All Climate change articles – Page 26
-
PRI Web PageInvestor action on climate change: A PRI-Novethic assessment of global investor practices
For long-term investors, safeguarding investments requires mitigation of climate change.
-
Engagement guide2 degrees of separation: Transition risk for oil and gas in a low carbon world
Are the oil majors aligned with a 2°C target? This new analysis provides a way of understanding whether the supply options of the largest publicly traded oil and gas producers are aligned with demand levels consistent with the agreed target for maximum global warming.
-
Engagement guideCalculating carbon supply cost curves in a 2°C scenario
In order to try and allocate the carbon budget at a company level, Carbon Tracker developed the carbon supply cost curve approach.
-
Engagement guideCalculating a 2°C capex pathway for oil and gas companies
Having calculated the oil and gas production associated with a 2D scenario, we can then identify the level of capital expenditure required, and the delta to business-as-usual, (BAU).
-
Engagement guide
Oil and gas company/project exposure to a 2°C scenario
Companies that have a lower percentage of unneeded capex can be seen as more aligned with a 2D budget; companies with a greater percentage of unneeded capex warrant further attention from investors.
-
Engagement guideNPV sensitivity of oil and gas companies to a 2°C scenario
The NPVs of a company’s 2D-compliant portfolio and its BAU portfolio can be compared to give an insight into the cost structures of the two and their relative values.
-
Engagement guideScenario analysis – degrees of warming
Scenarios are often misrepresented. Ultimately they are one version of the future, not a prediction or forecast.
-
Engagement guide
Introduction to transition risk for oil and gas companies
The speed and scale of the energy transition is becoming more obvious every day, causing more investors to accept the need to improve their strategies to be well positioned as structural changes in the energy and related sectors occur.
-
Thought leadership
TCFD Recommendations: Country reviews – Brazil
This review concludes that there is scope for Brazil to work towards a stronger disclosure regime, such as that identified by the TCFD under its recommendations.
-
Thought leadership
TCFD Recommendations: Country reviews – Canada
This review concludes that a strong disclosure regime such as that identified by the TCFD under its recommendations would assist materially in ensuring climate risk mitigation in Canada.
-
Thought leadershipTCFD Recommendations: Country reviews
The PRI and Baker McKenzie undertook a review during mid-2017 of how the TCFD’s voluntary recommendations integrate into existing regulation and soft law in Brazil, Canada, the EU, Japan, the United Kingdom and the USA.
-
Thought leadership
TCFD Recommendations: Country reviews – European Union
Particularly for asset managers and institutional investors, EU rules will increasingly require entities to assess climate-related risks to assets and businesses, as both financial and non-financial factors.
-
Thought leadership
TCFD Recommendations: Country reviews – Japan
This review concludes that there is scope for Japan to work towards a stronger disclosure regime, such as that identified by the TCFD under its recommendations.
-
Thought leadership
TCFD Recommendations: Country reviews – UK
This review concludes that the UK’s existing regulation on disclosure is comprehensive and that (unlike many other developed nations) it integrates, to some extent, sustainability risks into the broader financial risk analysis and disclosure framework.
-
Thought leadership
TCFD Recommendations: Country reviews – US
This review concludes that consideration and implementation of a structured and detailed framework consistent with the TCFD’s recommendations is likely to assist US companies in understanding the ideal scope of their disclosures and to integrate climate risk awareness into their businesses, and their financial filings.
-
Thought leadership
TCFD Recommendations: Country reviews – France
The French strategy has been to take small steps to give enough time to all actors to implement climate disclosure.
-
Blog post
Climate disclosure – what does this year’s ExxonMobil resolution tell us?
Examining climate disclosure through an in-depth look at the upcoming ExxonMobil climate disclosure resolution.
-
Engagement guideAn investor's guide to methane: Engaging with oil and gas companies to manage a rising risk
Methane, the primary component of natural gas, is a climate pollutant 84 times more powerful than carbon dioxide (CO2) over a 20-year period, and it is responsible for 25% of the global warming we are experiencing today.
-
Blog post
Long walk to below 2 degrees – reflections on COP22
Canny investors recognise the need to understand climate risk and protect investments.
-
