diff --git a/dev/apple-touch-icon-120x120.png b/dev/apple-touch-icon-120x120.png index 44545f83..d89321a0 100644 Binary files a/dev/apple-touch-icon-120x120.png and b/dev/apple-touch-icon-120x120.png differ diff --git a/dev/apple-touch-icon-152x152.png b/dev/apple-touch-icon-152x152.png index a52596d5..81d8afd5 100644 Binary files a/dev/apple-touch-icon-152x152.png and b/dev/apple-touch-icon-152x152.png differ diff --git a/dev/apple-touch-icon-180x180.png b/dev/apple-touch-icon-180x180.png index 1c254cb1..c8f97cce 100644 Binary files a/dev/apple-touch-icon-180x180.png and b/dev/apple-touch-icon-180x180.png differ diff --git a/dev/apple-touch-icon-60x60.png b/dev/apple-touch-icon-60x60.png index 04faebff..fd33cd1e 100644 Binary files a/dev/apple-touch-icon-60x60.png and b/dev/apple-touch-icon-60x60.png differ diff --git a/dev/apple-touch-icon-76x76.png b/dev/apple-touch-icon-76x76.png index 8f9cb50b..04b3582c 100644 Binary files a/dev/apple-touch-icon-76x76.png and b/dev/apple-touch-icon-76x76.png differ diff --git a/dev/apple-touch-icon.png b/dev/apple-touch-icon.png index 75d5f03f..d50a5a29 100644 Binary files a/dev/apple-touch-icon.png and b/dev/apple-touch-icon.png differ diff --git a/dev/articles/r2dii-analysis_files/figure-html/trajetory-portfolio-1.png b/dev/articles/r2dii-analysis_files/figure-html/trajetory-portfolio-1.png index 703dd4e5..81f8d716 100644 Binary files a/dev/articles/r2dii-analysis_files/figure-html/trajetory-portfolio-1.png and b/dev/articles/r2dii-analysis_files/figure-html/trajetory-portfolio-1.png differ diff --git a/dev/favicon-16x16.png b/dev/favicon-16x16.png index f67054f2..ee45b54e 100644 Binary files a/dev/favicon-16x16.png and b/dev/favicon-16x16.png differ diff --git a/dev/favicon-32x32.png b/dev/favicon-32x32.png index 0b789268..97fe0162 100644 Binary files a/dev/favicon-32x32.png and b/dev/favicon-32x32.png differ diff --git a/dev/pkgdown.yml b/dev/pkgdown.yml index 71c052bd..8f2bd0f7 100644 --- a/dev/pkgdown.yml +++ b/dev/pkgdown.yml @@ -6,7 +6,7 @@ articles: r2dii-analysis: r2dii-analysis.html target-market-share: target-market-share.html target-sda: target-sda.html -last_built: 2024-01-31T15:31Z +last_built: 2024-02-01T10:51Z urls: reference: https://rmi-pacta.github.io/r2dii.analysis/reference article: https://rmi-pacta.github.io/r2dii.analysis/articles diff --git a/dev/reference/join_abcd_scenario.html b/dev/reference/join_abcd_scenario.html index a8eee1a2..98d6f548 100644 --- a/dev/reference/join_abcd_scenario.html +++ b/dev/reference/join_abcd_scenario.html @@ -130,49 +130,6 @@

See alsosummarize_weighted_production()

-
-

Examples

- 
installed <- requireNamespace("r2dii.data", quietly = TRUE) &&
-  requireNamespace("r2dii.match", versionCheck = "0.1.0", quietly = TRUE) &&
-  packageVersion("r2dii.match") >= "0.1.0"
-
-if (installed) {
-  library(r2dii.data)
-  library(r2dii.match)
-
-  valid_matches <- match_name(loanbook_demo, abcd_demo) %>%
-    # WARNING: Remember to validate matches (see `?prioritize`)
-    prioritize()
-
-  valid_matches %>%
-    join_abcd_scenario(
-      abcd = abcd_demo,
-      scenario = scenario_demo_2020,
-      region_isos = region_isos_demo
-    )
-}
-#> # A tibble: 4,287 × 45
-#>    id_loan id_direct_loantaker name_direct_loantaker id_intermediate_parent_1
-#>    <chr>   <chr>               <chr>                 <chr>                   
-#>  1 L6      C304                Kassulke-Kassulke     NA                      
-#>  2 L6      C304                Kassulke-Kassulke     NA                      
-#>  3 L6      C304                Kassulke-Kassulke     NA                      
-#>  4 L6      C304                Kassulke-Kassulke     NA                      
-#>  5 L6      C304                Kassulke-Kassulke     NA                      
-#>  6 L6      C304                Kassulke-Kassulke     NA                      
-#>  7 L6      C304                Kassulke-Kassulke     NA                      
-#>  8 L6      C304                Kassulke-Kassulke     NA                      
-#>  9 L6      C304                Kassulke-Kassulke     NA                      
-#> 10 L6      C304                Kassulke-Kassulke     NA                      
-#> # ℹ 4,277 more rows
-#> # ℹ 41 more variables: name_intermediate_parent_1 <chr>,
-#> #   id_ultimate_parent <chr>, name_ultimate_parent <chr>,
-#> #   loan_size_outstanding <dbl>, loan_size_outstanding_currency <chr>,
-#> #   loan_size_credit_limit <dbl>, loan_size_credit_limit_currency <chr>,
-#> #   sector_classification_system <chr>, sector_classification_input_type <chr>,
-#> #   sector_classification_direct_loantaker <dbl>, fi_type <chr>, …
-
-
diff --git a/dev/reference/summarize_weighted_production.html b/dev/reference/summarize_weighted_production.html index 369694de..932bbbc8 100644 --- a/dev/reference/summarize_weighted_production.html +++ b/dev/reference/summarize_weighted_production.html @@ -127,40 +127,6 @@

See alsojoin_abcd_scenario()

-
-

Examples

- 
if (FALSE) {
-installed <- requireNamespace("r2dii.data", quietly = TRUE) &&
-  requireNamespace("r2dii.match", quietly = TRUE) &&
-  packageVersion("r2dii.match") >= "0.1.0"
-
-if (installed) {
-  library(r2dii.data)
-  library(r2dii.match)
-
-  loanbook <- head(loanbook_demo, 150)
-  abcd <- head(abcd_demo, 100)
-  master <- loanbook %>%
-    match_name(abcd) %>%
-    prioritize() %>%
-    join_abcd_scenario(
-      abcd = abcd,
-      scenario = scenario_demo_2020,
-      region_isos = region_isos_demo
-    ) %>%
-    dplyr::filter(production != 0)
-
-  summarize_weighted_production(master)
-
-  summarize_weighted_production(master, use_credit_limit = TRUE)
-
-  summarize_weighted_percent_change(master)
-
-  summarize_weighted_percent_change(master, use_credit_limit = TRUE)
-}
-}
-
-
diff --git a/dev/reference/target_market_share.html b/dev/reference/target_market_share.html index b2e86359..60794593 100644 --- a/dev/reference/target_market_share.html +++ b/dev/reference/target_market_share.html @@ -162,53 +162,6 @@

See alsotarget_sda()

-
-

Examples

- 
if (FALSE) {
-installed <- requireNamespace("r2dii.data", quietly = TRUE) &&
-  requireNamespace("r2dii.match", quietly = TRUE) &&
-  packageVersion("r2dii.match") >= "0.1.0"
-
-if (installed) {
-  library(r2dii.data)
-  library(r2dii.match)
-
-  loanbook <- head(loanbook_demo, 100)
-  abcd <- head(abcd_demo, 100)
-
-  matched <- loanbook %>%
-    match_name(abcd) %>%
-    prioritize()
-
-  # Calculate targets at portfolio level
-  matched %>%
-    target_market_share(
-      abcd = abcd,
-      scenario = scenario_demo_2020,
-      region_isos = region_isos_demo
-    )
-
-  # Calculate targets at company level
-  matched %>%
-    target_market_share(
-      abcd = abcd,
-      scenario = scenario_demo_2020,
-      region_isos = region_isos_demo,
-      by_company = TRUE
-    )
-
-  matched %>%
-    target_market_share(
-      abcd = abcd,
-      scenario = scenario_demo_2020,
-      region_isos = region_isos_demo,
-      # Calculate unweighted targets
-      weight_production = FALSE
-    )
-}
-}
-
-
diff --git a/dev/reference/target_sda.html b/dev/reference/target_sda.html index f675571a..31c0f7ee 100644 --- a/dev/reference/target_sda.html +++ b/dev/reference/target_sda.html @@ -156,44 +156,6 @@

See alsotarget_market_share()

