Corporate Knights

JUNE 9, 2022

“The ownership distribution reveals an international net transfer of more than 15% of global stranded asset risk to OECD-based investors,” the researchers warn. trillion in stranded assets world-wide, the researchers found that physical stranded assets in OECD countries accounted for a total US$552 billion, or 39.2%.

Stranded Assets 255

Stranded Assets Climate Change Development 255

Impact Alpha

JULY 1, 2020

20: Investors share experiences in getting their assets off the sidelines (video). The post The Brief: Assets off the sidelines (video), Erie’s opportunity zones, Netflix banks Black, carbon tax on meat, Big Energy’s stranded assets appeared first on ImpactAlpha. Featured: Agents of Impact Call No.

Stranded Assets 98

Stranded Assets Banking 98

Impact Alpha

AUGUST 12, 2020

Living Cities’ Demetric Duckett, Cambridge Associates’ Sarah Hoyt, Sinclair Capital’s Jon Lukomnik and The Investment Integration Project’s Bill Burckart join ImpactAlpha’s David Bank, Monique Aiken and other Agents of Impact, Thursday, The post The Brief: Hourly employee ownership, seeding vertical farms, eco-packaging, e-motorcycles in Brazil, tropical (..)

Stranded Assets 98

Stranded Assets Impact Investing Banking 98

MSCI

AUGUST 22, 2019

Could plastic become the next stranded asset? Oil and gas companies are accelerating investment in plastics, in response to the shift away from fossil fuels. But is this pivot sustainable?

Stranded Assets 52

Stranded Assets 52

Impact Alpha

JUNE 16, 2020

The post The Brief: Building community wealth, alt-home-financing, curbing construction carbon, employee financial health, BP’s stranded assets appeared first on ImpactAlpha. ImpactAlpha’s next Agents of Impact call will explore how to ramp up.

Stranded Assets 69

Stranded Assets 69

Impact Alpha

FEBRUARY 8, 2024

Dave Jones was California’s state insurance commissioner eight years ago when the then-novel idea of fossil fuel “stranded assets” caught his attention. The post California’s climate-risk pioneer Dave Jones on our march ‘toward an uninsurable future’ (Q&A) appeared first on ImpactAlpha.

Stranded Assets 93

Stranded Assets Impact Investing 93

Energy Central

JUNE 13, 2023

Originally posted here. Broken Window Economics: an event that seems to be beneficial for those immediately involved can have negative economic consequences for many others. The US and most countries have energy economies based on fossil fuels, plus contributions from nuclear, hydro, geothermal and biomass.

Stranded Assets 40

Stranded Assets 40

Eco-Business

AUGUST 29, 2021

Two thirds of unplanted concessions in Indonesia could be stranded assets by 2040, due to efforts to reduce the sector's impact on forests. But companies that grow sustainably could win big, a new study predicts.

Stranded Assets 19

Stranded Assets 19

Environmental News Bits

SEPTEMBER 29, 2021

Download the document.

Stranded Assets 81

Stranded Assets Net Zero Climate Change 81

Environmental Finance

APRIL 4, 2023

Despite a movement into 'cleaner' assets, Chinese banks have yet to shift away from coal, which risks leaving many with stranded assets, Sustainable Fitch has said.

Stranded Assets 45

Stranded Assets Banking 45

Environmental Finance

APRIL 12, 2023

Japan's six largest banks and energy companies have been hit by shareholder calls to disclose decarbonisation plans, over concerns that fossil fuel expansion will result in stranded assets.

Stranded Assets 45

Stranded Assets Banking 45

Environmental News Bits

AUGUST 9, 2022

Research commissioned by the Changing Markets Foundation surveying 201 respondents from the investment community shows that 82% agreed that climate change presents a material risk to meat and dairy industry-related investments and 84% believe that a lack of mitigation of climate change could lead to stranded assets in this industry.

Stranded Assets 75

Stranded Assets Climate Change Manufacturing 75

Environmental News Bits

JULY 23, 2021

Physical risks, stranded assets and greater firm default risk expose… Read more → Both climate change and the transition to a carbon neutral economy pose substantial challenges for the economy and the financial system, with the potential to affect growth and inflation in the short term, but also over much longer horizons.

