Here we list the buzzes and profiles that have been most viewed in the last 90 days.
For full details and rankings of which firms and individuals are most effectively developing their online profile in sustainable investment and corporate governance engagement on SRI-CONNECT, see Our reach; your opportunity.
Or you can request a personalised Industry Profile Report that analyses and benchmarks (vs peers) the activity and visibility of individual firms.
Most read research buzzes
(716) Guinness GI: The long-term opportunity for wind energy
Guinness GI: The long-term opportunity for wind energy
(https://www.guinnessgi.com/insights/long-term-opportunity-wind-energy)
"The wind industry quietly recorded another year of record installations in 2025. While other generation technologies such as solar and nuclear have dominated headlines in recent years, the wind industry has quietly been gathering momentum. With strengthening demand drivers, long-term political support in Europe and China, and attractive long-term economics, we believe that wind adoption will continue to grow."
(669) HSBC: Gamechangers: The next stage of AI’s impact on the economy
HSBC: Gamechangers: The next stage of AI’s impact on the economy
(https://www.business.hsbc.com/en-gb/insights/gamechangers-the-next-stage)
Almost every economics presentation or meeting over the past few years has had to include a mention or a question about AI – and rightly so. The impact of the technology on the economy has both been meaningful already and is set to increase in the coming years.
We’ve seen impacts on growth in the US via software investment and data centres, a boom in Taiwanese exports, and financial markets dominated by the winners and losers of AI.
But beyond the initial buildout, the second-round macro impacts in most of the world have been pretty small so far.
- We haven’t seen mass layoffs.
- We haven’t seen productivity spike.
- We haven’t seen our day-to-day lives transformed by AI quite yet.
(618) HSBC: Future transport: Ignore consumer preference at your peril
HSBC: Future transport: Ignore consumer preference at your peril
The transport sector is making some progress on decarbonisation, but it is slow and the outlook is tough. According to the UN, the sector accounts for roughly one-quarter of global greenhouse gas emissions.
Making transport clean(er) remains the central tenet of the industry.
... includes ...
- Road is key
- The headwinds to EV adoption, however, are clear and well-rehearsed
- Regulators have started to adjust to reflect this reality
- The road ahead
- For sea and air transport, the challenge remains the availability of alternative fuels
- Meanwhile, autonomous driving is gaining speed
(547) Canbury: Six Flags Over Texas and Redomicile Proposals
Canbury: Six Flags Over Texas and Redomicile Proposals
(https://proxypro.substack.com/p/six-flags-over-texas)
Companies are leaving the shareholder-aligned—or at least well-defined—confines of Delaware for the corporate-friendly open plains of Texas. Recent reforms to the Texas Business Organizations Code (TBOC), along with the 2024 launch of the specialized Texas Business Court, have attracted a wave of companies to propose redomiciling in the Lone Star State. The concern among institutional investors is what rights are they losing to hold boards accountable in the Texas shuffle.
ArcBest saw two-thirds shareholder approval for its redomicile proposal in April, while Texas Capital Bancshares narrowly experienced defeat. ExxonMobil has its proposal going to a shareholder vote later this month, along with a number of other companies this season, including Dell Technologies.
Taking a page from Six Flags amusement park - named after the six sovereign flags that have flown over Texas - Canbury Insights’ ProxyPro platform uses a six-flag assessment for scoring companies on their redomicile proposals. The ride can be thrilling or terrifying, depending on where you are sitting.
Please note that this is absolutely, positively not voting advice, nor investment advice, but definitely not voting advice. You read beyond this point at your own risk and with clear understanding that this is not voting advice.
(540) Generation IM: How Physical World AI Could Reshape our Economy
Generation IM: How Physical World AI Could Reshape our Economy
At a glance:
- Over $34 billion of private capital flowed into robotics-related companies in 2025 – more than twice that of 2024.1 Yet some of the best-funded companies are still in the early stages of commercialisation, with scaled deployments years away.
- Physical world foundation models, which include both vision language action and world models, are emerging as the next frontier of artificial intelligence, but data remains a critical bottleneck.
- We see investment opportunities in robotic hardware and the software ‘picks and shovels’ of physical AI, including companies providing data, testing infrastructure and simulation tools.
(512) JPM: Energy outlook 2026: Mitigating volatility with a diverse energy mix
JPM: Energy outlook 2026: Mitigating volatility with a diverse energy mix
(https://www.jpmorgan.com/insights/global-research/outlook/energy-outlook)
Key takeaways
- Volatile oil prices and surging electricity demand highlight the urgent need for a diversified energy mix to safeguard economic and energy security.
- The need for diversified energy sources is rapidly reshaping global power generation. Renewables and advanced technologies are projected to supply the majority of global electricity by 2100.
- Overall, increased global investment in renewables, including nuclear, solar and wind, is paving the way for a more stable and resilient future.
(508) Wellington: Yes, climate change (still) matters in private markets
Wellington: Yes, climate change (still) matters in private markets
(https://www.wellington.com/en/insights/climate-change-private-equity)
How do climate-related risks and opportunities intersect with corporate strategy?
"We believe the risks and opportunities associated with climate change (both the energy transition and the worsening events exacerbated by climate change) should be evaluated through the lens of financial materiality. The resulting prominence within corporate strategy will naturally differ by industry and business model ..."
... includes ...
- How do climate-related risks and opportunities intersect with corporate strategy?
- What are the climate-related disclosure expectations for private companies?
