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

"As regulator, we are embracing a new regulatory philosophy. One that sees growth and saver outcomes not as competing priorities, but as mutually reinforcing goals" Not sure if it's healthy for TPR to suck up to a political agenda to this extent. www.thepensionsregulator.gov.uk/en/media-hub...

Hi, this is Meg Barnette, Brad's wife. While escorting a defendant out of immigration court at 26 Federal Plaza, Brad was taken by masked agents and detained by ICE. This is still developing, and our team is monitoring the situation closely.

This is appalling.

Kites 🍉❤️🌱

I'll be running 107km over the next month in order to raise money for Medical aid for Palestinians and am very grateful for any support you can give #Gaza #neveragain medicalaidforpalestinians.enthuse.com/pf/mona-dohle

Agreed on.ft.com/42PbRYy

On my way into the office after dropping off the kids to school, I may not have packed lunch, a waterbottle or earplugs but hit me up if you're interested in a selection of random fancy glittery stuff

While I buy birthday presents for 7 year olds all the time, this one is a bit different. Happy 7th birthday Hind Rajab, wish you were still with us. www.hindrajabfoundation.org/support-our-...

Breaking: At BP's AGM today, 24% of shareholders voted against the chair in protest against the firm's scaled back climate ambition www.netzeroinvestor.net/news-and-vie...

Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline www.netzeroinvestor.net/news-and-vie...

Lab CEO @jesselgriffiths.bsky.social argues in @netzeroinvestor.net that the key to tackling the UK’s under-investment problem and driving the just transition will be pensions reform allied to a revamped and scaled-up National Wealth Fund. www.netzeroinvestor.net/news-and-vie...

A group of major investors in BP have confirmed that they will oppose the reappointment of the company’s outgoing chair at the AGM this Thursday www.netzeroinvestor.net/news-and-vie...

The index will favour companies phasing down fossil fuel activities via @netzeroinvestor.net www.netzeroinvestor.net/news-and-vie...