Investor Insights
Timely insights and analysis for institutional investors seeking long term value in a zero-emissions economy.
Investor Bulletin: Case for support of the Glencore thermal coal disclosure resolution
A response to Glencore’s Notice of Meeting and the case for support of the thermal coal disclosure resolution.
ACCR Presentation on Glencore 2023 AGM
Webinar to present our assessment of Glencore's 2022 Climate Report and the thermal coal resolution.
Investor Bulletin: BP’s recent climate disclosures - ACCR assessment
Analysis of the disclosures from BP’s Net zero ambition progress update, 2022 Sustainability report and ESG datasheet.
Investor Bulletin: Clearing the air - a rational assessment of fossil fuel demand
Despite the Russian invasion into the Ukraine, demand across all fossil fuels declines well before 2030 in the updated NZE and APS scenarios.
ACCR Presentation on Santos Ltd 2023 AGM
Webinar supporting our analysis of the Santos Ltd (ASX: STO) 2022 remuneration report and provides a summary of the Tiwi Island case.
Investor Bulletin: Shell and BP FY22 Q4 results and CO2 implications
Analysis of both BP and Shell’s FY22 Q4 results, capex and emissions target implications, and legal updates.
Investor Bulletin: Monitoring Glencore’s climate commitments
Glencore’s planned coal expansion and growth in coal emissions is overshadowing the future facing minerals portfolio of the business.
Investor Bulletin: Climate policies under consultation must not be stifled by industry lobby
Investors have a critical role to play in curtailing the impact of company and industry association lobbying on evolving Australian climate policy.