Integrated Report / JSL 2021 slide image

Integrated Report / JSL 2021

JSL INTEGRATED REPORT / JSL 2021 ENTENDER PARA ATENDER INTRODUCTION JSL PLANNING AND FUTURE PEOPLE AND CULTURE BUSINESS IMPACT ENVIRONMENTAL MANAGEMENT CLIMATE CHANGE: OUR APPROACH FINANCIAL PERFORMANCE GRI AND SASB SUMMARY ASSURANCE REPORT < > CLIMATE CHANGE GRI 201-2, TCFD - STRATEGY (A) (B) CLIMATE-RELATED RISKS AND FINANCIAL IMPACTS Type of Risk transition risk Sector / Geographical Area region Potential Impact Time horizon Probability Impact Magnitude Estimated Financial Impact Explanation of the Financial Impact Cost of risk response Political and Legal Regulation of carbon pricing mechanisms in Brazil • Products and services; • Adaptation and mitigation activities; Investment in research and development; • Acquisitions or divestments INCREASE IN DIRECT COSTS. Currently, there is no carbon pricing policy in Brazil. However, it is possible that this mechanism will be established in the coming years, following international climate policy negotiations. In this scenario of carbon tax collections on Greenhouse Gas (GHG) emissions from burning fossil fuels, the company will either have to pay additional compliance costs or seek to reduce emissions. Between R$ 19,396,597.00 and Long Probable High term R$ 116,379,582.00 Among the goals of the Sustainable Development Goals (SDGs) we have as one of the priorities until 2030 the fight against climate change. Carbon pricing is seen as an alternative to the problem, however, in Brazil, currently, there is no pricing policy. Therefore, the PMR Brazil studies were taken as a reference - the PMR (Partnership for Market Readiness) represents the alliance of 30 countries and is managed by the World Bank - which indicates the value of USD10 (R$50.00) per ton of carbon emitted and the price of allowances from the EU ETS (European Union Emissions Trading System) which indicates the value of USD 60 (R$ 300.00). The cost of taxation on tons of carbon directly emitted by the Company was considered of Scope 1 and 2 nature, based on research carried out on the operational model of carbon taxation systems implemented in the international scenario and national studies. Thus, for the purpose of identifying the potential direct financial impact that a possible carbon tax could have on JSL, a hypothetical cost in the range of R$50.00 to R$300.00 per ton of carbon was adopted. In 2021, the company issued 387,931.94 (scope 1+ 2), when simulating the implementation of a possible carbon tax system, the cost varies between R$ 19,396,597.00 and R$ 116,379,582.00. R$ 410,000,000.00 Mitigation and Adaptation Measures As a response to this risk, the Company sees the need to implement emission mitigation initiatives to address this risk within the scope of Scope 1 emissions (where emissions from fuel purchases are allocated), with the objective of reducing the total balance of the carbon tax to be paid in a possible carbon taxation scenario (tax system that prices the Companies' Scope 1 and 2 emissions. One of the main mitigation measures is the replacement of combustion vehicles with electric vehicles, using vehicles powered by less polluting fuels such as natural gas and biomethane, in part of the fleet, in addition to telemetry in all vehicles, in order to encourage less fuel burn and consequent reduction in emissions. This scenario would imply an investment of R$410 million over the next 10 years. 100
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