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0_graphing_functions.R
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0_graphing_functions.R
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wrap_it <- function(x, len) {
sapply(x, function(y) paste(strwrap(y, len), collapse = "\n"), USE.NAMES = FALSE)
}
wrap_labels <- function(x, len) {
if (is.list(x)) {
lapply(x, wrap_it, len)
} else {
wrap_it(x, len)
}
}
comprss <- function(tx) {
tx[is.na(tx)] <- 0
div <- findInterval(tx, c(1, 1e3, 1e6, 1e9, 1e12))
div[div == 0] <- 1
labels <- paste(
"$", round(tx / 10^(3 * (div - 1)), 2),
c("", "K", "Mn", "Bn", "Tn")[div]
)
return(labels)
}
comprss_long <- function(tx) {
tx[is.na(tx)] <- 0
div <- findInterval(tx, c(1, 1e3, 1e6, 1e9, 1e12))
div[div == 0] <- 1
labels <- paste(
round(tx / 10^(3 * (div - 1)), 1),
c("", thousand, million, billion, trillion)[div]
)
return(labels)
}
perc <- function(x, format = "f", ...) {
x <- ifelse(x * 100 >= 10,
paste0(" ", formatC(100 * x, format = format, digits = 1, ...), "%"),
paste0(formatC(100 * x, format = format, digits = 2, ...), "%")
)
return(x)
}
shortened_company_names <- function(company_labels, length) {
for (i in 1:length(company_labels)) {
if (str_length(company_labels[[i]]) > length) {
new_name <- strtrim(company_labels[[i]], length)
company_labels[[i]] <- paste0(new_name, "...")
} else if (str_length(company_labels[[i]]) < length) {
for (j in 1:((length + 3) - str_length(company_labels[[i]]))) {
company_labels[[i]] <- paste0(" ", company_labels[[i]])
}
}
}
company_labels
}
set_initial_variables <- function() {
EQCombin <<- NA
CBCombin <<- NA
EQCompProdSnapshot <<- NA
CBCompProdSnapshot <<- NA
EQportmap <<- NA
CBportmap <<- NA
eq_market <<- NA
cb_market <<- NA
has_equity <<- FALSE
has_debt <<- FALSE
HasCarbonBudget <<- FALSE
RiskToPlot <<- NA
PlotChart <<- TRUE
chart_type <<- ""
tech_to_plot <<- ""
sector_to_plot <<- ""
BV.asset_type <<- ""
HasRenCapCB <<- F
HasRenCapEQ <<- F
HasCoalCapCB <<- F
HasCoalCapEQ <<- F
HasPower <<- FALSE
HasAuto <<- FALSE
HasOG <<- FALSE
HasCoal <<- FALSE
HasPowerCB <<- FALSE
HasAutoCB <<- FALSE
HasOGCB <<- FALSE
HasCoalCB <<- FALSE
HasPowerEQ <<- FALSE
HasAutoEQ <<- FALSE
HasOGEQ <<- FALSE
HasCoalEQ <<- FALSE
SovBondCov <<- NA
}
define_peers <- function() {
if (twodii_internal) {
if (file.exists(paste0(results_path, "/Equity_results_portfolio.rda"))) {
eq_peers <<- read_rds(paste0(results_path, "/Equity_results_portfolio.rda")) %>%
filter(investor_name == meta_investor_name)
} else {
warning("No Equity Peers File available. Setting inc_meta_portfolio to true MAY solve this. Alternatively there is no equity in any portfolio.")
}
if (file.exists(paste0(results_path, "/Bonds_results_portfolio.rda"))) {
cb_peers <<- read_rds(paste0(results_path, "/Bonds_results_portfolio.rda")) %>%
filter(investor_name == meta_investor_name)
} else {
warning("No bonds peers file available. Setting inc_meta_portfolio to true MAY solve this. Alternatively there are no bonds in any portfolio.")
