Contradictions and Opposing Pursuits in Canada’s Oil and Gas Sector: Three Key Infrastructure Projects
This article examines the oil and gas industry's key infrastructure projects through an ESG lens, including the Trans Mountain Expansion, LNG Canada, and the Pathways Alliance carbon capture storage project.
Improving Transparency for Investors: Ending the Acceptance of Non-Public Information for ESG Risk Ratings
Morningstar Sustainalytics no longer collects non-public information from issuers as part of its ESG Risk Rating or Low Carbon Transition Rating (LCTR) assessments. This article explains what the change means for investors and issuers.
AI’s Energy Demand Meets US Utility Readiness: A Look at Carbon Intensity and Transition Risk
This article explores how the impacts of powering US data centers for AI are emerging as major challenges. Meeting the electricity needs of AI will increasingly depend on how quickly grid infrastructure, siting processes, and permitting systems can adapt.
ESMA Fund Naming Guidelines: Early Insights Into Rebranding Activity and Portfolio Impact
This article looks at how the universe of open-end and exchange-traded funds in scope of the ESMA fund naming guidelines has changed since their introduction in May 2024, through analysis of rebranding activity and assessed the impact of the requirements.
DEI Rollbacks: Impact on ESG Risk Ratings and Broader Implications for Investors
This article covers how not all reported rollbacks in diversity, equity, and inclusion (DEI) initiatives will have the same impact. Due to the relatively low weight of DEI in Sustainalytics’ ESG Risk Rating, we do not anticipate significant changes to overall ratings.
Industrial-Scale Decarbonization in the EU: Stewardship Field Notes From Germany, France and Spain
This article covers how Morningstar Sustainalytics’ Stewardship Team embarked on a field trip in November 2024 to learn how EU industry leaders are navigating the complex challenges of the energy transition.
The EU Omnibus: What the Proposals Mean for Sustainability Reporting Among Companies and Investors
On February 26, 2025, the EU Commission published the omnibus packages on sustainability and investment simplification. This article examines the EU Omnibus and its impact on the CSRD, the CSDDD, and the EU Taxonomy Regulation.
Tapping Into the Rise of No- and Low-Alcohol: Opportunities and Risks for Beer, Wine, and Spirits Companies
This article shows how investors can use Sustainalytics’ ESG Risk Ratings to identify alcohol companies that are focusing on non-alcoholic products and are well positioned to tap into the growing market and offset a potential decline in sales.