Mona Dohle

Licence to drill: bond market exposure to the coming LNG bubble As major energy firms ramp up LNG investment, the sector’s dependence on debt is prompting renewed scrutiny of the financial risks for bond investors involved

In my latest piece for @netzeroinvestor.net I take a closer look at the role of bond markets in financing the scaleup of #LNG in the US

www.netzeroinvestor.net/news-and-vie...

America’s LNG infrastructure boom is built on shaky ground The US has drastically scaled up its LNG production capacity, becoming the world’s largest exporter of the fossil fuel, but the boom could soon come to an end, posing significant investment risks

I'm excited to share that the next issue of @netzeroinvestor.net Spark! is out. This time, we take a closer look at the coming #lngbubble. Pleased to be collaborating with the brilliant @ketanjoshi.co on this www.netzeroinvestor.net/news-and-vie...

BlackRock bites back: manager accuses NYC comptroller of 'politicising public pensions' - Net Zero Investor - Net Zero Investor Net Zero Investor‘s mission is to provide written, streamed and in-person content that will benefit investors’ net-zero journeys.

Yesterday, the Office of the New York City Comptroller recommended divesting from a $42.3bn BlackRock mandate. The manager did not take this well as a letter to Comptroller Lander seen by @netzeroinvestor.net shows

www.netzeroinvestor.net/news-and-vie...

$42bn on the line: outgoing NYC comptroller pushes for BlackRock divestment The outgoing comptroller of the New York City Pension Fund has put forward recommendations to terminate three public equity mandates, including a $42bn mandate with BlackRock, after several managers f...

Brad Lander plans to leave his role as NYC Comptroller with a bang: a $42bn BlackRock mandate is on the line.

www.netzeroinvestor.net/news-and-vie...

What a day to be in the office. OBR figures leak sending gilts markets on a rollercoaster while the New York City Comptroller is pushing for divestment of a $42bn BlackRock mandate.. Busy day. Need coffee.

COP30: UN climate chief predicts first drop in emissions as renewables scale up In his update to COP30 delegates, Simon Stiell points to cleaner energy generation as a key reason global emissions are beginning to fall

The Chinese leadership may not attend the #COP30 leaders summit in person but the nation's solar scaleup is starting to have an impact ..

www.netzeroinvestor.net/news-and-vie...

So far, #COP30 is bringing a plethora of #carboncredit announcements. Which leaves me wondering, if a credit is structured around preserving an existing rainforest, where's the additionality? Am I wrong in smelling BS?

COP 30: Brazil’s Tropical Forest Forever Facility needs $100bn of institutional capital At COP30, Brazil is planning the launch of a new Tropical Forest Forever Facility (TFFF), the blended finance investment fund could become one of the world's largest emerging market investment vehicl...

At #COP30, Brazil is planning the launch of a new Tropical Forest Forever Facility (TFFF) which could become one of the world's largest emerging market investment vehicles
www.netzeroinvestor.net/news-and-vie...

Thank goodness that after all these years, the Times has found the real culprit here..and of course there's a woman to blame.
What a mad angle to take..

We could have declared "100% zerocarbon" this morning when renewables+nuclear were generating 100% of UK consumption.

As usual this drove our price down, so exports up, and we had to run gas just to power the exports.

NESO set hard target that ZCO has to include exports as well as UK demand.

Investors beware the dangers lurking in private credit For some observers, the rapid rise of this asset class invites unsettling historical comparisons

One to consider for the Mansion House agenda

on.ft.com/413us1y

"As regulator, we are embracing a new regulatory philosophy. One that sees growth and saver outcomes not as competing priorities, but as mutually reinforcing goals"
Not sure if it's healthy for TPR to suck up to a political agenda to this extent.

www.thepensionsregulator.gov.uk/en/media-hub...

Jepp, 100% racist

Hi, this is Meg Barnette, Brad's wife.

While escorting a defendant out of immigration court at 26 Federal Plaza, Brad was taken by masked agents and detained by ICE.

This is still developing, and our team is monitoring the situation closely.

This is appalling.