}
} else {
if (project_name == "web_tool") {
eq_peers <<- NA
cb_peers <<- NA
} else {
eq_peers <<- read_rds(paste0(project_location_ext, "/", project_name, "/40_Results/Equity_results_portfolio.rda")) %>%
filter(investor_name == meta_investor_name)
cb_peers <<- read_rds(paste0(project_location_ext, "/", project_name, "/40_Results/Bonds_results_portfolio.rda")) %>%
filter(investor_name == meta_investor_name)
}
}
}
define_benchmarks <- function() {
if (twodii_internal) {
eq_market <<- read_rds(paste0(portcheck_v2_path, "/10_Projects/INDEX_2019/40_Results/Equity_results_portfolio.rda")) %>%
filter(portfolio_name == eq_market_ref)
cb_market <<- read_rds(paste0(portcheck_v2_path, "/10_Projects/INDEX_2019/40_Results/Bonds_results_portfolio.rda")) %>%
filter(portfolio_name == cb_market_ref)
} else {
# Set per project
eq_market <<- read_rds(paste0(data_location_ext, "/Fake_Index/Equity_results_portfolio.rda"))
cb_market <<- read_rds(paste0(data_location_ext, "/Fake_Index/Bonds_results_portfolio.rda"))
}
if (!start_year %in% eq_market$year) {
stop(paste0("Check that start years align. EQ Market Start year = ", min(eq_market$year), ". Report start year = ", start_year))
}
if (!start_year %in% cb_market$year) {
stop(paste0("Check that start years align. CB Market Start year = ", min(cb_market$year), ". Report start year = ", start_year))
}
}
results_call <- function() {
# Filtering Market should already happen here.
subgroup_overview <<- portfolio_overview[portfolio_overview$investor_name == investor_name_select & portfolio_overview$portfolio_name == portfolio_name_select & portfolio_overview$valid_input == TRUE, ]
define_benchmarks()
define_peers()
# RenewableAdditions <<- readRDS(paste0(analysis_inputs_path, "/RenewablesAdditionsData.rda"))
# CoalRetirements <<- readRDS(paste0(analysis_inputs_path, "/CoalRetirementsData.rda"))
# CarbonData <<- readRDS(paste0(analysis_inputs_path, "/CarbonCapexUpstream.rda"))
if (has_equity) {
EQCompProdSnapshot <<- read_rds(paste0(results_path, "/", investor_name_select, "/Equity_results_company.rda"))
EQCompProdSnapshot <<- EQCompProdSnapshot[EQCompProdSnapshot$portfolio_name == portfolio_name_select, ]
if (has_map) {
if (file.exists(paste0(results_path, "/", investor_name_select, "/Equity_results_map.rda"))) {
EQportmap <- readRDS(paste0(results_path, "/", investor_name_select, "/Equity_results_map.rda"))
EQportmap <- EQportmap %>% filter(portfolio_name == portfolio_name_select)
}
}
if (data_check(EQportmap)) {
EQportmap$scenario_geography <- ifelse(EQportmap$ald_sector == "Power", "GlobalAggregate", "Global")
}
EQportmap <<- EQportmap
EQTechData <<- read_rds(paste0(analysis_inputs_path, "/masterdata_ownership_datastore_technology_type_view.rda"))
EQOilShareData <<- EQTechData %>%
select(id, ald_sector, technology, technology_type, year, ald_production, ald_production_unit) %>%
filter(
year %in% seq(start_year, start_year + 5, 1),
ald_sector == "Oil&Gas"
) %>%
mutate(technology = if_else(technology == "Oil and Condensate", "Oil", technology))
# EQOilShareData <<- readRDS(paste0(analysis_inputs_path, "oil_and_gas_resource_type_rollup_ownership.rda"))
# EQOilShareData <<- readRDS(paste0(Location, "ReferenceData/oil_and_gas_resource_type_rollup_ownership.rda"))
}
if (has_debt == TRUE) {
CBCompProdSnapshot <<- readRDS(paste0(results_path, "/", investor_name_select, "/Bonds_results_company.rda"))
CBCompProdSnapshot <<- CBCompProdSnapshot[CBCompProdSnapshot$portfolio_name == portfolio_name_select, ]
if (has_map) {
if (file.exists(paste0(results_path, "/", investor_name_select, "/Bonds_results_map.rda"))) {
CBportmap <<- readRDS(paste0(results_path, "/", investor_name_select, "/Bonds_results_map.rda"))
CBportmap <<- CBportmap %>% filter(portfolio_name == portfolio_name_select)
}
if (data_check(CBportmap)) {
CBportmap$scenario_geography <- ifelse(CBportmap$ald_sector == "Power", "GlobalAggregate", "Global")
}
CBportmap <<- CBportmap
