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ACCR

@accr.bsky.social
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ACCR is a shareholder advocacy and research organisation. We use shareholder strategy to enable investors to escalate engagements with heavy-emitting companies in their portfolios. Find us at accr.org.au

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ACCR @accr.bsky.social · 29/09/2026
BHP has deferred significant fleet electrification and other decarbonisation projects. What will now deliver the emissions reductions previously expected from the projects BHP has deferred, and why has its Expected Pathway barely changed despite those delays?
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ACCR @accr.bsky.social · 29/09/2026
Japan's Jera Co., one of the world’s biggest liquefied natural gas buyers, is seeking to broaden long-term exports of the fuel as a way to expand its global presence and offload excess supply. www.bloomberg.com/news/article...
bloomberg.com
Japan’s Jera Looks to Pivot LNG Buying Muscle Into Global Sales
Jera Co., one of the world’s biggest liquefied natural gas buyers, is seeking to broaden long-term exports of the fuel as a way to expand its global presence and offload excess supply.
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ACCR @accr.bsky.social · 29/09/2026
TotalEnergies raised its share buyback target for the fourth quarter and promised to increase dividends by more than 5 per cent annually until the end of the decade as the French major profits from soaring oil and gas prices. www.ft.com/content/1cd3...
ft.com
TotalEnergies boosts buybacks and dividends as oil prices surge
French energy company increases shareholder payouts as effect of Iran war increases cash flows
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ACCR @accr.bsky.social · 24/09/2026
With BHP's FY2030 operational emissions target effectively achieved and no sub company-wide operational emissions target until 2050, investors need greater clarity on what will deliver the emissions reductions BHP now expects. www.accr.org.au/insights/inv...
accr.org.au
Investor Bulletin: BHP’s plans have changed. Its expected emissions pathway hasn't.
BHP disclosed a deferral that should have moved its expected emissions pathway. It hasn’t explained why it didn’t.
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ACCR @accr.bsky.social · 22/09/2026
Just 10 shareholders own nearly half of the potential carbon emissions controlled by the world’s largest fossil fuel companies, according to a new analysis. Targeted actions by these shareholders have the potential to shape a low-carbon energy transition. www.anthropocenemagazine.org/2022/08/here...
anthropocenemagazine.org
Here are the top 10 investors with the power to move the world away from fossil fuels
A new analysis suggests that climate activists should put pressure not just on fossil fuel companies—but also on their owners.
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ACCR @accr.bsky.social · 22/09/2026
J-POWER is considering extending the operation of its domestic inefficient coal-fired power plants beyond its previously disclosed closure timeline. This would raise broader questions about the credibility and durability of its transition strategy. www.accr.org.au/news/investo...
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Reposted by ACCR
Ember @ember-energy.org · 08/09/2026
🚨 NEW | Fossil fuel use has peaked in 8 of 11 tracked industrial sectors in China, as clean power takes over work once done by coal and oil. 🇨🇳’s #energytransition has entered a phase of "building while breaking" Highlights from #CETR2026 🧵1/8
ember-energy.org
China Energy Transition Review 2026 | Ember
China's energy transition is moving toward "building while breaking," as its clean energy system begins assuming functions long performed by fossil fuels.
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ACCR @accr.bsky.social · 09/09/2026
ACCR’s Dr Dimitri Lafleur created this visual showing ocean heat uptake in terms of nuclear bombs detonations. From 1958-2025, the oceans absorbed heat equivalent to 7.7 billion nuclear bombs. The average rate of heat uptake during 2007-25 was 4x higher than 1958-85.
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ACCR @accr.bsky.social · 09/09/2026
For Australian super funds, the next phase of climate investing will be judged less by the ambition of the target than by what happens when that target meets the portfolio. www.afr.com/companies/fi...
afr.com
Climate investing enters a new phase
For investors, measuring current emissions is only part of the job. They also need to assess where companies are heading and what that means for investments.
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ACCR @accr.bsky.social · 08/09/2026
Mitigating emissions and investing in adaptation may impose short-term costs for companies and investors. But that is the trade-off risk managers now face if we are to maintain some degree of economic and financial stability. wedocs.unep.org/items/156d07...
