Australasian Centre for Corporate Responsibility (ACCR)
@accr.bsky.social
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
Rising labour and energy costs, alongside the return of metallurgical coal prices to long-run averages, have squeezed BMA’s margins in Queensland. It is difficult to make the case that Saraji East would stack up financially. www.accr.org.au/news/bhp-can...
BHP can't ignore the writing on the wall for Saraji East, regardless of government go-ahead - ACCR
ACCR is commenting on the Queensland Government’s recommendation that the BHP Mitsubishi Alliance’s (BMA) Saraji East Mining Lease Project is suitable to proceed.
www.accr.org.au
November 26, 2025 at 6:59 AM
Rising labour and energy costs, alongside the return of metallurgical coal prices to long-run averages, have squeezed BMA’s margins in Queensland. It is difficult to make the case that Saraji East would stack up financially. www.accr.org.au/news/bhp-can...
Research from Energy Consumers Australia shows that 1 in 3 households using mains gas expect to cancel their supply within the next decade & nearly 1 in 10 say they will do that in just the next two years. That’s a major shift in a short amount of time. reneweconomy.com.au/we-need-a-re...
reneweconomy.com.au
November 26, 2025 at 3:00 AM
Research from Energy Consumers Australia shows that 1 in 3 households using mains gas expect to cancel their supply within the next decade & nearly 1 in 10 say they will do that in just the next two years. That’s a major shift in a short amount of time. reneweconomy.com.au/we-need-a-re...
Now comes the prospect of a reservation policy that Energy Edge, a consultancy, estimates could cut gas prices for local customers by 18% in NSW, 21% in Queensland and 22% in Victoria. (Western Australia has had domestic reservation for years.) theenergy.co/article/east...
East coast gas users eye LNG exporters
How did we get to the point where the government is considering a policy intervention previously deemed unthinkable?
theenergy.co
November 26, 2025 at 2:58 AM
Now comes the prospect of a reservation policy that Energy Edge, a consultancy, estimates could cut gas prices for local customers by 18% in NSW, 21% in Queensland and 22% in Victoria. (Western Australia has had domestic reservation for years.) theenergy.co/article/east...
'Moving BP from rhetoric to action on capital discipline' finds BP could be US$11 billion more valuable if it stopped exploration and development relating to conventional oil and gas projects and focused on production only. www.accr.org.au/news/new-res...
New research: New oil and gas investment will worsen BP’s performance woes - ACCR
BP’s US$22 billion investment in new conventional oil and gas projects over the past six years has only created US$0.9 billion in shareholder value under forward prices, according to new research from...
www.accr.org.au
November 26, 2025 at 12:53 AM
'Moving BP from rhetoric to action on capital discipline' finds BP could be US$11 billion more valuable if it stopped exploration and development relating to conventional oil and gas projects and focused on production only. www.accr.org.au/news/new-res...
The international crude benchmark, Brent, could dip to the $30s per barrel handle by 2027 as oversupply could overwhelm the market, according to a JP Morgan forecast posted by users on X. finance.yahoo.com/news/jp-morg...
JP Morgan Says Oil Prices Could Plunge Into $30s by 2027
JP Morgan forecasts the international crude benchmark, Brent, could fall to the $30s per barrel by 2027 due to overwhelming market oversupply, while Goldman Sachs expects a 2026 average of $53 for WTI...
finance.yahoo.com
November 26, 2025 at 12:44 AM
The international crude benchmark, Brent, could dip to the $30s per barrel handle by 2027 as oversupply could overwhelm the market, according to a JP Morgan forecast posted by users on X. finance.yahoo.com/news/jp-morg...
BP’s US$22 billion investment in new conventional oil and gas projects over the past six years has only created US$0.9 billion in shareholder value under forward prices, according to new research from ACCR. www.accr.org.au/research/mov...
Moving BP from rhetoric to action on capital discipline - ACCR
A change to BP’s upstream strategy – in particular, tightening its investment framework and ceasing conventional exploration – offers a more credible path to the value that shareholders expect.
www.accr.org.au
November 26, 2025 at 12:09 AM
BP’s US$22 billion investment in new conventional oil and gas projects over the past six years has only created US$0.9 billion in shareholder value under forward prices, according to new research from ACCR. www.accr.org.au/research/mov...