}
CBTechData <<- read_rds(paste0(analysis_inputs_path, "/masterdata_debt_datastore_technology_type_view.rda"))
CBOilShareData <<- CBTechData %>%
select(id, ald_sector, technology, technology_type, year, ald_production, ald_production_unit) %>%
filter(
year %in% seq(start_year, start_year + 5, 1),
ald_sector == "Oil&Gas"
) %>%
mutate(technology = if_else(technology == "Oil and Condensate", "Oil", technology))
}
if (has_sb) {
SB.Summary <<- read.csv(paste0(PROC.INPUT.PATH, "SovereignBondSummary.csv"), strip.white = T, stringsAsFactors = F)
}
if (inc_sda_approach) {
if (data_check(EQCombin)) {
max_market <- max(eq_market$year, na.rm = T)
max_year_data <- max(EQCombin$year, na.rm = T)
if (max_year_data == max_market) {
EQCombin <- sda_portfolio_target(eq_market, EQCombin,
start_year = start_year,
target_year = max_year_data
)
}
}
if (data_check(CBCombin)) {
max_market <- max(cb_market$year, na.rm = T)
max_year_data <- max(CBCombin$year, na.rm = T)
if (max_year_data == max_market) {
CBCombin <- sda_portfolio_target(cb_market, CBCombin,
start_year = start_year,
target_year = max_year_data
)
}
}
}
}
filter_by_parameters <- function(df, dfType, byscenario = TRUE, scenario.irrelevant = FALSE, by_equity_market = TRUE, ActorSectorOnly = FALSE, BV.asset_type = "") {
# This Df type should allow us to clear a few things up
if (data_check(df) == FALSE) {
print("No Results")
PlotChart <<- FALSE
} else {
PlotChart <<- TRUE
if ("asset_type" %in% colnames(df) & BV.asset_type != "") {
df <- df %>% filter(asset_type %in% BV.asset_type)
if (data_check(df) == FALSE) {
print("BV.asset_type Filter removed All Data")
}
}
if (tech_to_plot != "" & "technology" %in% colnames(df)) {
if (GraphType %in% c("CurrentTechnologyExposure", "FutureTechnologyExposure") & sector_to_plot %in% c("Oil&Gas", "Coal")) {
df <- df %>% filter(technology %in% c("Oil", "Gas", "Coal"))
if (data_check(df) == FALSE) {
print("Techology Filter removed All Data")
}
} else {
df <- df %>% filter(technology == tech_to_plot)
}
if (data_check(df) == FALSE) {
print("Techology Filter removed All Data")
}
}
if (RiskToPlot != "" & "RiskType" %in% colnames(df)) {
df <- df %>% filter(RiskType == RiskToPlot)
if (data_check(df) == FALSE) {
print("Risk Filter removed All Data")
}
}
# if (EquityMarketSelection != "" & "equity_market" %in% colnames(df) & by_equity_market == TRUE & data_check(df) == TRUE){df <- df %>% filter(equity_market == EquityMarketSelection)
if (EquityMarketSelection != "" & "equity_market" %in% colnames(df) & by_equity_market == TRUE & data_check(df) == TRUE) {
df <- df %>% filter(equity_market == EquityMarketSelection)
if (data_check(df) == FALSE) {
print("Equity Market Filter removed All Data")
}
}
if (!AccountingPrinciple %in% c("", "Mixed") & "allocation" %in% colnames(df) & data_check(df) == TRUE) { # AccountingPrinciple %in% df$allocation &
df <- df %>% filter(allocation == AccountingPrinciple)
if (data_check(df) == FALSE) {
print("Accounting Principle Filter removed All Data")
}
}
if (AccountingPrinciple == "Mixed" & "allocation" %in% colnames(df) & data_check(df) == TRUE) {
if (dfType == "EQ") {
df <- df %>% filter(allocation == "ownership_weight")
} else if (dfType == "CB") {
df <- df %>% filter(allocation == "portfolio_weight")
}
if (data_check(df) == FALSE) {
print("Accounting Principle Filter removed All Data")
}
}
if (ScenarioGeographyChoose != "" & "scenario_geography" %in% colnames(df) & data_check(df) == TRUE) {
if (ScenarioGeographyChoose == "GlobalAggregate") {
df1 <- df %>% filter(ald_sector == "Power", scenario_geography == "GlobalAggregate")
if (!data_check(df1)) {
df1 <- df %>% filter(ald_sector == "Power", scenario_geography == "Global")
}
df2 <- df %>% filter(ald_sector != "Power", scenario_geography == "Global")
df <- rbind(df1, df2)
} else {
df <- df %>% filter(scenario_geography == ScenarioGeographyChoose)
}
if (data_check(df) == FALSE) {
print("scenario_geography Filter removed All Data")