-
-

Examples

- 
if (FALSE) {
-installed <- requireNamespace("r2dii.match", quietly = TRUE) &&
-  requireNamespace("r2dii.data", quietly = TRUE) &&
-  packageVersion("r2dii.match") >= "0.1.0"
-
-if (installed) {
-  library(r2dii.match)
-  library(r2dii.data)
-
-  loanbook <- head(loanbook_demo, 150)
-  abcd <- head(abcd_demo, 100)
-
-  matched <- loanbook %>%
-    match_name(abcd) %>%
-    prioritize()
-
-  # Calculate targets at portfolio level
-  matched %>%
-    target_sda(
-      abcd = abcd,
-      co2_intensity_scenario = co2_intensity_scenario_demo,
-      region_isos = region_isos_demo
-    )
-
-  # Calculate targets at company level
-  matched %>%
-    target_sda(
-      abcd = abcd,
-      co2_intensity_scenario = co2_intensity_scenario_demo,
-      region_isos = region_isos_demo,
-      by_company = TRUE
-    )
-}
-}
-
-
diff --git a/dev/search.json b/dev/search.json index def48349..0a4497ca 100644 --- a/dev/search.json +++ b/dev/search.json @@ -1 +1 @@ -[{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/LICENSE.html","id":null,"dir":"","previous_headings":"","what":"MIT License","title":"MIT License","text":"Copyright (c) 2020 Rocky Mountain Institute Permission hereby granted, free charge, person obtaining copy software associated documentation files (“Software”), deal Software without restriction, including without limitation rights use, copy, modify, merge, publish, distribute, sublicense, /sell copies Software, permit persons Software furnished , subject following conditions: copyright notice permission notice shall included copies substantial portions Software. SOFTWARE PROVIDED “”, WITHOUT WARRANTY KIND, EXPRESS IMPLIED, INCLUDING LIMITED WARRANTIES MERCHANTABILITY, FITNESS PARTICULAR PURPOSE NONINFRINGEMENT. EVENT SHALL AUTHORS COPYRIGHT HOLDERS LIABLE CLAIM, DAMAGES LIABILITY, WHETHER ACTION CONTRACT, TORT OTHERWISE, ARISING , CONNECTION SOFTWARE USE DEALINGS SOFTWARE.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/production-percent-change.html","id":"weighted-production","dir":"Articles","previous_headings":"","what":"Weighted Production","title":"Indicator Choices:","text":"intents purposes, recommend calculating targets using loan weighted production indicator. particular, define loan weighted production given company, \\(j\\) : \\[ \\overline{p}_{,j}(t) = p_{,j}(t) * \\dfrac{l_j}{\\sum_j l_j}\\] \\(p_{,j}\\) production company \\(\\) technology \\(j\\) \\(l_j\\) loan given company \\(j\\). calculate portfolio targets, aggregate value summing every company portfolio: \\[ \\overline{p}_i (t) = \\sum_j \\left[ p_{,j}(t) * \\dfrac{l_j}{\\sum_j l_j} \\right] \\] Effectively, loan-weighted average production attributed company portfolio. significant result indicator choice small companies (little production) favorably weighted, given loan company sufficiently large. can useful reflect large investments green start-ups. calculate weighted production:","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) master <- loanbook_demo %>% match_name(abcd_demo) %>% prioritize() %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) summarize_weighted_production(master) #> # A tibble: 66 × 5 #> sector_abcd technology year weighted_production weighted_technology_share #> #> 1 automotive electric 2020 973775. 0.114 #> 2 automotive electric 2021 1018967. 0.118 #> 3 automotive electric 2022 1064159. 0.122 #> 4 automotive electric 2023 1109351. 0.126 #> 5 automotive electric 2024 1154543. 0.130 #> 6 automotive electric 2025 1199735. 0.133 #> 7 automotive hybrid 2020 1886042. 0.221 #> 8 automotive hybrid 2021 1709634. 0.198 #> 9 automotive hybrid 2022 1533226. 0.176 #> 10 automotive hybrid 2023 1356819. 0.154 #> # ℹ 56 more rows"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/production-percent-change.html","id":"weighted-percent-change-in-production","dir":"Articles","previous_headings":"","what":"Weighted Percent Change in Production","title":"Indicator Choices:","text":"-hand, ’re keen understand large corporations portfolio planning make significant changes, percent change production may useful indicator. company, define percent change, \\(\\chi_i(t)\\), compared start year, \\(t_0\\): \\[ \\chi_i(t) = \\dfrac{p_{}(t)-p_{}(t_0)}{p_i(t_0)} * 100\\] \\(p_i(t)\\) indicator (production capacity) technology \\(\\), \\(t0\\) start year analysis. aggregate percent-change production company portfolio-level, using loan-weighted average . particular, loan \\(l_j\\) company \\(j\\), : \\[ \\overline{\\chi_i} = \\sum_j \\left[ \\chi_{,j} * \\dfrac{l_j}{\\sum_j l_j} \\right]\\] noted percent change, \\(\\chi\\), undefined 0 initial production. Intuitively, makes sense, since require “infinite percent” build-grow anything 0. reason, company 0 initial production filtered prior calculating percent change indicator. calculate weighted percent change:","code":"# using the master dataset defined in the previous chunk: summarize_weighted_percent_change(master) #> # A tibble: 66 × 4 #> sector_abcd technology year weighted_percent_change #> #> 1 automotive electric 2020 0 #> 2 automotive electric 2021 0.0881 #> 3 automotive electric 2022 0.176 #> 4 automotive electric 2023 0.264 #> 5 automotive electric 2024 0.352 #> 6 automotive electric 2025 0.440 #> 7 automotive hybrid 2020 1.78 #> 8 automotive hybrid 2021 1.43 #> 9 automotive hybrid 2022 1.09 #> 10 automotive hybrid 2023 0.747 #> # ℹ 56 more rows"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"load-your-r2dii-libraries","dir":"Articles","previous_headings":"","what":"Load your r2dii libraries","title":"Introduction to r2dii.analysis","text":"first step analysis load recommended r2dii packages current R session. r2dii.data includes fake data help demonstrate tool r2dii.match provides functions help easily match loanbook asset-level data. plot results, may also load package r2dii.plot. also recommend packages tidyverse; optional useful.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) library(r2dii.plot) library(tidyverse) #> ── Attaching core tidyverse packages ──────────────────────── tidyverse 2.0.0 ── #> ✔ dplyr 1.1.4 ✔ readr 2.1.5 #> ✔ forcats 1.0.0 ✔ stringr 1.5.1 #> ✔ ggplot2 3.4.4 ✔ tibble 3.2.1 #> ✔ lubridate 1.9.3 ✔ tidyr 1.3.1 #> ✔ purrr 1.0.2 #> ── Conflicts ────────────────────────────────────────── tidyverse_conflicts() ── #> ✖ dplyr::filter() masks stats::filter() #> ✖ dplyr::lag() masks stats::lag() #> ℹ Use the conflicted package () to force all conflicts to become errors"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"match-your-loanbook-to-climate-related-asset-level-data","dir":"Articles","previous_headings":"","what":"Match your loanbook to climate-related asset-level data","title":"Introduction to r2dii.analysis","text":"See r2dii.match complete description process.","code":"# Use these datasets to practice but eventually you should use your own data. # The optional syntax `package::data` is to clarify where the data comes from. loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , …"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"calculate-targets","dir":"Articles","previous_headings":"","what":"Calculate targets","title":"Introduction to r2dii.analysis","text":"can calculate scenario targets using two different approaches: Market Share Approach, Sectoral Decarbonization Approach.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-approach","dir":"Articles","previous_headings":"Calculate targets","what":"Market Share Approach","title":"Introduction to r2dii.analysis","text":"Market Share Approach used calculate scenario targets production technology sector. example, can use approach set targets production electric vehicles automotive sector. approach recommended sectors granular technology scenario roadmap exists. Targets can set portfolio level: company level:","code":"# Use these datasets to practice but eventually you should use your own data. scenario <- r2dii.data::scenario_demo_2020 regions <- r2dii.data::region_isos_demo market_share_targets_portfolio <- matched %>% target_market_share( abcd = abcd, scenario = scenario, region_isos = regions ) market_share_targets_portfolio #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope market_share_targets_company <- matched %>% target_market_share( abcd = abcd, scenario = scenario, region_isos = regions, # Output results at company-level. by_company = TRUE ) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? market_share_targets_company #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"sectoral-decarbonization-approach","dir":"Articles","previous_headings":"Calculate targets","what":"Sectoral Decarbonization Approach","title":"Introduction to r2dii.analysis","text":"Sectoral Decarbonization Approach used calculate scenario targets emission_factor sector. example, can use approach set targets average emission factor cement sector. approach recommended sectors lacking technology roadmaps.","code":"# Use this dataset to practice but eventually you should use your own data. co2 <- r2dii.data::co2_intensity_scenario_demo sda_targets <- matched %>% target_sda(abcd = abcd, co2_intensity_scenario = co2, region_isos = regions) %>% filter(sector == \"cement\", year >= 2020) #> Warning: Removing rows in abcd where `emission_factor` is NA sda_targets #> # A tibble: 110 × 6 #> sector year region scenario_source emission_factor_metric #> #> 1 cement 2020 advanced economies demo_2020 projected #> 2 cement 2020 developing asia demo_2020 projected #> 3 cement 2020 global demo_2020 projected #> 4 cement 2021 advanced economies demo_2020 projected #> 5 cement 2021 developing asia demo_2020 projected #> 6 cement 2021 global demo_2020 projected #> 7 cement 2022 advanced economies demo_2020 projected #> 8 cement 2022 developing asia demo_2020 projected #> 9 cement 2022 global demo_2020 projected #> 10 cement 2023 advanced economies demo_2020 projected #> # ℹ 100 more rows #> # ℹ 1 more variable: emission_factor_value "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"visualization","dir":"Articles","previous_headings":"","what":"Visualization","title":"Introduction to r2dii.analysis","text":"large variety possible visualizations stemming outputs target_market_share() target_sda(). , highlight couple common plots can easily created using r2dii.plot package.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-sector-level-technology-mix","dir":"Articles","previous_headings":"Visualization","what":"Market Share: Sector-level technology mix","title":"Introduction to r2dii.analysis","text":"market share output, can plot portfolio’s exposure various climate sensitive technologies (projected), compare corporate economy, various scenario targets.","code":"# Pick the targets you want to plot. data <- filter( market_share_targets_portfolio, scenario_source == \"demo_2020\", sector == \"power\", region == \"global\", metric %in% c(\"projected\", \"corporate_economy\", \"target_sds\") ) # Plot the technology mix qplot_techmix(data) #> The `technology_share` values are plotted for extreme years. #> Do you want to plot different years? E.g. filter data with:`subset(data, year %in% c(2020, 2030))`."},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-technology-level-volume-trajectory","dir":"Articles","previous_headings":"Visualization","what":"Market Share: Technology-level volume trajectory","title":"Introduction to r2dii.analysis","text":"can also plot technology-specific volume trend. starting values normalized 1, emphasize comparing rates buildout /retirement.","code":"data <- filter( market_share_targets_portfolio, sector == \"power\", technology == \"renewablescap\", region == \"global\", scenario_source == \"demo_2020\" ) qplot_trajectory(data) #> Warning: The dataset `green_or_brown`is superseded as of r2dii.data 0.3.2. #> Please use `increasing_or_decreasing` instead."},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"sda-target","dir":"Articles","previous_headings":"Visualization","what":"SDA Target","title":"Introduction to r2dii.analysis","text":"SDA output, can compare projected average emission intensity attributed portfolio, actual emission intensity scenario, scenario compliant SDA pathway portfolio must follow achieve scenario ambition 2050.","code":"data <- filter(sda_targets, sector == \"cement\", region == \"global\") qplot_emission_intensity(data)"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"scenario-market-shares","dir":"Articles","previous_headings":"","what":"Scenario market-shares","title":"Market Share Approach","text":"Say want study portfolio perform specific climate scenario. can allocate scenario efforts production profile portfolio? can two ways – technology, sector.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"market-share-by-technology","dir":"Articles","previous_headings":"Scenario market-shares","what":"1. Market-share by technology","title":"Market Share Approach","text":"define market-share technology : \\[p_{}^{tmsr}(t) = p_{}(t_{0}) + p_{}(t_{0}) * \\frac{s_i(t) - s_{}(t_0)}{s_i(t_0)}\\] can see reduces : \\[p_{}^{tmsr}(t) = p_{}(t_{0}) \\left(1 + \\frac{s_i(t) - s_{}(t_0)}{s_i(t_0)} \\right) \\\\ p_{}^{tmsr}(t) = p_{}(t_{0}) \\left(1 + \\frac{s_i(t)}{s_i(t_0)} -1 \\right) \\\\ p_{}^{tmsr}(t) = p_{}(t_{0}) * \\frac{s_i(t)}{s_i(t_0)}\\] : \\(s_i(t)\\) scenario production technology \\(\\) time \\(t\\), \\(p_{}(t_0)\\) production allocated portfolio technology, \\(\\) time \\(t_0\\), \\(p_{}^{tmsr}(t)\\) portfolio-specific target production technology. define “Technology Market Share Ratio” : \\[\\dfrac{s_i(t)}{s_i(t_0)}\\] method used set targets “decreasing” (ie. brown) technologies.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"market-share-by-sector","dir":"Articles","previous_headings":"Scenario market-shares","what":"2. Market-share by sector","title":"Market Share Approach","text":"calculate market-share sector, use initial production portfolio scenario sector-level instead. \\[p_{}^{smsp}(t) = p_{}(t_0) +P(t_0) * \\left( \\dfrac{s_i(t)-s_i(t_0)}{S(t_0)}\\right)\\] : \\(P_i(t_0)\\) portfolio’s total production sector \\(t_0\\), \\(S(t_0)\\) scenario total production \\(t_0\\). define “Sector Market Share Percentage” : \\[\\dfrac{s_i(t)-s_i(t_0)}{S(t_0)}\\] method used calculate targets “increasing” (ie. green) technologies.