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Here's Why ESG Isn't Dead Yet

2025/2/14

Here's Why

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Stephen Carroll

Tasneem Brogger

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Stephen Carroll: ESG规则旨在改善世界，但概念模糊且在美国已成为政治议题。欧洲对ESG监管的反应更多是针对无休止的法规，而非像美国那样出于意识形态。企业可持续发展报告指令（CSRD）对公司的数据报告要求引发了关注。欧盟承认需要对ESG法规进行调整，但仍致力于其绿色协议，并认为可持续性对欧洲的商业至关重要。欧盟经过多年的共识建立才制定这些规则，因此不会轻易放弃。欧盟制定的规则往往会对其边界之外产生影响。 Tasneem Brogger: 德国和法国抱怨ESG监管负担过重，影响了经济竞争力，主要抱怨是CSRD法规涵盖了太多公司，尤其是那些规模太小而无法承担合规成本的公司。越来越多的国家承认需要对ESG法规进行调整。美国对ESG的反对更多是出于意识形态，而欧洲更关注保护中小企业，目标是不让过多的报告要求给经济增长的驱动力带来负担。欧盟委员会将通过一揽子计划处理CSRD、CSDD和分类法规。CSDD法规因公司价值链受到审查以及可能因供应链中的人权侵犯而承担法律责任而引发了一些抱怨。预计欧盟将对ESG法规进行调整，以保护中小企业并简化数据要求。针对在欧盟有客户的公司，欧盟的法规会要求他们必须遵守，这引起了美国公司对欧盟的ESG监管感到不满，并要求暂停或豁免。美国可能会利用贸易手段来对抗欧洲的ESG法规。

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The podcast discusses the current state of ESG (Environmental, Social, and Governance) regulations, noting a shift in attitude from businesses. In Europe, the concern is more about the regulatory burden, while in the US, it's a political issue driven by the anti-woke movement and the Republican Party.

Shift in business attitudes towards ESG regulation
Different dynamics in the US and Europe regarding ESG
Regulatory fatigue in Europe

Shownotes Transcript

Environmental, social and governance rules have come under additional pressure since the election of Donald Trump as US President. American businesses have also called for the European Union to roll back its ESG regulations, and France and Germany have indicated they want changes too. But how far will these efforts go? Our Managing Editor for ESG Investing, Tasneem Brogger, joins host Stephen Carroll to discuss.

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Here's Why

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Here's Why ESG Isn't Dead Yet