}
}
if (!sector_to_plot %in% c("", "All") & data_check(df) == TRUE) {
if (GraphType %in% c("CurrentTechnologyExposure", "FutureTechnologyExposure") & sector_to_plot %in% c("Oil&Gas", "Coal")) {
df <- df %>% filter(ald_sector %in% c("Oil&Gas", "Coal"))
} else {
df <- df %>% filter(ald_sector == sector_to_plot)
}
if (ActorSectorOnly == TRUE & !sector_to_plot %in% c("", "All") & data_check(df) == TRUE) {
df <- df %>% filter(financial_sector == sector_to_plot)
}
if (data_check(df) == FALSE) {
print("ald_sector Filter removed All Data")
}
}
# if (AccountingPrinciple != "" & "allocation" %in% colnames(df) & AccountingPrinciple %in% df$allocation & data_check(df) == TRUE){df <- df %>% filter(allocation == AccountingPrinciple)
# if (data_check(df) == FALSE){print("Accounting Principle Filter removed All Data")}}
if (byscenario == TRUE & Scenariochoose != "" & "scenario" %in% colnames(df) & Scenariochoose %in% df$scenario & data_check(df) == TRUE) {
df <- df %>% filter(scenario == Scenariochoose)
if (data_check(df) == FALSE) {
print("scenario Filter removed All Data")
}
}
if (byscenario == TRUE & scenario.irrelevant == TRUE & "scenario" %in% colnames(df) & data_check(df) == TRUE) {
# df$scenario <- NULL
df <- df[df$scenario == unique(df$scenario)[1], ]
df$scenario <- "NA"
if (data_check(df) == FALSE) {
print("scenario Filter removed All Data")
}
}
if (PeerGroupSelection != "" & "investor_name" %in% colnames(df) & PeerGroupSelection %in% df$investor_name & data_check(df) == TRUE) {
df <- df %>% filter(investor_name == PeerGroupSelection)
if (data_check(df) == FALSE) {
print("Peer Group Filter removed All Data")
}
}
if (GraphType %in% c("FutureTechnologyExposure", "Map")) {
if ("year" %in% colnames(df)) {
df <- df %>% filter(year == start_year + 5)
}
} else if (GraphType %in% c("CurrentTechnologyExposure")) {
if ("year" %in% colnames(df)) {
df <- df %>% filter(year == start_year)
}
}
if (GraphType %in% "CompanyInformation") {
if (sector_to_plot %in% c("Oil&Gas", "CoalMining")) {
if ("year" %in% colnames(df)) {
df <- df %>% filter(year %in% c(start_year, start_year + 5))
}
} else {
if ("year" %in% colnames(df)) {
df <- df %>% filter(year == start_year + 5)
}
}
}
if (GraphType %in% c("PeerComparison")) {
if (PeerGroupSelection != "" & "portfolio_name" %in% colnames(df) & "PeerGroup" %in% colnames(df) & data_check(df) == TRUE) {
df <- df %>% filter(portfolio_name != "MetaPort")
if (data_check(df) == FALSE) {
print("Peer Group Sub-Filter removed All Data")
}
}
} else {
if (PeerGroupSelection != "" & "portfolio_name" %in% colnames(df) & "PeerGroup" %in% colnames(df) & data_check(df) == TRUE) {
df <- df %>% filter(portfolio_name == "MetaPort")
if (data_check(df) == FALSE) {
print("Peer Group Sub-Filter removed All Data")
}
}
}
if (data_check(df) == FALSE) {
PlotChart <<- FALSE
}
}
return(df)
} # finalize and adjust for future & current exposure
create_test_list <- function() {
# ID.COLS <- c("PortName","investor_name_select","Type") # removed Type as this is not existing
ID.COLS <- c("investor_name", "portfolio_name")
ID.COLS.LONG <- c("investor_name", "portfolio_name", "year", "allocation", "ald_sector", "technology", "scenario_geography")
# test_list <- NA
ald_sectors <- c("Automotive", "Coal", "OilGas", "Power")
if (file.exists(paste0(results_path, "/", investor_name_select, "/Equity_results_portfolio.rda"))) {
EQCombin <<- read_rds(paste0(results_path, "/", investor_name_select, "/Equity_results_portfolio.rda"))
EQCombin <<- EQCombin %>% filter(portfolio_name == portfolio_name_select)
# EQCombin
}
if (file.exists(paste0(results_path, "/", investor_name_select, "/Bonds_results_portfolio.rda"))) {
CBCombin <<- read_rds(paste0(results_path, "/", investor_name_select, "/Bonds_results_portfolio.rda"))
CBCombin <<- CBCombin %>% filter(portfolio_name == portfolio_name_select)
}
if (data_check(EQCombin) == T) {