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"how-to-calculate-market-share-targets-for-a-given-scenario","dir":"Articles","previous_headings":"","what":"How to calculate market-share targets for a given scenario","title":"Market Share Approach","text":"calculate market-share targets, need use package r2dii.analysis number datasets. One datasets “matched” dataset (loanbook + asset-level data) can get package r2dii.match. datasets use come package r2dii.data; fake show structure data. Use packages. Match loanbook asset level data. Calculate market-share targets production portfolio level. Calculate market-share targets production company level.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% # WARNING: Remember to validate the output of match_name() before prioritize() prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , … # portfolio level targets scenario <- r2dii.data::scenario_demo_2020 regions <- r2dii.data::region_isos_demo matched %>% target_market_share(abcd, scenario, regions) #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope matched %>% target_market_share(abcd, scenario, regions, by_company = TRUE) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"sda-methodology","dir":"Articles","previous_headings":"","what":"SDA Methodology","title":"Sectoral Decarbonization Approach (SDA)","text":"Sectoral Decarbonization Approach (SDA) method setting corporate CO2 emissions intensity reduction targets line climate science. method developed Science-Based Targets Initiative (SBTI), international initiative science-based target setting companies initiated CDP, United Nations Global Compact, World Resources Institute (WRI), Worldwide Fund Nature (WWF). context PACTA, methodology used calculate emission factor targets homogenous sectors (.e. sectors technology-level scenario pathways). First, distance, \\(d\\), company’s CO2 emissions intensity per unit production (emissions factor), \\(^{Co}(t)\\) base year, \\(t_0\\), scenario target intensity 2050, \\(^{Sc}(2050)\\) calculated. target intensity 2050 can taken relevant climate scenario: \\[d = ^{Co}(t_0) - ^{Sc}(2050)\\] company’s market share parameter, \\(m(t)\\), defined company’s expected future activity, \\(P^{Co}(t)\\) divided sector’s future activity, \\(P^{Sc}(t)\\) reflect expected forward-looking market share company. given ratio company’s base year market share, derived activity, \\(P^{Co}(t_0)\\) divided sector’s activity year, \\(P^{Sc}(t_0)\\). cases former calculated per company, latter determined climate scenario: \\[m (t) = \\dfrac{P^{Co}(t_0) / P^{Sc}(t_0)}{P^{Co}(t) / P^{Sc}(t)}\\] noted parameter capture change market share company rather inverse. useful equates decreasing parameter company’s market share increasing. equates larger reduction efforts companies market share increasing time. sector decarbonization factor, \\(p(t)\\) defined : \\[ p(t) = \\frac{^{Sc}(t) - ^{Sc}(2050)}{^{Sc}(t_0) - ^{Sc}(2050)}\\] \\(^{}(t)\\) \\(^{Sc}(t)\\) average market scenario emission intensities respectively, time \\(t\\). variable captures remaining effort needed market meet target 2050, per year. SDA assumptions CO2 intensity companies sector converge 2050. Note \\(p(t_0) = 1\\) \\(p(2050) = 0\\), indicating 100% expected decarbonization efforts still met base year 0% left 2050. company-level emission intensity target defined : \\[^{Target}(t) = \\left( d * p (t) * m (t) \\right) + ^{Sc}(2050)\\]","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"pacta-assumptions","dir":"Articles","previous_headings":"","what":"PACTA Assumptions","title":"Sectoral Decarbonization Approach (SDA)","text":"SDA applied PACTA differs slightly way applied SBTI. particular, must align top-approach laid climate scenarios bottom-asset-based company data used PACTA analysis. Assumption: Market share stays constant (\\(m(t)\\) = 1) Due lack quantitative data expected market share changes throughout entire time horizon 2050. \\(m(t)\\) set 1 years. SBTI method calculating \\(m(t)\\), higher intensity reduction target cases absolute pathway sector exceeds scenario target. makes sense. However, applying company level counter-intuitive: Companies decrease market share allowed higher CO2-Intensity average market actor. , companies increasing market share forced terms CO2-Intensity ones whose market share remains constant. follows company reaches targeted CO2-Intensity allowed increase share market. desirable outcome. assumption, target calculation reduces : \\[^{Target}(t) = \\left( d * p (t) \\right) + ^{Sc}(2050)\\] Approximation: Adjust base year scenario emission intensity SBTI PACTA methodology target emissions sector taken climate scenarios. implement global economy top-approach applies absolute emissions value year 2050 converts yearly emission intensities. However, may discrepancies Scenario projected emission intensities, bottom-ABCD emission intensities. reflect discrepancy, adjust scenario projections following factor, \\[\\dfrac{^{ABCD}(t_0)}{^{Sc}(t_0)}\\] yielding adjusted scenario pathway: \\['^{Sc}(t) = \\left(\\dfrac{^{ABCD}(t_0)}{^{Sc}(t_0)}\\right) * ^{Sc}(t)\\] yields final PACTA SDA target equation: \\[^{Target}(t) = \\left( d * p (t) \\right) + '^{Sc}(t)\\] Note: \\(d\\) \\(p(t)\\) also must re-calculated using adjusted scenario intensity, \\('^{Sc}\\).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"calculating-sda-targets","dir":"Articles","previous_headings":"","what":"Calculating SDA Targets","title":"Sectoral Decarbonization Approach (SDA)","text":"calculate SDA targets need use package r2dii.analysis number datasets, including “matched” dataset (loanbook + asset-level data) can get package r2dii.match. datasets use come package r2dii.data; fake show structure data. Use packages. Match loanbook asset level data. Calculate SDA targets CO2 emissions intensities:","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% # WARNING: Remember to validate the output of match_name() before prioritize() prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , … co2_intensity <- r2dii.data::co2_intensity_scenario_demo matched %>% target_sda(abcd, co2_intensity) #> Warning: Removing rows in abcd where `emission_factor` is NA #> Warning: Found no matching regions for input scenario #> # A tibble: 0 × 4 #> # ℹ 4 variables: sector , year , emission_factor_metric , #> # emission_factor_value "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/authors.html","id":null,"dir":"","previous_headings":"","what":"Authors","title":"Authors and Citation","text":"Alex Axthelm. Author, maintainer. Jackson Hoffart. Author, contractor. Mauro Lepore. Author, contractor. Klaus Hogedorn. Author. Nicky Halterman. Author. Rocky Mountain Institute. Copyright holder, funder.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/authors.html","id":"citation","dir":"","previous_headings":"","what":"Citation","title":"Authors and Citation","text":"Axthelm , Hoffart J, Lepore M, Hogedorn K, Halterman N (2024). r2dii.analysis: Measure Climate Scenario Alignment Corporate Loans. R package version 0.3.0.9000, https://rmi-pacta.github.io/r2dii.analysis/, https://github.com/RMI-PACTA/r2dii.analysis.","code":"@Manual{, title = {r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans}, author = {Alex Axthelm and Jackson Hoffart and Mauro Lepore and Klaus Hogedorn and Nicky Halterman}, year = {2024}, note = {R package version 0.3.0.9000, https://rmi-pacta.github.io/r2dii.analysis/}, url = {https://github.com/RMI-PACTA/r2dii.analysis}, }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"r2diianalysis-","dir":"","previous_headings":"","what":"Measure Climate Scenario Alignment of Corporate Loans","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"tools help assess financial portfolio aligns climate goals. summarize key metrics attributed portfolio (e.g. production, emission factors), calculate targets based climate scenarios. implement R last step free software ‘PACTA’ (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use ‘PACTA’ study capital allocation impacts climate.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"installation","dir":"","previous_headings":"","what":"Installation","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Install released version r2dii.analysis CRAN : install development version r2dii.analysis GitHub :","code":"install.packages(\"r2dii.analysis\") # install.packages(\"pak\") pak::pak(\"RMI-PACTA/r2dii.analysis\")"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"example","dir":"","previous_headings":"","what":"Example","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Use library() attach packages need. r2dii.analysis depend packages r2dii.data r2dii.match; suggest install – install.packages(c(\"r2dii.data\", \"r2dii.match\")) – can reproduce examples. Use r2dii.match::match_name() identify matches loanbook asset level data.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) matched <- match_name(loanbook_demo, abcd_demo) %>% prioritize()"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"add-scenario-targets","dir":"","previous_headings":"Example","what":"Add Scenario Targets","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Use target_sda() calculate SDA targets CO2 emissions. Use target_market_share calculate market-share scenario targets portfolio level: company level:","code":"matched %>% target_sda( abcd = abcd_demo, co2_intensity_scenario = co2_intensity_scenario_demo, region_isos = region_isos_demo ) #> Warning: Removing rows in abcd where `emission_factor` is NA #> # A tibble: 220 × 6 #> sector year region scenario_source emission_factor_metric #> #> 1 cement 2020 advanced economies demo_2020 projected #> 2 cement 2020 developing asia demo_2020 projected #> 3 cement 2020 global demo_2020 projected #> 4 cement 2021 advanced economies demo_2020 projected #> 5 cement 2021 developing asia demo_2020 projected #> 6 cement 2021 global demo_2020 projected #> 7 cement 2022 advanced economies demo_2020 projected #> 8 cement 2022 developing asia demo_2020 projected #> 9 cement 2022 global demo_2020 projected #> 10 cement 2023 advanced economies demo_2020 projected #> # ℹ 210 more rows #> # ℹ 1 more variable: emission_factor_value matched %>% target_market_share( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope matched %>% target_market_share( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo, by_company = TRUE ) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"utility-functions","dir":"","previous_headings":"Example","what":"Utility Functions","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"target_*() functions provide shortcuts common operations. wrap utility functions may also use directly: Use join_abcd_scenario() join matched dataset relevant scenario data, pick assets relevant regions. Use summarize_weighted_production() different grouping arguments calculate scenario-targets: Get started.","code":"loanbook_joined_to_abcd_scenario <- matched %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) # portfolio level loanbook_joined_to_abcd_scenario %>% summarize_weighted_production(scenario, tmsr, smsp, region) #> # A tibble: 306 × 9 #> sector_abcd technology year scenario tmsr smsp region #> #> 1 automotive electric 2020 cps 1 0 global #> 2 automotive electric 2020 sds 1 0 global #> 3 automotive electric 2020 sps 1 0 global #> 4 automotive electric 2021 cps 1.12 0.00108 global #> 5 automotive electric 2021 sds 1.16 0.00653 global #> 6 automotive electric 2021 sps 1.14 0.00137 global #> 7 automotive electric 2022 cps 1.24 0.00213 global #> 8 automotive electric 2022 sds 1.32 0.0131 global #> 9 automotive electric 2022 sps 1.29 0.00273 global #> 10 automotive electric 2023 cps 1.35 0.00316 global #> # ℹ 296 more rows #> # ℹ 2 more variables: weighted_production , #> # weighted_technology_share # company level loanbook_joined_to_abcd_scenario %>% summarize_weighted_production(scenario, tmsr, smsp, region, name_abcd) #> # A tibble: 4,005 × 10 #> sector_abcd technology year scenario tmsr smsp region name_abcd #> #> 1 automotive electric 2020 cps 1 0 global Bernardi, Bernard… #> 2 automotive electric 2020 sds 1 0 global Bernardi, Bernard… #> 3 automotive electric 2020 sps 1 0 global Bernardi, Bernard… #> 4 automotive electric 2021 cps 1.12 0.00108 global Bernardi, Bernard… #> 5 automotive electric 2021 sds 1.16 0.00653 global Bernardi, Bernard… #> 6 automotive electric 2021 sps 1.14 0.00137 global Bernardi, Bernard… #> 7 automotive electric 2022 cps 1.24 0.00213 global Bernardi, Bernard… #> 8 automotive electric 2022 sds 1.32 0.0131 global Bernardi, Bernard… #> 9 automotive electric 2022 sps 1.29 0.00273 global Bernardi, Bernard… #> 10 automotive electric 2023 cps 1.35 0.00316 global Bernardi, Bernard… #> # ℹ 3,995 more rows #> # ℹ 2 more variables: weighted_production , #> # weighted_technology_share "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"funding","dir":"","previous_headings":"","what":"Funding","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"project received funding European Union LIFE program International Climate Initiative (IKI). Federal Ministry Environment, Nature Conservation Nuclear Safety (BMU) supports initiative basis decision adopted German Bundestag. views expressed sole responsibility authors necessarily reflect views funders. funders responsible use may made information contains.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":null,"dir":"Reference","previous_headings":"","what":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"join_abcd_scenario() simple wrapper several calls dplyr::join_*(), forming master dataset used later steps analysis.