America in Transition: Unbundling Climate from ESG
Blog Series Part 2: America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. With the start of COP29, and in the wake of Donald Trump’s return to
Intern Insights: Daily Dispatches from COP29 Baku
Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily
America in Transition: What Now for the Energy Transition?
Last night’s election granted Donald Trump a return to the U.S. presidency with what appears to be a Republican sweep of Congress. This outcome has significant implications across domestic and international policy landscapes, particularly regarding the clean energy transition and climate change mitigation efforts. As the dust settles, investors are left to grapple with questions
Helene and Milton: When is Enough, Enough?
The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of
Energy Transition Trackers Commentary October 2024
Q3 2024 Summary Through Q3, the oil & gas industry, as a whole, remained focused on financial discipline, with companies returning capital to shareholders via dividends and buybacks while investing largely in their core operations. M&A remains robust, driven by the need for operational efficiencies and scale. This consolidation is not without risk, as it
Navigating the Uncertainty of the Energy Transition: Strategies for Institutional Investors
Strategies that institutional investors can use to navigate these uncertainties and mitigate potential risks of an accelerated energy transition.
Our Take: Climate Week NYC 2024
Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.
Energy Transition: How Fast Will It Happen?
As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.
Back to School 2024: Navigating the ESG Backlash and Fossil Fuel Resurgence
As university campuses across the United States spring back to life this fall, endowment managers find themselves at a crossroads, facing a landscape markedly different from just a year ago.
Watch – Transition Trackers: Oil & Gas Metrics that Matter
Thanks for watching our webinar Transition Trackers: Oil & Gas Metrics that Matter Hosted by Chris Ito, CEO of FFI Solutions, this session will unveil our new Transition Trackers that monitor how markets are valuing the transition strategies of energy producers. David Root, Head of Product Management, and Drew Haluska, Senior Analyst, will dive into
Energy Transition Trackers Commentary July 2024
Summary For integrated oil and gas companies, Leaders taking more ambitious transition steps have largely under-performed Laggards recently Markets appear to have rewarded integrated Laggards prioritizing capital returns over the long-term low-carbon investments of Leaders There is recent convergence between integrated Leaders and Laggards For E&P companies, Leaders outperformance can be traced to business models
Transition Trackers: Oil & Gas Metrics that Matter
COP28 signaled global acknowledgement that the world’s economies must shift from fossil fuels. Join FFI Solutions for a timely, thought-provoking webinar on reshaping financial strategies amidst the energy transition.
Bridging the Atlantic: Decoding the U.S.-Europe Climate Investing Disconnect
European investors are widely recognized as leaders in integrating Environmental, Social, and Governance (ESG) considerations into their investment strategies. In contrast, while U.S. institutional investors have increasingly adopted responsible, sustainable or impact strategies, they have and will continue to be motivated primarily, if not solely, by the pursuit of their own risk-adjusted performance goals. Further
Will Attenborough and Leila Mimmack: Celebrity Activism Meets Climate Finance
Hosts Georges Dyer and Chris Ito are joined by British actors Will Attenborough and Leila Mimmack to share their journey from the world of acting to leading impactful climate campaigns.
Oil and Gas M&A — What Does it Mean for the Energy Transition?
Oil and gas M&A in Q1 2024 shows financial discipline and strategic sustainability, balancing profitability with energy transition.
Heather Beatty: Avoided Emissions and Public Markets Climate Solutions
Chris Ito and Georges Dyer sit down with Heather Beatty, the CEO of ScopeFour Capital, for an insightful discussion on climate solutions in public equity markets.
Climate Integration Framework for Institutional Investors
White Paper: Climate Integration Framework for Institutional Investors May 2024 3rd Edition Update to: Net Zero Blueprint for Institutional Investors We’re FFI Solutions, your climate research and carbon experts. Overview 2024: Adapting to Today’s Climate Challenges We published the first and second editions of our Net Zero Blueprint for Institutional Investors based on the premise
Earth Day 2024: A Journey From Capital Markets To Sustainable Solutions
Recognizing Earth Day 2024, a personal blog from our CEO. On this Earth Day 2024, I’d like to talk about a special trip I’m making to attend a screening of the documentary film “Canary” on the campus of The Ohio State University. This thought-provoking documentary chronicles the life and work of Dr. Lonnie Thompson, a
Energy Transition Trackers Commentary April 2024
Summary Demand for clean energy like solar, wind and EVs will grow significantly over time replacing fossil fuels as costs decline For integrated oil and gas companies, Leaders taking more ambitious transition steps have largely under-performed Laggards recently Markets appear to have rewarded integrated Laggards prioritizing capital returns over the long-term low-carbon investments of Leaders
Jeff Gitterman: Pragmatism over Polarization in Long-Term Investing
Sustainable investing veteran, Jeff Gitterman, joins hosts Chris and George to discuss bridging divides in ESG investing and climate change debates.