# if (sector_to_plot %in% c("Shipping"))
Equity <- filter_by_parameters(EQCombin, "EQ", ActorSectorOnly = T) %>%
select(investor_name, portfolio_name, year, scenario, allocation, ald_sector, technology, scenario_geography, equity_market, plan_tech_prod) %>%
group_by(investor_name, portfolio_name, scenario_geography, allocation, equity_market, year, ald_sector, technology) %>%
summarise(Production = sum(plan_tech_prod, na.rm = T))
EquityTech <- Equity %>%
ungroup() %>%
select(investor_name, portfolio_name, technology, Production) %>%
group_by(investor_name, portfolio_name, technology) %>%
summarise(ald_sectorProd = sum(Production, na.rm = T))
Equity <- Equity %>%
ungroup() %>%
select(investor_name, portfolio_name, ald_sector, Production) %>%
group_by(investor_name, portfolio_name, ald_sector) %>%
summarise(ald_sectorProd = sum(Production, na.rm = T))
if (nrow(Equity) > 0) {
Equity$ald_sector <- ifelse(Equity$ald_sector == "Oil&Gas", "OilGas", Equity$ald_sector)
Equity$Indicator <- ifelse(Equity$ald_sectorProd > 0, TRUE, FALSE)
Equity$ald_sectorProd <- NULL
Equity$ald_sector <- paste0(Equity$ald_sector, ".EQ")
Equity <- Equity %>% spread(value = Indicator, key = ald_sector)
Equity <<- as.data.frame(Equity)
HasCoalCapEQ <<- "CoalCap" %in% EquityTech$technology
HasRenCapEQ <<- "RenewableCap" %in% EquityTech$technology
has_equity <<- TRUE
} else {
has_equity <<- FALSE
}
}
if (all(data_check(CBCombin) == T, chart_type %in% c("CB", "") | GraphType == "PercentageOfPortfolioAssessed")) {
Debt <- filter_by_parameters(CBCombin, "CB", by_equity_market = F, ActorSectorOnly = T) %>%
select(investor_name, portfolio_name, year, scenario, allocation, ald_sector, technology, scenario_geography, equity_market, plan_tech_prod) %>%
# filter(year == start_year) %>%
group_by(investor_name, portfolio_name, scenario_geography, allocation, equity_market, year, ald_sector, technology) %>%
summarise(Production = sum(plan_tech_prod, na.rm = T))
DebtTech <- Debt %>%
ungroup() %>%
select(investor_name, portfolio_name, technology, Production) %>%
group_by(investor_name, portfolio_name, technology) %>%
summarise(ald_sectorProd = sum(Production, na.rm = T))
Debt <- Debt %>%
ungroup() %>%
select(investor_name, portfolio_name, ald_sector, Production) %>%
group_by(investor_name, portfolio_name, ald_sector) %>%
summarise(ald_sectorProd = sum(Production, na.rm = T))
Debt$ald_sector <- ifelse(Debt$ald_sector == "Oil&Gas", "OilGas", Debt$ald_sector)
if (nrow(Debt) > 0) {
Debt$Indicator <- ifelse(Debt$ald_sectorProd > 0, TRUE, FALSE)
Debt$ald_sectorProd <- NULL
Debt$ald_sector <- paste0(Debt$ald_sector, ".CB")
Debt <- Debt %>% spread(value = Indicator, key = ald_sector)
Debt <<- as.data.frame(Debt)
HasCoalCapCB <<- "CoalCap" %in% DebtTech$technology
HasRenCapCB <<- "RenewableCap" %in% DebtTech$technology
# Debt$Indicator <<- ifelse(Debt$ > 0,1,0)
has_debt <<- TRUE
} else {
has_debt <<- FALSE
}
}
# missingcols <- rbind(paste0(ald_sectors,".EQ"),paste0(ald_sectors,".CB"))
if (has_debt == TRUE & has_equity == TRUE) {
test_list <- base::merge(Equity, Debt, by = ID.COLS)
test_list[is.na(test_list)] <- FALSE
colnames(test_list) <- gsub("\\.x", ".EQ", colnames(test_list))
colnames(test_list) <- gsub("\\.y", ".CB", colnames(test_list))
} else if (has_debt == FALSE & has_equity == TRUE) {
test_list <- Equity
# test_list$has_debt <- FALSE
} else if (has_debt == TRUE & has_equity == FALSE) {
test_list <- Debt
# test_list$has_equity <- FALSE
} else {
test_list <- NA
}
eqcols <- paste0(sector_list, ".EQ")
cbcols <- paste0(sector_list, ".CB")
missingeqcols <- setdiff(eqcols, colnames(test_list))
missingcbcols <- setdiff(cbcols, colnames(test_list))
test_list[missingeqcols] <- FALSE
test_list[missingcbcols] <- FALSE
if (is.data.frame(test_list)) {
test_list <- test_list %>%
filter(portfolio_name == portfolio_name_select)
}
return(test_list)
}
define_test_variables <- function(test_list) {
PortSummary <<- test_list[1, ]
