Gone with the wind: Britain’s £1bn transition investment bottleneck
While investor interest in renewable energy is rising, wind constraint costs have doubled over two years
Regulation
China embraces transition debt in push for green steel
CBI analysis shows nearly $7bn in transition debt issued in China’s largest steelmaking province
SEC faces investor backlash over climate disclosure rollback
AP7, AkademikerPension, CalSTRS, NYCERS, NBIM and UPP have written to the SEC, outlining their concerns
‘We don’t need 100 ideas’: Standard Life’s real assets head on regional authorities attracting clean energy investment
Manuel Dusina outlines investor expectations from mayoral strategic authorities
Investors push steelmakers over rising financial risks of methane
29 investors with nearly $10tn under management have placed a spotlight on methane’s financial materiality
Climate risk mispricing under spotlight at London Climate Action Week
Conversations over physical risk have raised concerns over insurance gaps, sovereign spreads and financial materiality
Australian investors increasingly see performance test as climate investing barrier
IGCC investor survey shows 49% cite YFYS as an investment barrier, up from 27% two years ago
Asset owners call for ‘evolution not dilution’ of EU emissions trading rules
Amidst the on-going ETS review, a joint statement signed by 46 investors has been endorsed by the NZAOA
“Solar energy doesn’t travel through Hormuz”: COP31 eyes renewables-backed electrification
The COP31 action agenda suggests renewables-backed electrification is emerging as a priority
Investors warn EU against linking Arctic fossil fuels to energy security
Ahead of the upcoming strategy update, investors have called for maintaining fossil fuel exploration restrictions
Hong Kong eyes top spot as Asia’s sustainable investment hub
Its latest green bond issuance comes months after a transition finance taxonomy was launched
Australia mulls changes to superfund performance test over sustainable investment concerns
Treasurer Jim Chalmers has pledged to strengthen the test amid criticisms over its effect on climate-driven investment
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
Short-term mandates, long-term risks: insurers face regulatory dilemma
General insurers possess unparalleled insights into climate change risks, yet their investment focus on short-dated bonds and their reliance on external managers poses constraints on their ability to implement net zero targets
TotalEnergies abandons US offshore wind, redirects $1bn to oil and gas
French energy major Total Energies has abandoned its offshore wind plans in the US and is instead planning to expand investments in LNG, follwing an agreement with the Trump administration