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FFI Solutions - America in Transition - Merger Arbitrage

America in Transition: Could Oil & Gas Merger Arb Be an Impact Strategy?

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part three of the series. Before FFI, I was head of portfolio management at a large

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ExxonMobil Darren Woods Podcast - FFI Solutions

ExxonMobil’s Darren Woods at COP29: Listening to the Other Side

It’s easy, even reflexive, to dismiss ExxonMobil as a villain in the climate narrative. For many responsible investors, the name conjures anger – a natural reaction to decades of documented disinformation campaigns underwritten by fossil fuel interests that questioned climate science and delayed global climate action. If you’re invested – figuratively and emotionally – in

Read More »
FFI Solutions - Unbundling ESG

America in Transition: Unbundling Climate from ESG

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part two of the series. With the start of COP29, and in the wake of Donald

Read More »
FFI Solutions-COP29-Daily-Dispatches-Blog

Intern Insights: Daily Dispatches from COP29 Baku

Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily

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FFI Solutions - America in Transition

America in Transition: What Now for the Energy Transition?

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part one of the series. Last night’s election granted Donald Trump a return to the U.S.

Read More »
FFI Solutions - Helene and Milton Blog

Helene and Milton: When is Enough, Enough? 

The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of

Read More »

Energy Transition Trackers Commentary October 2024

Q3 2024 Summary Through Q3, the oil & gas industry, as a whole, remained focused on financial discipline, with companies returning capital to shareholders via dividends and buybacks while investing largely in their core operations. M&A remains robust, driven by the need for operational efficiencies and scale. This consolidation is not without risk, as it

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Our Take - Climate Week NYC 2024

Our Take: Climate Week NYC 2024

Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.

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FFI Solutions Blog - Speed of the Energy Transition

Energy Transition: How Fast Will It Happen?

As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.

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Watch – Transition Trackers: Oil & Gas Metrics that Matter

Thanks for watching our webinar Transition Trackers: Oil & Gas Metrics that Matter Hosted by Chris Ito, CEO of FFI Solutions, this session will unveil our new Transition Trackers that monitor how markets are valuing the transition strategies of energy producers. David Root, Head of Product Management, and Drew Haluska, Senior Analyst, will dive into

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Energy Transition Trackers Commentary July 2024

Summary 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 There is recent convergence between integrated Leaders and Laggards For E&P companies, Leaders outperformance can be traced to business models

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FFI Solutions - Bridging the Divide

Bridging the Atlantic: Decoding the U.S.-Europe Climate Investing Disconnect

European investors are widely recognized as leaders in integrating Environmental, Social, and Governance (ESG) considerations into their investment strategies. In contrast, while U.S. institutional investors have increasingly adopted responsible, sustainable or impact strategies, they have and will continue to be motivated primarily, if not solely, by the pursuit of their own risk-adjusted performance goals. Further

Read More »
FFI Solutions - Climate Integration Framework for Investors - May 2024

Climate Integration Framework for Institutional Investors

White Paper: Climate Integration Framework for Institutional Investors May 2024 3rd Edition Update to: Net Zero Blueprint for Institutional Investors We’re FFI Solutions, your climate research and carbon experts. Overview 2024: Adapting to Today’s Climate Challenges We published the first and second editions of our Net Zero Blueprint for Institutional Investors based on the premise

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FFI Solutions - America in Transition - Merger Arbitrage

America in Transition: Could Oil & Gas Merger Arb Be an Impact Strategy?

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part three of the series. Before FFI, I was head of portfolio management at a large

Read More »
ExxonMobil Darren Woods Podcast - FFI Solutions

ExxonMobil’s Darren Woods at COP29: Listening to the Other Side

It’s easy, even reflexive, to dismiss ExxonMobil as a villain in the climate narrative. For many responsible investors, the name conjures anger – a natural reaction to decades of documented disinformation campaigns underwritten by fossil fuel interests that questioned climate science and delayed global climate action. If you’re invested – figuratively and emotionally – in

Read More »
FFI Solutions - Unbundling ESG

America in Transition: Unbundling Climate from ESG

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part two of the series. With the start of COP29, and in the wake of Donald

Read More »
FFI Solutions-COP29-Daily-Dispatches-Blog

Intern Insights: Daily Dispatches from COP29 Baku

Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily

Read More »
FFI Solutions - America in Transition

America in Transition: What Now for the Energy Transition?

America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part one of the series. Last night’s election granted Donald Trump a return to the U.S.

Read More »
FFI Solutions - Helene and Milton Blog

Helene and Milton: When is Enough, Enough? 

The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of

Read More »
Our Take - Climate Week NYC 2024

Our Take: Climate Week NYC 2024

Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.

Read More »
FFI Solutions Blog - Speed of the Energy Transition

Energy Transition: How Fast Will It Happen?

As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.

Read More »
FFI Solutions - Bridging the Divide

Bridging the Atlantic: Decoding the U.S.-Europe Climate Investing Disconnect

European investors are widely recognized as leaders in integrating Environmental, Social, and Governance (ESG) considerations into their investment strategies. In contrast, while U.S. institutional investors have increasingly adopted responsible, sustainable or impact strategies, they have and will continue to be motivated primarily, if not solely, by the pursuit of their own risk-adjusted performance goals. Further

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

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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-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

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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

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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

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