投資者認(rèn)為澳洲礦業(yè)的氣候風(fēng)險(xiǎn)披露差強(qiáng)人意

據(jù)悉尼先驅(qū)晨報(bào)6月22日?qǐng)?bào)道，澳大利亞采礦達(dá)峰游說(shuō)團(tuán)體采取了一項(xiàng)識(shí)別氣候變化帶來(lái)金融風(fēng)險(xiǎn)的政策，因?yàn)橥顿Y者團(tuán)體表示，如果該行業(yè)沒(méi)有適當(dāng)披露其對(duì)全球變暖的影響，可能會(huì)失去資金來(lái)源。Australia’s peak mining lobby group has moved to adopt a policy recognising financial risks from climate change, as investor groups say the industry could lose access to funds if it doesn’t properly disclose its exposure to global warming.

6月22日，澳大利亞礦產(chǎn)協(xié)會(huì)（Minerals Council of Australia）發(fā)布了三頁(yè)紙的氣候變化政策概述了針對(duì)《巴黎協(xié)定》目標(biāo)的“集體承諾”，即將全球變暖限制在比工業(yè)化之前水平高1.5度，并實(shí)現(xiàn)凈零排放。Released on Monday, the Minerals Council of Australia's three-page climate change policy outlines a "collective commitment" to the goals of the Paris agreement to limit global warming to 1.5 degrees above pre-industrial levels and to achieve net-zero emissions.

礦產(chǎn)協(xié)會(huì)的政策并未要求其成員公開其風(fēng)險(xiǎn)或采用行業(yè)標(biāo)準(zhǔn)，但承諾對(duì)其成員進(jìn)行教育。協(xié)會(huì)首席執(zhí)行官塔尼亞·康斯特布爾（Tania Constable）表示：“在對(duì)此不完全了解之前，并不是每個(gè)公司都具備參與的條件。”

 

The council's policy doesn't commit its members to disclose their risk or to adopt an industry standard, but it has promised to educate its members. MCA chief executive Tania Constable said: “Until that understanding is well known, not every company is necessarily well-equipped to participate.”

 

 

聯(lián)合國(guó)正在與世界上一些最大的銀行合作，以建立披露氣候風(fēng)險(xiǎn)的標(biāo)準(zhǔn)。這套標(biāo)準(zhǔn)將包括對(duì)天氣變化或極端事件，如洪水，干旱，火災(zāi)或暴風(fēng)雨，對(duì)企業(yè)資產(chǎn)損失的潛在影響，以及新技術(shù)，如來(lái)自可再生能源的競(jìng)爭(zhēng)和政策變更，將增加的污染者的成本。The UN is working with some of the world's biggest banks to create a standard for disclosing climate risk. It will include potential impacts to businesses that are exposed to physical threats like changes in weather, or extreme events like floods, droughts, fires or storms as well as new technology such as competition from renewable energy and policy change that increase costs for big polluters. 康斯特布爾女士說(shuō)，其他司法管轄區(qū)尤其是加拿大的礦業(yè)公司，正在推動(dòng)氣候風(fēng)險(xiǎn)披露，以“幫助公司獲得資本”?？邓固夭紶柵空f(shuō)：“高度重視氣候變化行動(dòng)會(huì)給我們帶來(lái)競(jìng)爭(zhēng)優(yōu)勢(shì)”。Ms Constable said miners in other jurisdictions, particularly Canada, were pulling ahead on climate risk disclosures which “helps companies get access to capital”. Having a "strong focus on climate action gives us a competitive edge”, Ms Constable said.

氣候變化投資者集團(tuán)首席執(zhí)行官艾瑪·赫德（Emma Herd）代表機(jī)構(gòu)投資者表示，氣候風(fēng)險(xiǎn)披露是資源行業(yè)面臨的最大問(wèn)題。這家集團(tuán)管理的資金總額超過(guò)2萬(wàn)億美元。Investor Group on Climate Change chief executive Emma Herd, who represents institutional investors who have total funds under management of more than $2 trillion, said climate risk disclosure was the biggest issue facing the resources sector.

赫德女士說(shuō)：“在這個(gè)問(wèn)題上，壓力只是一種方式。” “投資將變得越來(lái)越難獲得，能夠管理所有風(fēng)險(xiǎn)的優(yōu)質(zhì)公司將更容易獲得管理資本。”“The pressure is only going one way on this issue,” Ms Herd said. “Investment is going to become harder to access and quality companies that are managing all their risks will have better access to managed capital.”

