Bill Bovingdon
@williambovingdon.substack.com
Sustainable Finance, Green Bonds
Co-Founder Altius, Head of bonds for Australian Ethical, Adjunct Fellow UNSW Business School
Also, Arsenal, St Kilda FC, guitar and fly fishing
Co-Founder Altius, Head of bonds for Australian Ethical, Adjunct Fellow UNSW Business School
Also, Arsenal, St Kilda FC, guitar and fly fishing
The emergency declaration “wasn’t only about immediate danger; it was about buying time to rethink infrastructure, guidance for hunters, and monitoring. His words may resonate uncomfortably beyond the Arctic” - way beyond thaihut.org/10-163997-em...
Emergency declared in Greenland as researchers spot orcas breaching near melting ice shelves
A pod of orcas slices through steel‑grey water at the edge of a Greenland ice shelf that looks… wrong. Too thin. Too broken. Below, a line of bright
thaihut.org
January 11, 2026 at 12:43 AM
The emergency declaration “wasn’t only about immediate danger; it was about buying time to rethink infrastructure, guidance for hunters, and monitoring. His words may resonate uncomfortably beyond the Arctic” - way beyond thaihut.org/10-163997-em...
Basically, we need more trees theconversation.com/we-discovere...
We discovered microbes in bark ‘eat’ climate gases. This will change the way we think about trees
We already knew forests were heavy lifters in reducing climate pollution. New research reveals the tiny microbes in tree bark can also “eat” climate gases.
theconversation.com
January 9, 2026 at 1:05 AM
Basically, we need more trees theconversation.com/we-discovere...
Coal can’t cut it - renewables to the rescue reneweconomy.com.au/record-year-...
reneweconomy.com.au
January 8, 2026 at 10:30 PM
Coal can’t cut it - renewables to the rescue reneweconomy.com.au/record-year-...
This takes aged-based product target market determination (customer suitability) into new dimensions, although the over representation of younger investors in sustainable investment options suggests many have made that connection already!
January 8, 2026 at 4:00 AM
This takes aged-based product target market determination (customer suitability) into new dimensions, although the over representation of younger investors in sustainable investment options suggests many have made that connection already!
Ethics aside, the optimal strategy for older members only assesses the risk of short term climate related impacts on asset values, and the total opposite for the younger cohort (especially if as increasingly the case they end up owning illiquid assets).
January 8, 2026 at 3:58 AM
Ethics aside, the optimal strategy for older members only assesses the risk of short term climate related impacts on asset values, and the total opposite for the younger cohort (especially if as increasingly the case they end up owning illiquid assets).
This seems like a impossible puzzle. How can one portfolio meet the very different investment risk needs of tow cohorts - the, heavily global warming exposed, young members and the less exposed, older members.
January 8, 2026 at 3:55 AM
This seems like a impossible puzzle. How can one portfolio meet the very different investment risk needs of tow cohorts - the, heavily global warming exposed, young members and the less exposed, older members.
Reposted by Bill Bovingdon
The law binds pension funds to a duty of even-handedness. Trustees striving to uphold that principle must confront an Orwellian tension — all members might be equal, but unmanaged climate risks imply some are more equal than others. www.netzeroinvestor.net/news-and-vie...
Climate fiduciaries: part II – the duty of even-handedness
The second instalment of this series on climate-related fiduciary duty explores the duty of even-handedness and its link to climate investing. This crucial fine print of fiduciary rules is at the hear...
www.netzeroinvestor.net
January 8, 2026 at 2:43 AM
The law binds pension funds to a duty of even-handedness. Trustees striving to uphold that principle must confront an Orwellian tension — all members might be equal, but unmanaged climate risks imply some are more equal than others. www.netzeroinvestor.net/news-and-vie...
Custodians of other peoples money can’t afford to direct capital in the absence of credible transition plans. It would be like investing in companies that don’t bother to insure their assets
Capital is already behaving as if a fossil fuel phaseout is underway. Not through headlines or pledges, but through mandates, risk models and capital allocation decisions that quietly reroute money away from assets with declining transition credibility. www.forbes.com/sites/we-don...
