor air pollution"
Fig. 114
Capital flows to off-grid solar, 2012-20,
GOGLA, "2020: Off-grid solar investment remains robust during COVID-19 pandemic"
Fig. 115
Corporate investment into off-grid energy access companies, pre-2010-2019,
Wood Mackenzie; Energy 4 Impact, "Strategic investments in off-grid energy access"
Fig. 116
Africa’s current and predicted energy mix, 2019 and 2030,
Alova, Galina, Philipp A. Trotter, and Alex Money. "A machine-learning approach to predicting Africa’s electricity mix based on planned power plants and their chances of success." Nature Energy 6, no. 2 (2021): 158-166.
Fig. 117
Energy investments, Belt and Road Initiative, 2014-20 (first half only),
Green BRI Centre, "Brief: Investments in the Chinese Belt and Road Initiative (BRI) in 2020 during the Covid-19 pandemic"
04
04
Health & Wellbeing
4.1 Key trends
Fig. 118
Risk ratios for mortality, pandemic time vs non-pandemic time, California,
Chen, Yea-Hung, Maria Glymour, Alicia Riley, John Balmes, Kate Duchowny, Robert Harrison, Ellicott Matthay, Kirsten Bibbins-DomingoChen et al., Excess mortality associated with the COVID-19 pandemic among Californians 18–65 years of age, by occupational sector and occupation: March through October 2020
Fig. 119
Average life expectancy at age 25, US, women, by race, 1990-2018,
Anne Case and Angus Deaton, "Life expectancy in adulthood is falling for those without a BA degrees, but as education gaps have widened, racial gaps have narrowed", PNAS, 2021.
Fig. 120
Health spending relative to GDP, global, by country-income level, 2000-2018,
World Bank, "Current health expenditures (% of GDP)"
Fig. 121
Reports of postponing medical care due to costs, US, 2001-19,
Gallup, "More Americans delaying medical treatment due to cost
Fig. 122
Life expectancy at birth, selected countries, 1960-2019,
World Bank, "Life expectancy at birth"
Fig. 123
Change in life expectancy at birth, years, US, 2019-20,
NPR, "American Life Expectancy Dropped By A Full Year In 1st Half Of 2020"
Fig. 124
Earnings calls mentions of telehealth, 2016-20, Generation analysis of CB Insights data
Fig. 125
Mental-wellness app sessions, global, 2017-20,
Apptopia, "Calm records 120% more app sessions than Headspace during quarantine"
Fig. 126
Reduction in efficacy of different vaccines against COVID-19 variants,
Covid Data Review
Fig. 127
COVID-19 vaccine doses administered per 100 people, 30 June 2021,
Our World in Data
4.2 Wellbeing and mental health in the wake of COVID-19
Fig. 128
Prevalence of moderate to severe symptoms of mental illness, Great Britain, 2019-2020,
Office for National Statistics, "Coronavirus and depression in adults, Great Britain: June 2020"
Fig. 129
Prevalence of symptoms of mental illness as a result of the pandemic, global, 2020,
IPSOS Mori, "The COVID-19 pandemic's impact on workers' lives"
Fig. 130
American adults reporting symptoms of anxiety disorder and/or depressive disorder, 2019-2021,
Kaiser Family Foundation, "The Implications of COVID-19 for Mental Health and Substance Use"
Fig. 131
Learners impacted by national school closure, 2020,
UNESCO, "Education: From disruption to recovery"
Fig. 132
Suicide rate, Queensland, 2015-20,
Leske, Stuart, Kairi Kõlves, David Crompton, Ella Arensman, and Diego De Leo. "Real-time suicide mortality data from police reports in Queensland, Australia, during the COVID-19 pandemic: an interrupted time-series analysis." The Lancet Psychiatry 8, no. 1 (2021): 58-63.
Fig. 133
Percentage of people affected by depression with various illnesses, UK,
NHS, "A call to action: achieving parity of esteem: transformative ideas for commissioners"
Fig. 134
Mental and physical health, contribution to morbidity and expenditure, UK, NHS
Fig. 135
Mental-health expenditure (as share of total health expenditure) and gross national income,
WHO, "Mental Health Atlas 2017"
Fig. 136
“What would you say is the single-biggest health issue facing the nation?“, US, 2012-20,
Research America ,“The impact on mental health during a pandemic“
Fig. 137
Mental-health funding and deal count, Q4'17-Q3'20,
CB Insights, "State Of Healthcare Q3’20 Report: Sector And Investment Trends To Watch"
Fig. 138
Top focus areas for employee wellbeing, 2021,
Wellbeing 360, "2021 Employee Wellbeing Survey – Employer Healthcare Strategies For Better Workplace Wellness"
Fig. 139
Programmes employers have in place to improve employee wellbeing,
HR Executive, "How employers are rethinking employee wellbeing"
4.3 New breakthroughs with huge potential to save lives
Fig. 140
Number of countries using vaccine, by type of vaccine, March 2021,
BBC, 11th June 2021, "Covax: How many Covid vaccines have the US and the other G7 countries pledged?"
