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Earth Day 2024 - FFI Solutions - web

Earth Day 2024: A Journey From Capital Markets To Sustainable Solutions

Recognizing Earth Day 2024, a personal blog from our CEO. On this Earth Day 2024, I’d like to talk about a special trip I’m making to attend a screening of the documentary film “Canary” on the campus of The Ohio State University. This thought-provoking documentary chronicles the life and work of Dr. Lonnie Thompson, a

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Energy Transition Trackers Commentary April 2024

Summary Demand for clean energy like solar, wind and EVs will grow significantly over time replacing fossil fuels as costs decline For integrated oil and gas companies, Leaders taking more ambitious transition steps have largely under-performed Laggards recently Markets appear to have rewarded integrated Laggards prioritizing capital returns over the long-term low-carbon investments of Leaders

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FFI Solutions- March Madness - Climate Investing

March Madness – A Climate Investing Playbook for University Endowments

Some sports fans would say that March is the best time of the year. College conference basketball tournaments, and then the NCAA men’s and women’s tournaments. So how, you ask, is March Madness related to climate change? Well, let’s see if we can find some analogies that might resonate with endowment investment teams and trustees

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FFI Solutions - SEC Climate Disclosure Rules Blog

SEC Climate Disclosure Rules: No One Happy. No One Devastated.

The Securities and Exchange Commission (SEC) has finally issued its much-anticipated climate disclosure rules. As expected, it has received criticism both from climate activists disappointed by the removal of certain provisions contained in earlier drafts, and from members of the business community who cite regulatory over-reach and a veiled attempt to phase out fossil fuels.

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FFI Solution Webinar - Navigating the Shift from Fossil Fuels

Navigating the Shift from Fossil Fuels

COP28 signaled global acknowledgement that the world’s economies must shift from fossil fuels. Join FFI Solutions for a timely, thought-provoking webinar on reshaping financial strategies amidst the energy transition.

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FFI-Solutions-Methane-Crosshairs-web

New Rules and COP28 Put Methane in the Crosshairs

The 28th Conference of the Parties (COP28) meeting in Dubai marked a critical juncture in global climate discourse. Amidst the urgency to limit global temperature rise to 1.5°C, methane emissions from the oil and gas industry were in the crosshairs. Methane (CH4), the primary component of natural gas and 80 times more potent than carbon

Read More »
FFI-Solutions-COP28-Transition-Away-Blog

COP28: Words, Actions, and the Lingering Imperative

As the curtain falls on COP28, the spotlight remains fixed on what was a critical battleground — the final wording around the future of fossil fuels. The meticulously chosen term, “transition away,” echoes through the halls of negotiation, leaving both a sense of progress and a lingering question mark. In our recap of the week

Read More »
FFI Solutions Oil & Gas M&A Energy Transition

Unpacking Oil and Gas M&A: A Dissonance Between Words and Actions

In moves reflecting a continued bet on fossil fuels, ExxonMobil and Chevron have announced definitive agreements to acquire Pioneer Natural Resources and Hess, respectively. These oil and gas M&A transactions reflect both the continued consolidation of shale assets and a demonstration of the disconnect between the two largest US oil majors’ proclaimed climate commitments and

Read More »
FFI Solutions Webinar - Tracking Methane in Investor Portfolios

Tracking Methane in Your Portfolio

Join FFI Solutions and Geofinancial Analytics for an informative webinar on measuring and tracking the methane intensity of the largest oil and gas producers and the implications for investors and risk managers.

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FFI-Solutions-Takeaways-Climate-Week-NYC-2023

Our takeaways from Climate Week NYC 2023

Climate Week NYC 2023 was bigger, and we think better, than ever. With nearly 500 events to choose from (including our own), it was simply not possible to hear and participate in all of the discussions across areas like finance, energy, and policy. But the FFI Solutions team spread out across Manhattan to attend a

Read More »
FFI-Solutions-geothermal-oil-gas-transition-blog

Untapped Potential: Is Geothermal a Transition Pathway for Independent Oil & Gas Companies?

Following BP and Shell’s recent U-turn on their previously announced production cuts, the credibility of oil and gas companies’ transition strategies is in focus. However, much of the discourse in the press, and among shareholder activists, centers on the plans of integrated oil and gas companies, particularly the majors. The independent exploration and production (E&P)

Read More »
Earth Day 2024 - FFI Solutions - web

Earth Day 2024: A Journey From Capital Markets To Sustainable Solutions

Recognizing Earth Day 2024, a personal blog from our CEO. On this Earth Day 2024, I’d like to talk about a special trip I’m making to attend a screening of the documentary film “Canary” on the campus of The Ohio State University. This thought-provoking documentary chronicles the life and work of Dr. Lonnie Thompson, a

Read More »
FFI Solutions- March Madness - Climate Investing

March Madness – A Climate Investing Playbook for University Endowments

Some sports fans would say that March is the best time of the year. College conference basketball tournaments, and then the NCAA men’s and women’s tournaments. So how, you ask, is March Madness related to climate change? Well, let’s see if we can find some analogies that might resonate with endowment investment teams and trustees

Read More »
FFI Solutions - SEC Climate Disclosure Rules Blog

SEC Climate Disclosure Rules: No One Happy. No One Devastated.

The Securities and Exchange Commission (SEC) has finally issued its much-anticipated climate disclosure rules. As expected, it has received criticism both from climate activists disappointed by the removal of certain provisions contained in earlier drafts, and from members of the business community who cite regulatory over-reach and a veiled attempt to phase out fossil fuels.