January 8, 2026 at 12:54 AM
Custodians of other peoples money can’t afford to direct capital in the absence of credible transition plans. It would be like investing in companies that don’t bother to insure their assets
Reposted by Bill Bovingdon
Australia’s renewable energy sector is entering a pivotal period over the next 12 to 18 months. Here, Intium's Nathan Rhodes lists his renewable energy sector predictions for 2026. #renewables #energytransition #forecast #renewableenergy
Australia's Renewable Energy Outlook 2026
Australia’s renewable energy sector is entering a pivotal period over the next 12 to 18 months. Read more here.
esdnews.com.au
January 8, 2026 at 12:25 AM
Australia’s renewable energy sector is entering a pivotal period over the next 12 to 18 months. Here, Intium's Nathan Rhodes lists his renewable energy sector predictions for 2026. #renewables #energytransition #forecast #renewableenergy
Reposted by Bill Bovingdon
Because Australia gives so much of our gas away for free, Japan gets it so cheap that it makes a profit selling it on to other countries!
Add your name to the call to impose royalties on all gas exported from Australia ✍️ https://nb.australiainstitute.org.au/collect_gas_royalties
Add your name to the call to impose royalties on all gas exported from Australia ✍️ https://nb.australiainstitute.org.au/collect_gas_royalties
January 8, 2026 at 12:08 AM
Because Australia gives so much of our gas away for free, Japan gets it so cheap that it makes a profit selling it on to other countries!
Add your name to the call to impose royalties on all gas exported from Australia ✍️ https://nb.australiainstitute.org.au/collect_gas_royalties
Add your name to the call to impose royalties on all gas exported from Australia ✍️ https://nb.australiainstitute.org.au/collect_gas_royalties
Reposted by Bill Bovingdon
Despite the fact that the world is clearly oversupplied for oil in the coming years, it hasn't put a single dent in enthusiasm for accelerated expansion of new oil projects
The idea that this industry operates on a rational or logical basis is itself irrational...
productiongap.org/2025report/#...
The idea that this industry operates on a rational or logical basis is itself irrational...
productiongap.org/2025report/#...
January 7, 2026 at 10:48 AM
Despite the fact that the world is clearly oversupplied for oil in the coming years, it hasn't put a single dent in enthusiasm for accelerated expansion of new oil projects
The idea that this industry operates on a rational or logical basis is itself irrational...
productiongap.org/2025report/#...
The idea that this industry operates on a rational or logical basis is itself irrational...
productiongap.org/2025report/#...
Yeah the romance and majesty of the tradition is because of the beauty of the snowy mountains. That has to be 1st priority
January 6, 2026 at 11:44 PM
Yeah the romance and majesty of the tradition is because of the beauty of the snowy mountains. That has to be 1st priority
Ferals finally removed theconversation.com/with-thousan...
With thousands of feral horses gone, Kosciuszko’s fragile ecosystems are slowly recovering
With feral horses gone, fragile alpine areas are no longer being trampled by hard hooves. But Kosciuszko’s landscapes will take decades to recover.
theconversation.com
January 6, 2026 at 10:42 PM
Ferals finally removed theconversation.com/with-thousan...
Reposted by Bill Bovingdon
MAJOR 2025 CLIMATE WIN: Despite its claim as the world’s top climate polluter, China is set to exceed its 2035 climate goals!
The country aims to cut climate pollution by 7-10% by expanding renewables, promoting electric vehicles, and achieving overall greenhouse gas reductions.
The country aims to cut climate pollution by 7-10% by expanding renewables, promoting electric vehicles, and achieving overall greenhouse gas reductions.
December 29, 2025 at 7:01 AM
MAJOR 2025 CLIMATE WIN: Despite its claim as the world’s top climate polluter, China is set to exceed its 2035 climate goals!
The country aims to cut climate pollution by 7-10% by expanding renewables, promoting electric vehicles, and achieving overall greenhouse gas reductions.