# TestType <<- test_list[1,"Type"]
portfolio_name_selectLong <<- test_list[1, "portfolio_name_select"]
investor_name_selectLong <<- test_list[1, "investor_name_select"]
investor_name_select <<- gsub(" ", "", test_list[1, "investor_name_select"])
portfolio_name_select <<- gsub("[[:punct:]]", "", test_list[1, "portfolio_name"])
# portfolio_name_select <<- gsub(" ", "", test_list[1,"PortName"]) # KH: Adjusted this as i assume it wasn?t planned to overwrite portfolio_name_select
portfolio_name_select <<- gsub(" ", "", portfolio_name_select)
has_equity <<- test_list[1, "has_equity"]
has_debt <<- test_list[1, "has_debt"]
}
graph_values <- function() {
textfont <<- "Calibri"
windowsFonts(Calibri = windowsFont(textfont))
# orangeish
RenewablesColour <<- "#feedde"
HydroColour <<- "#fdbe85"
NuclearColour <<- "#fd8d3c"
GasCapColour <<- "#e6550d"
CoalCapColour <<- "#a63603"
# purpleish
ElectricColour <<- "#efedf5"
HybridColour <<- "#bcbddc"
ICEColour <<- "#756bb1"
# goldish
GasProdColour <<- "#D9DDD4" # "#F5F5F5" #D9DDD4
OilProdColour <<- "#BEBCAE" # "#BEA07B" #BEBCAE
CoalProdColour <<- "#8B7E66" # "#8C510A" #8B7E66
# blueish
FreightColor <<- "#6ba7e3"
PassengerColor <<- "#d6e7f7"
#
GColor <<- "#D73027"
FColor <<- "#FC8D59"
EColor <<- "#FEE08B"
DColor <<- "#FFFFBF"
CColor <<- "#D9EF8B"
Bcolor <<- "#91CF60"
AColor <<- "#1A9850"
# map
MAXRenewablesCap <<- "#a75105"
MAXHydroCap <<- "#9b4b03"
MAXNuclearCap <<- "#6b2e01"
MAXGasCap <<- "#260e02"
MAXCoalCap <<- "#290e01"
MAXElectric <<- "#6b5aa3"
MAXHybrid <<- "#464987"
MAXICE <<- "#3d3667"
MAXGas <<- "#737f65"
MAXOil <<- "#595647"
MAXCoal <<- "#423b30"
MINRenewablesCap <<- "#fde0c5"
MINHydroCap <<- "#fdcb9e"
MINNuclearCap <<- "#feb998"
MINGasCap <<- "#f5834b"
MINCoalCap <<- "#d84604"
MINElectric <<- "#e0ddec"
MINHybrid <<- "#bcbddc"
MINICE <<- "#a49dcc"
MINGas <<- "#D9DDD4"
MINOil <<- "#d5d3ca"
MINCoal <<- "#b9af9e"
# sector
energy <<- "#8B7E66"
pow <<- "#a63603"
trans <<- "#756bb1"
othr <<- "#9793c6"
notrelevant <<- "grey"
shipping <<- "#0F1e82" #
material <<- "#e46c00" #
# trajectory
area_6 <<- "#e07b73"
area_4_6 <<- "#fde291"
area_2_4 <<- "#FFFFCC"
area_2 <<- "#c3d69b"
area_1 <<- "#9cab7c"
eq_port <<- "#1056ff"
peer_group <<- "black"
eq_line <<- "#a63603" # same as CoalCapColor
cb_line <<- "#756bb1" # same as ICEColour
bv_line <<- "#265B9B"
# side-by-side techshare
Port <<- "#265B9B"
Benchmark <<- "#D9D9D9"
# moodys
HighRisk <<- area_6
MedRisk <<- area_4_6
LowRisk <<- area_2_4
# physical risk
pal_stacked_riskWS <<- c("#D73027", area_6, area_2, area_2_4) # water stress charts
pal_stacked_risks <<- c(area_6, area_2_4, area_2) # flood and wildfire charts
# text size
textsize <<- 8.5
textcolor <<- "#3D3D3C"
AxisColour <<- "#3D3D3C"
YourportColour <<- "#265b9b" # "#2e4b6e" #"#17224D"
IndexColour <<- "grey85"
Tar2DColourBar <<- "#b3de69"
Tar2DColour <<- "#a1c75e"
goodexpColour <<- "#1F891F"
badexpColour <<- "#ed1c24" # "#fb8072"
ReqCapColour <<- "grey55"
CurrCapColour <<- "grey75"
technology_order <<- c(
"Gas", "Oil", "Coal",
"RenewablesCap", "HydroCap", "NuclearCap", "GasCap", "CoalCap",
"Electric", "Hybrid", "ICE",
"Freight", "Passenger",
"A", "B", "C", "D", "E", "F", "G"
)
sector_order_short <<- c("FossilFuels", "Power", "Automotive")
technology_order_short <<- c(
"Gas", "Oil", "Coal",
"RenewablesCap", "HydroCap", "NuclearCap", "GasCap", "CoalCap",
"Electric", "Hybrid", "ICE"
)
goodtechs <<- c("RenewablesCap", "HydroCap", "NuclearCap", "Electric", "Hybrid")
badtechs <<- c("GasCap", "CoalCap", "ICE", "Gas", "Oil", "Coal")
ColourPalette <<- data.frame(
ald_sector = c(
"Fossil Fuels", "Fossil Fuels", "Fossil Fuels",
"Power", "Power", "Power", "Power", "Power",
"Automotive", "Automotive", "Automotive",
"Aviation", "Aviation",
"Shipping", "Shipping", "Shipping", "Shipping", "Shipping", "Shipping", "Shipping"
),
technology = technology_order,
Colours = c(
GasProdColour, OilProdColour, CoalProdColour,
RenewablesColour, HydroColour, NuclearColour, GasCapColour, CoalCapColour,
