Graham Sinclair
@esgarchitect.bsky.social
Long term investor. Sustainable investment strategist. Adjunct professor.
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
I walk therefore I am.
#sustainability #strategy #investment #cdr
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
I walk therefore I am.
#sustainability #strategy #investment #cdr
Pinned
Graham Sinclair
@esgarchitect.bsky.social
· Dec 16
Grey weather on the Mainline today. I grieve the crossing over of Charles Handy, the philosopher and business thinker.
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
Reposted by Graham Sinclair
👀 If the NYC pension boards adopt the @nyccomptroller.bsky.social recommendations and move BlackRock's $42B mandate to other asset managers, it could be one of the most consequential climate-related actions ever taken by a pension fund in the US or anywhere in the world.
Today I’m recommending that NYC’s pension fund boards drop BlackRock and 2 other (out of 49) public markets asset managers due to inadequate decarbonization plans.
Climate risk is financial risk – we need asset managers who will invest responsibly.🧵
www.bloomberg.com/news/article...
Climate risk is financial risk – we need asset managers who will invest responsibly.🧵
www.bloomberg.com/news/article...
NYC’s Lander Recommends Dropping $42 Billion BlackRock Mandate
New York City Comptroller Brad Lander is urging three of the city’s pension funds to drop BlackRock Inc. because of “inadequate” climate plans, the latest move to penalize investment firms for failing...
www.bloomberg.com
November 26, 2025 at 6:09 PM
👀 If the NYC pension boards adopt the @nyccomptroller.bsky.social recommendations and move BlackRock's $42B mandate to other asset managers, it could be one of the most consequential climate-related actions ever taken by a pension fund in the US or anywhere in the world.
Reposted by Graham Sinclair
After a speeding semitruck killed his son, Gary Wilburn and his wife spent decades advocating for mandated speed limiters in trucks.
DOT proposed a rule to do just that.
Then Trump appointees stepped in, killing the proposed regulation.
DOT proposed a rule to do just that.
Then Trump appointees stepped in, killing the proposed regulation.
How Trump’s Transportation Department Is Loosening Safety Rules Meant to Protect the Public
ProPublica has identified dozens of instances in which the Trump administration’s DOT has moved to cut, soften or delay safety regulations for cars, trucks, planes, trains and even oil pipelines. Expe...
www.propublica.org
November 28, 2025 at 2:00 AM
After a speeding semitruck killed his son, Gary Wilburn and his wife spent decades advocating for mandated speed limiters in trucks.
DOT proposed a rule to do just that.
Then Trump appointees stepped in, killing the proposed regulation.
DOT proposed a rule to do just that.
Then Trump appointees stepped in, killing the proposed regulation.
Reposted by Graham Sinclair
We can expect to see more and more of this over the next couple of decades.
“The year featured a record number of violent incidents over water around the world, far surpassing the 355 in 2023, continuing a steeply rising trend. The violence more than quadrupled in the last five years.” www.latimes.com/environment/...
Violent conflict over water hit a record last year
Violence over water is on the rise worldwide. Researchers counted a record 420 incidents of conflict in 2024, many in Ukraine and the Middle East.
www.latimes.com
November 27, 2025 at 9:00 PM
We can expect to see more and more of this over the next couple of decades.
Good news.
Orbital eyes.
Local consequences.
Orbital eyes.
Local consequences.
Countless cameras gaze down on the Earth as they speed around their orbits, indifferent to the power their images might hold. In Malaysian Borneo, such images have revealed violations of sustainability rules, halting palm oil clearing in a victory for Indigenous activists.
tinyurl.com/22m98z62
tinyurl.com/22m98z62
November 27, 2025 at 7:14 AM
Good news.
Orbital eyes.
Local consequences.
Orbital eyes.
Local consequences.
Reposted by Graham Sinclair
Two National Guardsmen were shot in Washington, D.C.
Democrats immediately express their sympathy for the victims and their families.
Republicans immediately spread conspiracy theories to blame Democrats for the shooting.
Anyone still believe both parties are the same?
