Fossil fuel divestment - A Shareholder perspective

12/2015
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Sustainalytics

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  • Six of the world’s 10 largest oil, gas and coal companies are more than 33% owned by PRI signatories. These companies, which include ExxonMobil, may face increased support for climate change shareholder resolutions going forward.
  • Royal Dutch Shell and BHP Billiton are more than 4% owned by investors that have committed to the Montreal Pledge or Portfolio Decarbonization Coalition. These companies may face heightened scrutiny from their investors on divestment risks.
  • While divestment is unlikely to cause permanent share price effects, it could have indirect financial implications for fossil fuel companies, including negative impacts on firm reputation, recruitment capabilities and bargaining power.

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Anglais