Sustainability Wire: Mainstreaming Sustainability: News & Content Highlights from Equity Research

Research evidence excerpt

Sustainability Wire: Mainstreaming Sustainability: News & Content Highlights from Equity Research

Jean-Xavier Hecker AC Europe Equity Research

(33-1) 4015 4472 31 July 2026 J P M O R G A N

jean-xavier.hecker@jpmorgan.com

The UK’s energy regulator Ofgem is proposing new rules requiring substantial

upfront fees and stricter milestones for data center projects seeking grid connections of

at least 40 megawatts, aiming to prevent speculative projects from occupying limited

network capacity and ensure only serious developments proceed. Bloomberg

The California Air Resources Board has postponed its emissions reporting deadline

for companies from August to November 2026, with proposed regulatory modifications

open for comment. RI

Japan is proposing to raise the threshold for submitting shareholder proposals,

requiring investors to hold at least 1% of voting rights, which will sharply reduce the

number of eligible shareholders and minority proposals (potentially by 80%).

Legislation is expected by 2028, signaling a shift toward prioritizing corporate interests

over shareholder rights. Minerva

Japan’s Government Pension Investment Fund (GPIF) will conduct stewardship

assessments of asset managers this year, evaluating their engagement activities,

integration of investment and stewardship, and use of IT infrastructure including

artificial intelligence, with a focus on measuring engagement outcomes and monitoring

responses to climate-related initiatives and regulatory changes. RI

China started publishing a price index for green electricity certificates, based on

national trading data since January 2025, to encourage greater renewable power use

among industrial and commercial users and provide insight into green power market

dynamics. Bloomberg