Good morning community!

We look forward to seeing you tomorrow at BNY Mellon at our community networking event! 

Energy Security in 2026: Geopolitics, volatility, and where investors must act next

Today, this has caught my eye:

• The EU has formally simplified CSRD and due diligence rules (Omnibus package) to reduce reporting burden and boost competitiveness 
• Scope narrowed (e.g. >1,000 employees threshold) and timelines relaxed 
• But core principles (e.g. transparency, double materiality) remain intact 

Investor angle:

• Do these mean that in the short term we will see lower compliance cost, less data coverage
• And in the long term - less regulatory clarity and reliance on voluntary leadership
• Is there a potential divergence between "minimum compliance" vs "best-in-class ESG performers"

How do all these make you feel? What are your expectations?