How climate change affects the economy

Economists generally group climate change's economic effects into two categories:

  1. Physical risk — direct damage from extreme weather (floods, storms, wildfires), and gradual effects like reduced agricultural yields, heat-related productivity loss, and rising sea levels affecting coastal property and infrastructure
  2. Transition risk — the economic cost and disruption of shifting away from fossil fuels, including stranded assets, policy and carbon-pricing changes, and shifts in market demand toward lower-carbon products

Why this matters for businesses

These risks increasingly show up in corporate risk disclosures required under frameworks like TCFD and CSRD, and are a growing factor in supply chain risk management — climate-related disruption to suppliers, logistics, and raw material availability is now treated as a mainstream financial risk, not a peripheral environmental concern.

From risk to strategy

Understanding these economic effects is typically the starting point for building a climate transition plan — since credible plans need to account for both the cost of inaction (physical risk) and the cost of the transition itself (transition risk).

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