Recent analysis (or musings) on the meaning of net zero in the context of the energy transition as it stands today. Summary items follow. Read the full article here.
• Net zero ambitions need to be understood better by investors and policymakers.
• Climate risk will be felt more by those in middle and lower incomes, thus the need for reality-based approaches.
• Oil and gas firms are developing strategies to decarbonize and become players in the energy transition.
• Sustainable-oriented investment strategies alongside incumbent firms offer a middle way path.
Second, new finance research that I had the opportunity to profile shows how supply chains, natural disasters and finance can come together to be more resilient given climate risk. It’s titled:
“ Supply Chain Players’ Generosity Pays Off Amidst Climate Risk”
Finally, accounting research that was profiled highlights a new approach to identifying bellwether firms which has predictive power about future returns.
“New Approach to Identifying Bellwether Firms: How They Influence the Future”