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ECB warns that climate‑driven ecosystem breakdown is emerging as a systemic threat to euro‑area financial stability

Executive summary: ECB official Frank Elderson warned that the climate crisis and the potential collapse of ecosystem services pose a growing threat to core financial stability, citing rising wildfires as an example. Because physical climate risks can impair the balance sheets of banks, insurers and sovereigns, potentially triggering wider instability in the euro‑area financial system.

Who is involved: European Central Bank (ECB), Executive Board member Frank Elderson, climate scientists, euro‑area banks and insurers.

Likely next: The ECB is expected to launch climate‑risk stress‑test frameworks and require greater disclosure of ecosystem‑service exposures by financial institutions; policymakers may also consider integrating nature‑related metrics into macroprudential supervision.

Frank Elderson, a member of the ECB’s Executive Board, said that worsening wildfires and the possible collapse of ecosystem services are raising the risk profile for banks, insurers and sovereign exposures. He stressed that more work is needed to quantify these climate‑related dangers before they materialize into broader financial instability. The warning places climate risk squarely on the ECB’s macroprudential agenda, alongside traditional concerns such as credit and market risk.

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Analysis — what this means

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