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"","code":"join_abcd_scenario( data, abcd, scenario, region_isos = r2dii.data::region_isos, add_green_technologies = FALSE )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"data data frame like output r2dii.match::prioritize. abcd asset level data frame like r2dii.data::abcd_demo. scenario scenario data frame like r2dii.data::scenario_demo_2020. region_isos data frame like r2dii.data::region_isos (default). add_green_technologies Logical vector length 1. FALSE defaults outputting technologies present data abcd. Set FALSE add rows possible green technologies (0 production).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"Returns fully joined data frame, linking portfolio, abcd scenario.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"","code":"installed <- requireNamespace(\"r2dii.data\", quietly = TRUE) && requireNamespace(\"r2dii.match\", versionCheck = \"0.1.0\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.data) library(r2dii.match) valid_matches <- match_name(loanbook_demo, abcd_demo) %>% # WARNING: Remember to validate matches (see `?prioritize`) prioritize() valid_matches %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) } #> # A tibble: 4,287 × 45 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_parent_1 #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L6 C304 Kassulke-Kassulke NA #> 3 L6 C304 Kassulke-Kassulke NA #> 4 L6 C304 Kassulke-Kassulke NA #> 5 L6 C304 Kassulke-Kassulke NA #> 6 L6 C304 Kassulke-Kassulke NA #> 7 L6 C304 Kassulke-Kassulke NA #> 8 L6 C304 Kassulke-Kassulke NA #> 9 L6 C304 Kassulke-Kassulke NA #> 10 L6 C304 Kassulke-Kassulke NA #> # ℹ 4,277 more rows #> # ℹ 41 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , sector_classification_input_type , #> # sector_classification_direct_loantaker , fi_type , …"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":null,"dir":"Reference","previous_headings":"","what":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"function deprecated favour join_abcd_scenario(). See information.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"","code":"join_ald_scenario( data, ald, scenario, region_isos = r2dii.data::region_isos, add_green_technologies = FALSE )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"","code":"if (FALSE) { installed <- requireNamespace(\"r2dii.data\", quietly = TRUE) && requireNamespace(\"r2dii.match\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.data) library(r2dii.match) valid_matches <- match_name(loanbook_demo, ald_demo) %>% prioritize() valid_matches %>% join_ald_scenario( ald = ald_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) # -> valid_matches %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) } }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":null,"dir":"Reference","previous_headings":"","what":"Pipe operator — %>%","title":"Pipe operator — %>%","text":"See magrittr::%>% details.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Pipe operator — %>%","text":"","code":"lhs %>% rhs"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Pipe operator — %>%","text":"lhs value magrittr placeholder. rhs function call using magrittr semantics.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Pipe operator — %>%","text":"result calling rhs(lhs).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/r2dii.analysis-package.html","id":null,"dir":"Reference","previous_headings":"","what":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","title":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","text":"tools help assess corporate lending portfolio aligns climate goals. summarize key climate indicators attributed portfolio (e.g. production, emission factors), calculate alignment targets based climate scenarios. implement R last step free software 'PACTA' (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use 'PACTA' study capital allocation decisions align climate change mitigation goals.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/r2dii.analysis-package.html","id":"author","dir":"Reference","previous_headings":"","what":"Author","title":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","text":"Maintainer: Alex Axthelm aaxthelm@rmi.org (ORCID) Authors: Jackson Hoffart jackson.hoffart@gmail.com (ORCID) [contractor] Mauro Lepore maurolepore@gmail.com (ORCID) [contractor] Klaus Hogedorn klaus@2degrees-investing.org Nicky Halterman nicholas..halterman@gmail.com contributors: Rocky Mountain Institute PACTA4banks@rmi.org [copyright holder, funder]","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":null,"dir":"Reference","previous_headings":"","what":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"Based weight loan per sector per year, summarize_weighted_production() summarize_weighted_percent_change() summarize production percent-change, respectively.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"","code":"summarize_weighted_production(data, ..., use_credit_limit = FALSE) summarize_weighted_percent_change(data, ..., use_credit_limit = FALSE)"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"data data frame like output join_abcd_scenario(). ... Variables group . use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE instead use column loan_size_credit_limit.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"tibble groups input () columns: sector, technology, year; weighted_production weighted_production summarize_weighted_production() summarize_weighted_percent_change(), respectively.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"warning","dir":"Reference","previous_headings":"","what":"Warning","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"percent-change analysis excludes companies 0 production. percent-change undefined companies initial production; including companies cause percent-change percentage infinite, wrong.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"","code":"if (FALSE) { installed <- requireNamespace(\"r2dii.data\", quietly = TRUE) && requireNamespace(\"r2dii.match\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.data) library(r2dii.match) loanbook <- head(loanbook_demo, 150) abcd <- head(abcd_demo, 100) master <- loanbook %>% match_name(abcd) %>% prioritize() %>% join_abcd_scenario( abcd = abcd, scenario = scenario_demo_2020, region_isos = region_isos_demo ) %>% dplyr::filter(production != 0) summarize_weighted_production(master) summarize_weighted_production(master, use_credit_limit = TRUE) summarize_weighted_percent_change(master) summarize_weighted_percent_change(master, use_credit_limit = TRUE) } }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":null,"dir":"Reference","previous_headings":"","what":"Add targets for production, using the market share approach — target_market_share","title":"Add targets for production, using the market share approach — target_market_share","text":"function calculates portfolio-level production targets, calculated using market share approach applied relevant climate production forecast.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Add targets for production, using the market share approach — target_market_share","text":"","code":"target_market_share( data, abcd, scenario, region_isos = r2dii.data::region_isos, use_credit_limit = FALSE, by_company = FALSE, weight_production = TRUE, increasing_or_decreasing = r2dii.data::increasing_or_decreasing, ald = deprecated() )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Add targets for production, using the market share approach — target_market_share","text":"data \"data.frame\" like output r2dii.match::prioritize. abcd asset level data frame like r2dii.data::abcd_demo. scenario scenario data frame like r2dii.data::scenario_demo_2020. region_isos data frame like r2dii.data::region_isos (default). use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE use column loan_size_credit_limit instead. by_company Logical vector length 1. FALSE defaults outputting production_value portfolio-level. Set TRUE output production_value company-level. weight_production Logical vector length 1. TRUE defaults outputting production, weighted relative loan-size. Set FALSE output unweighted production values. increasing_or_decreasing data frame like r2dii.data::increasing_or_decreasing. ald ald superseded abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Add targets for production, using the market share approach — target_market_share","text":"tibble including summarized columns metric, production, technology_share, percentage_of_initial_production_by_scope scope. by_company = TRUE, output also column name_abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"handling-grouped-data","dir":"Reference","previous_headings":"","what":"Handling grouped data","title":"Add targets for production, using the market share approach — target_market_share","text":"function ignores existing groups outputs ungrouped data.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Add targets for production, using the market share approach — target_market_share","text":"","code":"if (FALSE) { installed <- requireNamespace(\"r2dii.data\", quietly = TRUE) && requireNamespace(\"r2dii.match\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.data) library(r2dii.match) loanbook <- head(loanbook_demo, 100) abcd <- head(abcd_demo, 100) matched <- loanbook %>% match_name(abcd) %>% prioritize() # Calculate targets at portfolio level matched %>% target_market_share( abcd = abcd, scenario = scenario_demo_2020, region_isos = region_isos_demo ) # Calculate targets at company level matched %>% target_market_share( abcd = abcd, scenario = scenario_demo_2020, region_isos = region_isos_demo, by_company = TRUE ) matched %>% target_market_share( abcd = abcd, scenario = scenario_demo_2020, region_isos = region_isos_demo, # Calculate unweighted targets weight_production = FALSE ) } }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":null,"dir":"Reference","previous_headings":"","what":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"function calculates targets CO2 emissions per unit production portfolio-level, otherwise referred \"emissions factors\". uses sectoral-decarbonization approach (SDA) calculate targets.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"","code":"target_sda( data, abcd, co2_intensity_scenario, use_credit_limit = FALSE, by_company = FALSE, region_isos = r2dii.data::region_isos, ald = deprecated() )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"data dataframe like output r2dii.match::prioritize(). abcd asset-level data frame like r2dii.data::abcd_demo. co2_intensity_scenario scenario data frame like r2dii.data::co2_intensity_scenario_demo. use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE instead use column loan_size_credit_limit. by_company Logical vector length 1. FALSE defaults outputting weighted_production_value portfolio-level. Set TRUE output weighted_production_value company-level. region_isos data frame like r2dii.data::region_isos (default). ald ald superseded abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"tibble including summarized columns emission_factor_metric emission_factor_value. by_company = TRUE, output also column name_abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"handling-grouped-data","dir":"Reference","previous_headings":"","what":"Handling grouped data","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"function ignores existing groups outputs ungrouped data.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"","code":"if (FALSE) { installed <- requireNamespace(\"r2dii.match\", quietly = TRUE) && requireNamespace(\"r2dii.data\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.match) library(r2dii.data) loanbook <- head(loanbook_demo, 150) abcd <- head(abcd_demo, 100) matched <- loanbook %>% match_name(abcd) %>% prioritize() # Calculate targets at portfolio level matched %>% target_sda( abcd = abcd, co2_intensity_scenario = co2_intensity_scenario_demo, region_isos = region_isos_demo ) # Calculate targets at company level matched %>% target_sda( abcd = abcd, co2_intensity_scenario = co2_intensity_scenario_demo, region_isos = region_isos_demo, by_company = TRUE ) } }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/tidyeval.html","id":null,"dir":"Reference","previous_headings":"","what":"Tidy eval helpers — tidyeval","title":"Tidy eval helpers — tidyeval","text":"learn tidy eval use tools, check Metaprogramming section Advanced R.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/tidyeval.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Tidy eval helpers — tidyeval","text":"sym() creates symbol string syms() creates list symbols character vector. enquo() enquos() delay execution one several function arguments. enquo() returns single quoted expression, like blueprint delayed computation. enquos() returns list quoted expressions. expr() quotes new expression locally. mostly useful build new expressions around arguments captured enquo() enquos(): expr(mean(!!enquo(arg), na.rm = TRUE)). as_name() transforms quoted variable name string. Supplying something else quoted variable name error. unlike as_label() also returns single string supports kind R object input, including quoted function calls vectors. purpose summarise object single label. label often suitable default name. know quoted expression contains (instance expressions captured enquo() variable name, call function, unquoted constant), use as_label(). know quoted simple variable name, like enforce , use as_name().","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-030","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.3.0","title":"r2dii.analysis 0.3.0","text":"CRAN release: 2023-10-23 target_sda now uses final year scenario convergence target by_company = TRUE (#445). target_market_share gains argument increasing_or_decreasing (#426).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-021","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.2.1","title":"r2dii.analysis 0.2.1","text":"CRAN release: 2022-11-03 r2dii.analysis transferred new organization: https://github.com/RMI-PACTA/.