A bit of good news: #solar is now overtaking #lng as a source of global energy supply and #emergingmarkets stand to benefit as the latest @iea.org data shows. www.netzeroinvestor.net/news-and-vie...

Happy #internationalbeaverday

The People's Pension, one of the UK's largest master trusts, is ditching its 'top-down 1.5°C aligned portfolio' for a bottom-up net zero approach. What does this mean in practice? www.netzeroinvestor.net/news-and-vie...

Happy Friday, here's a happy tiger to cheer you up..

BP has been presented with a firm deadline which neatly coincides with Meg O'Neill's first day on the job. Which begs the question, who decided not to admit the Follow This climate resolution if not the CEO? www.netzeroinvestor.net/news-and-vie...

Nordea is due to hold its AGM tomorrow, the first one to be virtual only. Some investors are concerned about its continued backing of Arctic oil and gas exploration. www.netzeroinvestor.net/news-and-vie...

I do like you Edinburgh.

Exclusive: Brunel marks cost savings at final AGM but predicts transition will cost millions www.room151.co.uk/local-govern...

Breaking: BP appears to be "emboldened" by US backlash against shareholder rights, campaigners warn - will it work in the UK? www.netzeroinvestor.net/news-and-vie...

Reassuring to see pensions minister @torstenbell.bsky.social doubling down on the energy transition at #PensionsUKIC26

"If environmental strategies don't have a future, then frankly, neither do we"- the always brilliant @carolinelucas.bsky.social at #PensionsUKIC26

Studies show that when local news outlets stop scrutinizing government, efficiency drops. Public payrolls bloat. Waste increases. The cost gets passed to you—roughly $85 in added taxes per person after a county loses one of its last few papers. www.sciencedirect.com/science/arti...

Perhaps bigger is not always better? www.netzeroinvestor.net/news-and-vie...

Energy security is one of the key arguments for continued fossil fuel investment. But in Ukraine, wind energy is proving to be a lot more resilient to Russian attacks than oil and gas infrastructure as my colleague Atharva reports www.netzeroinvestor.net/news-and-vie...

Oil giant will be releasing it's results tomorrow morning. Here's an important bit of context to consider. www.netzeroinvestor.net/news-and-vie...

Today another group of investors set out their resolution for the BP AGM. It's interesting that the rhetoric shifts from Paris alignment to capital discipline. The method worked at Woodside as I set out here.. www.netzeroinvestor.net/news-and-vie...

Interesting new development for LGPS funds.. www.room151.co.uk/local-govern...

The timing of this is rather ominous.. tomorrow is the deadline for NZAM's great rebrand www.netzeroinvestor.net/news-and-vie...

Interesting times.. One third of US debt is held by foreign investors. The biggest foreign owners of US debt (China and Japan ) are unlikely to move though. www.ft.com/content/452b... via @FT

Photo by Pierre Lavie. Yes this is me. And I threw my Leica. It landed on the bass plate with hardly a scratch. Another Photographer grabbed it along with my phone and I was able to track him later. I was held face down tear gas deployed right in front of me and pepper sprayed directly into the eye.

Investors have filed climate resolutions for the upcoming AGM's at Shell and BP. With global oil prices dropping, the focus has shifted from Paris alignment to shareholder value. www.netzeroinvestor.net/news-and-vie...

There's a lot of climate risk modelling out there. Not all of it makes sense. Do pension funds have a fiduciary obligation to critically engage with the climate risk models they adopt? www.netzeroinvestor.net/news-and-vie...

Gillian Tett is spot on: Trump's doubling down on oil is economic self sabotage - www.ft.com/content/572b... via @FT

Will be interesting to see how this pans out. www.netzeroinvestor.net/news-and-vie...

The White House move to withdraw from leading international climate bodies has been criticised by UN officials as a 'colossal own goal' www.netzeroinvestor.net/news-and-vie...

Readers of @netzeroinvestor.net will have noticed our site includes a ticker with global emissions as reported by @climate.noaa.gov we consider this a key benchmark for progress. I have just updated it for 2025, emissions have gone up again. As a planet, we've got serious catching up to do now.

