Katana VentraIP

Fossil fuel divestment

Fossil fuel divestment or fossil fuel divestment and investment in climate solutions is an attempt to reduce climate change by exerting social, political, and economic pressure for the institutional divestment of assets including stocks, bonds, and other financial instruments connected to companies involved in extracting fossil fuels.[2]

Not to be confused with Fossil fuel phase-out.

Fossil fuel divestment campaigns emerged on college and university campuses in the United States in 2011 with students urging their administrations to turn endowment investments in the fossil fuel industry into investments in clean energy and communities most impacted by climate change.[3] In 2012, Unity College in Maine became the first institution of higher learning to divest[4] its endowment from fossil fuels.


By 2015, fossil fuel divestment was reportedly the fastest growing divestment movement in history.[5] As of July 2023, more than 1593 institutions with assets totalling more than $40.5 trillion in assets worldwide had begun or committed some form of divestment of fossil fuels.[6]

Effects of divestment[edit]

Stigmatization of fossil fuel companies[edit]

A study by the Smith School of Enterprise and the Environment at the University of Oxford found that the stigmatisation of fossil fuel companies caused by divestment can "materially increase the uncertainty surrounding the future cash flows of fossil-fuel companies."[37] That, in turn, "can lead to a permanent compression in the trading multiples – e.g., the share price to earnings (P/E) ratio of a target company."[37]


The study also says that:

Legal cases[edit]

In November 2014, a group of seven undergraduate, graduate, and law students filed a lawsuit at the Suffolk County Superior Court against the president and fellows of Harvard College and others for "mismanagement of charitable funds" and "intentional investment in abnormally dangerous activities" in relation to Harvard's investments in fossil-fuel companies.[42] In March 2015, the superior court granted Harvard's motion to dismiss. The superior judge wrote: "Plaintiffs have brought their advocacy, fervent and articulate and admirable as it is, to a forum that cannot grant the relief they seek."[43]


In early 2021, students at Harvard and Boston College filed complaints with the Massachusetts Attorney General asserting that fossil fuel investments represented a breach of state laws governing fiduciary duty.[44] In September, Harvard committed to divestment, explicitly citing its fiduciary obligations in the process.[36]

Reaction from the fossil-fuel industry[edit]

In October 2014, ExxonMobil stated that the fossil-fuel divestment was "out of step with reality" and that "to not use fossil fuels is tantamount to not using energy at all, and that's not feasible."[17]


In March 2014, John Felmy, the chief economist of the American Petroleum Institute, stated that the movement to divest from fossil-fuel companies "truly disgusts me" and stated that academics and campaigners who support divestment are misinformed, uninformed or liars. Felmy particularly criticized the environmentalist and author Bill McKibben.[45]


The World Coal Association has pointed out that divesting from the fossil fuel industry does not necessarily result in a reduction of demand for fossil fuels, rather it would result in environmentally conscious investors losing influence over the operation of those companies. Benjamin Sporton, the acting chief executive of the World Coal Association in 2013, claims that coal has been the fastest growing energy source over the last decade and is an important raw material for steel and cement in developing countries.[46]

Exponential growth into a global divestment movement[edit]

From half a dozen college campuses in 2011, calling on their administrations to divest endowments from coal and other fossil fuels and invest in clean energy and "just transition" strategies to empower those most impacted by environmental degradation and climate change, the campaign had spread to an estimated 50 campuses in spring 2012.[47] By September 2014, 181 institutions and 656 individuals had committed to divest over $50 billion.[13] One year later, by September 2015, the numbers had grown to 436 institutions and 2,040 individuals across 43 countries, representing $2.6 trillion in assets, of which 56% were based on the commitment of pension funds and 37% of private companies.[47] By April 2016, already 515 institutions had joined the pledge, of which 27% faith-based groups, 24% foundations, 13% governmental organisations, 13% pension funds and 12% colleges, universities and schools, representing, together with the individual investors, a total of $3.4 trillion in assets.[48] In April 2020, the number of institutions had grown to 1192, with a total combined asset value of $14,14 trillion.[49] As of July 2023, more than 1593 institutions with assets totalling more than $40.5 trillion in assets worldwide had begun or committed some form of divestment of fossil fuels.[6]

Groups involved in divestment campaigns[edit]

People & Planet[edit]

In 2006, the UK-based student campaign network People & Planet launched the Ditch Dirty Development campaign which was an early progenitor to the later divestment campaigns by students in the US and UK. This campaign targeted initially UK government funding for fossil fuel projects and later, alongside PLATFORM and BankTrack, targeted banks like RBS over their funding of oil and gas projects.[50] The campaign is no longer active.

