Investor Insights
Timely insights and analysis for institutional investors seeking long term value in a zero-emissions economy.
Investor Bulletin: Glencore’s Teck deal invites investor scrutiny
Glencore’s acquisition of Teck's long-term metallurgical coal mines further strains its standing on climate.
Investor Bulletin: AGL one year on - reflections and opportunities
A late-starter to the energy transition, AGL needs to fire up its tenacity if it wants to deliver and enhance its strategy, ward off the competition nipping at its heels and ensure it doesn’t return to being viewed as a company existing primarily to sweat its coal assets.
Investor Bulletin: Muddying the waters - industry lobbying on offshore oil and gas regulation
Recent lobbying by the oil and gas industry claiming Australia’s offshore oil and gas regulation system is “broken” is a distraction from company failings and a threat to First Nations’ rights to consultation.
Investor Bulletin: Opportunities for improving Glencore’s 2023 Climate Report
As Glencore plc prepares its 2023 Climate Action Transition Plan, investors and the company have an opportunity to improve its strength and credibility.
ACCR Presentation on lobbying & corporate political expenditure in Australia
Webinar to discuss key findings of our lobbying & corporate political expenditure report.
Investor Bulletin: IEA’s 2023 World Energy Outlook
Latest World Energy Outlook (WEO) shows end-game for fossil fuels
Editorial: Fresh thinking on boards is the key to climate performance
Maintaining a business-as-usual approach in the face of an overhaul of the global energy system puts shareholder value at risk.
ACCR at Climate Finance Day - NYC Climate Week 2023
As You Sow, Carbon Tracker, Australasian Centre for Corporate Responsibility (ACCR), and IEEFA, proudly presented a Climate Finance Day as part of NYC Climate Week 2023.
Investor Bulletin: IEA NZE 2023 Update
The updated IEA Net Zero Emissions (NZE) roadmap shows solar and EVs doing the heavy lifting for 1.5°C.
ACCR Annual Review FY23
Pressure from shareholders yielded significant wins for the climate over the past year. Read our Annual Review for FY23.
Investor Bulletin: Glencore’s door open for engagement
Feedback for investors concerned about Glencore’s inadequate Climate Report and thermal coal expansion in Australia.
Climate Science Insight: Irreversible change lurking from above and below
Underneath recent extreme weather events lie changes to fundamental climate processes that must spark urgent action towards accelerated decarbonisation.
Investor Bulletin: BHP’s 2023 Industry Association Review
BHP’s governance of industry associations continues to limit its potential as a driver of positive climate policy engagement.
ACCR at Responsible Investment Standards & Expectations Webinar
ACCR Chief Scientist, Dimitri Lafleur, speaks to the urgency of transitioning the global economy.
Investor Bulletin: Analysis of Shell plc Capital Markets Day 2023
Shell demonstrates to investors an unwillingness to transform its business in line with the global energy transition.
Climate Science Insight: New study highlights colossal risks of pushing the planet beyond 1.5 °C warming
For science-aware investors, research serves as a stark reminder why asking companies to demonstrate Paris alignment matters.
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.
