Insights

ESG insights: current thinking, tagged and searchable.

Analysis on ESG disclosure, regulation, GHG accounting, and sustainable finance — written from the operator's side of the table.

Clean Energy & Transition
Climate Risk & Adaptation
Diversity, Equity & Inclusion
Energy Markets & Upstream
ESG Disclosure & Reporting
ESG Frameworks & Standards
ESG Ratings & Rankings
ESG Strategy & Integration
Indigenous & Community Rights
Negotiation & Conflict Resolution
Regulatory & Compliance
Risk Management
Sustainable Finance
Negotiation & Conflict Resolution

US and China Publish $30bn Tariff-Cut Lists, Strategic Goods Excluded

Washington and Beijing published reciprocal $30bn tariff-cut lists that omit chips, EVs and batteries — a truce built on the periphery, not a settlement.

September 28, 2026
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2
min
Regulatory & Compliance

Canada Builds Article 6 Framework to Authorize Carbon Removal Exports

Ottawa is developing an Article 6 ITMO framework, turning host-country authorization into a diligence condition for Canadian carbon removal offtakes.

September 28, 2026
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2
min
Energy Markets & Upstream

Mideast Crude Exports Rebound to 12.8m b/d, Still 6m Below Pre-War

Gulf crude exports recovered to 12.8m b/d in September but remain 6m b/d below pre-war levels. The binding constraint is routing, not deliverability.

September 28, 2026
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2
min
Negotiation & Conflict Resolution

Trump Rejects Iran's Seven-Day Hormuz Roadmap as Qatar Relays Terms

Iran offered a seven-day sequence to reopen Hormuz in exchange for sanctions relief and $12bn in frozen assets. Washington rejected it within hours.

September 27, 2026
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2
min
Energy Markets & Upstream

Qatar Lifts LNG Transits Through Hormuz to Highest in Two Months

Qatar moved at least four laden LNG carriers out through Hormuz last week, the most since early July, with European and Asian gas at post-2022 highs.

September 27, 2026
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2
min
ESG Frameworks & Standards

Revised ESRS Published in Official Journal, In Force 10 November

The revised ESRS cleared scrutiny and are now in the EU Official Journal. Entry into force is 10 November 2026, mandatory for FY2027 — and they can now be cited as law.

September 27, 2026
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2
min
The State of Sustainability Reporting, September 2026: What Still Binds
ESG Disclosure & Reporting

The State of Sustainability Reporting, September 2026: What Still Binds

Regulation retreated in 2026 and reporting became universal anyway. Where the mandates actually stand across the EU, US, UK and Asia-Pacific as of September 2026, and what binds a mid-market company now.

September 20, 2026
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6
min
CSRD After the Omnibus: What Your 2024 Compliance Memo Gets Wrong
Regulatory & Compliance

CSRD After the Omnibus: What Your 2024 Compliance Memo Gets Wrong

The operative CSRD text changed in 2026. Thresholds, waves, datapoints and assurance all moved, and the revised ESRS enter into force on 10 November. Here is the re-baselined picture.

September 20, 2026
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5
min
California SB 253: November 10 Is the Easy Part
Regulatory & Compliance

California SB 253: November 10 Is the Easy Part

The first SB 253 filing is a good-faith Scope 1 and 2 submission with no assurance. 2027 brings five Scope 3 categories, limited assurance and fee invoices that arrived on 10 September.

September 20, 2026
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4
min
Microsoft turns to underground waste storage to offset AI's carbon toll
Sustainable Finance

Microsoft turns to underground waste storage to offset AI's carbon toll

Microsoft has signed a long-term deal with Vaulted Deep to purchase carbon credits in an effort to offset emissions from its growing fleet of AI data centers. Vaulted's specialty? Human feces – or "excess organic material," as the official press release delic…

August 5, 2025
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3
min
UK Green Taxonomy Dies As Sustainability Regulations Face Global Pushback
Sustainable Finance

UK Green Taxonomy Dies As Sustainability Regulations Face Global Pushback

HM Treasury announced they will not create a UK Green Taxonomy to define what actions are considered green, climate friendly, or other sustainability related claims.

August 5, 2025
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1
min
Most Important KPIs for US Asset Managers
ESG Strategy & Integration

Most Important KPIs for US Asset Managers

A comprehensive ESG investing dashboard should track portfolio carbon intensity, ESG integration, voting records, climate risk, sustainable offerings, diversity, engagement outcomes, and social and environmental impact to meet regulatory expectations and drive long-term value creation.

August 4, 2025
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1
min

Monthly ESG regulatory briefing — no noise.