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ACCR @accr.bsky.social · 08/09/2026
Conflict, migration and economic upheaval will accompany the global move away from oil, unless governments act urgently to help the worst afflicted countries to cope, according to research from the E3G thinktank. www.theguardian.com/environment/...
theguardian.com
Global move away from oil could lead to conflict and migration, experts say
Researchers urge governments to help worst afflicted countries, such as Nigeria and Algeria, which rely on oil revenues for public services
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ACCR @accr.bsky.social · 07/09/2026
"I think we can now definitively say that some coal generation is doomed. Once 19 gigawatts (GW) and 55 gigawatt (GWh) of grid-scale batteries are operating in the market, coal profits will be eviscerated." writes David Leitch reneweconomy.com.au/second-wave-...
reneweconomy.com.au
Second wave of big batteries will eat the dinner of fossil fuels, forcing some coal generators to close
The current second wave of big battery projects will kill the economics of most coal generators, but the grid still needs a lot more wind and solar.
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ACCR @accr.bsky.social · 07/09/2026
Woodside’s project hopper shows little cause for optimism. Its pre-FID LNG projects are high cost, its material gas projects uncompetitive, and its largest oil project is immaterial. www.accr.org.au/research/for...
accr.org.au
Fork in the road
Under new leadership, it’s time for Woodside to look towards value.
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ACCR @accr.bsky.social · 07/09/2026
From a climate science perspective, planning for systemic risks is crucial. Complex systems rarely fail in neat, linear ways. As climate extremes become more intense and more frequent, these cascading effects become increasingly likely. www.accr.org.au/insights/cli...
accr.org.au
Climate Science Insight: When climate shocks become systemic financial risks
This is the nature of climate-financial cascades: physical shocks trigger economic stress, which in turn drives financial instability.
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ACCR @accr.bsky.social · 07/09/2026
The El Niño brewing there is already breaking records, and it is months away from its peak. The sheer magnitude of the event and the uncertainty over what is driving it have alarmed experts. www.abc.net.au/news/2026-09...
abc.net.au
The strongest El Niño in living memory is starting to show its might
The dark, red tongue spreading in the Pacific is growing at a rate not seen in living memory. The uncertainty over what is driving it has alarmed experts.
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ACCR @accr.bsky.social · 04/09/2026
“Overshoot means [the 1.5C] goal must now be approached from above, while simultaneously adapting to the impacts of climate change. This means meeting and exceeding, not rescinding, existing commitments,” the UNEP report says. reneweconomy.com.au/australias-c...
reneweconomy.com.au
Australia’s climate hypocrisy on show as world braces for global warming "overshoot"
Days apart, one Australian minister called for reduced dependence on fossil fuels, while another literally turned the tap on new fossil gas supply, as a UN report warns we’ll overshoot 1.5 degrees.
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ACCR @accr.bsky.social · 04/09/2026
You can register to join our shareholder community. The willingness of individual shareholders to stand alongside ACCR strengthens our ability to engage constructively with companies and ensures that collective escalation actions are available when needed. hub.accr.org.au
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ACCR @accr.bsky.social · 04/09/2026
Shareholder engagement with Japanese steel and utilities companies is bearing fruit, with new opportunities on the horizon. www.accr.org.au/insights/edi...
accr.org.au
Editorial: Five things we’ve learned about decarbonisation in Japan
Domestic and international investors should have their eyes trained on Japan as an exciting opportunity for global decarbonisation.
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ACCR @accr.bsky.social · 04/09/2026
BHP has deferred much of the investment required to decarbonise its operations this decade, reducing investor visibility over a credible pathway to net zero by 2050. www.accr.org.au/research/inv...
accr.org.au
Investor briefing: Latest insights into BHP’s operational decarbonisation pathway
Investors can help drive improvements by encouraging BHP to provide greater transparency about its decarbonisation plans.
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ACCR @accr.bsky.social · 04/09/2026
A comprehensive article on China's energy transition by Carbon Brief discussing oil, coal, renewables, utilities and transport. cleantechnica.com/2026/09/02/a...
cleantechnica.com
Analysis: China’s CO2 Emissions Fall in Q2 2026 Due to Plummeting Oil Use - CleanTechnica
Support CleanTechnica's work through a Substack subscription, on Patreon, or on Stripe. Help us produce all of the high-quality, original content we publish week after week despite the challenges of c...
