Antonios Panagiotopoulos specializes in environmental, social and governance risk and performance analysis of listed equities in the energy sector. Additionally, he is a member of the MSCI committee focused on carbon methodology and conducts research on climate-related data and solutions. Antonios has extensive experience in energy — and specifically the refining, petrochemical and shipping segments — in previous positions in London and Houston. He holds an M.S. in energy trade and finance from Bayes Business School in London and a B.A. degree in international relations and law from the University of the Aegean.
Research and Insights
Articles by Antonios Panagiotopoulos
The Five Stories of ESG: A Recap EpisodePodcast | Oct 20, 2023 |
This week, we are returning to five stories we have already covered to see what progress has been made (if any!): The Adani Group and its attempt to address a short seller report that questioned the group’s governance that led to a massive loss in market share; the United Auto Workers strikes and the continued struggle in the auto industry; the Inflation Reduction Act and the trillions of dollars of capital is supports; what the EPA’s methane rule has done for the gas industry in the US; and how Exxon has changed after having three seats of its 12 member board taken by over by Engine No. 1, an activist investor worried about carbon emissions.
Assessing Science-Based Corporate Climate Target-SettingResearch Report | Jun 9, 2023 |
Companies are increasingly setting climate targets, but who’s keeping an eye on them? Using key indicators recommended by SBTi and GFANZ, we present a framework to assess whether firms are taking the necessary steps to achieve their targets.
Did Low-Carbon-Transition Strategies Differentiate Energy Companies?2 mins read Quick Take | Feb 2, 2023 |
While the energy crisis has boosted the energy sector overall, individual company performance has varied markedly. Our analysis shows that businesses with above-average strategies to manage a low-carbon transition outperformed.
Do Record Profits Change Oil?Podcast | Jan 13, 2023 |
As energy prices surged, oil and gas companies reported record profits in 2022. We discuss where this profit bonanza will end up and whether any of it will help the energy industry to transition away from fossil fuels.
Carbon Footprinting’s Giant Step ForwardPodcast | Jun 30, 2022 |
The world of climate emissions’ measurement and reporting continues to be a moving target, and institutional investors face a number of obstacles. We explore these challenges, the important role of regulation and the Partnership for Carbon Accounting Financials (PCAF) standard.
Baby Formula Crisis and Australia Goes GreenPodcast | May 27, 2022 |
Abbott Laboratories is having to answer difficult questions after the F.D.A found its Michigan plant to be “egregiously unsanitary.” The plant closed after four infants became ill and two died after consuming Abbott’s baby formula that was made at the plant leading to a national formula shortage. We discussed what happened and why product quality and safety is such a key issue in ESG analysis. Then, we discussed the Australia election results which were heavily influenced by climate change concerns.
SEC Climate Disclosure: Targeting Standardization5 mins read Blog | May 17, 2022 |
The SEC has proposed new requirements for U.S.-listed companies to disclose information on climate-related risks. We believe the framework may represent an opportunity to facilitate the transparency and standardization of climate-related goals.
ESG and the Invasion of UkrainePodcast | Mar 4, 2022 |
Russia’s invasion of Ukraine has triggered a humanitarian crisis, international sanctions and raised Europe’s geopolitical stakes. For investors, it’s shown how ESG can add deeper dimensions to their questions and decisions. Whether it’s about drilling into the relationships between Europe’s oil majors and Russia, or Facebook taking on misinformation, or the social ripples created by fleeing refugees – we’ll get into all of it and more.
Breaking Down Real Estate Net-Zero TargetsResearch Report | Feb 18, 2022 |
To address climate change, leading real estate funds and companies around the world are setting decarbonization and net-zero targets.
Climatepalooza Pt. 1Podcast | Sep 24, 2021 |
It is climate week this week in New York city. So, we decided to throw a climatepalooza for you all by examining the climate plans of three companies in the most the most pollutive industries. In this episode, we give you a roadmap for the climate plans that have been coming out this week and tell you what to pay attention to as you sort through a company’s emissions reduction plan.
It is Scorching in Seattle and Overdraft Fees are SO 2020Podcast | Jul 2, 2021 |
A record-breaking heat bubble over the Pacific Northwest reminds us of the challenges that climate change holds in store. For North American oil pipelines, grassroots campaigns are leveraging global climate concerns to drive successful opposition to new pipeline projects. And in the aftermath of the COVID-19 pandemic, Ally Bank’s decision to scrap overdraft fees has raised interesting questions for the age-old banking industry in a time of rising inequality.
Breaking Down Corporate Net-Zero Climate TargetsResearch Report | May 24, 2021 |
Companies are increasingly setting “net-zero” climate targets. In this guide, we offer an analytical framework to assess decarbonization targets, including net-zero targets. We find that it is not always easy to make valid comparisons.
A Major Step Forward for Scope 3 Carbon EmissionsResearch Report | Oct 1, 2020 |
Reporting on Scope 3 emissions continues to raise challenges for companies and institutional investors due to poor disclosure, data incompleteness and high volatility. Yet, these indirect upstream and downstream emissions tend to represent the largest share of a company’s – or a portfolio’s – total emissions. This report highlights the importance of comparable Scope 3 estimates when managing climate change risks facing investment portfolios.