Democrats immediately express their sympathy for the victims and their families.
Republicans immediately spread conspiracy theories to blame Democrats for the shooting.
Anyone still believe both parties are the same?
November 26, 2025 at 9:41 PM
Two National Guardsmen were shot in Washington, D.C.
Democrats immediately express their sympathy for the victims and their families.
Republicans immediately spread conspiracy theories to blame Democrats for the shooting.
Anyone still believe both parties are the same?
Democrats immediately express their sympathy for the victims and their families.
Republicans immediately spread conspiracy theories to blame Democrats for the shooting.
Anyone still believe both parties are the same?
A Thanksgiving tastes better knowing we are showing up, and knowing we will earn a better future.
November 27, 2025 at 6:57 AM
A Thanksgiving tastes better knowing we are showing up, and knowing we will earn a better future.
Reposted by Graham Sinclair
Big corporations like Exxon Mobil are literally begging the Supreme Court to bail them out. They’re claiming that being forced to publish their emissions data violates their precious 1st Amendment “free speech” rights.
November 25, 2025 at 5:15 PM
Big corporations like Exxon Mobil are literally begging the Supreme Court to bail them out. They’re claiming that being forced to publish their emissions data violates their precious 1st Amendment “free speech” rights.
Reposted by Graham Sinclair
"Imagine you stole all of the intellectual property in the world. And you're using it to help people write middling emails and make revenge porn about women, and also children. And you're powering this plagiarism and non-consensual porn machine by eating up what's left of humanity's carbon budget."
How to explain AI to your family this holiday season | CNN Business
Politics, football and movies are among the many topics that tend to come up around Thanksgiving. In 2025, a new question may arise at the table: Why the heck is everyone talking about AI, and what sh...
www.cnn.com
November 27, 2025 at 4:04 AM
"Imagine you stole all of the intellectual property in the world. And you're using it to help people write middling emails and make revenge porn about women, and also children. And you're powering this plagiarism and non-consensual porn machine by eating up what's left of humanity's carbon budget."
Reposted by Graham Sinclair
Wanna see what a real traitor looks like? Here you go.
Witkoff is advising Russia how to get they want at the expense of both the United States and Ukraine.
Witkoff is advising Russia how to get they want at the expense of both the United States and Ukraine.
November 26, 2025 at 7:58 PM
Wanna see what a real traitor looks like? Here you go.
Witkoff is advising Russia how to get they want at the expense of both the United States and Ukraine.
Witkoff is advising Russia how to get they want at the expense of both the United States and Ukraine.
Reposted by Graham Sinclair
Why? Why is Trump doing this?
She packed for Thanksgiving. She ended up deported. No person should be in fear while traveling this holiday season. 💔
Every family deserves to be together, always. #FamiliesBelongTogether
Every family deserves to be together, always. #FamiliesBelongTogether
November 27, 2025 at 3:32 AM
Why? Why is Trump doing this?
Reposted by Graham Sinclair
Want a state-of-the-art explainer on the big changes occurring in the Antarctic?
Check out this recent briefing, delivered to COP30 @iccinet.bsky.social
Very much designed for the non-expert, so don't be afraid to dip in!
www.youtube.com/live/YjYkKvw... 1/2
Check out this recent briefing, delivered to COP30 @iccinet.bsky.social
Very much designed for the non-expert, so don't be afraid to dip in!
www.youtube.com/live/YjYkKvw... 1/2
Policy Briefing: Emerging Evidence of Abrupt Changes in the Antarctic Environment
YouTube video by International Cryosphere Climate Initiative
www.youtube.com
November 27, 2025 at 2:42 AM
Want a state-of-the-art explainer on the big changes occurring in the Antarctic?
Check out this recent briefing, delivered to COP30 @iccinet.bsky.social
Very much designed for the non-expert, so don't be afraid to dip in!
www.youtube.com/live/YjYkKvw... 1/2
Check out this recent briefing, delivered to COP30 @iccinet.bsky.social
Very much designed for the non-expert, so don't be afraid to dip in!
www.youtube.com/live/YjYkKvw... 1/2
Thank you, agriculture works, and all hands along the cold chain.
