On March 6, 2024, the Securities and Exchange Commission (SEC) sent shockwaves through the financial world by mandating that publicly traded companies disclose details about how climate change affects their businesses. However, this rule hit a roadblock on April 4 when legal challenges led the SEC to pause the implementation timeline, throwing compliance requirements into uncertainty.

While the future of this rule is in limbo, the implications of such a mandate for businesses, investors, and the economy are immense. Should the SEC reinstate the rule following litigation, it will be a fundamental shift in how corporations assess and report climate-related risks, potentially reshaping investment strategies and business models.

To navigate this labyrinthine, we're joined by Russell McIntyre, a seasoned policy analyst at CoreLogic. Russell sheds light on the intricacies of the SEC ruling, dissecting its reporting requirements and the implications of the uncertain implementation timeline.

This discussion also covers the reasons why, despite this pause in implementation, businesses should prepare for these reporting requirements and what data and analysis future compliance will require.

In This Episode:

1:56 – What happened with this SEC ruling? What does the stay mean for implementation timelines?

4:07 – What is the mood on Capitol Hill following the pause on this landmark rule?

5:43 – What happened to make the SEC put these rulings into effect now?

8:45 – What are the reporting requirements in this rule?

11:06 – Even though there’s a pause, why should companies still prepare for this type of reporting?

13:46 – Erika Stanley does the numbers in the housing market in The Sip.

15:03 – Russell and Maiclaire discuss what parts of the rule they wish weren’t removed.

16:49 – Why insurance recovery data may soon be public investor information.

19:49 – How can companies gather the necessary data to comply with these rules in the future?

20:28 – Erika Stanley reviews natural catastrophes and extreme weather events across the world.

21:37 – Is this just the first step in a larger effort to disclose climate risk?

Links:

• Study Shows Economic Impacts of Greenhouse Gas Emissions | Dartmouth
• SEC Final Climate Disclosure Rule
• Hazard HQ Command Central
• Read CoreLogic Intelligence

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