ElectricColour, HybridColour, ICEColour,
FreightColor, PassengerColor,
AColor, Bcolor, CColor, DColor, EColor, FColor, GColor
)
)
ColourPalette$technology <- factor(ColourPalette$technology, levels = technology_order)
ColourPalette <- arrange(ColourPalette, technology)
linesize <<- 1
ppi <<- 600
}
graph_name <- function(plotnumber, ParameterFile, explicit_filename = "") {
namelist <- ParameterFile[, !names(ParameterFile) %in% c("portfolio_name_select", "investor_name_select")]
namelist[is.na(namelist)] <- ""
namelist <- lapply(1:length(namelist), function(x) paste0(toupper(substr(as.character(namelist[[x]]), 1, 3)), "_"))
namelist <- namelist[1:6]
namelist <- c(namelist, start_year)
graphname <- do.call(paste0, namelist)
graphname <- paste0(graphname, ".png")
if (plotnumber == "00") {
graphname <- gsub(".png", "", graphname)
} else if (plotnumber != "99") {
graphname <- paste0(report_path, plotnumber, "_", explicit_filename, graphname)
} else {
graphname <- paste0(GRAPH.PATH, graphname)
}
return(graphname)
}
green_brown <- function(Tech) {
GreenTechs <- c("Electric", "Hybrid", "RenewablesCap", "HydroCap", "NuclearCap")
if (Tech %in% GreenTechs) {
TechIs <- "green"
} else {
TechIs <- "brown"
}
return(TechIs)
}
set_ald_sector <- function(Tech) {
ald_sector <- NA
ald_sector <- ifelse(grepl("Cap", Tech), "Power", ald_sector)
ald_sector <- ifelse(Tech %in% c("Electric", "ICE", "Hybrid", "FuelCell"), "Automotive", ald_sector)
ald_sector <- ifelse(Tech %in% c("Oil", "Gas"), "Oil&Gas", ald_sector)
ald_sector <- ifelse(Tech == "Coal", "Coal", ald_sector)
ald_sector
}
translate_labels <- function(Language) {
Translations <- read_excel(paste0("data/TranslationFileUTF8.xlsx"))
Translations <- Translations %>%
select(TextLabel, all_of(Language)) %>%
as.data.frame()
for (t in 1:nrow(Translations)) {
assign(x = Translations[t, "TextLabel"], value = Translations[t, Language], envir = .GlobalEnv)
}
}
ReportFigures <- function(explicit_filenames = F) {
explicit_filename <- ""
# Introduction
if (!explicit_filenames == F) {
explicit_filename <- "_scope_of_analysis_"
}
ScopeOfAnalysis("01", explicit_filename = explicit_filename) #
if (!explicit_filenames == F) {
explicit_filename <- "_climate_relevant_sectors_"
}
PercentageOfPortfolioAssessed("02", explicit_filename = explicit_filename) #
ScenarioGeographyChoose <- "Global"
if (!explicit_filenames == F) {
explicit_filename <- "_current_exposure_bonds_"
}
CarstenMetricChart("03", "CB", explicit_filename = explicit_filename) #
if (!explicit_filenames == F) {
explicit_filename <- "_current_expousre_equity_"
}
CarstenMetricChart("04", "EQ", explicit_filename = explicit_filename) #
ScenarioGeographyChoose <- "GlobalAggregate"
if (!explicit_filenames == F) {
explicit_filename <- "_future_tech_mix_bonds_"
}
TechnologyExposure("05", "CB", "All", start_year + 5, explicit_filename = explicit_filename) #
if (has_debt) {
# 5 year Trajectory
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_coal_bonds_"
}
FiveYearGrowthTrend("07", "CB", "CoalCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_renewables_bonds_"
}
FiveYearGrowthTrend("08", "CB", "RenewablesCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_coal_bonds_"
}
FiveYearGrowthTrend("09", "CB", "GasCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_hydro_bonds_"
}
FiveYearGrowthTrend("10", "CB", "HydroCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_oil_bonds_"
}
FiveYearGrowthTrend("11", "CB", "Oil", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_gas_bonds_"
}
FiveYearGrowthTrend("12", "CB", "Gas", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_coal_bonds_"
}
FiveYearGrowthTrend("13", "CB", "Coal", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_ice_bonds_"
}
FiveYearGrowthTrend("14", "CB", "ICE", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_electric_bonds_"
}
