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1、Goldman Sachs does and seeks to do business with companies covered in its research reports.As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.Investors should consider this report as only a single factor in making thei

2、r investment decision.For Reg AC certification and other important disclosures,see the Disclosure Appendix,or go to employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.The Goldman Sachs Group,Inc.EQUITY?RESEARCH|January?,2024?|?:0?ESTDerek R.Bingham+

3、1 415 249-7435 Goldman Sachs&Co.LLCBrendan Corbett+1 415 249-7440 brendan.corbet t Goldman Sachs&Co.LLCRachit Aggarwal+1 212 934-7689 Goldman Sachs India SPLBrian Singer,CFA+1 212 902-8259 Goldman Sachs&Co.LLCCarly Davenport+1 212 357-1914 carly.davenport Goldman Sachs&Co.LLCEvan Tylenda,CFA+44 20 7

4、774-1153 evan.t Goldman Sachs Int ernat ionalADAPTATIONPhysical risk,Financial risk,OpportunityWe believe Adaptation proactive or reactive measures to mitigate impacts of rising temperatures will become a growing theme even if global temperature rise is limited to 1.5 degrees Celsius,the most bullis

5、h scenario in the Paris Agreement.We believe investors and corporates will focus on Adaptation through the lens of physical risk,?nancial risk,and revenue opportunity.In our report,we segment proactive and reactive drivers of Adaptation investment to fully address Adaptation challenges,$400 bn per y

6、ear of proactive investment would be required this decade in our view.We map Adaptation revenue streams and assess risk exposure to nine di?erent potential hazards.Dan Duggan,Ph.D+1 212 902-4726 Goldman Sachs&Co.LLCNoteNote:The following is a redacted version of the original report published January