America in Transition: Unbundling Climate from ESG
Blog Series Part 2: America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. With the start of COP29, and in the wake of Donald Trump’s return to
Intern Insights: Daily Dispatches from COP29 Baku
Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily
America in Transition: What Now for the Energy Transition?
Last night’s election granted Donald Trump a return to the U.S. presidency with what appears to be a Republican sweep of Congress. This outcome has significant implications across domestic and international policy landscapes, particularly regarding the clean energy transition and climate change mitigation efforts. As the dust settles, investors are left to grapple with questions
Helene and Milton: When is Enough, Enough?
The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of
Navigating the Uncertainty of the Energy Transition: Strategies for Institutional Investors
Strategies that institutional investors can use to navigate these uncertainties and mitigate potential risks of an accelerated energy transition.
Our Take: Climate Week NYC 2024
Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.
Energy Transition: How Fast Will It Happen?
As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.
Back to School 2024: Navigating the ESG Backlash and Fossil Fuel Resurgence
As university campuses across the United States spring back to life this fall, endowment managers find themselves at a crossroads, facing a landscape markedly different from just a year ago.
Bridging the Atlantic: Decoding the U.S.-Europe Climate Investing Disconnect
European investors are widely recognized as leaders in integrating Environmental, Social, and Governance (ESG) considerations into their investment strategies. In contrast, while U.S. institutional investors have increasingly adopted responsible, sustainable or impact strategies, they have and will continue to be motivated primarily, if not solely, by the pursuit of their own risk-adjusted performance goals. Further
Oil and Gas M&A — What Does it Mean for the Energy Transition?
Oil and gas M&A in Q1 2024 shows financial discipline and strategic sustainability, balancing profitability with energy transition.
Earth Day 2024: A Journey From Capital Markets To Sustainable Solutions
Recognizing Earth Day 2024, a personal blog from our CEO. On this Earth Day 2024, I’d like to talk about a special trip I’m making to attend a screening of the documentary film “Canary” on the campus of The Ohio State University. This thought-provoking documentary chronicles the life and work of Dr. Lonnie Thompson, a
March Madness – A Climate Investing Playbook for University Endowments
Some sports fans would say that March is the best time of the year. College conference basketball tournaments, and then the NCAA men’s and women’s tournaments. So how, you ask, is March Madness related to climate change? Well, let’s see if we can find some analogies that might resonate with endowment investment teams and trustees
SEC Climate Disclosure Rules: No One Happy. No One Devastated.
The Securities and Exchange Commission (SEC) has finally issued its much-anticipated climate disclosure rules. As expected, it has received criticism both from climate activists disappointed by the removal of certain provisions contained in earlier drafts, and from members of the business community who cite regulatory over-reach and a veiled attempt to phase out fossil fuels.
Decoding 2023: Key Themes from Our Top 10 Net Zero News Reads
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
New Rules and COP28 Put Methane in the Crosshairs
The 28th Conference of the Parties (COP28) meeting in Dubai marked a critical juncture in global climate discourse. Amidst the urgency to limit global temperature rise to 1.5°C, methane emissions from the oil and gas industry were in the crosshairs. Methane (CH4), the primary component of natural gas and 80 times more potent than carbon
COP28: Words, Actions, and the Lingering Imperative
As the curtain falls on COP28, the spotlight remains fixed on what was a critical battleground — the final wording around the future of fossil fuels. The meticulously chosen term, “transition away,” echoes through the halls of negotiation, leaving both a sense of progress and a lingering question mark. In our recap of the week
COP28 Insights – Good COP, Bad COP
COP28 Insights – Our weekend recap of major topics at the 2023 UN Climate Conference
Unpacking Oil and Gas M&A: A Dissonance Between Words and Actions
In moves reflecting a continued bet on fossil fuels, ExxonMobil and Chevron have announced definitive agreements to acquire Pioneer Natural Resources and Hess, respectively. These oil and gas M&A transactions reflect both the continued consolidation of shale assets and a demonstration of the disconnect between the two largest US oil majors’ proclaimed climate commitments and
Our takeaways from Climate Week NYC 2023
Climate Week NYC 2023 was bigger, and we think better, than ever. With nearly 500 events to choose from (including our own), it was simply not possible to hear and participate in all of the discussions across areas like finance, energy, and policy. But the FFI Solutions team spread out across Manhattan to attend a
Back to School: A Call to Action on Climate Change for University Endowments
The summer of 2023 has been a stark example of the escalating impacts of climate change. Extreme weather events across the globe, from typhoons and hurricanes to wildfires and heatwaves, have resulted in human casualties and disrupted ecosystems. The end of summer on the calendar will likely not mean an end to extreme weather, but
