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Economic Outlook 2025 - Webinar - The year of the tariff
- Macro economy
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Video of ABN AMRO's Group Economics webinar on the economic outlook for 2025.
Banks increase absolute CO2 financing, but overall transition risk exposures drop
- Macro economy
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The ECB released its climate-change related statistics for the second time last month. The data provide insight in issuance and holdings of sustainable debt securities in the euro area, showing that the region is a net buyer of these.
ESG Strategist - CSRD will not bring “relevant, comparable and reliable” ESG data
- Sustainability
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Financial markets, as capital provider, will play a key role in the path to net zero, as investment needs are significant
ESG disclosures far from complete and comparable
- Sustainability
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The CSRD will set a common standard for ESG data disclosures, with the first deadline in 2025. Currently, ESG data disclosures are far from complete, especially related to scope 3 emissions, while comparability is weak, given that companies can use different methodologies. These issues are unlikely to be solved by the CSRD, which means that there should be close monitoring of the first data sets that will become available in 2025.
SustainaWeekly - Are emission reduction targets consistent with 1.5°C?
- Sustainability
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Reaching net zero by 2050 is the often heard ambition in climate policy. However, achieving net zero is a necessary but not sufficient condition to limit global warming. Specifically, it not only net zero but also the path towards net zero that is crucial as this will ultimately determine the total amount of carbon and other greenhouse gasses released into the atmosphere, which in turn determine the extent of global warming. In this week’s SustainaWeekly, we assess whether the current emission reduction targets in EU27 and the Netherlands are compatible with a 1.5°C scenario. Our next note looks at the current sustainable data disclosure requirements and their coverage/completeness as well as comparability. In our final note, we take a closer look at the disruptive nature of the energy crisis on Dutch industry and consider what the main effects of higher energy prices were, especially those of gas.
EBA shelves inclusion of environmental and social risks into Pillar 1
- Sustainability
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The EBA published a report about the appropriateness and feasibility of including ESG factors in the current prudential framework. The regulator notes that there are still challenges regarding ESG data, for instance, the lack of a common, standardized and complete classification system. At this stage, the EBA does not recommend introducing environmental-related adjustment factors in the calculation of banks’ capital requirements.
SustainaWeekly - Shinning a light on battery technologies
- Sustainability
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In a world where renewable power becomes dominant, a way to store energy is crucial. In this week’s SustainaWeekly we shine the spotlight on battery technologies, not only existing ones, but also emerging technologies. We focus on the pros and cons of the various technologies. In a separate note, we go on to look at the issue of ESG data disclosures from the issuers of sustainable covered bonds. In our final note, we look at the issuance of sustainability-linked bonds so far this year, as well as recent demand and pricing dynamics.
SustainaWeekly -Will SMEs hamper the transition to Net Zero?
- Sustainability
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The EU Corporate and Sustainable Reporting Directive (CSRD) requires businesses to regularly disclose information on their societal and environmental impact and the sustainability risks they are exposed to. SMEs will largely not be covered. In the first note of this SustainaWeekly, we assess whether the exemption of SMEs from climate regulation more generally will hamper the transition to Net Zero. In a separate note, we go on to focus on the impact of the watered down German heating law on residential real estate bond issuers. Finally, we provide an analysis of the climate policies of the outgoing Dutch cabinet’s 2024 Budget Memorandum and the impact on sectors.
Sustainaweekly - Opportunities and challenges for wind power
- Sustainability
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In this edition of the SustainaWeekly, we first take set out the role of wind power in the energy transition, along with the associated trends in costs and investments and the challenges for the sector. We go on to analyse the trends in ESG bank bond issuance in the first half of this year, including demand and pricing relative to non-ESG peers. Finally, we set out three possible future emission scenarios for trucks, which is a snapshot into our broader thematic on emission scenarios for road mobility. The reduction path for trucks starts later and there will possibly be ongoing emissions in all scenarios as it is a hard to abate subsector.
ESG issuance of bank bonds jumps in May
- Sustainability
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May saw a pick-up in the issuance of ESG bank bonds. ESG bank bonds continue to benefit from stronger demand and lower new issue premiums than non-ESG bank bonds. The first social Tier 2 bond since August 2022 was the most oversubscribed ESG bank bond so far this year.