The country aims to cut climate pollution by 7-10% by expanding renewables, promoting electric vehicles, and achieving overall greenhouse gas reductions.
Reposted by Bill Bovingdon
MAJOR 2025 CLIMATE WIN: Coming into effect on 1 Jan '26, regulations require new Sydney residential buildings to go all-electric, cutting reliance on gas for a healthier, more efficient future.
The move will help Aussies save on energy bills while reducing climate pollution from fossil fuels.
The move will help Aussies save on energy bills while reducing climate pollution from fossil fuels.
December 30, 2025 at 6:22 AM
MAJOR 2025 CLIMATE WIN: Coming into effect on 1 Jan '26, regulations require new Sydney residential buildings to go all-electric, cutting reliance on gas for a healthier, more efficient future.
The move will help Aussies save on energy bills while reducing climate pollution from fossil fuels.
The move will help Aussies save on energy bills while reducing climate pollution from fossil fuels.
Reposted by Bill Bovingdon
MAJOR 2025 CLIMATE WINS: South Korea, one of Australia’s biggest coal customers, pledged to close all coal-fired power plants by 2040, signalling a major shift toward clean energy.
This move highlights the opportunity for Australia to accelerate renewable progress!
This move highlights the opportunity for Australia to accelerate renewable progress!
December 31, 2025 at 5:48 AM
MAJOR 2025 CLIMATE WINS: South Korea, one of Australia’s biggest coal customers, pledged to close all coal-fired power plants by 2040, signalling a major shift toward clean energy.
This move highlights the opportunity for Australia to accelerate renewable progress!
This move highlights the opportunity for Australia to accelerate renewable progress!
Reposted by Bill Bovingdon
Climate pollution is increasing the intensity & frequency of heatwaves in Australia. Heatwaves are becoming hotter, lasting longer & occurring more often.
With temperatures at and over 40°C this week, many of us will be feeling the impacts of global heating.
www.news.com.au/national/sco...
With temperatures at and over 40°C this week, many of us will be feeling the impacts of global heating.
www.news.com.au/national/sco...
www.news.com.au
January 5, 2026 at 3:34 AM
Climate pollution is increasing the intensity & frequency of heatwaves in Australia. Heatwaves are becoming hotter, lasting longer & occurring more often.
With temperatures at and over 40°C this week, many of us will be feeling the impacts of global heating.
www.news.com.au/national/sco...
With temperatures at and over 40°C this week, many of us will be feeling the impacts of global heating.
www.news.com.au/national/sco...
Reposted by Bill Bovingdon
“Royal commissions are not inherently better at uncovering truth or delivering reform than other forms of inquiry.”
www.smh.com.au/national/roy...
www.smh.com.au/national/roy...
Royal commissions are often used to buy time, not create change
The hardest part of any inquiry is not uncovering the truth; it is acting on it, as experience has shown.
www.smh.com.au
January 5, 2026 at 12:16 AM
“Royal commissions are not inherently better at uncovering truth or delivering reform than other forms of inquiry.”
www.smh.com.au/national/roy...
www.smh.com.au/national/roy...
Reposted by Bill Bovingdon
This is a good piece summing up why Venezuela's oil is at least a partial real factor in what happened over the past few days, beyond just 'big reserves'.
Some big US oil majors aren't exactly thrilled but the industry itself never found a dirty, inefficient project it couldn't get subsidised....
Some big US oil majors aren't exactly thrilled but the industry itself never found a dirty, inefficient project it couldn't get subsidised....
Why is Donald Trump so interested in Venezuela's oil?
US is the world's biggest oil producer by a country mile - but that's light crude oil, meaning it is still totally dependent on trade to meet its demands for heavy oil. And that brings us to Venezuela
news.sky.com/story/how-m...
US is the world's biggest oil producer by a country mile - but that's light crude oil, meaning it is still totally dependent on trade to meet its demands for heavy oil. And that brings us to Venezuela
news.sky.com/story/how-m...
Why is Donald Trump so interested in Venezuela's oil?
