ACCR

IEEFA research shows how steelmakers can unlock low-emissions iron production by using renewable electricity at existing production sites, while avoiding the use of natural gas and the risk of a prolonged dependence on fossil fuels. ieefa.org/resources/le...

Browse keeps changing its story. When a project keeps finding new reasons to exist, Woodside Energy investors should check whether any of them hold up. www.accr.org.au/insights/edi...

Woodside Energy’s plan to drill for gas off WA’s north-west coast could significantly damage “exceptional” coral reefs and it may be impossible to reduce the risk of an oil spill to an acceptable level, according to advice from the state’s EPA. www.theguardian.com/australia-ne...

Summer is the season we sell: the beach, the outback, the esky, the hat, the cricket, the cold beer. We have adapted and we are proud of it. But while sunglasses protect us on our hottest days, are they also clouding the bigger picture? www.accr.org.au/insights/edi...

A financial crisis does not start when losses appear. It starts when losses reach the system that supplies credit: lenders weaken, funding dries up, and businesses that were managing their own costs cannot refinance. www.forbes.com/sites/we-don...

No corner of global asset markets will be fully shielded from the current El Niño cycle, says Katie Self, a portfolio manager at Pictet Asset Management. www.bloomberg.com/news/article...

"Oil prices are going up, but let’s not pretend the companies that are importing the oil are struggling. No, they are passing on the costs and then some, as we can tell from the increase in the prices charged by the petroleum & manufacturing companies" www.theguardian.com/business/gro...

Our analysis doesn’t contradict AEMO. We measured different things. AEMO asked how much gas producers plan to supply to the local market, and found a shortfall. We asked how much gas is available, and found a surplus. Both can be true. www.energynewsbulletin.net/opinion/opin...

Companies that publish detailed plans for the climate transition typically benefit from lower borrowing costs than peers that do not, research commissioned by a task force of financial regulators has found. www.ft.com/content/52e3...

"Resolutions on tackling climate change should become a regular feature of every listed company’s meeting calendar and not just advisory ones that boards can disregard. Resolutions need to be binding for strategy and capital allocation," writes John Flint www.ft.com/content/dcc2...

As majors report third-quarter results at the end of the month, investors are asking whether they will stick to their existing spending plans in ​times of exceptional earnings, wrote RBC Capital Markets analyst Biraj Borkhataria in a research note. www.reuters.com/business/ene...

Woodside is predicting imaginary shortfalls where there are none. Even if there was a technical domestic gas shortfall, Browse would be a poor solution. Read our full analysis: www.accr.org.au/research/bro...

Prosper Australia estimates Australia is losing $45 billion a year in potential revenue because it is failing to collect more from the extractive mining and gas industries when commodity prices boom and profits surge. www.abc.net.au/news/2026-10...

Japan’s $1.8 trillion public pension fund has made its first direct investment in Australia’s green energy transition, agreeing a deal with upstart renewables developer Octopus to help fund its growing pipeline of wind, solar and battery projects. www.afr.com/policy/energ...

Insurers are taking on more risk than they should. If – or when – a major disaster hits, the catastrophe will have far-reaching consequences www.theguardian.com/commentisfre...

BHP has seen its copper production fall 19% in the first quarter of FY27 compared to the preceding quarter as well as the previous corresponding period amid severe weather and a planned decrease in concentrator feed grades. www.capitalbrief.com/briefing/bhp...

From AGM activities and company engagements to in-depth research, ACCR’s FY25/26 Annual Review shows how we put shareholder rights to work to protect long-term value. www.accr.org.au/insights/acc...

Labor has introduced its domestic gas-reservation bill to parliament, which would compel the nation’s largest LNG exporters to set aside up 20% of their annual export volumes for local customers from 2028. www.smh.com.au/business/com...

According to the Carbon Impact Tracer, HVO coal mine emissions will have a global impact, and result in the loss of food production equivalent to the amount required to feed 273,000 people a year www.theguardian.com/news/ng-inte...

ACCR modelled the availability of gas to WA. Our analysis found that there is enough gas to meet domestic demand - whether it reaches the domestic market is a commercial choice, not a physical constraint. Read our analysis of Woodside’s Browse project: www.accr.org.au/research/bro...

Glencore's arrival on the ASX coincides with a new era of mandatory climate reporting for Australian super funds. As investors develop financed emissions disclosures and transition plans, the company's exposure to long-life coal assets will come under greater scrutiny.

Woodside's Browse project is not required to meet domestic gas needs. ACCR analysed Western Australia’s (WA) gas balance to 2050 and found that gas producers have enough uncontracted gas to meet domestic demand. www.accr.org.au/research/bro...

The price of coal for power generation in Japan has risen roughly 40% since the start of this year as high natural gas prices drive record demand, even as uncertainty hangs over exports from Indonesia and Australia. asia.nikkei.com/business/ene...

The controversial Switzerland-based company has a reputation for involvement in corruption, tax avoidance and environmental scandals globally. Glencore’s arrival on the ASX brings risks for investors, according to @accr.bsky.social Read the full piece on The Point: https://sbrew.link/vn7uZYVS

Mining giant BHP will shed hundreds of roles across its flagship WA mines in a major push to keep its crown as the world’s cheapest iron ore producer. The West Australian understands about 300 employees will be caught up in the sweeping cuts. thewest.com.au/business/min...

The price of diesel could add more than $500 million to Rio Tinto’s full-year costs of mining in the Pilbara, with no signs of an end to the US war with Iran that has roiled energy prices since February. thewest.com.au/business/min...

"A report from the Australasian Centre for Corporate Responsibility said Western Australia's domestic gas shortfall was driven by exporters selling to higher priced export markets, rather than a lack of gas." www.huntervalleynews.net.au/story/936806...

“Superannuation funds should be asking how a holding in one of the world’s largest thermal coal exporters fits their own climate policies, and what they will do as shareholders to hold Glencore accountable to emissions reduction targets,” said Naomi Hogan www.bloomberg.com/news/article...

“Australia’s regulators, planners, super funds and governments will need to show a lot more spine and vigilance with Glencore than they have in the past." Rod Campbell, Research Director at The Australia Institute. thepoint.com.au/new/261014-c...

In this article for Green Central Banking, ACCR’s Policy Strategy Lead, Sam Hall argues that policymakers and investors must work together to ensure government-backed projects deliver both decarbonisation and long-term value creation. greencentralbanking.com/2026/10/06/i...

BP said it would write down the value of its clean energy businesses by a further $3bn to $4.5bn in the third quarter as it continues to pivot back to its core oil and gas business. www.ft.com/content/5d92...

The approval of the HVO Continuation Project shows that NSW planning rules allow private projects to value emissions differently from government projects, using an approach that doesn’t account for the state’s legislated emissions targets. www.accr.org.au/news/as-glen...

"An International Monetary Fund scenario where global oil prices jump to US$130 a barrel over coming months could push Australian petrol prices up by another 30 cents per litre and pile pressure on the Reserve Bank to hike interest rates, economists say." www.theguardian.com/australia-ne...

BP’s existing disclosures do not meet the asks of Resolution 24. BP’s report-back on its shareholder consultations after the vote result is due in late October. Read our latest investor bulletin: www.accr.org.au/insights/inv...

Heat is the most known of the physical risks. In our forecasts, the story about heat has not been tested. In June this year, the UK lost an estimated 24 million working hours and £1.15 billion of output to heat. www.linkedin.com/pulse/we-lov...

Glencore Plc shrugged off concerns that its coal portfolio would make it unattractive to Australia’s A$4.8 trillion ($3.3 trillion) pension industry ahead of its listing in Sydney next Wednesday. www.bloomberg.com/news/article...

"Australian industry and Australian consumers deserve to derive an advantage from Australia's gas because it's our sovereign wealth," Paul Farrow said. "But the exposure draft, as it stands, contains a bunch of Santos-sized loopholes." www.abc.net.au/news/2026-10...

BP’s report-back on Resolution 24 is due in October. A meaningful response will allow Ian Tyler to demonstrate that he can turn rhetoric into action by taking capital discipline, long-term value creation, and meaningful shareholder engagement seriously. www.accr.org.au/insights/inv...

A seven-year delay scenario increases BHP's potential cumulative carbon liabilities by roughly a third - from US$11.6–19.4 billion under BHP's own pathway to US$15.4–25.6 billion under ACCR's modelling. Read our investor bulletin: www.accr.org.au/insights/inv...

“Investors – with their expertise in capital allocation and risk assessment – can play an important role in helping Japanese policymakers establish frameworks which enable robust assessment of investment plans and technology potential,” Sam Hall writes. greencentralbanking.com/2026/10/06/i...

In this investor bulletin, ACCR provides investors with a sensitivity against which to assess the emissions and financial consequences of later abatement and compare these with the pathway BHP now expects to deliver. Read the full note here: www.accr.org.au/insights/inv...

New modelling suggests the surge in oil prices due to the war in Iran has, for the first time, made electric vehicles cheaper to run than heavy diesel trucks on mine sites www.afr.com/politics/fed...

If climate mitigation efforts had been taken more seriously 35 years ago, today’s conflict in Iran would have far less bearing on everyday prices. In this way, we can link rising prices today to the political failure to act on climate change. www.preventionweb.net/news/climate...

BP should be expected to provide evidence rather than reassurance. The company’s report-back on the resolution 24 vote result is due in late October. Read our latest investor bulletin: www.accr.org.au/insights/inv...

Australia is facing a crisis of confidence in its democratic institutions. It is a crisis brought on by the betrayal of the people and this failure to face up to the climate emergency and protect the community from its worst consequences. www.theguardian.com/commentisfre...