- How can Wellington’s value creation and climate resources help our private companies?
- Appendix A: Climate questions to expect from public-market investors
(431) TPI Centre: Banking tool: research update
TPI Centre: Banking tool: research update
This research update provides a list of assessed banks, methodology enhancements and the process and timeline for 2026.
(416) Planet Tracker: Decarbonising Chemicals: A comparative assessment
Planet Tracker: Decarbonising Chemicals: A comparative assessment
(https://planet-tracker.org/decarbonising-chemicals-a-comparative-assessment/)
The chemical industry produces the building blocks of modern life, from plastics and fertilisers to semiconductors. Its transition matters not just for its own emissions, but because it sits upstream of almost every sector’s decarbonisation effort. This makes the sector’s transition critical to economy-wide decarbonisation.
The transition to a Net Zero future is one of the major challenges the chemical industry is currently facing. Overall, the sector is not aligned to the Paris goal of “well-below 2°C”, but there is a wide range of alignment within the sector, showing that transition ambition is feasible.
Planet Tracker compares the climate transition plans of eight leading chemical companies covered by the Climate Action 100+ list: Air Liquide, BASF, Bayer, Dow, Dyno Nobel, LyondellBasell, SABIC, and Toray. The comparison spans target ambition and performance, governance, policy engagement, risk management, and capital alignment, aiming to provide investors and stakeholders with a cross-company view of who is leading, who is lagging, and where the critical gaps are.
Having analysed the climate transition plans of these companies over the last three years, their journey shows a mixed picture, with companies showing some areas of improvement but also areas where they went backwards.
Compared to Planet Tracker’s 2025 assessment, progress on the sector’s core challenges remains limited. Scope 3 emissions represent between 70% and 84% of total sector emissions but are still largely unaddressed, while the link between capital allocation and measurable abatement remains unclear. Most notably, disclosure quality has deteriorated in some cases, signalling a growing gap between stated ambition and transparent, accountable transition strategies.
Analysis of the companies’ transition plans shows that:
- In 2025, leading the pack is Dyno Nobel, the only company that we assess as being compliant with the Paris goal of “well below 2°C” – indeed, we assess it as aligned with 1.5°C. At the other end of the scale, Dow and SABIC remain on 3°C pathways, characterised by modest operational targets, absent Scope 3 commitments and, in SABIC’s case, a regression in disclosure transparency.
- SABIC represents the most concerning trajectory, with Scope 3 reporting having completely ceased, eliminating potential accountability for 70% of the company’s total footprint.
The findings underline a growing challenge for investors and policymakers: distinguishing between stated ambition and deliverable transition strategies.
In conclusion, some companies are proving that a credible transition is achievable, while others are weakening disclosure, missing key emissions sources, or relying on targets that fall short of what science requires.
For investors, the implication is clear: climate credibility in the chemical sector can no longer be assessed on commitments alone. It requires scrutiny of three fundamentals: portfolio alignment, capital allocation, and the coverage of emissions targets. Without these, net-zero ambitions risk remaining largely theoretical.
(408) RMI: Tracking the Growth of Wind and Solar in Rural America
RMI: Tracking the Growth of Wind and Solar in Rural America
(https://rmi.org/tracking-the-growth-of-wind-and-solar-in-rural-america/)
In some of America's biggest agricultural states, wind and solar revenues are approaching those from corn, soy, and other major commodities.
American farmers have long diversified their income by leasing land for energy infrastructure, and over the past 15 years, utility-scale wind and solar have become meaningful sources of revenue.
RMI analysis finds that revenue from rural solar and wind energy has become significant in some states, and at the national level is approaching the scale of major agricultural commodities.
Most viewed job posts
(2260) JobPost: DHL Group - Account & Sustainability Manager (Birmingham UK)
JobPost: DHL Group - Account & Sustainability Manager (Birmingham UK)
Please be aware that interviews are provisionally scheduled to take place during the week commencing 18th May 2026. Applications received after this date may not be considered but will be added to our talent pool for future opportunities, subject to your consent.
(2239) JobPost: LGPS Central - Responsible Investment & Stewardship Analyst (Wolverhampton, UK)
JobPost: LGPS Central - Responsible Investment & Stewardship Analyst (Wolverhampton, UK)
(https://recruitment.cezannehr.com/shared/job/responsible-investment-stewardship-ana-88fed/Linkedin)
LGPS Central (LGPSC) Ltd is the FCA regulated asset manager for eight local authority pension funds across the Midlands.
(2057) JobPost: BNP Paribas - Senior Sustainability Consultant (London)
JobPost: BNP Paribas - Senior Sustainability Consultant (London)
(https://group.bnpparibas/en/careers/job-offer/senior-sustainability-consultant?src=JB-12380)
We are seeking an experienced Senior Sustainability Consultant to play a key role in growing our ESG consultancy offering. Working closely with our UK and international sustainability specialists you will support business development, strengthen our market presence, and promote our innovative sustainability services. The role is a blend of technical ESG expertise, client relationship and project management, providing crucial support to investors, asset managers, and corporate occupiers as they navigate regulatory demands, investor expectations, and operational performance goals
Most viewed organisations
- (21) Aberdeen Investments
- (9) SRI-CONNECT
- (4) ValueCo
Most viewed users
- (28) Mike Tyrrell @ SRI-CONNECT
- (5) Raphael Torres @ Impact Cubed
- (4) Lucinda Shand @ Ernst & Young
- (4) Andrés Rey