Read More »
FFI-Solutions-Methane-Crosshairs-web

New Rules and COP28 Put Methane in the Crosshairs

The 28th Conference of the Parties (COP28) meeting in Dubai marked a critical juncture in global climate discourse. Amidst the urgency to limit global temperature rise to 1.5°C, methane emissions from the oil and gas industry were in the crosshairs. Methane (CH4), the primary component of natural gas and 80 times more potent than carbon

Read More »
FFI-Solutions-COP28-Transition-Away-Blog

COP28: Words, Actions, and the Lingering Imperative

As the curtain falls on COP28, the spotlight remains fixed on what was a critical battleground — the final wording around the future of fossil fuels. The meticulously chosen term, “transition away,” echoes through the halls of negotiation, leaving both a sense of progress and a lingering question mark. In our recap of the week

Read More »
FFI Solutions Oil & Gas M&A Energy Transition

Unpacking Oil and Gas M&A: A Dissonance Between Words and Actions

In moves reflecting a continued bet on fossil fuels, ExxonMobil and Chevron have announced definitive agreements to acquire Pioneer Natural Resources and Hess, respectively. These oil and gas M&A transactions reflect both the continued consolidation of shale assets and a demonstration of the disconnect between the two largest US oil majors’ proclaimed climate commitments and

Read More »
FFI-Solutions-Takeaways-Climate-Week-NYC-2023

Our takeaways from Climate Week NYC 2023

Climate Week NYC 2023 was bigger, and we think better, than ever. With nearly 500 events to choose from (including our own), it was simply not possible to hear and participate in all of the discussions across areas like finance, energy, and policy. But the FFI Solutions team spread out across Manhattan to attend a

Read More »
FFI-Solutions-geothermal-oil-gas-transition-blog

Untapped Potential: Is Geothermal a Transition Pathway for Independent Oil & Gas Companies?

Following BP and Shell’s recent U-turn on their previously announced production cuts, the credibility of oil and gas companies’ transition strategies is in focus. However, much of the discourse in the press, and among shareholder activists, centers on the plans of integrated oil and gas companies, particularly the majors. The independent exploration and production (E&P)

Read More »
FFI Solutions Earth Day April 22 2023

Earth Day 2023: Crunch Time for the Race to Net Zero

Every year on April 22, the world celebrates Earth Day, however, all of April is actually Earth Month. Sport fans, particularly those in the U.S, also celebrate in April: the NHL and NBA playoffs (Go Cavs); a new baseball season (Go Guardians); and the NFL (What can I say about the Cleveland Browns?) and WNBA

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FFI Solutions - ESG Investing - Climate and the Widening Gyre

ESG Investing, Climate and the ‘Widening Gyre’

First off, let me say that I’m only an occasional reader of Epsilon Theory (ET), a website launched almost 10 years ago by investment manager Ben Hunt. ET provides newsletters with commentaries on finance, markets, politics, and popular culture. In their writings, Hunt and his colleagues refer frequently to the concept of the “Widening Gyre”.

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FFI Solutions - COP27 - Managing Expectation - Our Take on COP27

Managing Expectations: Our Take on COP27

Nearly seven years on from the historic Paris Climate Accords, COP27 made clear that these annual meetings convened by intergovernmental organizations appear unlikely to play a significant role in limiting global temperature rise to below 1.5°C.   To be fair, the conference in Egypt built consensus on some key issues – the landmark deal on

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FFI Solutions - Ethos ESG Podcast - Inflation Reduction Act

Breaking Down the Inflation Reduction Act with Chris Ito

The transition away from fossil fuels to a low-carbon economy is a consistent focus among sustainable and responsible investors. The recently passed Inflation Reduction Act promises to meaningfully affect that energy transition, so the CEO of FFI Advisors, Chris Ito, joins the Ethos ESG podcast to discuss the provisions of the legislation, their implications for

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Inflation Reduction Act and the Green Premium

The Inflation Reduction Act and the Green Premium

The Inflation Reduction Act (IRA) has passed the Senate. The bill provides $369 billion to support clean energy and fight global warming in the form of investment, tax credits and loans across a spectrum of areas, but its significance and impact can go well beyond the dollars. While the bill contains certain provisions for the

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FFI Solutions Managing

Earth Day 2022: Investing in a Net Zero Future

With Earth Day upon us, the theme this year is Invest in our Planet™. Event organizers have made it clear that all facets of our society must take action to tackle the challenges of climate change—this includes the business world, government authorities, and most certainly, the investment community. This mission could not be closer to

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FFI-Solutions-Net-Zero-Conundrum-for-Public-Pension-Plans

Net Zero and the Conundrum for Public Pension Plans

In February of 2022, Senate Bill 1173 was introduced in the California legislature that would require its public pension plans to divest from companies in The Carbon Underground 200TM (CU200) on or before July 1, 2027. In March, the Board of the California State Teachers’ Retirement System (CalSTRS) voted to oppose the bill while acknowledging

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It’s 2022: There is No Planet B

2021 was a climate debacle. Tied for being the 6th hottest on record, there were 20 weather/climate disaster events in the United States alone, the most events ever, with losses exceeding $1 billion. The global statistics are equally startling with radical climate events upending human lives in China, Europe, and Africa. To avoid the worst

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Net Zero FFI Solutions

The Race to Net Zero: Aligning the “How” and “Why”

The race to Net Zero by 2050 is on, and participating institutional investors are asking “how do we get there?” Many investors have the inclination to go directly to implementation and select one (or a combination) of the four main approaches that have emerged: investment, divestment, shareholder engagement, and carbon offsets. Choosing the right approach

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FFI Solutions Whitepaper - Net Zero Blueprint

Net Zero Blueprint for Institutional Investors

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