The climate change storm clouds are threatening carbon Value-at-Risk – asset managers beware

Posted on Leave a commentPosted in Chairman’s Blog

Just because, today, a carbon tax is either non-existent, toothless or unenforcible, don’t imagine that one will never be created, given teeth and enforced. The climate change storm is already rumbling and its pressure building steadily towards this inevitability – it may be next year, the year after, or the year after that. But prudent […]

The climate change storm clouds are threatening carbon Value-at-Risk – asset managers beware was last modified: July 28th, 2017 by Bruce Menzies
oil derrick

Stranded assets: do they have a future?

Posted on 1 CommentPosted in Chairman’s Blog

For a classic example of stranded assets, look no further than the ‘proved reserves’ i.e. oil in the ground, which feature in the annual reports of major oil companies.  Whilst adding apparent value to the corporate share price, their true worth is at significant risk from carbon liability. Why? Because the days of emitting carbon dioxide […]

Stranded assets: do they have a future? was last modified: August 10th, 2017 by Bruce Menzies