BHP’s repeated failed bids for Anglo American have left investors and analysts questioning the dealmaking strategy of the world’s largest mining company, at a time when it is under pressure to find more growth. on.ft.com/48g75EW
BHP’s failed bids for Anglo lay bare mining group’s struggles to find growth
Industry stunned after company makes fresh attempt to buy smaller rival then walks away just days later
on.ft.com
November 24, 2025 at 11:30 PM
BHP’s repeated failed bids for Anglo American have left investors and analysts questioning the dealmaking strategy of the world’s largest mining company, at a time when it is under pressure to find more growth. on.ft.com/48g75EW
All of us must do our part and subject world leaders to extreme and relentless public pressure. The challenge of stranding potentially trillions of dollars in fossil capital and rebuilding the world is enormous. www.theguardian.com/commentisfre...
Another Cop wrecked by fossil fuel interests and our leaders’ cowardice – but there is another way | Genevieve Guenther
The fingerprints of Russia and Saudi Arabia are all over the decision text in Brazil. But a group of nations led by Colombia and the Netherlands offer hope, says End Climate Silence founding director ...
www.theguardian.com
November 24, 2025 at 11:07 PM
All of us must do our part and subject world leaders to extreme and relentless public pressure. The challenge of stranding potentially trillions of dollars in fossil capital and rebuilding the world is enormous. www.theguardian.com/commentisfre...
Gas is not needed to replace coal, and is not doing so across Asia – the destination for the vast majority of Australian fossil gas exports. Getting to net zero CO2 means rapidly phasing out fossil fuels. There’s simply no other way. www.theguardian.com/australia-ne...
How can Australia convince the world to give up fossil fuels if Anthony Albanese is contradicting himself on gas expansion? | Bill Hare
Getting to net zero CO2 emissions globally means we can halt global warming. This requires a rapid phase-out. It’s physics
www.theguardian.com
November 24, 2025 at 10:56 PM
Gas is not needed to replace coal, and is not doing so across Asia – the destination for the vast majority of Australian fossil gas exports. Getting to net zero CO2 means rapidly phasing out fossil fuels. There’s simply no other way. www.theguardian.com/australia-ne...
So this was another divisive climate summit. The gulf between oil-producing countries (in particular in the Middle East) and the rest of the world has never been wider.
One positive to come out of the summit was the power of organised people. theconversation.com/cop30-five-r...
One positive to come out of the summit was the power of organised people. theconversation.com/cop30-five-r...
Cop30: five reasons the UN climate conference failed to deliver on its ‘people’s summit’ promise
Deals were agreed but with crucial elements missing.
theconversation.com
November 24, 2025 at 10:54 PM
So this was another divisive climate summit. The gulf between oil-producing countries (in particular in the Middle East) and the rest of the world has never been wider.
One positive to come out of the summit was the power of organised people. theconversation.com/cop30-five-r...
One positive to come out of the summit was the power of organised people. theconversation.com/cop30-five-r...
The proposed changes to Australia’s environment legislation, the EPBC Act, do not require the government to assess the climate impacts of new fossil-fuel projects. It leaves the country exposed to significant legal, environmental and political risk. theconversation.com/long-awaited...
Long-awaited environment laws might get Australia sued. Here’s why
Labor has pledged to pass long-awaited environment laws this week. But the current reforms leave Australia open to legal challenge.
theconversation.com
November 24, 2025 at 10:47 PM
The proposed changes to Australia’s environment legislation, the EPBC Act, do not require the government to assess the climate impacts of new fossil-fuel projects. It leaves the country exposed to significant legal, environmental and political risk. theconversation.com/long-awaited...
For emerging markets, LNG has to compete on speed, as well as on cost. LNG projects take 5 to 10 years to realize. Solar can be up & running in less than a year. The result: Solar demand is fundamentally more elastic, responding faster to falling prices. www.semafor.com/article/11/2...
View: In the coming energy glut, solar will outshine LNG
China and the US have competing visions for the future of energy, and Beijing is looking like the safer bet.
www.semafor.com
November 24, 2025 at 2:23 AM
For emerging markets, LNG has to compete on speed, as well as on cost. LNG projects take 5 to 10 years to realize. Solar can be up & running in less than a year. The result: Solar demand is fundamentally more elastic, responding faster to falling prices. www.semafor.com/article/11/2...
“Whilst BHP continues to believe that a combination with Anglo American would have had strong strategic merits and created significant value for all stakeholders, BHP is confident in the highly compelling potential of its own organic growth strategy.” www.ft.com/content/6e8b...
