Overfishing, plastic pollution and global heating pose serious threats to the long-term health of the oceans, potentially jeopardising future food security. The recent ratification of the High Seas Treaty, which aims to address the unchecked exploitation of marine resources, is likely to impact companies across multiple sectors when it comes into force in January 2026.
In EOS's Q3 2025 Public Engagement Report, EOS engagers Ming Yang, Xinyu Pei and Shoa Hirosato set out some of the key ocean-related challenges and opportunities for companies in the retail and consumer goods, oil and gas, transportation, chemicals and financial services sectors.
Alongside food security, other themes such as plastic pollution, deep-sea mining, alternative shipping fuels and renewable energy, including offshore wind, are explored. "Better management of the risks and opportunities that these companies are exposed to through their value chains will support business resilience and long-term value for investors," they state.
The High Seas Treaty also signals a shift in global expectations around marine conservation, with 60 countries now committed to protecting 30% of marine and coastal areas by 2030. For investors, this means increased scrutiny of ocean-linked value chains and a growing need for companies to demonstrate responsible practices. EOS's engagement work highlights how addressing ocean acidification, waste, and biodiversity loss can enhance long-term resilience.
EOS is also engaging on the emerging risks posed by deep-sea mining, which could disrupt fragile ecosystems and provoke reputational backlash. Companies involved in shipping and logistics are being encouraged to explore alternative fuels and cleaner technologies, while those in the financial sector are urged to assess their exposure to ocean-related risks through lending and investment portfolios.
Meanwhile, the rapid expansion of AI datacentres is placing increasing demands on electricity providers and energy grids. US engagers Velika Talyarkhan and Michael Yamoah explain the challenges, and describe how EOS engages with companies in the utilities, technology, and oil and gas infrastructure sectors to address these issues. These facilities require vast amounts of electricity and water, raising concerns about grid stability, emissions, and local environmental impacts.
EOS is urging companies to improve transparency around energy use and to invest in low-carbon infrastructure. The report notes that without proactive planning, the growth of AI could undermine climate goals and strain public resources. Engagements are focused on encouraging firms to align datacentre development with national decarbonisation strategies and to disclose climate-related risks in line with TCFD recommendations.
Finally, Shoa Hirosato highlights some of the key trends from this year's voting season across developed Asia and emerging markets. In China, climate disclosure is gaining traction, with more companies publishing emissions data and setting targets. In South Korea, the Value-Up programme is pushing for improved shareholder returns and governance reforms. Across the region, board independence remains a central theme, with EOS advocating for diverse and accountable leadership.
As stewardship becomes more strategic, EOS's insights offer a valuable lens into how companies are responding to systemic risks—and how investors can influence change. The report underscores the importance of proactive engagement in shaping corporate behaviour and driving long-term value.
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