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-020","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.2.0","title":"r2dii.analysis 0.2.0","text":"CRAN release: 2022-05-05 New argument abcd target_market_share() target_sda supersedes argument ald (#404). target_sda() now outputs data sector values three input datasets (data, ald co2_intensity_scenario) (#390). target_sda() now outputs unweighted emission_factor by_company TRUE (#376). target_sda() gains region_isos argument (#323). target_market_share() now outputs values years ald scenario inputs (#394). target_market_share() now outputs two new columns, percentage_of_initial_production_by_scope scope (ADO #4143).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-0112","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.12","title":"r2dii.analysis 0.1.12","text":"CRAN release: 2021-08-18 target_market_share() now outputs 0 technology_share, companies 0 sectoral production (#306 @Antoine-Lalechere). target_sda() now filters scenario start year consistent ald start year (#346 @waltjl).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-0110","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.10","title":"r2dii.analysis 0.1.10","text":"CRAN release: 2021-07-09 target_market_share() now sets negative smsp targets zero (#336). target_market_share() now outputs sectors present input datasets (#329). target_market_share() now always adds targets green technologies (defined r2dii.data::green_or_brown), even present input data (#318 @Antoine-Lalechere). target_market_share() now correctly groups region calculating technology_share (#315 @Antoine-Lalechere).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-019","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.9","title":"r2dii.analysis 0.1.9","text":"CRAN release: 2021-06-30 target_sda() now outputs sector values present input co2_intensity_scenario data (#308). target_sda() now outputs targets range years input co2_intenstiy_scenario (#307).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-018","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.8","title":"r2dii.analysis 0.1.8","text":"CRAN release: 2021-05-22 target_market_share() now correctly outputs target technology share, line methodology (@georgeharris2deg #277). target_market_share() now correctly projects technology share ‘production / total production’ computing company, unweighted relative loan size (@KapitanKombajn #288). target_market_share() longer outputs columns sector_weighted_production technology_weighted_production. columns internal shouldn’t face users (#291).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-016","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.6","title":"r2dii.analysis 0.1.6","text":"CRAN release: 2021-03-10 target_market_share() now correctly outputs technology_share multiple loans different level company (@ab-bbva #265).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-015","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.5","title":"r2dii.analysis 0.1.5","text":"CRAN release: 2021-01-22 target_market_share() now errors input data unexpected column (@georgeharris2deg #267). target_market_share() now correctly outputs technology_share multiple loans company (@georgeharris2deg #262, @ab-bbva #265).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-014","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.4","title":"r2dii.analysis 0.1.4","text":"CRAN release: 2021-01-05 target_market_share() now correctly outputs unweighted production company, equal ald-production one company multiple loans different size (#255 @georgeharris2deg).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-013","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.3","title":"r2dii.analysis 0.1.3","text":"CRAN release: 2020-12-15 target_market_share() now correctly outputs unweighted production multiple levels exist company (#249).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-012","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.2","title":"r2dii.analysis 0.1.2","text":"CRAN release: 2020-12-05 target_market_share() now outputs weighted_technology_share correctly sums 1 grouped sector, metric scenario (#218). target_market_share() now correctly outputs unweighted production multiple loans exist company (#239). target_market_share() now outputs empty named tibble matching region definitions can found (#236). target_market_share now outputs technologies present ald, even present data (#235). target_sda() now interpolates input scenario file year correctly calculates target, regardless time-horizon ald (#234). Hyperlinks “Get Started” tab website now points correct links (#222 @apmanning). Depend dplyr >= 0.8.5, explicitly. commit version newer dplyr 1 still relatively new, represents major change users initially resist. Relax dependency rlang, mostly driven dynamically recursive dependencies. example, dplyr 0.8.5 depends specific version rlang recent version explicitly depended – suggests explicit rlang unhelpful misleading. New internal data loanbook_stable region_isos_stable make regression tests stable (#227).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-011","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.1","title":"r2dii.analysis 0.1.1","text":"CRAN release: 2020-09-12 Change license MIT. website’s home page now thanks founders. target_market_share() now works expected value column scenario missing value column region. longer results output columns production technology_share type “list” (#203). website now shows News tab.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-010","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.0","title":"r2dii.analysis 0.1.0","text":"CRAN release: 2020-09-03 target_sda() now correctly handles differing country_of_domicile inputs (#171). target_market_share() now outputs technology_share (#184). join_ald_scenario() now returns visibly dev-magrittr (#188 @lionel-). target_market_share() gains weight_production parameter (#181). target_market_share() now correctly use sector_ald column input data argument (#178). target_sda() now automatically filters ald rows emissions_factor values NA (#173). join_ald_scenario() now converts lower case values columns sector_ald technology (#172). target_sda() now aggregates input ald technology plant_location prior calculating targets (@QianFeng2020 #160). target_sda() now errors input data duplicated id_loan (@QianFeng2020 #164). target_sda() gains by_company parameter (#155). target_market_share() now outputs actual aggregated corporate economy. Previously, output , erroneously, normalized starting portfolio value (#158). target_sda() now correctly calculates SDA targets (#153): Targets now calculated using scenario data adjusted corporate economy data. adjusted scenario data also output function along usual metrics. Methodology error fixed, reflected code. Previously, target , incorrectly, calculated multiplying adjusted scenario. Now scenario data added instead. New summarize_weighted_percent_change() allows user calculate new indicator (#141). target_market_share() longer errors combination sector scenario_target_value uniquely identify observation (@georgeharris2deg #142).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-001","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.0.1","title":"r2dii.analysis 0.0.1","text":"CRAN release: 2020-06-28 First release CRAN","code":""}] +[{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/LICENSE.html","id":null,"dir":"","previous_headings":"","what":"MIT License","title":"MIT License","text":"Copyright (c) 2020 Rocky Mountain Institute Permission hereby granted, free charge, person obtaining copy software associated documentation files (“Software”), deal Software without restriction, including without limitation rights use, copy, modify, merge, publish, distribute, sublicense, /sell copies Software, permit persons Software furnished , subject following conditions: copyright notice permission notice shall included copies substantial portions Software. SOFTWARE PROVIDED “”, WITHOUT WARRANTY KIND, EXPRESS IMPLIED, INCLUDING LIMITED WARRANTIES MERCHANTABILITY, FITNESS PARTICULAR PURPOSE NONINFRINGEMENT. EVENT SHALL AUTHORS COPYRIGHT HOLDERS LIABLE CLAIM, DAMAGES LIABILITY, WHETHER ACTION CONTRACT, TORT OTHERWISE, ARISING , CONNECTION SOFTWARE USE DEALINGS SOFTWARE.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/production-percent-change.html","id":"weighted-production","dir":"Articles","previous_headings":"","what":"Weighted Production","title":"Indicator Choices:","text":"intents purposes, recommend calculating targets using loan weighted production indicator. particular, define loan weighted production given company, \\(j\\) : \\[ \\overline{p}_{,j}(t) = p_{,j}(t) * \\dfrac{l_j}{\\sum_j l_j}\\] \\(p_{,j}\\) production company \\(\\) technology \\(j\\) \\(l_j\\) loan given company \\(j\\). calculate portfolio targets, aggregate value summing every company portfolio: \\[ \\overline{p}_i (t) = \\sum_j \\left[ p_{,j}(t) * \\dfrac{l_j}{\\sum_j l_j} \\right] \\] Effectively, loan-weighted average production attributed company portfolio. significant result indicator choice small companies (little production) favorably weighted, given loan company sufficiently large. can useful reflect large investments green start-ups. calculate weighted production:","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) master <- loanbook_demo %>% match_name(abcd_demo) %>% prioritize() %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) summarize_weighted_production(master) #> # A tibble: 66 × 5 #> sector_abcd technology year weighted_production weighted_technology_share #> #> 1 automotive electric 2020 973775. 0.114 #> 2 automotive electric 2021 1018967. 0.118 #> 3 automotive electric 2022 1064159. 0.122 #> 4 automotive electric 2023 1109351. 0.126 #> 5 automotive electric 2024 1154543. 0.130 #> 6 automotive electric 2025 1199735. 0.133 #> 7 automotive hybrid 2020 1886042. 0.221 #> 8 automotive hybrid 2021 1709634. 0.198 #> 9 automotive hybrid 2022 1533226. 0.176 #> 10 automotive hybrid 2023 1356819. 0.154 #> # ℹ 56 more rows"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/production-percent-change.html","id":"weighted-percent-change-in-production","dir":"Articles","previous_headings":"","what":"Weighted Percent Change in Production","title":"Indicator Choices:","text":"-hand, ’re keen understand large corporations portfolio planning make significant changes, percent change production may useful indicator. company, define percent change, \\(\\chi_i(t)\\), compared start year, \\(t_0\\): \\[ \\chi_i(t) = \\dfrac{p_{}(t)-p_{}(t_0)}{p_i(t_0)} * 100\\] \\(p_i(t)\\) indicator (production capacity) technology \\(\\), \\(t0\\) start year analysis. aggregate percent-change production company portfolio-level, using loan-weighted average . particular, loan \\(l_j\\) company \\(j\\), : \\[ \\overline{\\chi_i} = \\sum_j \\left[ \\chi_{,j} * \\dfrac{l_j}{\\sum_j l_j} \\right]\\] noted percent change, \\(\\chi\\), undefined 0 initial production. Intuitively, makes sense, since require “infinite percent” build-grow anything 0. reason, company 0 initial production filtered prior calculating percent change indicator. calculate weighted percent change:","code":"# using the master dataset defined in the previous chunk: summarize_weighted_percent_change(master) #> # A tibble: 66 × 4 #> sector_abcd technology year weighted_percent_change #> #> 1 automotive electric 2020 0 #> 2 automotive electric 2021 0.0881 #> 3 automotive electric 2022 0.176 #> 4 automotive electric 2023 0.264 #> 5 automotive electric 2024 0.352 #> 6 automotive electric 2025 0.440 #> 7 automotive hybrid 2020 1.78 #> 8 automotive hybrid 2021 1.43 #> 9 automotive hybrid 2022 1.09 #> 10 automotive hybrid 2023 0.747 #> # ℹ 56 more rows"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"load-your-r2dii-libraries","dir":"Articles","previous_headings":"","what":"Load your r2dii libraries","title":"Introduction to r2dii.analysis","text":"first step analysis load recommended r2dii packages current R session. r2dii.data includes fake data help demonstrate tool r2dii.match provides functions help easily match loanbook asset-level data. plot results, may also load package r2dii.plot. also recommend packages tidyverse; optional useful.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) library(r2dii.plot) library(tidyverse) #> ── Attaching core tidyverse packages ──────────────────────── tidyverse 2.0.0 ── #> ✔ dplyr 1.1.4 ✔ readr 2.1.5 #> ✔ forcats 1.0.0 ✔ stringr 1.5.1 #> ✔ ggplot2 3.4.4 ✔ tibble 3.2.1 #> ✔ lubridate 1.9.3 ✔ tidyr 1.3.1 #> ✔ purrr 1.0.2 #> ── Conflicts ────────────────────────────────────────── tidyverse_conflicts() ── #> ✖ dplyr::filter() masks stats::filter() #> ✖ dplyr::lag() masks stats::lag() #> ℹ Use the conflicted package () to force all conflicts to become errors"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"match-your-loanbook-to-climate-related-asset-level-data","dir":"Articles","previous_headings":"","what":"Match your loanbook to climate-related asset-level data","title":"Introduction to r2dii.analysis","text":"See r2dii.match complete description process.","code":"# Use these datasets to practice but eventually you should use your own data. # The optional syntax `package::data` is to clarify where the data comes from. loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , …"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"calculate-targets","dir":"Articles","previous_headings":"","what":"Calculate targets","title":"Introduction to r2dii.analysis","text":"can calculate scenario targets using two different approaches: Market Share Approach, Sectoral Decarbonization Approach.