Investor Insights

Timely insights and analysis for institutional investors seeking long term value in a zero-emissions economy.

5th May 2023

A response to Glencore’s Notice of Meeting and the case for support of the thermal coal disclosure resolution.

21st April 2023

Webinar to present our assessment of Glencore's 2022 Climate Report and the thermal coal resolution.

6th April 2023

Analysis of the disclosures from BP’s Net zero ambition progress update, 2022 Sustainability report and ESG datasheet.

27th March 2023

Despite the Russian invasion into the Ukraine, demand across all fossil fuels declines well before 2030 in the updated NZE and APS scenarios.

23rd March 2023

Webinar supporting our analysis of the Santos Ltd (ASX: STO) 2022 remuneration report and provides a summary of the Tiwi Island case.

14th February 2023

Analysis of both BP and Shell’s FY22 Q4 results, capex and emissions target implications, and legal updates.

13th December 2022

Glencore’s planned coal expansion and growth in coal emissions is overshadowing the future facing minerals portfolio of the business.

14th September 2022

Investors have a critical role to play in curtailing the impact of company and industry association lobbying on evolving Australian climate policy.