ESG 國際新聞週報 5/27-6/16

Resource :ESG NEWS ,ESG TODAY

1.Less Than 30% of Companies are Ready for Upcoming ESG Assurance Requirements: KPMG Survey
不到三分之一的公司準備好滿足即將到來的ESG數據要求：KPMG


KPMG’s latest ESG Assurance Maturity Index highlights that a majority of large companies are lagging in readiness for upcoming assurance requirements on reported ESG data. This survey, which included 1,000 senior executives and board members from companies with an average revenue of $19 billion, reveals slow progress in preparedness. Despite 100% of companies expecting to meet disclosure standards like ISSB, CSRD, and SEC’s climate rules within two years, the overall readiness has only slightly improved. The survey shows an average maturity index score of 47.6, with 29% of companies being classified as "Leaders". Stakeholder pressure is rising, with 57% citing shareholder activists (up from 49%), and 48% feeling the push from financial markets and investors. Public ESG reporting has surged to 77% of companies, disclosing an average of 10.8 ESG metrics. The report indicates a growing divide between the most and least prepared companies, with "Leaders" increasingly using sophisticated ESG data systems and setting stringent sustainability requirements on their suppliers.

KPMG的最新ESG保證成熟度指數顯示，多數大型公司尚未準備好滿足即將到來的ESG數據報告保證要求。此調查包括來自平均年收入為190億美元的公司的1000名高級執行官和董事會成員，顯示準備工作進展緩慢。儘管100%的公司預計將在兩年內達到如ISSB、CSRD和SEC氣候規則等披露標準，整體準備度僅略有提高。調查顯示平均成熟度指數得分為47.6，有29%的公司被歸類為“領導者”。股東活動家的壓力上升至57%（從49%上升），金融市場和投資者的壓力也有所增加，分別為48%。公開ESG報告的公司增至77%，平均公開10.8項ESG指標。報告指出，在最準備和最不準備的公司之間的差距正在擴大，其中“領導者”越來越多地使用複雜的ESG數據系統，並對其供應商設定嚴格的可持續性要求。
 

2..Mizuho Launches Collaboration with LSEG to Enable Clients to Invest in Carbon Markets
東京的瑞穗金融集團與倫敦證券交易所集團（LSEG）達成戰略合作協議進入碳市場

 

Mizuho Financial Group from Tokyo has entered into a strategic collaboration with the London Stock Exchange Group (LSEG) to foster the development of the carbon credit market and enhance client access to carbon market investments and relevant information. This partnership expands on LSEG's initiative from 2022, which created a Voluntary Carbon Market (VCM) designation. This designation is specifically for funds and companies listed on LSEG's markets that are engaged in decarbonization projects compliant with internationally recognized standards, expected to produce carbon credits. This effort is designed to support financing for projects aimed at climate change mitigation while providing a stable supply of carbon credits to investors. These carbon credits may be distributed to investors in the form of dividends by the VCM-designated entities.

Under the agreement, Mizuho will facilitate its clients' access to investment opportunities in funds and companies that have received the VCM designation, alongside providing detailed information about the carbon credit market. The partnership underscores both Mizuho's and LSEG's commitment to accelerating decarbonization efforts globally through financial mechanisms like carbon credits, aiming to make a significant contribution to worldwide decarbonization initiatives.

東京的瑞穗金融集團與倫敦證券交易所集團（LSEG）達成戰略合作協議，旨在促進碳信用市場的發展並加強客戶對碳市場投資和相關信息的訪問。此合作在 LSEG 2022 年創建的自願性碳市場（VCM）指定的基礎上進一步發展。此指定專為在 LSEG 市場上市並從事符合國際認可標準的脫碳項目的基金和公司設立，這些項目預期將產生碳信用。此舉旨在支持旨在緩解氣候變化的項目的融資，同時為投資者提供穩定的碳信用供應，這些碳信用可能以股息形式由 VCM 指定實體分發給投資者。

根據協議，瑞穗將便利其客戶投資獲得 VCM 指定的基金和公司的機會，並提供有關碳信用市場的詳細信息。此合作突顯了瑞穗和 LSEG 通過碳信用等金融機制加速全球脫碳努力的承諾，旨在為全球脫碳倡議作出重大貢獻。

3.New EU Sustainable Fund Naming Rules Could Lead to $40 Billion Divestments: Morningstar
歐盟新永續基金命名法規，將影響400億美元資產可能需要出售
 

A recent Morningstar report indicates that two-thirds of EU funds labeled with ESG-related terms may need to either divest assets or change their names due to new anti-greenwashing guidelines from the European Securities and Markets Authority (ESMA). These guidelines, finalized last month, require funds using sustainability-related terms to ensure at least 80% of their assets contribute directly to sustainability objectives. Additionally, funds must adhere to strict exclusion criteria linked to the Paris Aligned Benchmarks, which involve restrictions on investments in companies heavily involved in fossil fuel production and other environmentally harmful activities.

The study identified about 4,300 mutual funds and ETFs potentially affected by these guidelines, with over 1,600 of these funds currently holding stocks that breach the specified exclusion rules. To comply and retain their ESG labels, these funds would potentially need to divest up to $40 billion in assets. However, many are expected to instead drop ESG labels or pivot to "transition" funds, which are subject to less stringent rules. This significant policy shift is set to reshape the ESG fund landscape in Europe, potentially increasing transparency and investment in genuinely sustainable ventures.