Climate Change 81

Climate Change Stranded Assets Banking 81

Energy Central

MAY 24, 2022

Blue hydrogen woes Producing H2 from methane 'does not make sense' during a gas price crisis, and projects may end up as stranded assets within the decade, says IEEFA study. Join: Offshore Wind and Hydrogen [link]

Stranded Assets 52

Stranded Assets 52

3BL Media

SEPTEMBER 23, 2022

Case Study: Stranded Assets and the Economics of a Chinese Power Plant. These differences can be more sharply examined by analyzing the economics of a Chinese power plant and stranded-assets risk. Stranded assets are a common theme in investment analysis of the global energy transition.

Stranded Assets 130

Stranded Assets Decarbonize Climate Change Development 130

Chris Hall

FEBRUARY 28, 2022

Stranded assets, defaults in thermal power, steel and cement sectors may increase if companies do not shift to low-carbon alternatives. The People’s Bank of China (PBOC) has revealed the results of its first phase of climate risk stress tests of major banks in the country.

Stranded Assets 52

Stranded Assets Banking 52

Impact Alpha

DECEMBER 6, 2019

6 – The risk that fossil fuel investments will become ‘stranded assets’ went from fringe thesis to mainstream preoccupation in what must be near-record time. ImpactAlpha, Dec. It’s not a theory: this week, the Spanish oil producer Repsol took a $5.3

Stranded Assets 80

Stranded Assets 80

Corporate Knights

FEBRUARY 14, 2023

To climate-focused investors, the continued investment in fossil fuels and the scaling back of climate targets is shortsighted given what they see as the need for BP to decouple itself from oil and gas production or face future risks of litigation , regulation and stranded assets.

Net Zero 328

Net Zero Stranded Assets Global Economy Paris Agreement 328

Renewable Energy World

JULY 26, 2021

The focus of our argument beyond reduction of GHG emissions was that the installation of natural-gas-fed electric power generators would be a “stranded asset.” Stranded assets are unable to earn their original economic return due to changes in the landscape in which the assets operate.

Stranded Assets 124

Stranded Assets Development 124

Eco-Business

MAY 11, 2021

The country's only domestic source of liquified natural gas is expected to run dry this decade sparking a boom in import terminal projects. But regulatory uncertainty and financial risks could turn them into bad investments.

Stranded Assets 19

Stranded Assets 19

3BL Media

AUGUST 30, 2022

CDP and Planet Tracker’s High and Dry: How Water Issues Are Stranding Assets , May 2022 report recognizes that “Water risk is already stranding assets across major sectors of the global economy.”.

Stranded Assets 130

Stranded Assets CDP Climate Change Development 130

Corporate Knights

DECEMBER 9, 2022

A study published in the journal Nature found that Canada alone will face $100 billion in stranded assets by 2036, representing 35% of the book value of oil and gas properties for all oil and gas issuers listed on the Toronto Stock Exchange.

Stranded Assets 278

Stranded Assets Net Zero Supply Chains Supply Chain 278

GreenBiz

MAY 20, 2021

If the world heeds that advice, we’ll leave a lot of stranded assets lying around. Of course, a chorus of activist investors have been pressing investors, banks and companies to examine their risks on stranded oil and gas assets for more than a decade, knowing this day would arrive.

Stranded Assets 286

Stranded Assets Net Zero Sustainability Professional Regenerative 286

Chris Hall

MAY 12, 2022

Ex-BoE chief calls for “radical new approach” to mobilising investment in emerging and developed markets; also warns of stranded assets. This would lead to more stranded assets in the medium term, waned the former Bank of England governor, requiring “a more granular breakdown of the use of proceeds of new fossil fuel financing. “In

Stranded Assets 52

Stranded Assets Net Zero COP26 Banking 52

Chris Hall

MAY 6, 2022

Sixty-nine percent of listed equities reporting via CDP’s platform stated they are exposed to water risks that could “generate a substantive change in their business”, said CDP’s report on how water issues are stranding assets. Water risk factors and stranded assets.

