EM transition investing will outlast US backlash NinetyOne’s Cooper says
Energy security, steady fundamentals and mispriced opportunities are strengthening investor confidence, NinetyOne's Deirdre Cooper predicts
Energy
BP’s new CEO faces shareholder rebellion
BP suffered a significant shareholder revolt at today’s AGM, with more than half of shareholders voting to prevent the firm's attempts to ease climate reporting standards
Trump’s trade war unintentionally accelerated Toronto’s energy transition
A trail of city council documents reveals Mayor Chow’s push for electrification in response to US protectionism
LGPS funds face £8bn private markets loophole to fossil fuel divestment pledges
While many of the UK’s LGPS funds have pledged to divest from fossil fuels, they continue to fund oil and gas through their private market holdings, an investigation has revealed
ACCR’s BP AGM speech: the case for capex transparency
Ahead of BP's AGM, ACCR's Sarah Brewin warns that voices of critical investors are being silenced and sets out why the group has co-filed a resolution demanding greater transparency on BP's capital allocation strategy
Solar overtakes gas as key source of global energy supply
Solar photovoltaic has emerged as the single largest contributor to growth in global energy supply for the first time in 2025, with analysts predicting tailwinds for solar stocks
UK National Wealth Fund to invest £599m in nuclear SMR technology
The financing package is aimed at delivering three Rolls-Royce small modular reactors with a combined capacity of over 1GW
The war in Iran is bolstering the case for renewables-led electrification
EC President Ursula von der Leyen has called for accelerating electrification amidst a deepening energy crisis, with European investors now identifying electrification as an opportunity to enhance resilience
Passing the climate baton: how Asia picks up the pace on net zero
New data from SBTi and IRENA show rising net zero targets and renewable energy adoption
Beyond generation: the next frontier for European renewable infrastructure investing
From grids and storage to mid-market opportunities, the opportunity set is evolving alongside growing investor interest
BP investors set to oppose move to scrap emissions targets
Investors in BP are lobbying for a vote against a resolution which would see the scrapping of emissions disclosure rules, following the energy giant's dismissal of a climate resolution
BP’s bunker mentality hints at its strategic woes
Investors in BP share widespread unease about the firm's erosion of shareholder rights and lack of capital discipline, argues Brynn O'Brien, co-CEO of ACCR and a shareholder in the company
NZI with Atharva - what does the war in Iran mean for the global energy transition?
Kingsmill Bond, energy strategist at Ember, joins NZI’s Atharva Deshmukh to discuss what the war in Iran means for the global energy transition, making the case that this could accelerate, rather than slow down the shift to renewable energy.
BP faces legal ultimatum over blocked climate resolution
The campaign group Follow This has given BP a one-week deadline to include its shareholder resolution, warning that the company’s directors could face legal action if they fail to comply, according to a letter seen by Net Zero Investor