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ACCR @accr.bsky.social · 03/09/2026
As climate-driven losses rise and insurance coverage shrinks, who will be underwriting climate risk in 2050? Climate risk is being passed around the system. The resilience of the institutions absorbing that risk is becoming a critical question. giftarticle.ft.com/giftarticle/...
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ACCR @accr.bsky.social · 03/09/2026
BP has announced that it has appointed Mr Ian Tyler as Chair of the company. Mr Tyler has served as the interim chair since May 2026 and has sat on the BP board as a non-executive director since April 2025.
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Reposted by ACCR
IPCC @ipcc.bsky.social · 02/09/2026
🌡️ What does "overshoot" mean in climate science? Robert Vautard, #IPCC Working Group I Co-Chair, explains it as @unep.org launches its Limiting Overshoot report. Find out more from #IPCC’s reports here: ipcc.ch Read UNEP’s report here: bit.ly/UNEPOst
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ACCR @accr.bsky.social · 02/09/2026
There are signs that the oil & gas sector is still largely on autopilot and remains tied to the assumption that continued upstream investment is necessary to deliver value to shareholders. www.accr.org.au/insights/edi...
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ACCR @accr.bsky.social · 02/09/2026
Insurers “pull back from areas that they don’t want to insure anymore, dump that risk on to governments and private individuals, break local markets and then jack up their rates. That’s a pattern,” said Pete Sikora www.ft.com/content/b359...
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ACCR @accr.bsky.social · 31/08/2026
Diesel shortages are now as much an inventory problem as a crude supply problem, suggesting that elevated prices could reverberate through freight and industrial markets for months to come, writes Sverre Alvik www.dnv.com/energy-trans...
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ACCR @accr.bsky.social · 28/08/2026
Major oil and gas companies are again reporting windfall profits, but will they use that cash to pursue high-risk exploration or strengthen balance sheets and return capital to shareholders? www.accr.org.au/insights/edi...
accr.org.au
Editorial: The economics of oil and gas exploration no longer stack up
Investors should carefully test any assumption that more investment in oil and gas exploration necessarily produces more value.
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Aarne Granlund @aarnegranlund.eurosky.social · 27/08/2026
'More than half of children born in 2020 – around 62 million people – will experience “unprecedented lifetime exposure” to heatwaves, even if warming is limited to 1.5C.' 10 % of the people caused most of the excessive #ClimateHeating for this century. www.carbonbrief.org/climate-chan...
carbonbrief.org
Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year - Carbon Brief
More than 40% of children under the age of 10 globally are already experiencing at least 20 additional “heat-stress days” due to climate change.
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Reposted by ACCR
Financial Times @financialtimes.com · 27/08/2026
‘Drill, baby, drill’ rings out in Norway ft.trib.al/pvJ6JGj | opinion
ft.trib.al
‘Drill, baby, drill’ rings out in Norway
Scandinavian country is looking to double down on oil and gas despite EU green rhetoric
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ACCR @accr.bsky.social · 27/08/2026
Analysts at JPMorgan estimate a severe El Niño could raise global food inflation by around 0.7 percentage points. The combination of climate change and El Niño means the world must be better prepared for recurring, substantive shocks to food supplies. www.ft.com/content/46bf...
ft.com
El Niño’s looming threat to the global food system
The world must be better prepared for big recurring shocks to agriculture
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ACCR @accr.bsky.social · 27/08/2026
Despite Woodside’s investors repeatedly calling for a more ambitious climate plan, dropping its scope 3 investment and emissions abatements targets now removes any hint that Woodside is committed to investing in the energy transition. www.accr.org.au/research/for...
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ACCR @accr.bsky.social · 26/08/2026
The HVO Open Cut Coal Continuation Projects risk significant environmental and climate impacts and could threaten NSW’s ability to meet its legislated emissions reduction targets. Read our full submission to the NSW Independent Planning Commission: www.accr.org.au/research/sub...
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ACCR @accr.bsky.social · 25/08/2026
“We need to be taking about some of the worst things that can happen,” said Tim Lenton, climate science professor at the University of Exeter. “It’s natural to think that some bigger shocks are on the way.” apnews.com/article/clim...
apnews.com
The world inches toward catastrophic climate events: 'Bigger shocks are on the way'
Scientists have long warned that the world will experience more intense extreme weather events like heat waves, storms, floods and droughts as long as we continue to use gas, oil and coal at our curre...