If the Palestine Action hunger strikers die - which they could do at any moment, as they are now very close to the end - it will be the government that killed them. Today’s column explains why. Please share, and write urgently to your MP. www.theguardian.com/commentisfre...

Israeli army targeting my Alma Mater with live ammunition injuring 11 students. They won't succeed. In the words of Rafeef Ziadah: "we teach life, sir."

Ah nothing like a good old-fashioned military intervention to get stock markets going.. On a more serious note, it seems unlikely Chevron will benefit a lot from this in the medium term from all I've read so far.

Last year, several pension members took their funds to court over failures to factor in climate change. My colleague Atharva predicts 2026 might be the year where climate change will be recognised as part of fiduciary duty. www.netzeroinvestor.net/news-and-vie...

Merry Christmas!

Celebrating the beginning of a two week holiday in a joint Somali /Iranian/ Arabic / Pakistani / British restaurant.. This place would send Nigel's blood pressure through the roof. Merry Christmas everyone!

My colleague Atharva has taken a look at BP's leadership reshuffle www.netzeroinvestor.net/news-and-vie...

We've had weeks of angry protests outside asylum centers over alleged violence against women and girls, when someone actually proposes to do something about sexual violence without linking it to race bating, suddenly the interest drops. It's almost like it was never about women in the first place.

Behind a paywall but I've written a piece on the pressures facing the LGPS around divestments from assets funding the #genocide in #gaza featuring research from @bystandersnomore.bsky.social www.room151.co.uk/local-govern...

Turns out, divestment isn't inevitable. @bradlander.bsky.social has dropped a recommendation to divest from quant firm PanAgora, following constructive engagement. However, the BlackRock and Fidelity divestment is still on the cards. www.netzeroinvestor.net/news-and-vie...

Really interesting twist to the asset owner divestment saga, great piece by Frances Schwartzkopff and Leonard Kehnscherper www.bloomberg.com/news/article...

AP7, Sweden’s largest public pension fund, has adopted widespread exclusions of major fossil fuel companies. www.netzeroinvestor.net/news-and-vie...

BlackRock has just lost a major Dutch pension fund mandate, another indication that asset owners plan to hold their managers accountable on climate. www.netzeroinvestor.net/news-and-vie...

In my latest piece for @netzeroinvestor.net I take a closer look at the role of bond markets in financing the scaleup of #LNG in the US www.netzeroinvestor.net/news-and-vie...

I'm excited to share that the next issue of @netzeroinvestor.net Spark! is out. This time, we take a closer look at the coming #lngbubble. Pleased to be collaborating with the brilliant @ketanjoshi.co on this www.netzeroinvestor.net/news-and-vie...

Yesterday, the Office of the New York City Comptroller recommended divesting from a $42.3bn BlackRock mandate. The manager did not take this well as a letter to Comptroller Lander seen by @netzeroinvestor.net shows www.netzeroinvestor.net/news-and-vie...

Brad Lander plans to leave his role as NYC Comptroller with a bang: a $42bn BlackRock mandate is on the line. www.netzeroinvestor.net/news-and-vie...

What a day to be in the office. OBR figures leak sending gilts markets on a rollercoaster while the New York City Comptroller is pushing for divestment of a $42bn BlackRock mandate.. Busy day. Need coffee.

The Chinese leadership may not attend the #COP30 leaders summit in person but the nation's solar scaleup is starting to have an impact .. www.netzeroinvestor.net/news-and-vie...

So far, #COP30 is bringing a plethora of #carboncredit announcements. Which leaves me wondering, if a credit is structured around preserving an existing rainforest, where's the additionality? Am I wrong in smelling BS?

At #COP30, Brazil is planning the launch of a new Tropical Forest Forever Facility (TFFF) which could become one of the world's largest emerging market investment vehicles www.netzeroinvestor.net/news-and-vie...

Thank goodness that after all these years, the Times has found the real culprit here..and of course there's a woman to blame. What a mad angle to take..

We could have declared "100% zerocarbon" this morning when renewables+nuclear were generating 100% of UK consumption. As usual this drove our price down, so exports up, and we had to run gas just to power the exports. NESO set hard target that ZCO has to include exports as well as UK demand.

One to consider for the Mansion House agenda on.ft.com/413us1y