A $ 5 billion foundation, literally founded on oil money, says goodbye to fossil fuels: exclusive

In addition to pledging to dump its fossil fuel reserves, the $ 5 billion donation also pledges no new investment in the beleaguered sector. These measures make the Rockefeller Foundation the largest U.S. foundation to embrace the fast-growing divestment movement.

“Burning fossil fuels is not necessary to sustain our economy and economic growth in the long term – and it is detrimental to our climate future,” Rajiv Shah, the president of the Rockefeller Foundation, told CNN in an exclusive interview. Business.

This divestment is especially symbolic because the Rockefeller Foundation was created with oil money. The donation was largely made up of the proceeds of Standard Oil, a company that at its peak controlled more than 90% of the petroleum products in the United States. ExxonMobil (XOM) originated in Standard Oil.

By divesting fossil fuels – and instead plowing money into clean energy such as solar energy – the foundation aims to accelerate the energy transition.

“It helps to collectively put our thumb on the scale for a more sustainable future. That’s our hope. That’s our ambition,” said Shah, who previously led the United States Agency for International Development (USAID) during the Obama administration.

Famous family cut ties with oil

The news comes weeks after the $ 226 billion New York State Pension Fund pledged to dump fossil fuel supplies and offload investments in companies that contribute to global warming by 2040 over the next five years.

The Rockefeller Foundation is the largest philanthropic organization to abandon fossil fuels, but it is not the first in the famous family to do so.

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In 2014, the Rockefeller Brothers Fund, a sister organization of the Rockefeller Foundation founded in 1940, announced that it would no longer invest in coal and tar sands and begin a transition from other fossil fuels. At the time, the fund held approximately $ 860 million.
Two years later, the Rockefeller Family Fund, a charity founded by members of the family in 1967, pledged to divest from fossil fuels, including its stake in Exxon.

Over the past six years, the Rockefeller Foundation’s fossil fuel footprint has halved to just 2% of its total assets, reflecting the industry’s deep decline. That relatively small exposure makes the separation less messy these days.

“It’s definitely easier now than it was five, 10, 20 years ago, without a doubt,” Shah said, adding that the foundation’s exposure to fossil fuels will “pretty soon” become zero. He added, “We are doing it now and we would love it if our fellow institutions join us.”

A record year for divestments

The divestment movement is seriously gaining momentum, coupled with the rise of ESG investments (environment, society and governance).

More than 1,300 institutions controlling $ 14.5 trillion have somehow divested from fossil fuels, according to a census from environmental group 350.org.
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Other estimates are even greater. According to Raymond James, funds holding about $ 18 trillion in total had a fossil fuel divestment policy, a staggering increase from just $ 2 billion in 2014 and $ 3 trillion in 2015.

This year is on track to be a record year for divestment announcements led by major institutional investors. Black rock (BLK), the world’s largest $ 8 trillion asset manager, pledged in January to shut down producers of thermal coal and other investments it sees as a sustainability risk.

There is a long history of divestment movements, including previous attempts to keep money away from the defense, alcohol and tobacco industries. Fossil fuels have come under fire in recent years due to the increasing focus on climate change.

“We know the climate crisis is absolutely urgent,” said Shah.

The consequences for oil and gas

While fossil fuel divestments initially focused on coal and the dirtiest forms of oil drilling, it has grown into oil and gas companies broadly causing another headache for an industry in disarray.

The S&P 500 energy sector (largely oil and gas companies) has underperformed the broader market in nine of the past 11 years, according to Raymond James.

“A lot of funds don’t want to invest in these companies simply because they have been terrible investments for the past decade,” said Pavel Molchanov, an energy analyst at Raymond James.

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The risk is that the movement of divestments will put pressure on the oil and gas industry by increasing the cost of capital through higher financing costs and lower equity valuations.

As it withdraws from fossil fuels, the Rockefeller Foundation is committed $ 1 billion to support a global green pandemic recovery, the largest investment in the foundation’s history.

The largest project in that commitment aims to provide solar energy to rural families in India cut off from the electricity grid.

“You simply cannot improve your living conditions or climb the ladder of economic opportunity if you don’t have access to electricity,” said Shah. “This Covid-19 crisis has exacerbated both [and] pulled the cover up for the extraordinary inequality in our society and around the world. “

There are numerous jobs at stake

Moving away from fossil fuels also threatens to wipe out countless well-paid jobs. The downfall of the coal industry has already decimated communities in Appalachia. Shah does not take that lightly.

“To make these transitions effective, we cannot leave community after community and write off their future,” Shah said. “We need to reinvest in their sense of dignity and hope for the future.”

This reinvestment includes retraining employees whose careers have been sidelined. The Rockefeller Foundation works with the Chan Zuckerberg Initiative to identify and scale such programs.

“We can build an innovation economy,” Shah said, “even in places like the industrial midwest, the Appalachians and other places where the oil, natural gas and coal industries have been dominant sources of employment and culture.”

President Donald Trump won the 2016 election, in part because he pledged to save coal workers who felt left behind. Trump lowered environmental regulations, installed a coal lobbyist to run the EPA, and even falsely suggested that windmills cause cancer.
However, Trump’s efforts to cut red tape have failed to save the beleaguered coal industry or workers in coal communities, as the shift is driven by market forces.

Shah said history will not seem friendly to Trump’s track record on climate change: “Ignoring reality won’t make it go away.”

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