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-approach","dir":"Articles","previous_headings":"Calculate targets","what":"Market Share Approach","title":"Introduction to r2dii.analysis","text":"Market Share Approach used calculate scenario targets production technology sector. example, can use approach set targets production electric vehicles automotive sector. approach recommended sectors granular technology scenario roadmap exists. Targets can set portfolio level: company level:","code":"# Use these datasets to practice but eventually you should use your own data. scenario <- r2dii.data::scenario_demo_2020 regions <- r2dii.data::region_isos_demo market_share_targets_portfolio <- matched %>% target_market_share( abcd = abcd, scenario = scenario, region_isos = regions ) market_share_targets_portfolio #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope market_share_targets_company <- matched %>% target_market_share( abcd = abcd, scenario = scenario, region_isos = regions, # Output results at company-level. by_company = TRUE ) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? market_share_targets_company #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"sectoral-decarbonization-approach","dir":"Articles","previous_headings":"Calculate targets","what":"Sectoral Decarbonization Approach","title":"Introduction to r2dii.analysis","text":"Sectoral Decarbonization Approach used calculate scenario targets emission_factor sector. example, can use approach set targets average emission factor cement sector. approach recommended sectors lacking technology roadmaps.","code":"# Use this dataset to practice but eventually you should use your own data. co2 <- r2dii.data::co2_intensity_scenario_demo sda_targets <- matched %>% target_sda(abcd = abcd, co2_intensity_scenario = co2, region_isos = regions) %>% filter(sector == \"cement\", year >= 2020) #> Warning: Removing rows in abcd where `emission_factor` is NA sda_targets #> # A tibble: 110 × 6 #> sector year region scenario_source emission_factor_metric #> #> 1 cement 2020 advanced economies demo_2020 projected #> 2 cement 2020 developing asia demo_2020 projected #> 3 cement 2020 global demo_2020 projected #> 4 cement 2021 advanced economies demo_2020 projected #> 5 cement 2021 developing asia demo_2020 projected #> 6 cement 2021 global demo_2020 projected #> 7 cement 2022 advanced economies demo_2020 projected #> 8 cement 2022 developing asia demo_2020 projected #> 9 cement 2022 global demo_2020 projected #> 10 cement 2023 advanced economies demo_2020 projected #> # ℹ 100 more rows #> # ℹ 1 more variable: emission_factor_value "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"visualization","dir":"Articles","previous_headings":"","what":"Visualization","title":"Introduction to r2dii.analysis","text":"large variety possible visualizations stemming outputs target_market_share() target_sda(). , highlight couple common plots can easily created using r2dii.plot package.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-sector-level-technology-mix","dir":"Articles","previous_headings":"Visualization","what":"Market Share: Sector-level technology mix","title":"Introduction to r2dii.analysis","text":"market share output, can plot portfolio’s exposure various climate sensitive technologies (projected), compare corporate economy, various scenario targets.","code":"# Pick the targets you want to plot. data <- filter( market_share_targets_portfolio, scenario_source == \"demo_2020\", sector == \"power\", region == \"global\", metric %in% c(\"projected\", \"corporate_economy\", \"target_sds\") ) # Plot the technology mix qplot_techmix(data) #> The `technology_share` values are plotted for extreme years. #> Do you want to plot different years? E.g. filter data with:`subset(data, year %in% c(2020, 2030))`."},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"market-share-technology-level-volume-trajectory","dir":"Articles","previous_headings":"Visualization","what":"Market Share: Technology-level volume trajectory","title":"Introduction to r2dii.analysis","text":"can also plot technology-specific volume trend. starting values normalized 1, emphasize comparing rates buildout /retirement.","code":"data <- filter( market_share_targets_portfolio, sector == \"power\", technology == \"renewablescap\", region == \"global\", scenario_source == \"demo_2020\" ) qplot_trajectory(data) #> Warning: The dataset `green_or_brown`is superseded as of r2dii.data 0.3.2. #> Please use `increasing_or_decreasing` instead."},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/r2dii-analysis.html","id":"sda-target","dir":"Articles","previous_headings":"Visualization","what":"SDA Target","title":"Introduction to r2dii.analysis","text":"SDA output, can compare projected average emission intensity attributed portfolio, actual emission intensity scenario, scenario compliant SDA pathway portfolio must follow achieve scenario ambition 2050.","code":"data <- filter(sda_targets, sector == \"cement\", region == \"global\") qplot_emission_intensity(data)"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"scenario-market-shares","dir":"Articles","previous_headings":"","what":"Scenario market-shares","title":"Market Share Approach","text":"Say want study portfolio perform specific climate scenario. can allocate scenario efforts production profile portfolio? can two ways – technology, sector.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"market-share-by-technology","dir":"Articles","previous_headings":"Scenario market-shares","what":"1. Market-share by technology","title":"Market Share Approach","text":"define market-share technology : \\[p_{}^{tmsr}(t) = p_{}(t_{0}) + p_{}(t_{0}) * \\frac{s_i(t) - s_{}(t_0)}{s_i(t_0)}\\] can see reduces : \\[p_{}^{tmsr}(t) = p_{}(t_{0}) \\left(1 + \\frac{s_i(t) - s_{}(t_0)}{s_i(t_0)} \\right) \\\\ p_{}^{tmsr}(t) = p_{}(t_{0}) \\left(1 + \\frac{s_i(t)}{s_i(t_0)} -1 \\right) \\\\ p_{}^{tmsr}(t) = p_{}(t_{0}) * \\frac{s_i(t)}{s_i(t_0)}\\] : \\(s_i(t)\\) scenario production technology \\(\\) time \\(t\\), \\(p_{}(t_0)\\) production allocated portfolio technology, \\(\\) time \\(t_0\\), \\(p_{}^{tmsr}(t)\\) portfolio-specific target production technology. define “Technology Market Share Ratio” : \\[\\dfrac{s_i(t)}{s_i(t_0)}\\] method used set targets “decreasing” (ie. brown) technologies.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"market-share-by-sector","dir":"Articles","previous_headings":"Scenario market-shares","what":"2. Market-share by sector","title":"Market Share Approach","text":"calculate market-share sector, use initial production portfolio scenario sector-level instead. \\[p_{}^{smsp}(t) = p_{}(t_0) +P(t_0) * \\left( \\dfrac{s_i(t)-s_i(t_0)}{S(t_0)}\\right)\\] : \\(P_i(t_0)\\) portfolio’s total production sector \\(t_0\\), \\(S(t_0)\\) scenario total production \\(t_0\\). define “Sector Market Share Percentage” : \\[\\dfrac{s_i(t)-s_i(t_0)}{S(t_0)}\\] method used calculate targets “increasing” (ie. green) technologies.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-market-share.html","id":"how-to-calculate-market-share-targets-for-a-given-scenario","dir":"Articles","previous_headings":"","what":"How to calculate market-share targets for a given scenario","title":"Market Share Approach","text":"calculate market-share targets, need use package r2dii.analysis number datasets. One datasets “matched” dataset (loanbook + asset-level data) can get package r2dii.match. datasets use come package r2dii.data; fake show structure data. Use packages. Match loanbook asset level data. Calculate market-share targets production portfolio level. Calculate market-share targets production company level.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% # WARNING: Remember to validate the output of match_name() before prioritize() prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , … # portfolio level targets scenario <- r2dii.data::scenario_demo_2020 regions <- r2dii.data::region_isos_demo matched %>% target_market_share(abcd, scenario, regions) #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope matched %>% target_market_share(abcd, scenario, regions, by_company = TRUE) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"sda-methodology","dir":"Articles","previous_headings":"","what":"SDA Methodology","title":"Sectoral Decarbonization Approach (SDA)","text":"Sectoral Decarbonization Approach (SDA) method setting corporate CO2 emissions intensity reduction targets line climate science. method developed Science-Based Targets Initiative (SBTI), international initiative science-based target setting companies initiated CDP, United Nations Global Compact, World Resources Institute (WRI), Worldwide Fund Nature (WWF). context PACTA, methodology used calculate emission factor targets homogenous sectors (.e. sectors technology-level scenario pathways). First, distance, \\(d\\), company’s CO2 emissions intensity per unit production (emissions factor), \\(^{Co}(t)\\) base year, \\(t_0\\), scenario target intensity 2050, \\(^{Sc}(2050)\\) calculated. target intensity 2050 can taken relevant climate scenario: \\[d = ^{Co}(t_0) - ^{Sc}(2050)\\] company’s market share parameter, \\(m(t)\\), defined company’s expected future activity, \\(P^{Co}(t)\\) divided sector’s future activity, \\(P^{Sc}(t)\\) reflect expected forward-looking market share company. given ratio company’s base year market share, derived activity, \\(P^{Co}(t_0)\\) divided sector’s activity year, \\(P^{Sc}(t_0)\\). cases former calculated per company, latter determined climate scenario: \\[m (t) = \\dfrac{P^{Co}(t_0) / P^{Sc}(t_0)}{P^{Co}(t) / P^{Sc}(t)}\\] noted parameter capture change market share company rather inverse. useful equates decreasing parameter company’s market share increasing. equates larger reduction efforts companies market share increasing time. sector decarbonization factor, \\(p(t)\\) defined : \\[ p(t) = \\frac{^{Sc}(t) - ^{Sc}(2050)}{^{Sc}(t_0) - ^{Sc}(2050)}\\] \\(^{}(t)\\) \\(^{Sc}(t)\\) average market scenario emission intensities respectively, time \\(t\\). variable captures remaining effort needed market meet target 2050, per year. SDA assumptions CO2 intensity companies sector converge 2050. Note \\(p(t_0) = 1\\) \\(p(2050) = 0\\), indicating 100% expected decarbonization efforts still met base year 0% left 2050. company-level emission intensity target defined : \\[^{Target}(t) = \\left( d * p (t) * m (t) \\right) + ^{Sc}(2050)\\]","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"pacta-assumptions","dir":"Articles","previous_headings":"","what":"PACTA Assumptions","title":"Sectoral Decarbonization Approach (SDA)","text":"SDA applied PACTA differs slightly way applied SBTI. particular, must align top-approach laid climate scenarios bottom-asset-based company data used PACTA analysis. Assumption: Market share stays constant (\\(m(t)\\) = 1) Due lack quantitative data expected market share changes throughout entire time horizon 2050. \\(m(t)\\) set 1 years. SBTI method calculating \\(m(t)\\), higher intensity reduction target cases absolute pathway sector exceeds scenario target. makes sense. However, applying company level counter-intuitive: Companies decrease market share allowed higher CO2-Intensity average market actor. , companies increasing market share forced terms CO2-Intensity ones whose market share remains constant. follows company reaches targeted CO2-Intensity allowed increase share market. desirable outcome. assumption, target calculation reduces : \\[^{Target}(t) = \\left( d * p (t) \\right) + ^{Sc}(2050)\\] Approximation: Adjust base year scenario emission intensity SBTI PACTA methodology target emissions sector taken climate scenarios. implement global economy top-approach applies absolute emissions value year 2050 converts yearly emission intensities. However, may discrepancies Scenario projected emission intensities, bottom-ABCD emission intensities. reflect discrepancy, adjust scenario projections following factor, \\[\\dfrac{^{ABCD}(t_0)}{^{Sc}(t_0)}\\] yielding adjusted scenario pathway: \\['^{Sc}(t) = \\left(\\dfrac{^{ABCD}(t_0)}{^{Sc}(t_0)}\\right) * ^{Sc}(t)\\] yields final PACTA SDA target equation: \\[^{Target}(t) = \\left( d * p (t) \\right) + '^{Sc}(t)\\] Note: \\(d\\) \\(p(t)\\) also must re-calculated using adjusted scenario intensity, \\('^{Sc}\\).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/articles/target-sda.html","id":"calculating-sda-targets","dir":"Articles","previous_headings":"","what":"Calculating SDA Targets","title":"Sectoral Decarbonization Approach (SDA)","text":"calculate SDA targets need use package r2dii.analysis number datasets, including “matched” dataset (loanbook + asset-level data) can get package r2dii.match. datasets use come package r2dii.data; fake show structure data. Use packages. Match loanbook asset level data. Calculate SDA targets CO2 emissions intensities:","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) loanbook <- r2dii.data::loanbook_demo abcd <- r2dii.data::abcd_demo matched <- match_name(loanbook, abcd) %>% # WARNING: Remember to validate the output of match_name() before prioritize() prioritize() matched #> # A tibble: 168 × 28 #> id_loan id_direct_loantaker name_direct_loantaker id_intermediate_pare…¹ #> #> 1 L6 C304 Kassulke-Kassulke NA #> 2 L13 C297 Ladeck NA #> 3 L20 C287 Weinhold NA #> 4 L21 C286 Gallo Group NA #> 5 L22 C285 Austermuhle GmbH NA #> 6 L24 C282 Ferraro-Ferraro Group NA #> 7 L25 C281 Lockman, Lockman and Lock… NA #> 8 L26 C280 Ankunding, Ankunding and … NA #> 9 L27 C278 Donati-Donati Group NA #> 10 L28 C276 Ferraro, Ferraro e Ferrar… NA #> # ℹ 158 more rows #> # ℹ abbreviated name: ¹​id_intermediate_parent_1 #> # ℹ 24 more variables: name_intermediate_parent_1 , #> # id_ultimate_parent , name_ultimate_parent , #> # loan_size_outstanding , loan_size_outstanding_currency , #> # loan_size_credit_limit , loan_size_credit_limit_currency , #> # sector_classification_system , … co2_intensity <- r2dii.data::co2_intensity_scenario_demo matched %>% target_sda(abcd, co2_intensity) #> Warning: Removing rows in abcd where `emission_factor` is NA #> Warning: Found no matching regions for input scenario #> # A tibble: 0 × 4 #> # ℹ 4 variables: sector , year , emission_factor_metric , #> # emission_factor_value "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/authors.html","id":null,"dir":"","previous_headings":"","what":"Authors","title":"Authors and Citation","text":"Alex Axthelm. Author, maintainer. Jackson Hoffart. Author, contractor. Mauro Lepore. Author, contractor. Klaus Hogedorn. Author. Nicky Halterman. Author. Rocky Mountain Institute. Copyright holder, funder.