澳大利亞退休金投資委員會(huì)首席執(zhí)行官路易絲·戴維森（Louise Davidson）表示，盡管報(bào)告氣候風(fēng)險(xiǎn)敞口的公司數(shù)量有所增加，但大多數(shù)“仍僅提供有限的信息”。Australian Council of Superannuation Investors chief executive Louise Davidson said while the number of companies reporting climate risk exposure had increased, a majority "still only provide limited information".

戴維森女士說(shuō)：“投資者需要獲得可靠且足夠詳細(xì)的信息，以了解公司的風(fēng)險(xiǎn)敞口。”礦產(chǎn)協(xié)會(huì)的新政策是“第一步”，但“投資者期待看到有關(guān)如何實(shí)施的更多細(xì)節(jié)”。"Investors need access to reliable and sufficiently granular information to understand companies’ exposure," Ms Davidson said. The Minerals Council's new policy was "a first step" but "investors are looking forward to seeing more detail on how this will be implemented".

近年來(lái)，礦產(chǎn)協(xié)會(huì)也受到一些最大的成員公司和全球頂級(jí)投資者的壓力，因?yàn)樗麄兂珜?dǎo)的政策立場(chǎng)與應(yīng)對(duì)氣候變化的目標(biāo)不一致。The Minerals Council had also been under pressure from some of its biggest member companies and top global investors in recent years for promoting policy positions described as being out of step with goals to combat climate change.

世界最大礦商必和必拓（BHP）的澳大利亞的三分之一股東反對(duì)董事會(huì)的敦促，并于去年支持一項(xiàng)議案，譴責(zé)礦產(chǎn)協(xié)會(huì)對(duì)化石燃料的未來(lái)的議題的支持，并要求必和必拓中止其成員資格。One in three Australian shareholders of the world's biggest miner, BHP, defied the urging of the board and backed a motion last year condemning the Minerals Council’s support of issues on the future of fossil fuels and demanded BHP suspend its membership.

激進(jìn)的投資者團(tuán)體表示，該集團(tuán)的新氣候行動(dòng)計(jì)劃“既尷尬又不充分”，原因是未能承諾實(shí)現(xiàn)零凈排放目標(biāo)的日期，也未能表明其對(duì)脫碳政策，如碳價(jià)的支持。

 

The activist investor group leading the push said the group’s new climate action plan was "embarrassing and inadequate" for failing to commit to a net-zero emissions target date or to address its support for decarbonisation policies such as a carbon price.

澳大拉西亞企業(yè)責(zé)任中心氣候主管丹戈徹（Dan Gocher）表示：“這叫什么計(jì)劃，沒(méi)有日期或目標(biāo)？?jī)赡曛螅@真的是他們可以提出的最好的計(jì)劃嗎？”Australasian Centre for Corporate Responsibility climate director Dan Gocher said: "What type of plan is this, without any dates or targets? After two years, is this really the best they could come up with?"

戈徹表示，投資界將非常失望。Mr Gocher said the investment community would be sorely disappointed.

“投資者已經(jīng)給了礦產(chǎn)協(xié)會(huì)會(huì)員公司對(duì)此存疑的好處——他們可以在此期間做出改變。” 他說(shuō)： “該政策表明商業(yè)運(yùn)作一切照舊，并進(jìn)一步延緩行動(dòng)。”"Investors have given Minerals Council member companies the benefit of the doubt that they could achieve change from within," he said. "This policy represents business as usual and further delays to action."

采礦業(yè)內(nèi)部人士表示，氣候計(jì)劃的實(shí)施沒(méi)有達(dá)到某些成員的要求，但被普遍認(rèn)為是“朝好的方向邁出的一步”。Mining industry insiders said the climate plan did not go as far as some members had been seeking but it had been widely considered to be a "good step forward".

“會(huì)員公司的多樣化，使得最終不可避免地會(huì)陷入一些考慮之中。”  一位消息人士說(shuō)，“這對(duì)他們來(lái)說(shuō)可能是一條艱難的路。”"With such a diverse membership, you inevitably end up in the middle of some considerations," one source said. "It can be a hard line for them to walk.“