BHP walks away from fresh Anglo American tie-up
Australian miner recently held talks with UK rival following $50bn Teck deal
www.ft.com
November 24, 2025 at 2:04 AM
“Whilst BHP continues to believe that a combination with Anglo American would have had strong strategic merits and created significant value for all stakeholders, BHP is confident in the highly compelling potential of its own organic growth strategy.” www.ft.com/content/6e8b...
So what happened at the Energy and Minerals Tax Conference?
We don’t know because, at time of writing, it has received precisely zero media coverage.
The two most powerful lobby groups in Australia had a party and nobody turned up.
www.thenewdaily.com.au/opinion/2025...
We don’t know because, at time of writing, it has received precisely zero media coverage.
The two most powerful lobby groups in Australia had a party and nobody turned up.
www.thenewdaily.com.au/opinion/2025...
It's the perfect time for the government to defy the mining lobbies
Long-gone are the days when the mining industry could claim to have the power to topple prime ministers and governments.
www.thenewdaily.com.au
November 21, 2025 at 2:25 AM
So what happened at the Energy and Minerals Tax Conference?
We don’t know because, at time of writing, it has received precisely zero media coverage.
The two most powerful lobby groups in Australia had a party and nobody turned up.
www.thenewdaily.com.au/opinion/2025...
We don’t know because, at time of writing, it has received precisely zero media coverage.
The two most powerful lobby groups in Australia had a party and nobody turned up.
www.thenewdaily.com.au/opinion/2025...
"It is regional economies who are most affected by climate change and stand to gain most from action to mitigate fire, flood, storm and drought. Everyone is letting them down with lies, delays and failure to make the argument" writes Zoe Daniel www.theguardian.com/commentisfre...
The Coalition is spinning a line that climate action is economically bad. How are they getting away with it? | Zoe Daniel
In this post-truth environment, the interests of coal and gas are somehow able to win the hearts and minds of voters
www.theguardian.com
November 21, 2025 at 12:40 AM
"It is regional economies who are most affected by climate change and stand to gain most from action to mitigate fire, flood, storm and drought. Everyone is letting them down with lies, delays and failure to make the argument" writes Zoe Daniel www.theguardian.com/commentisfre...
Norway's sovereign wealth fund said that it would incorporate artificial intelligence tools into its investment analysis process to avoid losses stemming from climate change
timesofindia.indiatimes.com/home/environ...
timesofindia.indiatimes.com/home/environ...
Norway's wealth fund to enlist AI for managing climate risks - The Times of India
Environment News: Norway's sovereign wealth fund said Wednesday that it would incorporate artificial intelligence tools into its investment analysis process to avoid lo
timesofindia.indiatimes.com
November 21, 2025 at 12:22 AM
Norway's sovereign wealth fund said that it would incorporate artificial intelligence tools into its investment analysis process to avoid losses stemming from climate change
timesofindia.indiatimes.com/home/environ...
timesofindia.indiatimes.com/home/environ...
Gorgon CCS injection rate has dropped to 25% in last financial year (2024-2025).
1.33Mt CO2 sequestered of the 5.23Mt CO2 stripped from the reservoir gas.
australia.chevron.com/-/media/aust...
1.33Mt CO2 sequestered of the 5.23Mt CO2 stripped from the reservoir gas.
australia.chevron.com/-/media/aust...
November 21, 2025 at 12:18 AM
Gorgon CCS injection rate has dropped to 25% in last financial year (2024-2025).
1.33Mt CO2 sequestered of the 5.23Mt CO2 stripped from the reservoir gas.
australia.chevron.com/-/media/aust...
1.33Mt CO2 sequestered of the 5.23Mt CO2 stripped from the reservoir gas.
australia.chevron.com/-/media/aust...
The world’s biggest public pension and sovereign wealth funds are still convinced of the need to finance the energy transition despite a shift in US policies which is creating investment opportunities elsewhere, especially in Asia, a new report shows. greencentralbanking.com/2025/11/12/b...
Big pension funds committed to net-zero transition despite US shift
Climate capital is shifting towards Asia and renewables due to US hostility as pension and sovereign wealth funds respond to growing risks.
greencentralbanking.com
November 20, 2025 at 10:58 PM
The world’s biggest public pension and sovereign wealth funds are still convinced of the need to finance the energy transition despite a shift in US policies which is creating investment opportunities elsewhere, especially in Asia, a new report shows. greencentralbanking.com/2025/11/12/b...
The government has reached out to Pacific leaders to canvass an option that would see Australia cede hosting rights for next year's COP31 to Türkiye so long as Pacific nations were guaranteed a role in the climate summit. www.abc.net.au/news/2025-11...
