Energy and Nature Transition
Simplified

Reflecting upon Responsible Alpha's top January 1, 2025, Responsible Alpha id well. Responsible Alpha’s 2025 Top Ten: 10. ESG In Your Backpack, Ready for Travel: Standardized and Portable ESG Forecast:  Demand for standardized and simplified ESG reporting that can be transported across geographies will grow. While ESG is an acronym used for the first time in 2004, many of the underlying ESG metrics are much older . In fact, the metric “reporting the number of members of a bo

As Responsible Alpha celebrates a year of growth delivering key energy and nature transition services for our core set of clients, we want to wish each of you a Happy New Year, and remind you to never give up. To summit a mountain takes one step a time, slowly and patiently. As our mountainer friends like Ossy Freire say it take one step at a time to reach the summit. To our Responsible Alpha friends and colleagues globally, we wish that in 2026 you are able to slowly climb

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