Kites 🍉❤️🌱

Stride for Palestinians 2025 I am striding for Palestinians in aid of Medical Aid for Palestinians (MAP). Starting on Nakba Day, I will be completing 107km in one month and virtually covering the distance from Occupied East Jerus

I'll be running 107km over the next month in order to raise money for Medical aid for Palestinians and am very grateful for any support you can give #Gaza #neveragain

medicalaidforpalestinians.enthuse.com/pf/mona-dohle

The west’s shameful silence on Gaza The US and European allies should do more to restrain Benjamin Netanyahu

Agreed

on.ft.com/42PbRYy

On my way into the office after dropping off the kids to school, I may not have packed lunch, a waterbottle or earplugs but hit me up if you're interested in a selection of random fancy glittery stuff

Support our Work ​ The Hind Rajab Foundation Boulevard Louis Mettewie 46 1080 Brussels, Belgium Registered Non-Profit under Belgian law Registration number: 1013306540

While I buy birthday presents for 7 year olds all the time, this one is a bit different. Happy 7th birthday Hind Rajab, wish you were still with us.

www.hindrajabfoundation.org/support-our-...

BP suffers historic shareholder rebellion at 2025 AGM At BP’s AGM today, nearly a quarter of shareholders opposed the reappointment of the chair, expressing their discontent with the firm’s scaled-back climate ambitions

Breaking: At BP's AGM today, 24% of shareholders voted against the chair in protest against the firm's scaled back climate ambition

www.netzeroinvestor.net/news-and-vie...

“If you fund destruction, you’re responsible”: Ugandan activist urges investors to drop TotalEnergies Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline

Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline

www.netzeroinvestor.net/news-and-vie...

National Wealth Fund reform could drive up investment in the UK’s just transition Jesse Griffiths, CEO of Finance Innovation Lab argues that the key to tackling the UK’s under-investment problem and driving the just transition will be pensions reform allied to a revamped and scaled...

Lab CEO @jesselgriffiths.bsky.social argues in
@netzeroinvestor.net that the key to tackling the UK’s under-investment problem and driving the just transition will be pensions reform allied to a revamped and scaled-up National Wealth Fund. www.netzeroinvestor.net/news-and-vie...

Investors predeclare vote against BP chair in protest at climate U-turn A group of major investors in BP have confirmed that they will oppose the reappointment of the company’s outgoing chair, in protest at the firm’s scaled-back climate ambitions

A group of major investors in BP have confirmed that they will oppose the reappointment of the company’s outgoing chair at the AGM this Thursday

www.netzeroinvestor.net/news-and-vie...

University of Cambridge announces new global bond index - Net Zero Investor - Net Zero Investor Net Zero Investor‘s mission is to provide written, streamed and in-person content that will benefit investors’ net-zero journeys.

The index will favour companies phasing down fossil fuel activities via @netzeroinvestor.net

www.netzeroinvestor.net/news-and-vie...

Even Cathie Wood thinks the US is entering a recession Whatever happened to that 7% growth rate?

Well.. This is a bit of a concern..
on.ft.com/4ibPkta via @FT

Follow This pauses shareholder resolutions citing lack of investor support Dutch campaign group Follow This is not filing any proposals during this AGM season, highlighting growing reluctance among investors to back shareholder activism

Follow This is not filing any proposals during this AGM season because of growing reluctance among investors to back shareholder activism

www.netzeroinvestor.net/news-and-vie...

The Treasury basis trade rears its head again Bills and bonds and Treasury basis trades, oh my!

This is a really good explainer why we're seeing the presumed negative correlation between bonds and equities dissappear. Very much reminiscient of the LDI crisis- on.ft.com/3YkfR0k via @FT

Been away with the fairies this afternoon which makes a pleasant change from stock market crashes. Also nice to see that Cicely Mary Barker supported the suffragettes at the tender age of 12.

NYC comptroller Lander: “we will divest from managers who fail to meet expectations” The New York City Pension Systems have presented their managers with a new deadline on climate reporting, threatening to divest from those who fail to meet expectations

This is big: NYC systems will divest from managers who fail to meet climate expectations.. Find out more in our latest @netzeroinvestor.net podcast

www.netzeroinvestor.net/news-and-vie...