Sustainability Wire: Mainstreaming Sustainability: News & Content Highlights from Equity Research

This is J.P. Morgan's EMEA Sustainable Investing Research "Sustainability Wire" dated 09 October 2026, curating recent news and content highlights from equity research. Sections include Global Research Highlights, Policy & Regulatory Developments, Corporate & Industry, The Bigger Picture, Flows & Performance, Quote/Charts of the Week, and Upcoming Events & Investor Access. On policy: the EU plans to delay its methane import rules for oil and gas by one year to January 2028; Germany and France agreed to push for further weakening of the EU's phaseout of combustion-engine cars; Ukraine approved a sustainable finance roadmap through end-2028; South Korea unveiled a $747bn K-GX energy transition plan through 2035 targeting 100GW of renewables by 2030. On corporates: Google signed a 20-year PPA with Constellation Energy adding 890MW of nuclear baseload by 2032; the US SEC closed its CA100+ probe into BlackRock and State Street; TPG raised $10bn for its climate fund;