ACCR is a non-profit organisation that supports investors globally to take effective action to mitigate the portfolio and systemic risks of climate change.
Australia/UK/Norway
Joined April 2013
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Concerns about 'GX Steel' risks limiting buyer confidence. Under current policy settings, it is unclear whether Japan will meet its early 2030s lead market target. This could affect returns on decarbonisation investments and harm longer-term confidence.
accr.org.au/research/making-…
Geopolitical conflict has left the world short of fuel-making capacity, forcing refineries elsewhere to run full tilt and allowing them to command premium prices, with dozens of refineries closed in North America and Europe over the past decade. bloomberg.com/news/articles/…
IEEFA research shows how steelmakers can unlock low-emissions iron production by using renewable electricity at existing production sites, while avoiding the use of natural gas and the risk of a prolonged dependence on fossil fuels. ieefa.org/resources/leapfrog…
Browse keeps changing its story.
When a project keeps finding new reasons to exist, Woodside Energy investors should check whether any of them hold up. accr.org.au/insights/editori…
Woodside Energy’s plan to drill for gas off WA’s north-west coast could significantly damage “exceptional” coral reefs and it may be impossible to reduce the risk of an oil spill to an acceptable level, according to advice from the state’s EPA. theguardian.com/australia-ne…
Summer is the season we sell: the beach, the outback, the esky, the hat, the cricket, the cold beer. We have adapted and we are proud of it. But while sunglasses protect us on our hottest days, are they also clouding the bigger picture? accr.org.au/insights/editori…
A financial crisis does not start when losses appear. It starts when losses reach the system that supplies credit: lenders weaken, funding dries up, and businesses that were managing their own costs cannot refinance. forbes.com/sites/we-dont-hav…
No corner of global asset markets will be fully shielded from the current El Niño cycle, says Katie Self, a portfolio manager at Pictet Asset Management. bloomberg.com/news/articles/…
"Oil prices are going up, but let’s not pretend the companies that are importing the oil are struggling. No, they are passing on the costs and then some, as we can tell from the increase in the prices charged by the petroleum & manufacturing companies" theguardian.com/business/gro…
Our analysis doesn’t contradict AEMO. We measured different things. AEMO asked how much gas producers plan to supply to the local market, and found a shortfall. We asked how much gas is available, and found a surplus. Both can be true. energynewsbulletin.net/opini…
Companies that publish detailed plans for the climate transition typically benefit from lower borrowing costs than peers that do not, research commissioned by a task force of financial regulators has found. ft.com/content/52e341e0-b29c…
"Resolutions on tackling climate change should become a regular feature of every listed company’s meeting calendar and not just advisory ones that boards can disregard. Resolutions need to be binding for strategy and capital allocation," writes John Flint ft.com/content/dcc245d8-2dca…
As majors report third-quarter results at the end of the month, investors are asking whether they will stick to their existing spending plans in times of exceptional earnings, wrote RBC Capital Markets analyst Biraj Borkhataria in a research note. reuters.com/business/energy/…
Woodside is predicting imaginary shortfalls where there are none. Even if there was a technical domestic gas shortfall, Browse would be a poor solution. Read our full analysis: accr.org.au/research/browse-…
Prosper Australia estimates Australia is losing $45 billion a year in potential revenue because it is failing to collect more from the extractive mining and gas industries when commodity prices boom and profits surge. abc.net.au/news/2026-10-21/r…
Japan’s $1.8 trillion public pension fund has made its first direct investment in Australia’s green energy transition, agreeing a deal with upstart renewables developer Octopus to help fund its growing pipeline of wind, solar and battery projects. afr.com/policy/energy-and-cl…
Insurers are taking on more risk than they should. If – or when – a major disaster hits, the catastrophe will have far-reaching consequences theguardian.com/commentisfre…
BHP has seen its copper production fall 19% in the first quarter of FY27 compared to the preceding quarter as well as the previous corresponding period amid severe weather and a planned decrease in concentrator feed grades. capitalbrief.com/briefing/bh…
From AGM activities and company engagements to in-depth research, ACCR’s FY25/26 Annual Review shows how we put shareholder rights to work to protect long-term value. accr.org.au/insights/accr-an…
Labor has introduced its domestic gas-reservation bill to parliament, which would compel the nation’s largest LNG exporters to set aside up 20% of their annual export volumes for local customers from 2028. smh.com.au/business/companie…
