Research

Cargill’s EUDR compliance: risks of a soy-prise

Today

EU Deforestation Regulation presents costs for food company

Thai Union meets its first SLB target: like shooting fish in a barrel

11/06/2024

Seafood producer’s unambitious targets facilitate coupon step-down

The Montreal-West Virginia-Frankfurt price stability paradox

05/06/2024

The Bank of Montreal’s coal financing policy puts it at odds with the ECB

POSCO plays Blast and loose with its decarbonisation commitment

23/05/2024

By sticking with coal-fired furnaces, the South Korean steelmaker discredits its own emissions reduction plan

Public to private divestment in Asia: trends and best practice

21/05/2024

Data indicates there have been 181 public to private transfers of high-emission Asian assets since 2020

PPC: a Heraclean decarbonisation

14/05/2024

Greek utility links SLB target ambition with rapid emissions reduction

Buyers of long-dated oil bonds beware

07/05/2024

Longer tenor of oil & gas bonds poses risks not accounted for in spread curves

Enel SLBs: fortes fortuna juvat

26/04/2024

Dramatic target miss shows value of SLB step-ups

Deforestation exposure: Q1 2024 bond issuance review and bank syndication fees

25/04/2024

Q1 2024 review of RDCP bond issuances and bank syndication fees

The steps of a government building.

Proposal: South Korea USD new bond issuance

12/04/2024

On 8 April, South Korea issued a request for proposal for an off-shore bond: AFII proposes a sustainability-linked structure based on the issuer’s decarbonisation targets.

L&Q Housing Trust SLB ‘builds’ in a coupon step-up

26/03/2024

Sustainability Performance Target miss leads to 12.5bps step-up

bp and ConocoPhillips: a bond spread curve ball

26/03/2024

Transition risk exposure differences not priced in credit spreads