AP7 has announced it is blacklisting two fossil fuel firms – one US and one Canadian – for failing to have climate change plans, leading to SEK1.2bn (€104m) of divestments, while re-admitting a further two stocks to its range of potential investments.

The SEK1.3trn Swedish state-run pension fund announced that in the latest update to its list of investments which are excluded from its investment universe, US company EOG Resources and Canadian firm MEG Energy have been banned.

In yesterday’s announcement, AP7 said: “The companies are blacklisted due to large-scale operations in the oil industry without climate change plans”.

As a result of the decision to exclude the companies, on Monday AP7 divested SEK1.12bn of EOG Resources shares and SEK82.15m of MEG Energy stock, a spokesman for the pension fund told IPE.

In the case of the Houston, Texas-based oil and gas company EOG Resources, the stock is being excluded for “acting in violation of the Paris Agreement through large-scale oil extraction without a climate change plan”, AP7 said, with MEG Energy Corp banned for the same reason, albeit in regard to oil sands extraction rather than large-scale oil extraction.

AP7 said it had also decided to bring two companies back into its investment universe, which were previously banned because of involvement in nuclear weapons.

Japan’s Hitachi Zosen and Germany-based SGL Carbon are no longer blacklisted, the Swedish pension fund said, “based on the fact that there is no verified information about ongoing norm violations by the companies”.

After these four changes, the tally of companies on the Stockholm-based fund’s blacklist remains at 110.

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