Energy and Nature Transition
Simplified

Figure 1: Ministry of Economy, Trade, and Industry, 2023 Key Recommendations This paper offers three core implications for investors and financial institutions to consider:   Reassessing nuclear exposure as a transition finance opportunity, rather than a blanket ESG exclusion, particularly for long-duration fixed-income portfolios. Prioritizing policy credibility and regulatory stability as core credit factors when pricing Japanese utility bonds, above traditional spread or y

Source: Centre for Research on Multinational Corporations “As we reflect on the future of trade, we should always remember its contribution to lifting living standards across the world, and that balanced approaches are needed, in order to mitigate supply chain risks without unduly compromising the benefits that come from global trade for competition, innovation, productivity, efficiency and ultimately growth.“ OECD Secretary-General Mathias Cormann   As the business environme

Source: European Central Bank: Occasional Paper Series No 380, Chart 3 As biodiversity loss and shocks to ecosystems increase due to climate change, there are more impacts than just what meets the eye. Nature Value at Risk (NVaR) evaluates shocks within ecosystem services and how these issues impact production, supply chains, and credit exposure.   NVaR dives into endogenous risk and displays the negative impacts of economic activity financed by banks, and how this financing

Global Trade Balance of Liquefied Natural Gas (2023) Global Liquefied Natural Gas (LNG) markets are entering a turning point. The United States and Qatar, are leading a wave of new supply, building faster than demand can adjust. In recent years, LNG demand growth has weakened, particularly in Asia, reducing its role as the marginal buyer and forcing flexible cargoes to be redirected, with Europe acting as a temporary absorber. However, long-term gas demand growth is still exp

LSEG Refinitiv Data: Sovereign Sustainability Risk Monitor Responding to industry desires to simplify reporting, the European Financial Reporting Advisory Group (EFRAG)  revised the European Sustainability Reporting Standards (ESRS) to reduce sustainability reporting requirements under the EUs Corporate Sustainability Reporting Directive (CRSD). Why This Matters Policy Changes:  The simplification of the Double Materiality Assessment (DMA)  gives companies' flexibility, resu

COP30 marked an important step for carbon markets as Singapore, Gold Standard , and Verra  launched the Article 6.2 Crediting Protocol , facilitating governments to use voluntary standards for compliance. The concept for the Protocol was first announced by NCCS, Gold Standard, and Verra at COP28 in Dubai in December 2023. At COP29 in Baku in November 2024, initial recommendations  were published to outline key concepts and processes. Together, these developments paved the way

Insect decline in the Anthropocene: Death by a thousand cuts Source: PNAS Biodiversity collapse means decline insects that pollinate our feed leading to global food supply crises. When people think of species at risk of extinction, insects do not immediately come to mind. Research shows that various types of insects have declined over 70% . From pollinating crops to feeding other animals, our economy needs insects. The goal of this research is to bring attention to the issue

Source: Doughnut of social and planetary boundaries monitors a world out of balance As the COP30 Conference came to a close on Tuesday, the global community expressed concern over a lack of action on fossil fuel emissions and deforestation. Moving forward, global climate leaders must prioritize a zero fossil fuel emissions plan by 2040 and take action to protect the ecosystems our economies depend upon given that the global economy is surpassing its ecological limits – its pl