Stranded Assets 52

Stranded Assets CDP Banking Development 52

ESG Today

JANUARY 8, 2024

Skidmore added that following the initiation of “the global transition away from fossil fuels” set in motion at the COP28 climate conference, the future obsolescence of fossil fuels will cause new oil and gas licenses to create stranded assets, instead of supporting communities “to transition their skills and expertise to renewable and clean energy.”

Net Zero 68

Net Zero Stranded Assets Waste 68

Corporate Knights

SEPTEMBER 16, 2022

The more invested they remain in carbon-intensive assets, the greater the risk they face of holding stranded assets that lose value due to the transition. Their disclosures will signal to the rest of the world, including their own shareholders, whether they are reducing their financed emissions.

Banking 361

Banking Greenwashing Net Zero Climate Change 361

ESG Today

JULY 25, 2023

Canada’s Environment and Climate Change Minister Steven Guilbeault said: “By eliminating inefficient fossil fuel subsidies, we are encouraging smart and efficient government investment decisions that can increase Canada’s competitiveness in a decarbonizing global economy, while avoiding creation of stranded assets.

Stranded Assets 72

Stranded Assets Net Zero Clean Technology Global Economy 72

ESG Today

JANUARY 25, 2023

Build more investor confidence in green infrastructure projects The greatest fear that many investors have around investing in green infrastructure projects is that they become “stranded assets.” To prevent this, governments must make a long-term commitment to a green energy source such as hydrogen or nuclear.

Stranded Assets 91

Stranded Assets Paris Agreement Net Zero Supply Chains 91

Corporate Knights

FEBRUARY 8, 2023

There is also the risk that fossil fuel infrastructure is retired before the end of its economic lifetime and becomes a stranded asset—a liability taxpayers would likely pay for.” “Building new natural gas-fired power plants means locking in emissions—and costs—for many years to come.

Net Zero 297

Net Zero Stranded Assets 297

Corporate Knights

MARCH 22, 2023

If Canada’s pension fund managers don’t take sustainability seriously, he adds, “they could get caught with stranded assets, which will cost their pensioners a lot.” They have a big role to play in facilitating the transition to a low-carbon economy.”

Net Zero 285

Net Zero Stranded Assets Sustainable Investment Zero Carbon 285

Eco-Business

OCTOBER 14, 2022

Energy analysts say it is unclear who will buy the soon-to-be stranded assets from the utility firm. Korea Electric Power Corporation suffered from an unprecended deficit in the first half of the year due to high coal and gas prices.

Stranded Assets 19

Stranded Assets 19

Chris Hall

JANUARY 30, 2024

Successful litigation forcing companies to recognise stranded assets, accelerate their net zero transition, or pay damages for their contribution to environmental and human rights harms could pose significant financial shocks in some industries, with investors paying the price.”

Greenwashing 80

Greenwashing Stranded Assets Banking Net Zero 80

Envirotec Magazine

SEPTEMBER 15, 2022

Those failing to do so will find the risk of stranded assets to be high and rising. For companies that leveraged aggressively in this period, refinancing and follow-on financing strategies in the coming years must pivot toward the equity markets.

Stranded Assets 52

Stranded Assets Supply Chains Supply Chain Digitalization 52

3BL Media

DECEMBER 9, 2023

Just as critically, transition plans are about embracing the booming new clean economy, creating new markets, and investing in the next batch of winners as this shift continues to accelerate exponentially— and avoiding being left behind with dwindling markets, outmoded business models, and stranded assets. This year, a record $1.8

Net Zero 147

Net Zero Stranded Assets Climate Change Manufacturing 147

3BL Media

AUGUST 23, 2022

When planning phases span decades, it is important to avoid the consequences of getting locked into path dependency or stranded assets by having a clear understanding of technology maturity and cost. “Decarbonisation strategies require the long view.

Stranded Assets 100

Stranded Assets Net Zero Development 100

ESG Today

MARCH 14, 2024

Commenting on the updated targets, Follow This founder Mark van Baal accused the company of “backtracking” on its climate ambitions, putting the company’s future at risk “through policy interventions, disruptive innovation, stranded assets, and accountability for the costs of climate change.”

Net Zero 92

Net Zero Stranded Assets Paris Agreement Climate Change 92