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ACCR @accr.bsky.social · 25/08/2026
New 4Corners episode explores "How do political lobbyists operate in Australia and how much influence do they have over government decisions?" youtu.be/ZICn_FaAWq8?...
youtu.be
‘AUKUS is like a feast’: MPs sound alarm over defence industry lobbying | Four Corners Documentary
YouTube video by ABC News In-depth
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ACCR @accr.bsky.social · 24/08/2026
The clearest path to shareholder value for oil and gas companies today is not chasing new barrels – it’s getting out of the value erosive exploration business and curtailing investment in new conventional projects. Read our full report: www.accr.org.au/research/whe...
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ACCR @accr.bsky.social · 24/08/2026
Drawing on the Reichstein Foundation’s recent experience, CEO Rachel Ball shares how trusts and foundations can use their share portfolios to drive positive change for nature. reichstein.org.au/shareholder-...
reichstein.org.au
Putting shareholder power to work for nature - Reichstein Foundation
Drawing on the Reichstein Foundation’s recent experience, CEO Rachel Ball shares how trusts and foundations can use their share portfolios to drive positive change for nature. At the Reichstein Founda...
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ACCR @accr.bsky.social · 24/08/2026
"Demand for fuels fell by some 4 million barrels daily, which left a gap of over 1 million barrels daily—and let us not forget that the demand destruction was not voluntary. It was forced, and it was forced by soaring prices." oilprice.com/Energy/Energ...
oilprice.com
Diesel Crisis Threatens to Outlast the Middle East War | OilPrice.com
The global fuel squeeze is worsening despite sub-$100 crude, with European diesel prices up 70% since the war began and U.S. diesel cracks hitting record highs.
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ACCR @accr.bsky.social · 24/08/2026
Trex's modelling on the super El Niño currently forming in the Pacific points to a peak annual global GDP loss of €4.1 trillion, with Indonesia alone facing a GDP hit of around 4% at the height of the shock. Exposure varies sharply by geography. trexanalysis.com/news/trex-pu...
trexanalysis.com
Trex 2027 Super El Niño briefing published — a super El Niño is forming right now, and it could wipe out trillions by 2027. - Trex Analysis
Climate data powered by systems change analysis
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ACCR @accr.bsky.social · 20/08/2026
Climate change is now Europe’s biggest systemic security risk. As the continent faces its worst ever summer of extreme heat, drought and wildfires, no other threat is simultaneously affecting so many countries, people and critical systems. www.chathamhouse.org/2026/08/wild...
chathamhouse.org
Wildfires and extreme heat show climate change is now Europe’s biggest security threat
The continent is increasingly vulnerable to arson attacks, while climate disasters are diverting militaries from other threats. Policymakers must respond with a security-based approach to climate chan...
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ACCR @accr.bsky.social · 19/08/2026
“While solar saves the day, battery storage can save the evening. Together, they are one of the clearest ways to make Europe’s power system more resilient in hotter summers.” said Chris Rosslowe, a senior energy analyst at Ember reneweconomy.com.au/solar-stands...
reneweconomy.com.au
Solar stands up during European heatwaves as nuclear and fossil fuels stumble
New analysis shows solar output soared across Europe during recent heatwaves, helping to power the grid even as electricity demand increased and nuclear output was curtailed.
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ACCR @accr.bsky.social · 19/08/2026
Fortescue’s Christmas Creek green iron pilot plant is finally in production, kicking off what the mining giant hopes will become Australia’s next major export industry. thewest.com.au/business/min...
thewest.com.au
Green iron finally flows for Fortescue
Fortescue’s Christmas Creek green iron pilot plant is in production, kicking off what the mining giant hopes will become Australia’s next major export industry.
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Reposted by ACCR
Tim Baxter @timinclimate.naruresearch.com.au · 17/08/2026
Wanna see something cool? I just updated my chart showing Australia's total climate pollution, comparing our fossil fuel exports against our net emissions at home. Anyway it's a bit bleak.
Chart comparing emissions from Australia's fossil fuel exports with the country's net territorial emissions while in 2005, emissions from the two were roughly the same at around 650 million tonnes per year.