As you’re preparing for your Thanksgiving meal, remember the skilled work it took to get that food to your grocery store.
Tell us your favorite Thanksgiving dish, and we can share some of what we know about the work behind the ingredients.
Tell us your favorite Thanksgiving dish, and we can share some of what we know about the work behind the ingredients.
November 27, 2025 at 4:33 AM
Thank you, agriculture works, and all hands along the cold chain.
Reposted by Graham Sinclair
Republican Congressman Don Bacon slammed U.S. envoy Steve Witkoff. “If he were a paid Russian agent, would he be doing anything differently? He must be removed.” Congressman Brian Fitzpatrick added, “These secret side shows need to end. Let Secretary Rubio handle this with fairness and objectivity.”
November 26, 2025 at 8:27 AM
Republican Congressman Don Bacon slammed U.S. envoy Steve Witkoff. “If he were a paid Russian agent, would he be doing anything differently? He must be removed.” Congressman Brian Fitzpatrick added, “These secret side shows need to end. Let Secretary Rubio handle this with fairness and objectivity.”
Reposted by Graham Sinclair
This is something to be thankful for.
'Salmon everywhere' one year after Klamath River dam removals
A year after the tribal-led demolition of four dams, water temperatures are down, parasitic bacteria are down, and salmon are reaching "every nook and cranny" of their former range.
open.substack.com
November 26, 2025 at 10:12 PM
This is something to be thankful for.
Reposted by Graham Sinclair
This is true. It is the best email I got this year.
November 26, 2025 at 9:50 PM
This is true. It is the best email I got this year.
Reposted by Graham Sinclair
A supposed dormant volcano erupts in Ethiopia after being inactive for at least 12.000 years.
www.scientificamerican.com/article/hayl...
www.scientificamerican.com/article/hayl...
November 26, 2025 at 6:44 PM
A supposed dormant volcano erupts in Ethiopia after being inactive for at least 12.000 years.
www.scientificamerican.com/article/hayl...
www.scientificamerican.com/article/hayl...
Reposted by Graham Sinclair
The Russians are subhuman
Another horrific drone safari attack in Kherson has killed a mother and her child.
The 34 year old woman and her daughter, aged 6, died when a drone dropped explosives on their car in the Korabelny district.
The driver, a 50 year old man, is in hospital with injuries.
The 34 year old woman and her daughter, aged 6, died when a drone dropped explosives on their car in the Korabelny district.
The driver, a 50 year old man, is in hospital with injuries.
November 26, 2025 at 11:02 PM
The Russians are subhuman
Reposted by Graham Sinclair
RT @tjradcliffe.bsky.social Meanwhile, Canada is doubling down on legacy tech that will become the stranded assets of our children's generation because doing otherwise would require leadership rather than just acquiescing to the major stakeholders in the obsolete status quo
bsky.app/profile/70sb...
bsky.app/profile/70sb...
“China is now making more money from exporting green technology than America makes from exporting fossil fuels. This trend will continue simply because renewables are cheap.”
Gift link: China’s clean-energy revolution will reshape markets and politics
www.economist.com/leaders/2025...
Gift link: China’s clean-energy revolution will reshape markets and politics
www.economist.com/leaders/2025...
China’s clean-energy revolution will reshape markets and politics
The world’s biggest manufacturer now has an interest in the world decarbonising
www.economist.com
November 26, 2025 at 11:18 PM
RT @tjradcliffe.bsky.social Meanwhile, Canada is doubling down on legacy tech that will become the stranded assets of our children's generation because doing otherwise would require leadership rather than just acquiescing to the major stakeholders in the obsolete status quo
bsky.app/profile/70sb...
bsky.app/profile/70sb...
Reposted by Graham Sinclair
The “debate”.
My @smh @theage cartoon.
My @smh @theage cartoon.
November 26, 2025 at 8:39 PM
The “debate”.
My @smh @theage cartoon.
My @smh @theage cartoon.