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/authors.html","id":"citation","dir":"","previous_headings":"","what":"Citation","title":"Authors and Citation","text":"Axthelm , Hoffart J, Lepore M, Hogedorn K, Halterman N (2024). r2dii.analysis: Measure Climate Scenario Alignment Corporate Loans. R package version 0.3.0.9000, https://rmi-pacta.github.io/r2dii.analysis/, https://github.com/RMI-PACTA/r2dii.analysis.","code":"@Manual{, title = {r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans}, author = {Alex Axthelm and Jackson Hoffart and Mauro Lepore and Klaus Hogedorn and Nicky Halterman}, year = {2024}, note = {R package version 0.3.0.9000, https://rmi-pacta.github.io/r2dii.analysis/}, url = {https://github.com/RMI-PACTA/r2dii.analysis}, }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"r2diianalysis-","dir":"","previous_headings":"","what":"Measure Climate Scenario Alignment of Corporate Loans","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"tools help assess financial portfolio aligns climate goals. summarize key metrics attributed portfolio (e.g. production, emission factors), calculate targets based climate scenarios. implement R last step free software ‘PACTA’ (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use ‘PACTA’ study capital allocation impacts climate.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"installation","dir":"","previous_headings":"","what":"Installation","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Install released version r2dii.analysis CRAN : install development version r2dii.analysis GitHub :","code":"install.packages(\"r2dii.analysis\") # install.packages(\"pak\") pak::pak(\"RMI-PACTA/r2dii.analysis\")"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"example","dir":"","previous_headings":"","what":"Example","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Use library() attach packages need. r2dii.analysis depend packages r2dii.data r2dii.match; suggest install – install.packages(c(\"r2dii.data\", \"r2dii.match\")) – can reproduce examples. Use r2dii.match::match_name() identify matches loanbook asset level data.","code":"library(r2dii.data) library(r2dii.match) library(r2dii.analysis) matched <- match_name(loanbook_demo, abcd_demo) %>% prioritize()"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"add-scenario-targets","dir":"","previous_headings":"Example","what":"Add Scenario Targets","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"Use target_sda() calculate SDA targets CO2 emissions. Use target_market_share calculate market-share scenario targets portfolio level: company level:","code":"matched %>% target_sda( abcd = abcd_demo, co2_intensity_scenario = co2_intensity_scenario_demo, region_isos = region_isos_demo ) #> Warning: Removing rows in abcd where `emission_factor` is NA #> # A tibble: 220 × 6 #> sector year region scenario_source emission_factor_metric #> #> 1 cement 2020 advanced economies demo_2020 projected #> 2 cement 2020 developing asia demo_2020 projected #> 3 cement 2020 global demo_2020 projected #> 4 cement 2021 advanced economies demo_2020 projected #> 5 cement 2021 developing asia demo_2020 projected #> 6 cement 2021 global demo_2020 projected #> 7 cement 2022 advanced economies demo_2020 projected #> 8 cement 2022 developing asia demo_2020 projected #> 9 cement 2022 global demo_2020 projected #> 10 cement 2023 advanced economies demo_2020 projected #> # ℹ 210 more rows #> # ℹ 1 more variable: emission_factor_value matched %>% target_market_share( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) #> # A tibble: 792 × 10 #> sector technology year region scenario_source metric production #> #> 1 automotive electric 2020 global demo_2020 projected 324592. #> 2 automotive electric 2020 global demo_2020 target_cps 324592. #> 3 automotive electric 2020 global demo_2020 target_sds 324592. #> 4 automotive electric 2020 global demo_2020 target_sps 324592. #> 5 automotive electric 2021 global demo_2020 projected 339656. #> 6 automotive electric 2021 global demo_2020 target_cps 329191. #> 7 automotive electric 2021 global demo_2020 target_sds 352505. #> 8 automotive electric 2021 global demo_2020 target_sps 330435. #> 9 automotive electric 2022 global demo_2020 projected 354720. #> 10 automotive electric 2022 global demo_2020 target_cps 333693. #> # ℹ 782 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope matched %>% target_market_share( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo, by_company = TRUE ) #> Warning: You've supplied `by_company = TRUE` and `weight_production = TRUE`. #> This will result in company-level results, weighted by the portfolio #> loan size, which is rarely useful. Did you mean to set one of these #> arguments to `FALSE`? #> # A tibble: 12,140 × 11 #> sector technology year region scenario_source name_abcd metric production #> #> 1 automoti… electric 2020 global demo_2020 Bernardi… proje… 324592. #> 2 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 3 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 4 automoti… electric 2020 global demo_2020 Bernardi… targe… 324592. #> 5 automoti… electric 2021 global demo_2020 Bernardi… proje… 339656. #> 6 automoti… electric 2021 global demo_2020 Bernardi… targe… 329191. #> 7 automoti… electric 2021 global demo_2020 Bernardi… targe… 352505. #> 8 automoti… electric 2021 global demo_2020 Bernardi… targe… 330435. #> 9 automoti… electric 2022 global demo_2020 Bernardi… proje… 354720. #> 10 automoti… electric 2022 global demo_2020 Bernardi… targe… 333693. #> # ℹ 12,130 more rows #> # ℹ 3 more variables: technology_share , scope , #> # percentage_of_initial_production_by_scope "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"utility-functions","dir":"","previous_headings":"Example","what":"Utility Functions","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"target_*() functions provide shortcuts common operations. wrap utility functions may also use directly: Use join_abcd_scenario() join matched dataset relevant scenario data, pick assets relevant regions. Use summarize_weighted_production() different grouping arguments calculate scenario-targets: Get started.","code":"loanbook_joined_to_abcd_scenario <- matched %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) # portfolio level loanbook_joined_to_abcd_scenario %>% summarize_weighted_production(scenario, tmsr, smsp, region) #> # A tibble: 306 × 9 #> sector_abcd technology year scenario tmsr smsp region #> #> 1 automotive electric 2020 cps 1 0 global #> 2 automotive electric 2020 sds 1 0 global #> 3 automotive electric 2020 sps 1 0 global #> 4 automotive electric 2021 cps 1.12 0.00108 global #> 5 automotive electric 2021 sds 1.16 0.00653 global #> 6 automotive electric 2021 sps 1.14 0.00137 global #> 7 automotive electric 2022 cps 1.24 0.00213 global #> 8 automotive electric 2022 sds 1.32 0.0131 global #> 9 automotive electric 2022 sps 1.29 0.00273 global #> 10 automotive electric 2023 cps 1.35 0.00316 global #> # ℹ 296 more rows #> # ℹ 2 more variables: weighted_production , #> # weighted_technology_share # company level loanbook_joined_to_abcd_scenario %>% summarize_weighted_production(scenario, tmsr, smsp, region, name_abcd) #> # A tibble: 4,005 × 10 #> sector_abcd technology year scenario tmsr smsp region name_abcd #> #> 1 automotive electric 2020 cps 1 0 global Bernardi, Bernard… #> 2 automotive electric 2020 sds 1 0 global Bernardi, Bernard… #> 3 automotive electric 2020 sps 1 0 global Bernardi, Bernard… #> 4 automotive electric 2021 cps 1.12 0.00108 global Bernardi, Bernard… #> 5 automotive electric 2021 sds 1.16 0.00653 global Bernardi, Bernard… #> 6 automotive electric 2021 sps 1.14 0.00137 global Bernardi, Bernard… #> 7 automotive electric 2022 cps 1.24 0.00213 global Bernardi, Bernard… #> 8 automotive electric 2022 sds 1.32 0.0131 global Bernardi, Bernard… #> 9 automotive electric 2022 sps 1.29 0.00273 global Bernardi, Bernard… #> 10 automotive electric 2023 cps 1.35 0.00316 global Bernardi, Bernard… #> # ℹ 3,995 more rows #> # ℹ 2 more variables: weighted_production , #> # weighted_technology_share "},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/index.html","id":"funding","dir":"","previous_headings":"","what":"Funding","title":"Measure Climate Scenario Alignment of Corporate Loans","text":"project received funding European Union LIFE program International Climate Initiative (IKI). Federal Ministry Environment, Nature Conservation Nuclear Safety (BMU) supports initiative basis decision adopted German Bundestag. views expressed sole responsibility authors necessarily reflect views funders. funders responsible use may made information contains.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":null,"dir":"Reference","previous_headings":"","what":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"join_abcd_scenario() simple wrapper several calls dplyr::join_*(), forming master dataset used later steps analysis.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"","code":"join_abcd_scenario( data, abcd, scenario, region_isos = r2dii.data::region_isos, add_green_technologies = FALSE )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"data data frame like output r2dii.match::prioritize. abcd asset level data frame like r2dii.data::abcd_demo. scenario scenario data frame like r2dii.data::scenario_demo_2020. region_isos data frame like r2dii.data::region_isos (default). add_green_technologies Logical vector length 1. FALSE defaults outputting technologies present data abcd. Set FALSE add rows possible green technologies (0 production).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_abcd_scenario.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Join a data-loanbook object to the abcd and scenario — join_abcd_scenario","text":"Returns fully joined data frame, linking portfolio, abcd scenario.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":null,"dir":"Reference","previous_headings":"","what":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"function deprecated favour join_abcd_scenario(). See information.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"","code":"join_ald_scenario( data, ald, scenario, region_isos = r2dii.data::region_isos, add_green_technologies = FALSE )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/join_ald_scenario.html","id":"ref-examples","dir":"Reference","previous_headings":"","what":"Examples","title":"Join a data-loanbook object to the ald and scenario — join_ald_scenario","text":"","code":"if (FALSE) { installed <- requireNamespace(\"r2dii.data\", quietly = TRUE) && requireNamespace(\"r2dii.match\", quietly = TRUE) && packageVersion(\"r2dii.match\") >= \"0.1.0\" if (installed) { library(r2dii.data) library(r2dii.match) valid_matches <- match_name(loanbook_demo, ald_demo) %>% prioritize() valid_matches %>% join_ald_scenario( ald = ald_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) # -> valid_matches %>% join_abcd_scenario( abcd = abcd_demo, scenario = scenario_demo_2020, region_isos = region_isos_demo ) } }"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":null,"dir":"Reference","previous_headings":"","what":"Pipe operator — %>%","title":"Pipe operator — %>%","text":"See magrittr::%>% details.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Pipe operator — %>%","text":"","code":"lhs %>% rhs"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Pipe operator — %>%","text":"lhs value magrittr placeholder. rhs function call using magrittr semantics.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/pipe.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Pipe operator — %>%","text":"result calling rhs(lhs).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/r2dii.analysis-package.html","id":null,"dir":"Reference","previous_headings":"","what":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","title":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","text":"tools help assess corporate lending portfolio aligns climate goals. summarize key climate indicators attributed portfolio (e.g. production, emission factors), calculate alignment targets based climate scenarios. implement R last step free software 'PACTA' (Paris Agreement Capital Transition Assessment; https://www.transitionmonitor.com/). Financial institutions use 'PACTA' study capital allocation decisions align climate change mitigation goals.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/r2dii.analysis-package.html","id":"author","dir":"Reference","previous_headings":"","what":"Author","title":"r2dii.analysis: Measure Climate Scenario Alignment of Corporate Loans — r2dii.analysis-package","text":"Maintainer: Alex Axthelm aaxthelm@rmi.org (ORCID) Authors: Jackson Hoffart jackson.hoffart@gmail.com (ORCID) [contractor] Mauro Lepore maurolepore@gmail.com (ORCID) [contractor] Klaus Hogedorn klaus@2degrees-investing.org Nicky Halterman nicholas..halterman@gmail.com contributors: Rocky Mountain Institute PACTA4banks@rmi.org [copyright holder, funder]","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":null,"dir":"Reference","previous_headings":"","what":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"Based weight loan per sector per year, summarize_weighted_production() summarize_weighted_percent_change() summarize production percent-change, respectively.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"","code":"summarize_weighted_production(data, ..., use_credit_limit = FALSE) summarize_weighted_percent_change(data, ..., use_credit_limit = FALSE)"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"data data frame like output join_abcd_scenario(). ... Variables group . use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE instead use column loan_size_credit_limit.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"tibble groups input () columns: sector, technology, year; weighted_production weighted_production summarize_weighted_production() summarize_weighted_percent_change(), respectively.