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BP’s report-back on Resolution 24 is due in October. A meaningful response will allow Ian Tyler to demonstrate that he can turn rhetoric into action by taking capital discipline, long-term value creation, and meaningful shareholder engagement seriously. www.accr.org.au/insights/inv...

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ACCR @accr.bsky.social · 18h

A seven-year delay scenario increases BHP's potential cumulative carbon liabilities by roughly a third - from US$11.6–19.4 billion under BHP's own pathway to US$15.4–25.6 billion under ACCR's modelling. Read our investor bulletin: www.accr.org.au/insights/inv...

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ACCR @accr.bsky.social · 18h

That is the real danger of a stranded asset: infrastructure that loses value well before the end of its intended life because technology, markets, regulation or public expectations have changed.

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ACCR @accr.bsky.social · 18h

Infrastructure built on the expectation of stable fossil demand for decades may find itself running at lower utilisation, earning thinner margins and seeking taxpayer support far sooner than its proponents expect, writes Nigel Howard reneweconomy.com.au/australia-is...

reneweconomy.com.au

Australia is making big bets on a slow transition, but the technology S-curve tells a different story

Australia has a choice between investing in the future we can already see – or subsidising a fossil-fuel past that is rapidly losing its grip.

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ACCR @accr.bsky.social · 07/10/2026

“Investors – with their expertise in capital allocation and risk assessment – can play an important role in helping Japanese policymakers establish frameworks which enable robust assessment of investment plans and technology potential,” Sam Hall writes. greencentralbanking.com/2026/10/06/i...

greencentralbanking.com

Investments in Japan need to create value in the energy transition

Japanese policymakers should work with the investment sector to ensure its economic growth plans help the energy transition, argues policy expert Sam Hall.

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ACCR @accr.bsky.social · 07/10/2026

In this investor bulletin, ACCR provides investors with a sensitivity against which to assess the emissions and financial consequences of later abatement and compare these with the pathway BHP now expects to deliver. Read the full note here: 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 · 07/10/2026

New modelling suggests the surge in oil prices due to the war in Iran has, for the first time, made electric vehicles cheaper to run than heavy diesel trucks on mine sites www.afr.com/politics/fed...

afr.com

War has changed the economics of EV trucks in the Pilbara

New modelling suggests the surge in diesel prices stemming from war in Iran has overhauled the economics underpinning decarbonisation in the Pilbara.

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ACCR @accr.bsky.social · 06/10/2026

If climate mitigation efforts had been taken more seriously 35 years ago, today’s conflict in Iran would have far less bearing on everyday prices. In this way, we can link rising prices today to the political failure to act on climate change. www.preventionweb.net/news/climate...

preventionweb.net

As the climate breaks down, costs go up: Welcome to ‘climateflation’

Climateflation is expected to keep raising costs in the years ahead. Reducing emissions to net zero, limiting further warming and investing in climate-resilient infrastructure will be essential to eas...

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ACCR @accr.bsky.social · 06/10/2026

BP should be expected to provide evidence rather than reassurance. The company’s report-back on the resolution 24 vote result is due in late October. Read our latest investor bulletin: www.accr.org.au/insights/inv...

accr.org.au

Investor Bulletin: What investors should expect from BP's response to resolution 24 on capital discipline

BP plans to spend $10 billion a year on upstream oil and gas. Shareholders need more information to test whether that spending will earn an acceptable return.

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ACCR @accr.bsky.social · 01/10/2026

Australia is facing a crisis of confidence in its democratic institutions. It is a crisis brought on by the betrayal of the people and this failure to face up to the climate emergency and protect the community from its worst consequences. www.theguardian.com/commentisfre...

theguardian.com

The green light for the largest coalmine in NSW history is shocking proof that our governance systems are betraying Australians | Georgina Woods

There is no greater treachery than this failure to face up to the climate crisis. How can we now fend off despair?

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ACCR @accr.bsky.social · 29/09/2026

Investors require more information on the milestones and investment decisions that will demonstrate progress through the next two decades. Read our investor bulletin: 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 · 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

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 · 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.

121

Reposted by ACCR

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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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

"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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