Fig. 141
Number of mRNA vaccine programmes, as of December 2020,
PharmaIntelligence, "To infinity and beyond: how far can mRNA vaccine technology go?"
Fig. 142
mRNA clinical trials are trending up.,
clinicaltrials.gov
Fig. 143
ALPS Medical Breakthroughs ETF price, 2020-21,
ETF Trends
Fig. 144
Reported and estimated polio cases, globally, 1980-2020,
Our World in Data, "Polio"
Fig. 145
Median free-modelling accuracy, 2006-20,
Deepmind, "AlphaFold: a solution to a 50-year-old grand challenge in biology"
Fig. 146
Patent filings relating to “liquid biopsy“, global, 2000-21,
Generation analysis of Google Patents
Fig. 147
Monthly news mentions, direct-to-consumer health, 2015-19,
CB Insights, "9 Direct-To-Consumer Telehealth Startups To Watch"
Fig. 148
Personalised medicines as share of total FDA approvals, 2015-20,
Personalized Medicine Coalition, "Personalized Medicines Top One-Third of All New Drug Approvals in 2020 for Third Time in Last Four Years"
05
05
Mobility & Buildings
5.1 Key trends
Fig. 149
Share of population living in cities, by country-income level, 1960-2019,
Generation analysis of World Bank data
Fig. 150
Footfall in cities, global, 2020,
FT, 15th October 2020, "From peak city to ghost town: the urban centres hit hardest by Covid-19"
Fig. 151
Job postings, Paris, 2020-21,
Indeed, "After the Boom? COVID-19 and European City Labour Markets"
Fig. 152
Public company transcripts mentioning working from home, 2009-20,
Vox, "How coronavirus could force the work-from-home movement"
Fig. 153
Visits to parks, America, 2020-21,
Generation analysis of Google/Our World in Data data
Fig. 154
Rental index for 12 largest metro areas, by density group, 2019-20,
Arjun Ramani and Nicholas Bloom, "The doughnut effect of COVID-19 on cities"
Fig. 155
Changes to time spent at home, selected countries, 2020,
IEA, "Changes to average time spent at home over selected countries, Feb-Oct 2020"
Fig. 156
Transport use, New York, 2020,
FT, 16th November 2020, "New York and the crisis in mass transit systems"
Fig. 157
Transport usage, by type, Britain, 2020-21,
Department for Transport, "Transport use during the coronavirus (COVID-19) pandemic"
Fig. 158
NO₂ concentrations and mortality from COVID-19, Italian and Spanish regions, 2020,
Ogen, Yaron. "Assessing nitrogen dioxide (NO₂) levels as a contributing factor to coronavirus (COVID-19) fatality." Science of the Total Environment 726 (2020): 138605.
Fig. 159
Annual reductions in negative health outcomes from 100% medium- and heavy-duty ZEV sales by 2040, US,
EDF, "Clean Cars, Clean Air, Consumer Savings"
5.2 Towards the regenerative city
Fig. 160
How long does it take to walk/cycle to essential amenities?,
Arup, "The fifteen minute vision: Future proofing our cities"
Fig. 161
New cycling and liveable-streets projects, Europe, 2020-21,
ECF, "COVID-19 Cycling Measures Tracker"
Fig. 162
Walkability score and price indices, 2000-21,
wealthmanagement.com, "Investors Have Backed Away from “Walkability” in Making Multifamily Plays"
Fig. 163
Change in global final energy consumption by fuel in the “home-working” scenario,
IEA, "Change in global final energy consumption by fuel and CO2 emissions in the “home-working” scenario"
Fig. 164
Relationship between population density and transport emissions, global cities, latest available data,
Our World in Data, "Transport CO₂ emissions vs. population density of cities"
Fig. 165
Global energy-related CO₂ emissions by sector,
Architecture 2030, "Buildings generate nearly 40% of annual global GHG emissions"
Fig. 166
Annual rate of building renovation, Europe, different scenarios,
BPIE, "The road to carbon neutrality"
Fig. 167
UK heatpump installation rates needed to meet net-zero goals,
Climate Change Committee, "Development of trajectories for residential heat decarbonisation to inform the Sixth Carbon Budget (Element Energy)"
Fig. 168
Public and private investment in buildings, 2016-20, Generation analysis of CB Insights data
Fig. 169
Net-zero buildings, US and Canada, 2012-20,
New Buildings Institute, “2020 Getting to Zero Buildings List“
Fig. 170
Real research, design and development (RD&D) spending on building design and envelope in the OECD, 2010-19,
Generation analysis of OECD/IEA data
5.3 The race to electrified mobility reaches a tipping point
Fig. 171
Stock of electric vehicles, global, 2010-20,
IEA, "Global electric passenger car stock, 2010-2020"
Fig. 172
Availability of electric-car models*, Europe,
Statista, "Electric Car Models Set To Triple In Europe By 2021"
Fig. 173
EV share of annual vehicle sales by segment, 2020-40,
BNEF, "Electric Vehicle Outlook 2020"
Fig. 174
Sales of plug-in electric vehicles, 2018-20,