根據Morningstar的最新報告顯示，三分之二的帶有ESG標籤的歐盟基金可能需要出售資產或更改名稱，以符合歐洲證券和市場管理局（ESMA）的新反洗綠規則。這些規則要求使用可持續性相關術語的基金確保至少80％的資產直接有助於可持續性目標。此外，基金必須遵守與巴黎協定基準相關的嚴格排除標準，這涉及限制投資於大量參與化石燃料生產和其他環境有害活動的公司。

該研究識別出約4,300個可能受到這些指導方針影響的共同基金和ETF，其中超過1,600個基金目前持有違反特定排除規則的股票。為了遵守並保留其ESG標籤，這些基金可能需要出售高達400億美元的資產。然而，許多基金預計將放棄ESG標籤或轉向“過渡”基金，這些基金受到較不嚴格的規則的約束。這一重大政策變化將重塑歐洲的ESG基金格局，可能增加對真正可持續企業的透明度和投資。


5.Texas Opens Proposals for Offshore Carbon Sequestration Leases
美國德州開放招標海上區域做碳封存項目
 

The Texas General Land Office (GLO) has issued a request for proposals (RFP) for leasing 1.1 million acres of state-owned offshore areas in the Gulf of Mexico, specifically for carbon sequestration projects. This initiative targets carbon capture and storage (CCS) from industrial emissions, crucial for climate change mitigation. Proposals are due by August 15, 2024, and will be evaluated based on technical and financial feasibility, previous experience, and environmental safety measures.

Key components of the proposals include detailed plans for CO2 capture, transportation, and injection into sub-seabed geological formations. Applicants must demonstrate proficiency in offshore drilling and compliance with environmental protection standards. The project aims not only to reduce greenhouse gas emissions but also to stimulate local economies through job creation and industrial growth.

德克薩斯州土地管理局（GLO）發布了一項招標請求（RFP），針對租賃位於墨西哥灣的1.1百萬英畝的州有海上區域，專門用於碳封存項目。這一舉措旨在從工業排放中捕獲和儲存碳，對於減緩氣候變化至關重要。提案截止日期為2024年8月15日，將根據技術和財務可行性、過往經驗以及環境安全措施進行評估。

提案的關鍵組件包括詳細計劃，涉及CO2的捕獲、運輸和注入到海床下的地質結構中。申請者必須證明其在海上鑽探方面的熟練度以及遵守環境保護標準的能力。該項目的目標不僅是減少溫室氣體排放，還包括通過創造就業機會和促進工業增長來刺激地方經濟。


6.U.S. Plastics Pact Unveils Roadmap 2.0 with Bold Goals to Eliminate Plastic Packaging Waste
美國塑料協議公布了2.0版路線圖包括更具雄心的減少塑膠包裝目標

 

The U.S. Plastics Pact has unveiled Roadmap 2.0, an updated strategic initiative designed to mitigate plastic packaging waste and promote a circular economy in the United States. This new plan builds on the original Roadmap to 2025, which aimed to catalyze change in the absence of a federal strategy.

Key Highlights and Progress:

• Progress from Roadmap to 2025: Significant strides have been made, including reducing problematic plastics from 14% to 8%, increasing recyclable packaging to 47.7%, and boosting post-consumer recycled content to 9.4%. The Pact has grown from 62 to over 130 members.
• Roadmap 2.0 Ambitions: New targets focus on expanding reuse systems, enhancing design for circularity, eliminating problematic plastics by 2030, improving recycling rates to 50%, and addressing social impacts.
• Support and Tools: New resources like the PCR Procurement Toolkit and Design for Circularity Playbooks will be published to aid members in meeting these goals.

Future Goals and Implementation:

• Strategic Implementation: Roadmap 2.0 will start on January 1, 2026, providing members ample time to align with the new objectives. It emphasizes collaboration across sectors and continues to be part of the global effort under the Ellen MacArthur Foundation’s Plastics Pact Network.
• Broader Impacts and Innovations: The plan calls for comprehensive changes to how plastics are handled across industries, aiming for substantial reductions in virgin plastic use and enhancing recycling infrastructure.

美國塑料協議公布了2.0版路線圖，這是一項更新的戰略計劃，旨在減少塑料包裝廢物並促進美國的循環經濟。此新計劃在原始的2025路線圖基礎上進行擴展，該路線圖旨在在沒有聯邦戰略的情況下變革。

主要亮點和進展：

• 2025路線圖的進展：已取得重大進展，包括將問題塑料從14％減少到8％，將可回收包裝增加到47.7％，並將消費後回收內容增加到9.4％。該協議已從62個成員增長到130多個。
• 2.0路線圖的雄心：新目標聚焦於擴大重用系統，加強循環設計，到2030年消除問題塑料，提高回收率至50％，並解決社會影響。
• 支持與工具：新資源如PCR採購工具包和循環設計手冊將出版，以幫助成員實現這些目標。

未來目標與實施：

• 戰略實施：2.0路線圖將於2026年1月1日開始，為成員提供充足的時間來配合新目標。它強調跨部門合作，並繼續作為Ellen MacArthur Foundation塑料協議網絡的全球努力的一部分。
• 更廣泛的影響與創新：該計劃呼籲在整個行業中對塑料的處理方式進行全面變革，旨在大幅減少原生塑料的使用並提升回收基礎設施。