In 2026, emissions from exports are well over two times greater than emissions at home.
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ACCR @accr.bsky.social · 18/08/2026
New research by Triodos Bank predicts that the hot weather could wipe out up to 1% of EU GDP, equivalent to a loss of €180bn. The pain is likely to be particularly felt by countries such as France, which could see 1.4% of its GDP wiped out. www.netzeroinvestor.net/news-and-vie...
netzeroinvestor.net
European investors are counting the cost of extreme heat
With large parts of the continent facing a period of extreme drought, investors are rethinking how to prepare their portfolios for extreme weather
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ACCR @accr.bsky.social · 17/08/2026
Every month that renewables dominate power supply reduces gas consumption, lowers gas import requirements and chips away at one of the largest sources of European gas demand. www.reuters.com/commentary/r...
reuters.com
Europe's renewables boom is becoming a gas demand bust
The defining question of Europe's energy story over the past few years has been whether the region has enough gas. That query is starting to look outdated.
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ACCR @accr.bsky.social · 17/08/2026
Japan is now the world’s second-largest market for shareholder activism after the United States, with a record 139 shareholder proposals lodged at this year’s annual meetings. www.afr.com/world/asia/t...
afr.com
These investors just made 60pc from Japan’s hidden billions
Sydney-based Jamie Halse and Tsubasa Umezaki are making big money in the forgotten corners of the Japanese sharemarket that are sitting on piles of cash.
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ACCR @accr.bsky.social · 13/08/2026
The damage wrought by the wildfires that have engulfed parts of France, Spain and Greece will probably be huge — as much as €3bn according to an FT analysis. And that is only the direct cost. www.ft.com/content/7190...
ft.com
Alarm bells are ringing for investors on climate
Damage wrought by wildfires in Europe should be a wake-up call to pay more attention to environmental risk
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Reposted by ACCR
Guardian Australia @australia.theguardian.com · 13/08/2026
Australia’s largest aluminium smelter to run on renewables by 2023 after Rio Tinto strikes $2.5bn taxpayer bailout deal
theguardian.com
Australia’s largest aluminium smelter to run on renewables by 2023 after Rio Tinto strikes $2.5bn taxpayer bailout deal
Rio Tinto makes power supply deal with federal and NSW government to cut emissions and decarbonise, preventing potential closure * Follow our Australia news live blog for latest updates * Get our breaking news email, free app or daily news podcast Resources giant Rio Tinto says Australia’s largest aluminium smelter will run entirely on renewable energy by 2033 after it struck a $2.5bn subsidy deal with the federal and New South Wales governments to prevent a potential closure. The deal – announced by Anthony Albanese and the NSW premier, Chris Minns, at the Tomago smelter near Newcastle on Thursday – is for a 10-year below-market power supply guarantee that begins after the facility’s existing coal-focused electricity contract with AGL ends in December 2028. Continue reading...
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ACCR @accr.bsky.social · 13/08/2026
Marine heatwaves can be economically and culturally devastating for coastal communities. They can cost fisheries, aquaculture businesses and tourism operators billions of dollars in lost income. theconversation.com/marine-heatw...
theconversation.com
Marine heatwaves are cooking our ocean ecosystems – and will only become more common
These underwater disasters can trigger coral bleaching and massive fish kills.
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ACCR @accr.bsky.social · 12/08/2026
Some of Australia’s biggest polluters have cut emissions by less than one per cent over the past two years, a report by The Climate Council has found, falling significantly short of their targets. reneweconomy.com.au/barely-budge...
reneweconomy.com.au
"Barely budged:" Big polluters get away with minimal cuts as climate scheme allows too many offsets
Some of Australia's biggest polluters have cut emissions by less than one per cent over the past two years, a report has found, falling significantly short of their targets.
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ACCR @accr.bsky.social · 10/08/2026
ACCR's policy lead Sam Hall said updates to Japan’s Corporate Governance Code are “promising for the effectiveness of investor stewardship of companies”. www.europesays.com/japan/70621/
europesays.com
Investors welcome Japanese corporate governance code changes - Japan
Investors and wider stakeholders have welcomed updates to Japan’s Corporate Governance Code, which includes guidance to submit annual reports at least three
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