EV Volumes data
Fig. 175
Global plugin vehicle leaders, H1 2020,
CleanTechnica, "Global plugin vehicle leaders"
Fig. 176
Number of vehicle-charging stations, global, 2011-20,
Business Wire, "Global EV Charging Stations to Skyrocket by 2020, IHS Report Says"
Fig. 177
Volume-weighted average pack and cell price split (2020$/kWh), 2013-20,
Phillip CFD
Fig. 178
Total vehicle cost comparison, global, 2019-35,
Roskill, "Automotive: Increasing CO2 compliance cost could help some auto OEMs reach BEV-ICE price parity by 2023"
Fig. 179
Investments in electrified transport, global, 2016-20,
Bllomberg, 19th January 2021, "Spending on Global Energy Transition Hits Record $500 Billion"
Fig. 180
Electrically propelled aviation developments, 2009-19,
Roland Berger, "The number of electrically propelled aircraft developments grew by ~30% in 2019"
06
06
Value Chains & Circularity
6.1 Key trends
Fig. 181
Value of global exports, 1948-2020,
World Trade Organisation, "Trade and tariff data"
Fig. 182
PMI cost indices (>50 = expansion), various regions, 2009-20,
Merril, "Global economic viewpoint"
Fig. 183
Inventory-to-sales ratio, US retailers, 1992-2021,
Federal Reserve Bank of St Louis, "Retailers: Inventories to Sales Ratio"
Fig. 184
Global price of copper, 1990-2021,
Federal Reserve Bank of St Louis, "Global price of copper"
Fig. 185
Global price of nickel, 2016-2021,
Federal Reserve Bank of St Louis, "Global price of nickel"
Fig. 186
Growth in demand for minerals under SDS, 2040 relative to 2020,
IEA, "The role of critical minerals in clean energy transitions"
Fig. 187
“Did you make the following behavioural changes during the pandemic?“, %,
McKinsey, "Survey: Consumer sentiment on sustainability in fashion"
Fig. 188
Survey respondents who consider environmental impact of products more because of COVID-19, by generation,
GlobalData, "Carbon-neutral snack foods will appeal to post-pandemic consumers, says GlobalData"
Fig. 189
Search interest for "sustainability", global, 2005-21, Generation analysis of Google Trends data
Fig. 190
Online retail sales, US, 2000-20,
Federal Reserve Bank of St Louis, "E-Commerce Retail Sales"
Fig. 191
Websites with misleading claims on the environment, 2020,
European Commission, "Screening of websites for ‘greenwashing': half of green claims lack evidence"
Fig. 192
The plastic waste makers index,
Minderoo Foundation
6.2 Rethinking value chains for sustainability and resilience
Fig. 193
Private investment into sustainable value chains and circular economy, 2016-20, Generation analysis of CB Insights data
Fig. 194
Mentions of “resilience“ in earnings calls, 2016-20,
CB Insights, “Chief Prepper Officer: Building Corporate Resilience In 2021“
Fig. 195
Deforestation-related commitments in commodity supply chains, 2012-20,
New York Declaration on Forests (NYDF), "Eliminating deforestation from agricultural commodities"
Fig. 196
Corporate purchase-power agreements, global, 2010-2020,
BNEF, "Corporate Clean Energy Buying Grew 18% in 2020, Despite Mountain of Adversity"
Fig. 197
Import-to-output ratio, US, 2008-19,
Colliers, "Back to the Shores | Reshoring and Onshoring"
6.3 Signs that the circular economy is finally taking shape
Fig. 198
Circular economy policies,
Chatham House, circulareconomy.earth
Fig. 199
Gross value added of circular-economy sectors, Europe, 2011-19,
Generation analysis of Eurostat data
Fig. 200
Circular material use rate, EU, 2004-19,
Generation analysis of Eurostat data
Fig. 201
Increase in online shopping/takeout during pandemic,
World Economic Forum, “Plastics in a time of COVID-19 pandemic: protector or polluter?“
Fig. 202
Search interest for “plastic container“, global, 2004-20, Generation analysis of Google Trends
Fig. 203
The fate of plastic waste, US, 1960-2018,
ScienceNews, 27th January 2021, "Chemists are reimagining recycling to keep plastics out of landfills"
Fig. 204
Plastic prices, US, 1977-2021,
Federal Reserve Bank of St Louis, "Producer Price Index by Industry: Plastics Material and Resins Manufacturing"
Fig. 205
Number of outstanding bonds with a circular-economy focus, 2018-20,
Ellen Macarthur Foundation, "Financing the circular economy"
Fig. 206
Number of private-market funds with a circular-economy focus, 2016-20,
Ellen Macarthur Foundation, "Financing the circular economy"
Fig. 207
Market size estimates for resale sector,
thredUP, "2021 Resale Report"
Fig. 208
Market value of fashion product types, US, 2009-29,
thredUP, "2020 Resale Report"
Fig. 209
Global search interest in "used goods", 2005-21, Generation analysis of Google Trends
Fig. 210
Battery demand for electric vehicles, 2012-19,
World Economic Forum