Government canvasses Pacific leaders on backdown option for COP31
The federal government has begun to contact Pacific leaders to canvass a COP31 "Plan B" which would see Adelaide abandon its bid for the global United Nations climate summit so long as Pacific nations...
www.abc.net.au
November 20, 2025 at 4:56 AM
The government has reached out to Pacific leaders to canvass an option that would see Australia cede hosting rights for next year's COP31 to Türkiye so long as Pacific nations were guaranteed a role in the climate summit. www.abc.net.au/news/2025-11...
The IEA’s Current Policies Scenario (CPS) highlights the gap between policies currently adopted in legislation & the pace of change needed for a lower emissions future. For oil & gas companies, it should reinforce the need for greater capital discipline. www.accr.org.au/insights/inv...
Investor Bulletin: IEA 2025 World Energy Outlook - ACCR
The 2025 World Energy Outlook (WEO) from the International Energy Agency (IEA) has been released.
www.accr.org.au
November 20, 2025 at 4:46 AM
The IEA’s Current Policies Scenario (CPS) highlights the gap between policies currently adopted in legislation & the pace of change needed for a lower emissions future. For oil & gas companies, it should reinforce the need for greater capital discipline. www.accr.org.au/insights/inv...
Shell’s LNG growth strategy, which does not appear to be Paris-aligned, conflicts with its commitment to lobby in line with the Paris Agreement. Read our full report: www.accr.org.au/research/com...
November 20, 2025 at 4:41 AM
Shell’s LNG growth strategy, which does not appear to be Paris-aligned, conflicts with its commitment to lobby in line with the Paris Agreement. Read our full report: www.accr.org.au/research/com...
Ramping up investment in grid-scale batteries is an untapped opportunity for Japan’s incumbent electric utilities. With price & technological barriers tumbling, they offer utilities long-term earnings resilience. www.accr.org.au/insights/acc...
ACCR Presentation on Future-proofing Japan's utilities - ACCR
Webinar presenting our analysis of grid-scale battery storage in Japan.
www.accr.org.au
November 20, 2025 at 4:07 AM
Ramping up investment in grid-scale batteries is an untapped opportunity for Japan’s incumbent electric utilities. With price & technological barriers tumbling, they offer utilities long-term earnings resilience. www.accr.org.au/insights/acc...
The LNG industry risks repeating the coal industry's mistakes, as investment levels outstrip future demand, with potentially more severe consequences for the capital-intensive industry. ieefa.org/resources/de...
Déjà vu? The global LNG industry risks repeating the coal bust of the 2010s
The LNG industry risks repeating the coal industry's mistakes of the early 2010s, as investment levels outstrip future demand, with potentially more severe consequences for the capital-intensive indus...
ieefa.org
November 20, 2025 at 3:01 AM
The LNG industry risks repeating the coal industry's mistakes, as investment levels outstrip future demand, with potentially more severe consequences for the capital-intensive industry. ieefa.org/resources/de...
One week to go. We are #hiring for a Funder Engagement, Reporting and Evaluation Officer who will contribute to managing communications with funders, ensuring grant conditions are met and all reporting is completed to a high standard. app.beapplied.com/apply/lemyut...
Funder Engagement, Reporting and Evaluation Officer
Employer: Australasian Centre for Corporate Responsibility Work Type/s: Permanent, 30-37.5 hours (4-5 days) per week. Flexibility available. Please specify your preference when applying. Salary: $80-1...
app.beapplied.com
November 19, 2025 at 2:24 AM
One week to go. We are #hiring for a Funder Engagement, Reporting and Evaluation Officer who will contribute to managing communications with funders, ensuring grant conditions are met and all reporting is completed to a high standard. app.beapplied.com/apply/lemyut...
Accepting there is a ‘permacrisis’ means recognising that investment strategy must evolve and for the largest asset owners, that means tackling the sources of physical risk, not trying to sidestep them.
www.afr.com/markets/equi...
www.afr.com/markets/equi...
Future Fund pivots to gold and active funds in a ‘permacrisis’ world
The investment giant has outlined its plan to deal with a rise in social and geopolitical tensions that could make it difficult to match its long-term returns.
www.afr.com
November 19, 2025 at 12:41 AM
Accepting there is a ‘permacrisis’ means recognising that investment strategy must evolve and for the largest asset owners, that means tackling the sources of physical risk, not trying to sidestep them.
www.afr.com/markets/equi...
www.afr.com/markets/equi...