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| 2020-12-21 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据今日油价12月16日报道，大约一年前，全球最大的资产管理公司贝莱德宣布，打算在十年内将其环境、社会和治理(ESG)投资从900亿美元增加十倍以上，至1万亿美元。考虑到这家投资公司过去在气候行动方面的好坏不一的记录，很少有人认真对待。 为了避免像往常一样被投资者认为是在虚张声势，该公司最近发布了一份令人诧异的消息称，将放弃支持公司董事会的传统做法，转而支持股东决议。 值得一提的是，贝莱德管理着7万亿美元的全球基金，是全球最大的资产管理公司。 埃克森美孚对此进行了猛烈的抨击。巧合的是，四年前，当气候压力比现在要小得多的时候，英国央行(Bank of England)前行长马克·卡尼(Mark Carney)承认，如果要实现既定的气候目标，全球至少需要7万亿美元的资金来完成全球碳减排承诺。 越来越多的证据表明全球气候发展形势令人不安，贝莱德一直在对计划照常开展业务的石油和天然气公司施加压力。 在过去的一周里，美国石油巨头埃克森美孚公司(NYSE:XOM)受到了愤怒的激进投资者以及美国最大的养老基金之一的加州教师退休基金CalSTRS抨击。纽约州2260亿美元的养老基金最近宣布，计划在未来几年撤出石油和天然气类股票。 埃克森美孚因其在降低碳排放和温室气体排放方面不够诚心的承诺而受到抨击。就在几天前，越来越多的美国石油和天然气生产商承诺削减温室气体排放，埃克森美孚也加入了这一行列。不幸的是，活动人士和分析人士大多抨击埃克森美孚的声明“没有给人留下深刻印象”、“不够充分”。 Raymond James能源分析师Pavel Molchanov表示:“在九年内将温室气体排放强度减少15%-20%并不是一个远大的目标，这基本上可以说是一切照旧。” Ceres是一家与投资者在气候变化问题上合作的可持续性非营利组织，其石油和天然气主管安德鲁·洛根(Andrew Logan)表示：“埃克森美孚的声明真正缺乏的是，没有资本支出、战略或投资。这完全是在边缘修修补补。” 上周，Ceres宣布了一个由投资者组成的财团，该财团管理着9万亿美元的资产，已承诺进行投资，以实现净零碳排放的目标。 事实上，不可否认的是，ESG投资正迅速获得支持，投资者被要求积极做出对环境和社会负责的选择。在过去5年里，ESG投资已成为全球最大的趋势，即使是大型银行也敏锐地感受到了这种压力。 目前，可持续投资资产总计17.1万亿美元，比2018年增长了42%。普华永道称，在一年之内，77%的机构投资者将完全停止购买在某种程度上不可持续的产品。 贝莱德表示，其客户的ESG资产将在短短5年内翻一番。基金经理们表示，气候变化是他们最关心的问题，也是决定他们将资金投向何处的“首要标准”。 从电动汽车和可再生能源股票到氢股票，甚至石墨烯股票，ESG投资趋势真正迎来了它的“春天”。就贝莱德而言，该公司表现出色，目前管理着逾7万亿美元资产，今年迄今，其股价累计上涨近40%。 这与道德或伦理无关，这关乎自由市场。可持续方向的股票表现优于其他所有股票，因为它们是新的“安全港”，既能赚钱，又能消除日益迫近的气候变化的风险。 王佳晶 摘译自 今日油价 原文如下： Big Oil Slammed With A $7 Trillion Reality Check About a year ago, the world's largest asset manager BlackRock Inc. (NYSE:BLK) declared its intention to increase its ESG (Environmental, Social and Governance) investments more than tenfold from $90 billion to a trillion dollars in the space of a decade. Few took the investment firm seriously, given its spotty track record on climate action in the past. But just in case investors thought BlackRock was bluffing as usual, the company recently issued a chilling update on its approach to engaging with companies, essentially saying it will abandon its traditional modus operandi of siding with boards of directors at companies but will instead start favoring shareholder resolutions. Blackrock manages $7 trillion in global funds, making it the world's largest asset manager. Exxon Slammed Coincidentally, four years ago, when the climate pressure was a lot less, former Bank of England Governor Mark Carney admitted that the world would need at least $7 trillion to fund global carbon reduction commitments if we are to meet our climate goals. And BlackRock has been looming large over oil and gas companies planning to go on with business as usual despite the mounting evidence of a disturbing global climate. In the past week, U.S. oil giant Exxon Mobil Corp. (NYSE:XOM) was targeted by angry activist investors as well as CalSTRS (California State Teachers' Retirement System), one of the country's s largest pension funds. But it did not stop there. New York State's $226 billion pension fund recently announced plans to divest from oil and gas stocks in the coming years. Exxon has been slammed for its half-hearted commitment to lowering its carbon and greenhouse gas emissions. Just days ago, Exxon joined the rapidly growing number of U.S. oil and gas producers that have promised to cut greenhouse gas emissions. Unfortunately, activists and analysts have mostly lambasted Exxon's announcement as "underwhelming," "inadequate" and "baby steps." "A 15%-20% reduction in greenhouse gas emissions intensity over nine years is not an ambitious target - it's essentially business as usual," said Raymond James energy analyst Pavel Molchanov. "What's really lacking from [Exxon's] announcement is there's nothing about capex or strategy or investment. It's all sort of tinkering around the edges," said Andrew Logan, director of oil and gas at Ceres, a sustainability nonprofit that works with investors on climate change. Meanwhile, Engine No. 1, one of the shareholder groups engaged in an activist campaign to shake up the company, has concurred saying, "...while reducing emissions intensity is important, nothing in Exxon Mobil's stated plans better positions it for long-term success in a world seeking to reduce total greenhouse gas emissions." Last week, Ceres announced a consortium of investors managing $9 trillion in assets that has fully committed to investing along with net-zero carbon goals. ESG Momentum Indeed, there's no denying that ESG investments are rapidly gaining momentum with investors actively demanding environmentally and socially responsible choices. Indeed, over the past half-decade, ESG (Environmental, Social, and Governance) investing has emerged as the single biggest global megatrend. Even the Big Banks are feeling the ethical squeeze keenly. ESG inflows have been killing it this year, hastened exponentially by the COVID-19 pandemic, and showing no sign of backing off even once we have a vaccine. Life will not return to normal in the world of finance, and this is shaping up to be the biggest transfer of wealth we've ever seen. Sustainable investing assets now total $17.1 trillion. That's up 42% just from 2018. Within a year, 77% of institutional investors will completely stop buying products that aren't in some way sustainable, according to PwC. Blackrock itself says its clients will double their ESG assets in just five years. In fact, money managers say climate change is their No. 1 concern and the "leading criteria" determining where they put their money to work. From EVs and renewable energy stocks to hydrogen stocks and even graphene stocks, the ESG trend is truly having its moment in the sun. On its part, BlackRock has been outstanding, with the firm now managing more than $7 trillion while the stock has gained nearly 40% YTD. And this isn't about morals or ethics. It's about the free market. Sustainable stocks are outperforming everything else because they are the new safe haven--one that makes money while de-risking from the looming climate threat. |