Reposted by Graham Sinclair
In 1908, Monet destroyed at least 15 new Water Lilies paintings because he was unsatisfied with their quality.
The outburst came just before they were set to exhibit in Paris, forcing a postponement. Even masters have moments of doubt.
The outburst came just before they were set to exhibit in Paris, forcing a postponement. Even masters have moments of doubt.
November 26, 2025 at 11:29 PM
In 1908, Monet destroyed at least 15 new Water Lilies paintings because he was unsatisfied with their quality.
The outburst came just before they were set to exhibit in Paris, forcing a postponement. Even masters have moments of doubt.
The outburst came just before they were set to exhibit in Paris, forcing a postponement. Even masters have moments of doubt.
Reposted by Graham Sinclair
One person who did notice was Joe Shapiro at Berkeley, who calculated the size of this effect a few years back. Our current average level of SUBSIDY for climate pollution in international trade is about a $100 per ton of CO2.
www.joseph-s-shapiro.com/research/Sha...
www.joseph-s-shapiro.com/research/Sha...
www.joseph-s-shapiro.com
November 26, 2025 at 6:32 PM
One person who did notice was Joe Shapiro at Berkeley, who calculated the size of this effect a few years back. Our current average level of SUBSIDY for climate pollution in international trade is about a $100 per ton of CO2.
www.joseph-s-shapiro.com/research/Sha...
www.joseph-s-shapiro.com/research/Sha...
Reposted by Graham Sinclair
Some common sense to remember in a trying time.
Originally written in April 2025
snyder.substack.com/p/the-next-t...
Originally written in April 2025
snyder.substack.com/p/the-next-t...
The Next Terrorist Attack
And What Comes After (Updated)
snyder.substack.com
November 26, 2025 at 11:38 PM
Some common sense to remember in a trying time.
Originally written in April 2025
snyder.substack.com/p/the-next-t...
Originally written in April 2025
snyder.substack.com/p/the-next-t...
Reposted by Graham Sinclair
JFC. Three gigawatts of fossil-fuelled power for a new Amazon data centre
@beninskeep.bsky.social points out the new gas plant could produce 4x the harmful climate pollution as the coal plant it's replacing 😱😱😱😱😱😱😱😱😱😱
www.utilitydive.com/news/nisourc...
@beninskeep.bsky.social points out the new gas plant could produce 4x the harmful climate pollution as the coal plant it's replacing 😱😱😱😱😱😱😱😱😱😱
www.utilitydive.com/news/nisourc...
November 26, 2025 at 8:03 PM
JFC. Three gigawatts of fossil-fuelled power for a new Amazon data centre
@beninskeep.bsky.social points out the new gas plant could produce 4x the harmful climate pollution as the coal plant it's replacing 😱😱😱😱😱😱😱😱😱😱
www.utilitydive.com/news/nisourc...
@beninskeep.bsky.social points out the new gas plant could produce 4x the harmful climate pollution as the coal plant it's replacing 😱😱😱😱😱😱😱😱😱😱
www.utilitydive.com/news/nisourc...
There’ll be more layoffs before year end as corporate US, bereft of ideas and skills for organic growth, chase their stock price targets by cutting humans before financial year end.
Unemployment has been rising “a tenth of a point here, a tenth of a point there.” That feels small month to month, but as it has added up month over month, we've silently shifted from a very tight market toward a noticeably weaker one. Slow drips still fill the bucket.
November 27, 2025 at 3:22 AM
There’ll be more layoffs before year end as corporate US, bereft of ideas and skills for organic growth, chase their stock price targets by cutting humans before financial year end.
Reposted by Graham Sinclair
People will die, and are currently dying, because RFK was granted one of the most powerful megaphones in the country. Two people who could have thrown barriers in front of his climb decided not to; there's a sex scandal here but it is not the biggest scandal.
November 26, 2025 at 11:30 PM
People will die, and are currently dying, because RFK was granted one of the most powerful megaphones in the country. Two people who could have thrown barriers in front of his climb decided not to; there's a sex scandal here but it is not the biggest scandal.