Scenarios are often misrepresented. Ultimately they are one version of the future, not a prediction or forecast.
In order to try and allocate the carbon budget at a company level, Carbon Tracker developed the carbon supply cost curve approach.
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).
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.
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.
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.
This paper takes stock of institutional investor experience with mobilising green capital for green investment and mainstreaming green factors across asset classes.
The French Energy Transition for Green Growth Law (or Energy Transition Law), adopted in August 2015, marks a turning point in carbon reporting.
Questions that LPs can ask their GPs, and that GPs can ask current or potential portfolio companies, to assess climate change impacts on private equity investments.
Identify key drivers and overcome the most common barriers to action for integrating ESG and climate change risks into real estate investments.
Examining climate disclosure through an in-depth look at the upcoming ExxonMobil climate disclosure resolution.
A growing number of asset owners want to know how their assets are exposed to climate change related risks, and the role that they can play in an orderly transition to a lower carbon economy.
Current and former Chief Justices and leading Professors of law from around the world have endorsed a set of principles that set obligations for enterprises and investors in the face of climate change.