FiveYearGrowthTrend("15", "CB", "Electric", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_hybrid_bonds_"
}
FiveYearGrowthTrend("16", "CB", "Hybrid", LegendOn = F, explicit_filename = explicit_filename)
}
if (!explicit_filenames == F) {
explicit_filename <- "_future_tech_mix_equity_"
}
TechnologyExposure("06", "EQ", "All", start_year + 5, explicit_filename = explicit_filename) #
if (has_equity) {
# 5 year Trajectory
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_coal_equity_"
}
FiveYearGrowthTrend("17", "EQ", "CoalCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_renewables_equity_"
}
FiveYearGrowthTrend("18", "EQ", "RenewablesCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_hydro_equity_"
}
FiveYearGrowthTrend("19", "EQ", "GasCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_power_hydro_equity_"
}
FiveYearGrowthTrend("20", "EQ", "HydroCap", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_oil_equity_"
}
FiveYearGrowthTrend("21", "EQ", "Oil", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_gas_equity_"
}
FiveYearGrowthTrend("22", "EQ", "Gas", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_fossil_coal_equity_"
}
FiveYearGrowthTrend("23", "EQ", "Coal", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_ice_equity_"
}
FiveYearGrowthTrend("24", "EQ", "ICE", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_electric_equity_"
}
FiveYearGrowthTrend("25", "EQ", "Electric", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_alignment_auto_hybrid_equity_"
}
FiveYearGrowthTrend("26", "EQ", "Hybrid", LegendOn = F, explicit_filename = explicit_filename)
}
if (IncOtherSectors == T) {
if (!explicit_filenames == F) {
explicit_filename <- "_emissions_cement_"
}
CO2IntensityTrend("30", "Cement", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_emissions_steel_"
}
CO2IntensityTrend("31", "Steel", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_emissions_aviation_"
}
CO2IntensityTrend("32", "Aviation", LegendOn = F, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_emissions_shipping_"
}
ShippingChart("33", "All", start_year + 5, explicit_filename = explicit_filename) # All
}
if (has_map) {
if (!explicit_filenames == F) {
explicit_filename <- "_map_coal_bonds_"
}
MapChart("49", "CB", "Coal", start_year + 5, explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_map_coal_equity_"
}
MapChart("50", "EQ", "Coal", start_year + 5, explicit_filename = explicit_filename)
}
if (has_debt) {
if (!explicit_filenames == F) {
explicit_filename <- "_companies_power_bonds_"
}
CompanyInformation("40", no_companies, "CB", "Power", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_auto_bonds_"
}
CompanyInformation("41", no_companies, "CB", "Automotive", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_oil_built_out_bonds_"
}
OilGasBuildOut("42", no_companies, "CB", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_oil_share_bonds_"
}
OilShare("43", no_companies, "CB", explicit_filename = explicit_filename)
# if (IncCoalRetirement){
# CoalRetirementChart("62",no_companies,"CB")
# RenewableAdditionsChart("64",no_companies,"CB")
# }
}
if (has_equity) {
if (IncPeersChart) {
PeerComparison(81, chart_type = "EQ")
}
if (!explicit_filenames == F) {
explicit_filename <- "_companies_power_equity_"
}
CompanyInformation("44", no_companies, "EQ", "Power", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_auto_equity_"
}
CompanyInformation("45", no_companies, "EQ", "Automotive", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_oil_built_out_equity_"
}
OilGasBuildOut("46", no_companies, "EQ", explicit_filename = explicit_filename)
if (!explicit_filenames == F) {
explicit_filename <- "_companies_oil_share_equity_"
}
OilShare("47", no_companies, "EQ", explicit_filename = explicit_filename)
# CarbonBudget("48", no_companies, "EQ")
# if (IncCoalRetirement){
# CoalRetirementChart("63",no_companies,"EQ")
# RenewableAdditionsChart("65",no_companies,"EQ")
# }
}