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MSCI Webcast: Foundations of Climate Investing

Doom loops, financial crises, future shock

MSCI Webcast: Foundations of Climate Investing

Agenda:

How has climate risk been priced into equity markets?

How can we model climate risk in preparation for net-zero targets?

What are the Climate Paris Aligned Indexes and how can they help investors seeking a net-zero strategy? (MSCI)

EU urged to end ‘doom loop’ with tougher climate finance rules

European Union policymakers faced a call on Wednesday to break a ‘climate-finance doom loop’ by making banks hold up to three times more capital to cover risks from fossil fuel activities.

Finance Watch, which campaigns to make finance work better for society, has written to European Commission President Ursula von der Leyen, urging the EU to toughen capital rules for banks and insurers involved in environmentally damaging activities.

“The longer the European Union waits, the higher the chances mount that it will face a financial crisis induced by the climate crisis,” Finance Watch said in the letter. (Reuters)

Future shock. Absent decarbonization shock treatment, humans will be wedded to petroleum and other fossil fuels for longer than they would like.

Future shock. Absent decarbonization shock treatment, humans will be wedded to petroleum and other fossil fuels for longer than they would like. Wind and solar power reach new heights every year but still represent just 5% of global primary energy consumption. In this year’s energy paper, we review why decarbonization is taking so long: transmission obstacles, industrial energy use, the gargantuan mineral and pipeline demands of sequestration, and the slow motion EV revolution. Other topics include our oil & gas views, Biden’s energy agenda, China, the Texas power outage and client questions on electrified shipping, sustainable aviation fuels, low energy nuclear power, hydrogen and carbon accounting. (JP Morgan)

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