Ed Davey

[135]

Leonardo DiCaprio

Bianca Jagger

Barack Obama

Yotam Ottolenghi

Tilda Swinton

Cambridge, Northampton, Provincetown and Truro, Massachusetts – by 2014, city councils or town meetings in these municipalities passed resolutions calling on pension managers to divest from fossil fuels.[148]

Amherst

 – in October 2013, after several rounds of consideration, the city council voted 9–2 to approve a nonbinding resolution requesting that the City of Ann Arbor Employees' Retirement System board cease new investments in the top 100 coal and top 100 gas and oil extraction companies and divest current such investments within five years.[149]

Ann Arbor, Michigan

 – in 2013, the City Council voted to adopt an official policy of divesting from city funds from direct ownership of publicly traded fossil-fuel companies; the city aims to complete the divestment process within the next five years.[150]

Berkeley, California

— In November 2021, the Boston City Council voted unanimously to fully divest city funds from the fossil fuel industry by 2025. The ordinance will cover all city treasury investments, including infrastructure. However, pension investment will not be covered, as they are governed by state law.[151]

Boston, Massachusetts

 – in December 2014, the Burlington City Council unanimously approved conducting the study of possible divestment from major fossil-fuel companies. A task force of city councilors, retirement board members, public employee representatives and others was appointed to research the proposal and make recommendations for the city's retirement board within one year.[152]

Burlington, Vermont

 – in April 2019, Mayor Michael Hancock announced that the City and County of Denver would divest its fossil fuel interests.[153]

Denver, Colorado

 – the City Council unanimously voted in January 2014 to take up the fossil-fuel issue at a future meeting.[154]

Eugene, Oregon

 – in 2013, Mayor Svante Myrick stated that the city did not have any investments in fossil fuels and would not make any such investment for as long as he was mayor. Myrick also encouraged the pension funds of the New York State and Local Retirement System, overseen by the Office of the New York State Comptroller, to divest.[155]

Ithaca, New York

 – in July 2013, the city adopted a resolution declaring that it is the policy of the City of Madison not to invest in fossil-fuel companies. The resolution does not apply to the Madison Metropolitan School District (whose cash balances the city invests) or two municipal mutual insurance corporations of which the city is part-owner. Mayor Paul Soglin and the majority of city council members introduced the resolution.[156][157]

Madison, Wisconsin

 – in June 2021, the Maine Legislature voted to pass L.D. 99, 80–57 in the House and 18–15 in the Senate along party lines, mandating that the state government and pension fund divest from fossil fuel companies by January 2026. This comes out to $70 million and $1.2 billion respectively. This makes Maine the first US state to mandate such a divestment.[158]

Maine

 – in January 2018, New York City announced it will divest US$5 billion from fossil fuels interests over the next five years. In addition, the city is filing lawsuits against BP, ExxonMobil, Chevron, ConocoPhillips and Shell for costs the city faces in relation to climate change.[159]

New York City

 – in June 2013, the City Council voted 11–1 to enact a resolution directing the city's board of investment commissioners to divest from the world's largest coal, oil and gas companies within five years, and to not make any new investments in such firms.[160]

Providence, Rhode Island

 – in 2013, the Board of Supervisors unanimously passed nonbinding resolution urging managers of San Francisco Employees' Retirement System to divest from fossil fuels; in March 2015, the board of the retirement system voted to begin "level-two engagement", a step toward divestment.[161][162]

San Francisco, California

 – committed to divestment in 2013 and completed its divestment (of about $700,000) within one year.[163]

Santa Monica, California

 – Mayor pledged to divest in 2012, but city and pension fund have not completed process.[164][165]

Seattle, Washington

 – The city's retirement board voted in 2017 to move 4.5% of its portfolio into a fund that does not include fossil fuel companies. Shortly thereafter, the divestment action was blocked by the state's public pension oversight board on the grounds of fiduciary responsibility (although a 2019 analysis found that the divested version of the fund would have had a substantially higher return than the fund that included fossil fuels).[166] Since then, efforts to allow home rule petitions and a state bill giving Massachusetts towns greater control over divestment actions continue.[167]

Somerville, Massachusetts

 – in June 2016, the City Council along with DC Divest announced that the District's $6.4 billion retirement fund had divested from direct holdings in the top 200 fossil fuel companies in the world.[168]

Washington, D.C.

Laskowska, Anna (2017). .

The green bond as a prospective instrument of the global debt market

Rowe, James; Dempsey, Jessica; Gibbs, Peter (July 2016). (PDF). Winnipeg, Canada: ARP. Retrieved 17 April 2018.

The Power of Fossil Fuel Divestment (And Its Secret)

Global Coal Exit List

by Stand.earth

Global Divestment Commitments Database

A podcast series recording the process of The Guardian newspaper organising its divestment campaign 'Keep it in the ground'.