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Intelligence for Better Decision Making
Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.
Kế hoạch thu phí khí thải tàu biển đổ bể vì ông Trump
The ship emission fee plan collapses because of Mr. Trump
VN Express | Local Language | News | Oct. 20, 2025 | Regulation
On October 17, the International Maritime Organization (IMO) failed to approve regulations establishing a global carbon fee for ships, a plan initially supported by major maritime nations earlier in 2025. The fee, which could have reached up to $480 per ton of carbon emissions, was expected to be formally adopted at the IMO's London meeting but was postponed indefinitely after the Trump administration pressured countries to oppose it. The U.S. threatened to ban ships from U.S. ports and restrict visas for UN members that supported the fee. Donald Trump publicly urged countries to vote against the measure, calling it a "global green scam tax," with Saudi Arabia and several other nations also opposing the plan.
IMO delegates decided to delay the decision for a year, citing geopolitical tensions as a significant impediment to progress. U.S. Secretary of State Marco Rubio praised the outcome as a victory against what he described as a UN tax on American consumers. Conversely, Vanuatu's Minister for Climate Change criticized the IMO’s failure as a lack of decisive action against climate change and pledged to continue advocacy for stronger measures. Experts note that Trump's stance on climate change—he called it a "hoax" at the UN General Assembly in September—is clearly influencing global climate policy and causing some governments to prioritize political compromise over climate justice.
Shipping emissions, which have risen over the past decade and now represent about 3% of global emissions, largely come from the burning of heavy fuel oil by ships with service lives of approximately 25 years. The IMO aims for the shipping sector to reach net-zero emissions by 2050 through a "Net-Zero Framework" that includes fuel standards and emission reductions. The proposed carbon fee would have been part of this effort, charging ships for emissions exceeding set limits. The delay in approving the fee leaves the industry uncertain about its future regulatory environment, though there remains an expressed desire to reduce shipping emissions despite U.S. opposition.
Farmers in distress as pigs culled, big livestock firms report huge profits
Vietnam Net - E | English | News | Oct. 20, 2025 | UndeterminedSupply Chain Issues
In the first nine months of 2025, Vietnam’s livestock production saw mixed results with live meat output slightly below target at 6.44 million tons, while poultry egg and fresh cow milk production increased by 4.9 percent and 5.8 percent respectively. Livestock imports surged by 18.6 percent to $3.3 billion, driven mainly by a 28.9 percent increase in meat and meat by-product imports. Vietnamese imports included significant quantities of pork, buffalo, beef, and poultry meat, with imported pork prices notably lower than domestic prices, making imported meat more attractive to institutional buyers.
The resurgence of African Swine Fever (ASF) heavily impacted small-scale farms in 34 provinces, leading to the culling of over 1 million pigs, reduced pig prices, and heightened losses for farmers who faced rising production costs. Despite this, large livestock companies in Vietnam’s $35 billion industry reported substantial profit growth. Dabaco Group JSC announced a third-quarter profit of VND342 billion and a nine-month profit over VND1,357 billion, significantly exceeding previous years and projections. Hoa Phat Agriculture Development JSC and BAF Vietnam Agriculture JSC also reported strong profits, with each marking double-digit percentage increases compared to 2024.
Major livestock firms continued investing heavily in expanding high-tech farming capacity to increase production. BAF launched a VND2,000 billion pig farm project in Quang Tri province, aiming to raise 15,000 sows and 450,000 fattening pigs annually. Dabaco broke ground on several projects including animal feed mills and high-tech pig farms across multiple provinces, with further investments planned for late 2025 and early 2026. By the end of 2024, the national pig population reached 32 million head, the highest in five years, with pork accounting for 62.6 percent of total meat production in Vietnam, a share significantly above the global average.
Bão Fengshen và không khí lạnh sẽ gây mưa lớn cho miền Trung
Typhoon Fengshen and cold air will cause heavy rain in the Central Region
VN Express | Local Language | News | Oct. 20, 2025 | Extreme Weather Events
As of 13:00 on October 19, Typhoon Fengshen is located east of the central Philippines with maximum winds of 74 km/h, moving west-northwest at 20 km/h. It is expected to move past Luzon with increasing winds, reaching the South China Sea by October 20 where its intensity will peak around wind levels 9-10 with gusts up to level 13. The storm is forecasted to affect the northern South China Sea, including the Hoang Sa archipelago, with strong winds and high waves, posing significant risks to vessels in the area.
The typhoon is predicted to weaken before making landfall but will still bring heavy rain to Vietnam's Central region. The presence of cold air interacting with the storm is expected to influence its path, making westward movement into northern Vietnam or China unlikely. The cold air will infiltrate the storm near the Hoang Sa archipelago, potentially weakening Fengshen to a tropical depression before reaching the mainland. Despite weakening, the combined effects of the typhoon and cold air will cause strong winds and waves across the northern and central South China Sea, the Gulf of Tonkin, and coastal areas from Quang Tri to Quang Ngai.
Heavy rain from the interaction of the typhoon and cold air is expected between October 23 and 26 along the Central region, especially from Ha Tinh to Quang Ngai. Multiple scenarios are possible depending on the timing of the cold air's arrival relative to the storm, affecting rainfall intensity. Detailed rainfall estimates have not yet been issued due to the storm's distance.
From the start of 2025 until now, the South China Sea has experienced 11 storms and 4 tropical depressions, with several storms causing heavy flooding and damage in northern and central Vietnam. Natural disasters this year have resulted in 241 deaths or missing persons, 389 injuries, extensive damage to housing, agriculture, and livestock, and economic losses exceeding 53,800 billion dong. An additional three storm events are forecasted in the South China Sea through the end of the year, with 1-2 potentially impacting mainland Vietnam.
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