AFII research now on the Bloomberg terminal. BRC <go>, Source: ANF, Set alerts
We review a number of broadly market traded issuers and securities in relationship to the enablement of the biggest greenfield coal development in the world.
A new Moody's report highlights the linkage between the Carmichael coal mine build and Adani Enterprises. We tally the investors in the company which includes some surprising names, given the deluge of ESG commitments. The explanation appears to be "passive investments" which we discuss.
We review intensified coal mine engagements, Myanmar coup sanctions, potentially misleading carbon disclosure, and resistance to syndicate new bonds from climate cognizant banks as factors to take into consideration for ADSEZ bond investors.
(9 Feb 2021)
Anthropocene Fixed Income Institute
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