Why investors should think more seriously about oil prices
Oil companies and their investors are betting big on a delayed transition yet their misalignment with net-zero is a recipe for financial disaster, NGOs and thinktank sources claim
Energy
Is now the time to reconsider your passive exposure to fossil fuels?
Despite a short-term profit boost, fossil fuel stocks have dragged down global equity indices, as the energy transition picks up pace, their outlook is even gloomier
Exxon investors warn of dilution of shareholder rights
Norges Bank Investment Management, a significant investor in US oil giant Exxon has raised concerns about the dilution of shareholder rights following Exxon’s decision to take two investors to court
Not all roads lead to Paris: PFZW on navigating climate risks and engagement strategies
Colin Tissen, advisor responsible investment at PGGM, the asset manager for Dutch pension fund PFZW explains why the fund has opted to drastically cut its investments in fossil fuels
Why we should abandon climate engagement with oil and gas firms
Joel Moreland, principal consultant Social and Environmental Finance argues that there is little benefit in engaging with oil and gas firms on climate targets
Shareholder victory: Barclays to cease funding new fossil fuel projects
Barclays, one of the five largest banks in Europe has confirmed today that it will no longer fund new oil and gas projects, a move that was welcomed by activist shareholders
Is this the golden age of Climate AI?
Venture-capital-backed start-ups are employing AI to solve grid issues, ESG data and analytics, and a host of other climate-related bottlenecks
The energy transition doesn’t require a surge in capex but a reallocation
The energy transition is often presented as extremely costly but Kingsmill Bond and Sam Butler-Sloss at the Rocky Mountain Institute (RMI) argue that this is not necessarily true
Exxon’s case against activist shareholders highlights new stewardship challenges
Oil giant Exxon Mobil is taking its shareholders to court over their climate activist resolution for this year’s AGM. What are the implications for climate stewardship?
Should climate investors worry about the European elections?
A rightward drift in the upcoming European elections is unlikely to have a major impact on EU climate policy
World on track to miss COP28 2030 renewables target
Renewable energy capacity needs to expand by a factor of three by 2030 but current policies might only take us to 2.5 research shows