ESG International Weekly News 6/5-6/11
1. Australia Mandates Bank Regulator to Consider Climate Risk, Adopt Climate Reporting Standards
Australia's government has, for the first time, mandated the Australian Prudential Regulation Authority (APRA), the country's financial regulator, to include climate change-related risks in its role. As part of an updated Statement of Expectations for APRA, the government is now requiring APRA to promote prudent practices and transparency related to climate-related financial risks and the adoption of climate reporting standards by regulated entities. This follows the government's consultation paper launch in December 2022 on developing a climate risk disclosure framework for businesses and financial institutions. APRA has already initiated measures to evaluate climate risk factors in the financial system, recently conducting its first Climate Vulnerability Assessment (CVA) with Australia's five largest banks.
澳洲政府首次要求該國的金融監管機構 - 澳洲稽核監管局（APRA）將氣候變遷相關風險納入其角色考量中。在針對APRA的期待聲明更新部分，政府現在要求APRA推廣審慎的做法以及與氣候相關的金融風險和受監管實體採用的氣候報告標準的透明度。此事緊接在2022年12月政府發布諮詢文件之後，該文件針對企業和金融機構發展一個氣候風險揭露框架。APRA已經開始採取措施評估金融系統中的氣候風險因素，最近與澳洲五大銀行進行了首次的氣候弱點評估（CVA）
2. U.S. Launches Clean Hydrogen Strategy
The Biden administration has unveiled the U.S. National Clean Hydrogen Strategy and Roadmap, which aims to boost production, usage, and distribution of low-carbon hydrogen in energy-intensive industries, thus aiding in the U.S.'s decarbonization goals. Currently, the U.S. produces around 10 million metric tonnes (MMT) of hydrogen primarily through natural gas extraction, contributing to about 100 million tonnes of greenhouse gas emissions annually. The strategy seeks to expand clean hydrogen production, such as green hydrogen, which requires considerable investments in infrastructure, electrolysis, transport, and storage. The strategy also sets a target of scaling clean hydrogen production and usage to 10 MMT by 2030, potentially creating 100,000 new jobs through new capital projects and infrastructure.
拜登政府公布了《美國國家清潔氫能策略和路線圖》，旨在大力增加低碳氫的生產、使用和分銷，以供能源密集型行業使用，並支持美國的碳中和目標。目前，美國每年大約生產1000萬公噸氫，主要是通過自然氣提取，這導致每年大約有1億公噸的溫室氣體排放。該策略旨在發展清潔氫能產能，如綠色氫，這需要在基礎設施、電解、運輸和儲存等領域進行大量投資。該策略還設定了一個目標，即到2030年將清潔氫的生產和使用規模提高到1000萬公噸，可能通過新的資本項目和基礎設施創造10萬個新的就業機會。3. More than 75% of Private Markets Investors Plan to Stop Investing in Non-ESG Products: PwC
超過四分之三的人在未來兩年內打算停止投資於非ESG產品: PWC 報告
A report from PwC suggests that ESG-focused private market (PM) assets under management are set to increase significantly in the coming years, with many limited partner (LP) investors planning to increase their allocations to ESG investments. Over three-quarters of these investors intend to cease investments in non-ESG products within the next two years. ESG assets in private markets rose from $600 billion in 2015 to $1.1 trillion in 2021, and PwC anticipates this growth will continue, with predictions of $2.7 trillion by 2026 in the base case and as much as $4.5 trillion in the best-case scenario. Over 87% of LPs surveyed plan to increase their private markets ESG investments over the next two years, with asset managers also looking to expand their ESG private market offerings. The report also revealed a shift towards an "ESG or nothing" approach, with over 76% of LPs planning to stop investing in non-ESG PM products.
根據普華永道(PwC)的新報告，預計在未來幾年，全球以環境、社會和治理(ESG)為焦點的私募市場(Private Markets, PM)管理資產將大幅增長。報告中，大多數的有限合夥人(Limited Partners, LP)投資者計劃增加對ESG投資的配置，且超過四分之三的人在未來兩年內打算停止投資於非ESG產品。自2015年的6000億美元起，私募市場的ESG資產已在2021年增長至1.1萬億美元，普華永道預計此種增長速度將進一步提升，預估2026年的基礎情境將達到2.7萬億美元，最佳情境可能高達4.5萬億美元。在接受調查的LPs中，超過87%的人計劃在未來兩年內增加他們在私募市場的ESG投資，且資產管理公司也打算在同一時間內擴大他們的ESG私募市場產品。報告還揭示了投資者對"只投資ESG或者不投資"的理念轉變，超過76%的LPs計劃停止投資於非ESG的PM產品。
4. Germany Launches €50 Billion Industrial Decarbonization Subsidy Program
Germany has announced the launch of a subsidy program known as Carbon Contracts for Difference (CCfD), which is designed to assist companies in energy-intensive industries in investing in low-carbon production processes and technologies. The scheme's budget is expected to reach a "mid double-digit billion" euro range, which aligns with industry estimates of up to €50 billion. The program is aimed at overcoming the high costs and investment risks that deter companies from investing in decarbonized manufacturing. The scheme is designed on an auction system, where companies submit a bid based on the government support they anticipate needing to avoid a ton of CO2 emissions. The company will then receive a variable subsidy, based on the additional cost relative to the bid value.
德國宣布啟動名為「碳差價合約」（Carbon Contracts for Difference，CCfD）的補助計畫，該計畫旨在幫助能源密集型行業的公司投資於低碳生產流程和技術。預計該計畫的預算將達到「雙位數十億」歐元的範圍，與行業對最高500億歐元的估計相吻合。該計畫旨在解決阻礙公司投資於低碳製造的高成本和投資風險。該計畫基於拍賣制度，公司根據他們預計需要的政府支持來避免釋放一噸二氧化碳的金額來提交競標。然後，該公司將獲得一個與標價值相對的實際額外成本的可變補助。
5.Carbon Growth Partners Raising $200 Million for Carbon Credit Fund
Carbon Growth Partners為碳信用基金募資2億美元
Carbon Growth Partners (CGP), an Australia-based investor in carbon markets, announced plans to raise $200 million for its re-opened Carbon Growth Fund, which invests in global carbon credits and carbon offset projects. Founded in 2020, the Melbourne-based firm aims to generate financial returns, protect and restore nature, and accelerate climate action. The demand for carbon offset projects and related credits is predicted to grow significantly over the next few years, as businesses increasingly target net-zero emissions and use offsets to balance hard-to-avoid emissions. CGP has invested over $230 million in projects that have reduced or removed 37 million tonnes of greenhouse gases, and has contributed to 15 out of the 17 United Nations Sustainable Development Goals.
澳大利亞的碳市場投資公司Carbon Growth Partners（CGP）今天宣布，計劃為其重新開放的Carbon Growth Fund募集2億美元資金，投資全球碳信用和碳抵消項目。這家成立於2020年的墨爾本公司表示，其投資的目的是實現三個主要目標：產生財務回報，保護和恢復自然，以及加速氣候行動。預計在未來幾年內，隨著公司和企業日益推出淨零排放的目標，並將抵消作為他們自身絕對減排努力的橋樑，或平衡難以避免的排放，對碳抵消項目和相關信用的需求將顯著增加。迄今為止，CGP已在項目上投資超過2.3億美元，這些項目已經減少或移除了3700萬噸的溫室氣體，並且已經幫助解決了聯合國可持續發展目標中的15項。