20 November | Virtual

Far from simply an “ESG” issue (environmental, social and governance), for fossil fuel producers the energy transition represents an existential concern that goes right to the heart of strategy. It therefore requires an integrated approach that touches on different aspects of the business.

Oil and gas companies’ emissions ambitions, scale of capex at risk and internal oil price assumptions for impairment tests are all highly correlated. Companies are increasingly either approaching climate issues holistically or getting left behind on all three. These aspects may be seen as proxies for each other – setting conservative price assumptions or stronger emissions targets appears to link to portfolio management that is more resilient in the transition.

In this webinar, Carbon Tracker will present their latest oil and gas company level analysis Fault Lines.

This will be followed by a panel discussion, which will see financial and industry experts explore the investor perspective, policy responses and financial disclosure practises of the oil and gas industry.

Speakers include:

• Andrew Grant, Head of Climate, Energy and Industry Research, Carbon Tracker
• Mark Lewis, Global Head of Sustainability Research, BNP Paribas Asset Management
• Carolina San Martin, Managing Director and Director, ESG Research, Wellington Management
• Sagarika Chatterjee, Director of Climate Change, PRI and COP26 High-level Champions – finance lead
• Moderator: Henrik Jeppesen, Head of Investor Outreach North America, Carbon Tracker

This event is being held as part of London Climate Action Week and is co-hosted by Carbon Tracker and Principles of Responsible Investment (PRI).

Listen back to the webinar here: