Kate Mackenzie
Now @climate_KIC_aus & research fellow @centrepolicydev Previously @climateinstitut @ft & @ftalpha opinions are MINE
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How Far Will Insurers Go to Get Away From Coal?
Two of the world’s largest insurance companies plan to distance themselves from coal-fired power. Just how much is in the details.
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Kate Mackenzie
ICYMI @NatBullard did what few journalists (afaik) have done, and looked into which companies will likely be affected by insurers' recent thermal coal exclusions
51h
Climate Change Denialists Dubbed Auto Makers the ‘Opposition’ in Fight Over Trump’s Emissions Rollback
Newly released government emails show how climate denier groups quickly dominated the internal discussion over the historic rollback of the Obama-era climate rules
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Kate Mackenzie
Fascinating piece on how climate sceptics lobbied hard to rollback US auto emissions laws, w/ support of US fuel group AFPM - but failed to get the auto industry support (or BP's). @HirokoTabuchi
9d
Climate campaigners 'greatest threat' to oil sector: OPEC
OPEC's secretary-general has complained of what he called "unscientific" attacks on the oil industry by climate change campaigners, calling them "perhaps the greatest threat to our industry going forward". Speaking in Vienna after a meeting of the...
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Kate Mackenzie
OPEC officials are worried about “climate change campaigners”. Apparently their own children are asking them about it.
13d
The LNG sector is breaking taboos to stay competitive
Breaking taboos in the LNG industry is a time-honored tradition. The disruptors have sometimes succeeded and sometimes failed, but the commercial arc of the LNG universe is unquestionably bending towards change. These changes are happening out of...
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Kate Mackenzie
This piece from Platts’ head of gas & power really makes you wonder about the “golden age of gas”.
15d
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Kate Mackenzie
First big US insurer to restrict coal underwriting. As with many of their European peers, Chubb is linking it to their fundamental exposure to climate change impacts.
16d
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Kate Mackenzie
Japan has bowed to US pressure by watering down commitments to tacking climate change in its draft G20 communiqué
22d
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Kate Mackenzie
Really interesting that CDP is calling out the bad disclosers, along with the non-disclosing companies. If you trawl through CDP disclosures it's astonishing how unforthcoming, vague, or inconsistent some of them are.
29d
Climate Change Poses Major Risks to Financial Markets, Regulator Warns
The regulator, who sits on a powerful government panel that oversees major financial markets, likened global warming risks to the 2008 mortgage crisis.
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Kate Mackenzie
CFTC to publish report on climate risk late this year or early 2020. I have been researching/writing/working with financial regulators on climate risk for years, and this story is particularly important. (Thread)
35d
The Backlash to Plastic Has Oil Companies Worried
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Kate Mackenzie
Oil companies decided to bet big on plastics demand growth... just moments before assumptions about said demand began to be questioned by industry analysts.
38d
EDITORIAL: Japan should snuff out reliance on coal-fired thermal power：The Asahi Shimbun
The Environment Ministry has decided to take a tougher stance in assessing the environmental impact
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Kate Mackenzie
Excellent piece by @pilitaclark arguing that corporates wanting to look 'sustainable' have to match rhetoric with action; calls out Blackrock, BP, Exxon.
57d
Electric Vehicles Mean More Power to You
They will soon account for all the car-sales growth in the world, giving a huge boost to energy efficiency.
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Kate Mackenzie
The electric vehicle tipping point is so much closer than most ppl think. “Attention and investment have a thing about growth, even when it starts from a small base; that’s how s-curves get going and we end up with all manner of cool stuff”
62d
Norway's KLP fund cuts coal exposure
* KLP also sold Vale stake after dam disaster
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Kate Mackenzie
A Norwegian pension fund w/ $70bn AUM sold out of BHP & Anglo-American on basis of climate risk/thermal coal exposure; has already divested from Glencore. Interesting because all these companies are keen to demonstrate their climate woke-ness.
70d
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Kate Mackenzie
Exxon’s successful blocking of climate shareholder resolutions has directly to led large investors voting for independent chair + 2 other resolutions inc lobbying disclosure
72d
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Kate Mackenzie
Maritime chiefs call for ship speed cuts to limit emissions … speeds going back up again, after post-crisis "slow steaming".
77d
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Kate Mackenzie
Gillian Tett: Central banks are finally taking up the climate change challenge via @FT
82d
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Kate Mackenzie
New modelling on Paris-alignment & IOC plans. |
Big Oil’s $5tn investment is incompatible with Paris deal via @FT
85d
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Kate Mackenzie
FT editorial says meat livestock should not encroach on new land. Meat needs to justify its place on our tables via @FT
89d
AT&T, Beset by Disaster Costs, Turns to 30-Year Climate Modeling
By 2050, residents of southern Florida could become familiar with storms borne on 90-mph winds. Water levels during floods will rise by an average of 5 percent across the Southeast. And it will not be out of the ordinary for swaths of southeastern...
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