17/05/2023
2 minute read
Dominic Webb writes on AFII's review of Carlyle-backed Nobian's reporting on its SLBs, and whether the chemical company is accounting for its full carbon footprint: https://www.responsible-invest...
Nobian has released its 2022 sustainability report, showing a significant drop in emissions.
In this report, we consider the possible implications of a “thematic default” by Nobian or PPC.
Bond pricing suggests investors have not noticed probability of step-up or have discounted it, even after report pointing it out
In this report, we detail the potential sale of Dalrymple to Queensland.
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