This edition highlights thematic research on the impact of ESG considerations on credit markets and the growth of sustainable finance globally. The financial system continues to evolve to meet demand for more sophisticated ESG products. Social issues continue to be a hot topic for government issuers.

In this video, James Leaton, VP-Senior Credit Officer, ESG, outlines Moody’s approach to analysing stranded asset risk in the coal value chain. He considers the different ways stranding can play out for regulated and unregulated utilities, as well as the coal mining sector.

At Moody’s, we seek to incorporate social considerations, where meaningful, into our credit analysis. In this video, we define the term 'social' from a credit perspective, and discuss the associated risks and opportunities that are most relevant to the fundamentals of non-governmental private sector issuers.

John Thieroff, Vice President at Moody’s Investors Service, discusses key points from our recently published report covering the challenges facing the auto sector due to carbon transition. Carmakers will need to be adaptive as passenger vehicle electrification evolves alongside advancing autonomous vehicle technology.