add HydroCap in Renewables Energy Exposure (#347)

* add HydroCap in Renewables * Update data prep and plotting * Update sys data * Update toy data * Update scorecard not to overlap * Update tests --------- Co-authored-by: Monika Furdyna <[email protected]>
RMI-PACTA · Jul 10, 2024 · 9df54f6 · 9df54f6
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Showing 8 changed files with 30 additions and 17 deletions.
diff --git a/R/plot_exposures_scorecard.R b/R/plot_exposures_scorecard.R
@@ -34,7 +34,7 @@ plot_exposures_scorecard <- function(data) {
       hjust = -0.2,
       size = 4
     ) +
-    scale_x_discrete(labels = r2dii.plot::to_title) +
+    scale_x_discrete(labels = as_labeller(exposures_scorecard_labeller)) +
     scale_y_continuous(expand = expansion(mult = c(0, .8)), labels = scales::percent) +
     scale_fill_manual(values = fill_colours_exposures_scorecard) +
     coord_flip() +
@@ -61,8 +61,19 @@ check_data_exposures_scorecard <- function(data, env) {
   abort_if_invalid_values(
     data,
     "sector_or_tech",
-    c("coal", "other_fossil_fuels", "fossil_power", "renewables_power")
+    c("coal", "other_fossil_fuels", "fossil_power", "renewables_power", "renewables_and_hydro_power")
   )
   stopifnot(is.numeric(data$exposure_perc_aum))
   stopifnot((data$exposure_perc_aum <= 1) & (data$exposure_perc_aum >= 0))
 }
+
+exposures_scorecard_labeller <- function(label) {
+  if (label == "renewables_and_hydro_power") {
+    out <- "Renewables and\nHydro Power"
+  } else if (label == "other_fossil_fuels") {
+    out <- "Other\nFossil Fuels"
+  } else {
+    out <- r2dii.plot::to_title(label)
+  }
+  out
+}
diff --git a/R/prep_exposures_scorecard.R b/R/prep_exposures_scorecard.R
@@ -66,7 +66,7 @@ wrangle_data_exposures_scorecard <- function(data) {
         .data$ald_sector == "oil and gas" ~ "other_fossil_fuels",
         .data$ald_sector == "oil_and_gas" ~ "other_fossil_fuels",
         .data$technology %in% c("coalcap", "gascap", "oilcap") ~ "fossil_power",
-        .data$technology == "renewablescap" ~ "renewables_power",
+        .data$technology %in% c("renewablescap", "hydrocap") ~ "renewables_and_hydro_power",
         TRUE ~ NA_character_
       )
     ) %>%
@@ -82,7 +82,7 @@ wrangle_data_exposures_scorecard <- function(data) {
     mutate(
       sector_or_tech = factor(
         .data$sector_or_tech,
-        levels = rev(c("coal", "other_fossil_fuels", "fossil_power", "renewables_power"))
+        levels = rev(c("coal", "other_fossil_fuels", "fossil_power", "renewables_and_hydro_power"))
       )
     )
 }

diff --git a/R/sysdata.rda b/R/sysdata.rda
diff --git a/data-raw/plots_specs.R b/data-raw/plots_specs.R
@@ -24,6 +24,7 @@ fill_colours_techmix <- c("green" = "#7bc17e", "brown" = "#986B41")
 
 fill_colours_exposures_scorecard <- c(
   "renewables_power" = "#7BC17E",
+  "renewables_and_hydro_power" = "#7BC17E",
   "other_fossil_fuels" = "#181716",
   "coal" = "#4e3b37",
   "fossil_power" = "#977447"

diff --git a/data-raw/toy_data_exposures_scorecard.R b/data-raw/toy_data_exposures_scorecard.R
@@ -1,22 +1,22 @@
 # styler: off
 toy_data_exposures_scorecard <- tibble::tribble(
-  ~asset_class,      ~sector_or_tech, ~exposure_perc_aum,
-      "equity",               "coal",               0.01,
-      "equity", "other_fossil_fuels",               0.02,
-      "equity",       "fossil_power",               0.15,
-      "equity",   "renewables_power",               0.12,
-       "bonds",               "coal",               0.03,
-       "bonds", "other_fossil_fuels",               0.01,
-       "bonds",       "fossil_power",                0.1,
-       "bonds",   "renewables_power",                0.2
+  ~asset_class,                ~sector_or_tech, ~exposure_perc_aum,
+      "equity",                         "coal",               0.01,
+      "equity",           "other_fossil_fuels",               0.02,
+      "equity",                 "fossil_power",               0.15,
+      "equity",   "renewables_and_hydro_power",               0.12,
+       "bonds",                         "coal",               0.03,
+       "bonds",           "other_fossil_fuels",               0.01,
+       "bonds",                 "fossil_power",                0.1,
+       "bonds",   "renewables_and_hydro_power",                0.2
   )
 # styler: on
 
 toy_data_exposures_scorecard <- toy_data_exposures_scorecard %>%
   mutate(
     sector_or_tech = factor(
       sector_or_tech,
-      levels = rev(c("coal", "other_fossil_fuels", "fossil_power", "renewables_power"))
+      levels = rev(c("coal", "other_fossil_fuels", "fossil_power", "renewables_and_hydro_power"))
     )
   )
 

diff --git a/data/toy_data_exposures_scorecard.rda b/data/toy_data_exposures_scorecard.rda
diff --git a/inst/extdata/PA2024CH_en_exec_summary/scorecard.Rmd b/inst/extdata/PA2024CH_en_exec_summary/scorecard.Rmd
@@ -76,11 +76,12 @@ Benchmark:
 
 %TODO: make sure that these are still the indices we use
 \begin{center}
-\begin{tabular}{ p{0.5\linewidth} p{0.5\linewidth} } 
+\begin{tabular}{ p{0.46\linewidth} p{0.46\linewidth} } 
  \hline
  Listed Equity & Corporate Bonds \\ 
  \hline
- iShares MSCI World ETF & iShares Global Corp Bond UCITS ETF \\ 
+ iShares MSCI World ETF & iShares Global Corp Bond \\ 
+  & UCITS ETF \\
  \hline
 \end{tabular}
 \end{center}

diff --git a/tests/testthat/_snaps/plot_exposures_scorecard.md b/tests/testthat/_snaps/plot_exposures_scorecard.md
@@ -15,7 +15,7 @@
 # with wrong values of `sector_or_tech` errors gracefully
 
     Each value of `"sector_or_tech"` must be one of these:
-    coal, other_fossil_fuels, fossil_power, renewables_power.
+    coal, other_fossil_fuels, fossil_power, renewables_power, renewables_and_hydro_power.
     x You passed: bad.
 
 # with non-numeric values of `exposure_perc_aum` errors gracefully