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/summarize_weighted_production.html","id":"warning","dir":"Reference","previous_headings":"","what":"Warning","title":"Summaries based on the weight of each loan per sector per year — summarize_weighted_production","text":"percent-change analysis excludes companies 0 production. percent-change undefined companies initial production; including companies cause percent-change percentage infinite, wrong.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":null,"dir":"Reference","previous_headings":"","what":"Add targets for production, using the market share approach — target_market_share","title":"Add targets for production, using the market share approach — target_market_share","text":"function calculates portfolio-level production targets, calculated using market share approach applied relevant climate production forecast.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Add targets for production, using the market share approach — target_market_share","text":"","code":"target_market_share( data, abcd, scenario, region_isos = r2dii.data::region_isos, use_credit_limit = FALSE, by_company = FALSE, weight_production = TRUE, increasing_or_decreasing = r2dii.data::increasing_or_decreasing, ald = deprecated() )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Add targets for production, using the market share approach — target_market_share","text":"data \"data.frame\" like output r2dii.match::prioritize. abcd asset level data frame like r2dii.data::abcd_demo. scenario scenario data frame like r2dii.data::scenario_demo_2020. region_isos data frame like r2dii.data::region_isos (default). use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE use column loan_size_credit_limit instead. by_company Logical vector length 1. FALSE defaults outputting production_value portfolio-level. Set TRUE output production_value company-level. weight_production Logical vector length 1. TRUE defaults outputting production, weighted relative loan-size. Set FALSE output unweighted production values. increasing_or_decreasing data frame like r2dii.data::increasing_or_decreasing. ald ald superseded abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Add targets for production, using the market share approach — target_market_share","text":"tibble including summarized columns metric, production, technology_share, percentage_of_initial_production_by_scope scope. by_company = TRUE, output also column name_abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_market_share.html","id":"handling-grouped-data","dir":"Reference","previous_headings":"","what":"Handling grouped data","title":"Add targets for production, using the market share approach — target_market_share","text":"function ignores existing groups outputs ungrouped data.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":null,"dir":"Reference","previous_headings":"","what":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"function calculates targets CO2 emissions per unit production portfolio-level, otherwise referred \"emissions factors\". uses sectoral-decarbonization approach (SDA) calculate targets.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"ref-usage","dir":"Reference","previous_headings":"","what":"Usage","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"","code":"target_sda( data, abcd, co2_intensity_scenario, use_credit_limit = FALSE, by_company = FALSE, region_isos = r2dii.data::region_isos, ald = deprecated() )"},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"arguments","dir":"Reference","previous_headings":"","what":"Arguments","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"data dataframe like output r2dii.match::prioritize(). abcd asset-level data frame like r2dii.data::abcd_demo. co2_intensity_scenario scenario data frame like r2dii.data::co2_intensity_scenario_demo. use_credit_limit Logical vector length 1. FALSE defaults using column loan_size_outstanding. Set TRUE instead use column loan_size_credit_limit. by_company Logical vector length 1. FALSE defaults outputting weighted_production_value portfolio-level. Set TRUE output weighted_production_value company-level. region_isos data frame like r2dii.data::region_isos (default). ald ald superseded abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"tibble including summarized columns emission_factor_metric emission_factor_value. by_company = TRUE, output also column name_abcd.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/target_sda.html","id":"handling-grouped-data","dir":"Reference","previous_headings":"","what":"Handling grouped data","title":"Add targets for CO2 emissions per unit production at the portfolio level,\nusing the SDA approach — target_sda","text":"function ignores existing groups outputs ungrouped data.","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/tidyeval.html","id":null,"dir":"Reference","previous_headings":"","what":"Tidy eval helpers — tidyeval","title":"Tidy eval helpers — tidyeval","text":"learn tidy eval use tools, check Metaprogramming section Advanced R.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/reference/tidyeval.html","id":"value","dir":"Reference","previous_headings":"","what":"Value","title":"Tidy eval helpers — tidyeval","text":"sym() creates symbol string syms() creates list symbols character vector. enquo() enquos() delay execution one several function arguments. enquo() returns single quoted expression, like blueprint delayed computation. enquos() returns list quoted expressions. expr() quotes new expression locally. mostly useful build new expressions around arguments captured enquo() enquos(): expr(mean(!!enquo(arg), na.rm = TRUE)). as_name() transforms quoted variable name string. Supplying something else quoted variable name error. unlike as_label() also returns single string supports kind R object input, including quoted function calls vectors. purpose summarise object single label. label often suitable default name. know quoted expression contains (instance expressions captured enquo() variable name, call function, unquoted constant), use as_label(). know quoted simple variable name, like enforce , use as_name().","code":""},{"path":[]},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-030","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.3.0","title":"r2dii.analysis 0.3.0","text":"CRAN release: 2023-10-23 target_sda now uses final year scenario convergence target by_company = TRUE (#445). target_market_share gains argument increasing_or_decreasing (#426).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-021","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.2.1","title":"r2dii.analysis 0.2.1","text":"CRAN release: 2022-11-03 r2dii.analysis transferred new organization: https://github.com/RMI-PACTA/.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-020","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.2.0","title":"r2dii.analysis 0.2.0","text":"CRAN release: 2022-05-05 New argument abcd target_market_share() target_sda supersedes argument ald (#404). target_sda() now outputs data sector values three input datasets (data, ald co2_intensity_scenario) (#390). target_sda() now outputs unweighted emission_factor by_company TRUE (#376). target_sda() gains region_isos argument (#323). target_market_share() now outputs values years ald scenario inputs (#394). target_market_share() now outputs two new columns, percentage_of_initial_production_by_scope scope (ADO #4143).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-0112","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.12","title":"r2dii.analysis 0.1.12","text":"CRAN release: 2021-08-18 target_market_share() now outputs 0 technology_share, companies 0 sectoral production (#306 @Antoine-Lalechere). target_sda() now filters scenario start year consistent ald start year (#346 @waltjl).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-0110","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.10","title":"r2dii.analysis 0.1.10","text":"CRAN release: 2021-07-09 target_market_share() now sets negative smsp targets zero (#336). target_market_share() now outputs sectors present input datasets (#329). target_market_share() now always adds targets green technologies (defined r2dii.data::green_or_brown), even present input data (#318 @Antoine-Lalechere). target_market_share() now correctly groups region calculating technology_share (#315 @Antoine-Lalechere).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-019","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.9","title":"r2dii.analysis 0.1.9","text":"CRAN release: 2021-06-30 target_sda() now outputs sector values present input co2_intensity_scenario data (#308). target_sda() now outputs targets range years input co2_intenstiy_scenario (#307).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-018","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.8","title":"r2dii.analysis 0.1.8","text":"CRAN release: 2021-05-22 target_market_share() now correctly outputs target technology share, line methodology (@georgeharris2deg #277). target_market_share() now correctly projects technology share ‘production / total production’ computing company, unweighted relative loan size (@KapitanKombajn #288). target_market_share() longer outputs columns sector_weighted_production technology_weighted_production. columns internal shouldn’t face users (#291).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-016","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.6","title":"r2dii.analysis 0.1.6","text":"CRAN release: 2021-03-10 target_market_share() now correctly outputs technology_share multiple loans different level company (@ab-bbva #265).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-015","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.5","title":"r2dii.analysis 0.1.5","text":"CRAN release: 2021-01-22 target_market_share() now errors input data unexpected column (@georgeharris2deg #267). target_market_share() now correctly outputs technology_share multiple loans company (@georgeharris2deg #262, @ab-bbva #265).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-014","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.4","title":"r2dii.analysis 0.1.4","text":"CRAN release: 2021-01-05 target_market_share() now correctly outputs unweighted production company, equal ald-production one company multiple loans different size (#255 @georgeharris2deg).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-013","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.3","title":"r2dii.analysis 0.1.3","text":"CRAN release: 2020-12-15 target_market_share() now correctly outputs unweighted production multiple levels exist company (#249).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-012","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.2","title":"r2dii.analysis 0.1.2","text":"CRAN release: 2020-12-05 target_market_share() now outputs weighted_technology_share correctly sums 1 grouped sector, metric scenario (#218). target_market_share() now correctly outputs unweighted production multiple loans exist company (#239). target_market_share() now outputs empty named tibble matching region definitions can found (#236). target_market_share now outputs technologies present ald, even present data (#235). target_sda() now interpolates input scenario file year correctly calculates target, regardless time-horizon ald (#234). Hyperlinks “Get Started” tab website now points correct links (#222 @apmanning). Depend dplyr >= 0.8.5, explicitly. commit version newer dplyr 1 still relatively new, represents major change users initially resist. Relax dependency rlang, mostly driven dynamically recursive dependencies. example, dplyr 0.8.5 depends specific version rlang recent version explicitly depended – suggests explicit rlang unhelpful misleading. New internal data loanbook_stable region_isos_stable make regression tests stable (#227).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-011","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.1","title":"r2dii.analysis 0.1.1","text":"CRAN release: 2020-09-12 Change license MIT. website’s home page now thanks founders. target_market_share() now works expected value column scenario missing value column region. longer results output columns production technology_share type “list” (#203). website now shows News tab.","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-010","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.1.0","title":"r2dii.analysis 0.1.0","text":"CRAN release: 2020-09-03 target_sda() now correctly handles differing country_of_domicile inputs (#171). target_market_share() now outputs technology_share (#184). join_ald_scenario() now returns visibly dev-magrittr (#188 @lionel-). target_market_share() gains weight_production parameter (#181). target_market_share() now correctly use sector_ald column input data argument (#178). target_sda() now automatically filters ald rows emissions_factor values NA (#173). join_ald_scenario() now converts lower case values columns sector_ald technology (#172). target_sda() now aggregates input ald technology plant_location prior calculating targets (@QianFeng2020 #160). target_sda() now errors input data duplicated id_loan (@QianFeng2020 #164). target_sda() gains by_company parameter (#155). target_market_share() now outputs actual aggregated corporate economy. Previously, output , erroneously, normalized starting portfolio value (#158). target_sda() now correctly calculates SDA targets (#153): Targets now calculated using scenario data adjusted corporate economy data. adjusted scenario data also output function along usual metrics. Methodology error fixed, reflected code. Previously, target , incorrectly, calculated multiplying adjusted scenario. Now scenario data added instead. New summarize_weighted_percent_change() allows user calculate new indicator (#141). target_market_share() longer errors combination sector scenario_target_value uniquely identify observation (@georgeharris2deg #142).","code":""},{"path":"https://rmi-pacta.github.io/r2dii.analysis/dev/news/index.html","id":"r2diianalysis-001","dir":"Changelog","previous_headings":"","what":"r2dii.analysis 0.0.1","title":"r2dii.analysis 0.0.1","text":"CRAN release: 2020-06-28 First release CRAN","code":""}]