The US is the world's biggest oil producer by a country mile - but that's light crude oil, meaning it is still totally dependent on trade to meet its demands for heavy oil. And that brings us to Venezuela.
news.sky.com
January 4, 2026 at 10:40 AM
This is a good piece summing up why Venezuela's oil is at least a partial real factor in what happened over the past few days, beyond just 'big reserves'.
Some big US oil majors aren't exactly thrilled but the industry itself never found a dirty, inefficient project it couldn't get subsidised....
Some big US oil majors aren't exactly thrilled but the industry itself never found a dirty, inefficient project it couldn't get subsidised....
Grid gets greater reneweconomy.com.au/last-of-1500...
reneweconomy.com.au
January 4, 2026 at 7:04 AM
Grid gets greater reneweconomy.com.au/last-of-1500...
Meanwhile, wiser countries use fossil fuel taxes to set up sovereign wealth funds to give free uni in preparation for finding new export industries to replace the dying fossil fuel ones
“In Australia, we subsidize the fossil fuel industry, and we charge our kids a fortune to go to uni.” - Australia Institute co-CEO Richard Denniss.
Add your name to the call and demand the gas industry pays its fair share: https://nb.australiainstitute.org.au/increase_the_prrt
Add your name to the call and demand the gas industry pays its fair share: https://nb.australiainstitute.org.au/increase_the_prrt
January 3, 2026 at 1:00 AM
Meanwhile, wiser countries use fossil fuel taxes to set up sovereign wealth funds to give free uni in preparation for finding new export industries to replace the dying fossil fuel ones
Reposted by Bill Bovingdon
Cars kill us
99% road deaths due to cars
But 1 in 3 road deaths pedestrians & cyclists
Bigger cars kill more peeps in cars
And kill more of us not in a vehicle
Big cars rate poorly in vulnerable user protection
They don't have to
Why are unsafe cars even licensable?
bsky.app/profile/prof...
99% road deaths due to cars
But 1 in 3 road deaths pedestrians & cyclists
Bigger cars kill more peeps in cars
And kill more of us not in a vehicle
Big cars rate poorly in vulnerable user protection
They don't have to
Why are unsafe cars even licensable?
bsky.app/profile/prof...
January 2, 2026 at 12:41 AM
Cars kill us
99% road deaths due to cars
But 1 in 3 road deaths pedestrians & cyclists
Bigger cars kill more peeps in cars
And kill more of us not in a vehicle
Big cars rate poorly in vulnerable user protection
They don't have to
Why are unsafe cars even licensable?
bsky.app/profile/prof...
99% road deaths due to cars
But 1 in 3 road deaths pedestrians & cyclists
Bigger cars kill more peeps in cars
And kill more of us not in a vehicle
Big cars rate poorly in vulnerable user protection
They don't have to
Why are unsafe cars even licensable?
bsky.app/profile/prof...
Reposted by Bill Bovingdon
There are so many documented instances of fossil fuel suppliers, directly, openly and aggressively lobbying to create demand for their product. They spend billions globally on advertising! And lobbying! WTF do we think that is for, folks
Great ACCR study: Shell actively lobbies to increase demand for the stuff it sells, even though using more of it causes more destruction and damage to our lives.
ie: Suppliers create demand. And so putting a leash on supply is vital for climate.
www.accr.org.au/research/com...
ie: Suppliers create demand. And so putting a leash on supply is vital for climate.
www.accr.org.au/research/com...
December 28, 2025 at 7:51 PM
There are so many documented instances of fossil fuel suppliers, directly, openly and aggressively lobbying to create demand for their product. They spend billions globally on advertising! And lobbying! WTF do we think that is for, folks
Reposted by Bill Bovingdon
Cheap Solar replaces unreliable coal and is Transforming Lives and Economies Across Africa www.nytimes.com/2025/12/30/c...
Cheap Solar Is Transforming Lives and Economies Across Africa
www.nytimes.com
December 31, 2025 at 12:00 AM
Cheap Solar replaces unreliable coal and is Transforming Lives and Economies Across Africa www.nytimes.com/2025/12/30/c...