Reporting – HSBC Holdings plc (2019)

Adoption Date:4 September 2003
Country of Headquarters:UK
Region of Headquarters:Europe
Institutional Reporting Hyperlink:https://www.hsbc.com/our-approach/risk-and-responsibility/sustainability-risk/equator-principles
Current EPFI Reporting Year/Period:2019
EPFI Reporting in Compliance:Yes

Please read the important notes and disclaimer for further information on ‘EPFI Reporting’, compliance and publication on the Equator Principles Association website.

Further information on this EPFI may be obtained through the Institutional Reporting Hyperlink above.

PROJECT FINANCE ADVISORY SERVICES

Total number mandated in the reporting period: 1

SectorTotal
Sub Total1
Mining
Infrastructure1
Oil & Gas
Power
Others

RegionTotal
Sub Total1
Americas
Europe, Middle East & Africa
Asia Pacific1

PROJECT FINANCE TRANSACTIONS

Total number that reached financial close in the reporting period: 16

Totals4102
Totals4102
SectorCategory ACategory BCategory C
Mining1
Infrastructure32
Oil & Gas3
Power16
Others
RegionCategory ACategory BCategory C
Americas72
Europe, Middle East & Africa2
Asia Pacific23
Country DesignationCategory ACategory BCategory C
Designated1102
Non-Designated4
Independent ReviewCategory ACategory BCategory C
Yes492
No1

1Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. For the list of Designated Countries, go to: https://www.equator-principles.com/index.php/ep3/designated-countries

PROJECT NAME REPORTING FOR PROJECT FINANCE TRANSACTIONS

No.Project NameSectorHost Country Name/ Project LocationYear of Financial Close
1Bapco Modernisation ProgrammeOil & GasBahrain2019
2Hurontario LRTInfrastructureCanada2019
3Corner Brook Acute Care HospitalInfrastructureCanada2019
4Energy Services Acquisition / Energy Services ModernizationInfrastructureCanada2019
5Project MarigoldOil & GasMalaysia2019
6Sydney MetroInfrastructureAustralia2019
7Palmetto Plains SolarPowerUSA2019
8Huntley SolarPowerUSA2019
9Wagyu SolarPowerUSA2019
10El CampoPowerUSA2019
11Prevailing WindsPowerUSA2019
12Cove MountainPowerUSA2019
13Talison LithiumMiningAustralia2019
14Formosa 2PowerTaiwan2019
15Cross River RailInfrastructureAustralia2019
16DuqmOil & GasOman2019

PROJECT-RELATED CORPORATE LOANS

Total number that reached financial close in the reporting period: 5

Totals230
SectorCategory ACategory BCategory C
Mining
Infrastructure1
Oil & Gas11
Power1
Others1
RegionCategory ACategory BCategory C
Americas22
Europe, Middle East & Africa1
Asia Pacific
Country DesignationCategory ACategory BCategory C
Designated12
Non-Designated21
Independent ReviewCategory ACategory BCategory C
Yes23
No
Totals230

1Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. For the list of Designated Countries, go to: https://www.equator-principles.com/index.php/ep3/designated-countries

IMPLEMENTATION OF THE EQUATOR PRINCIPLES

HSBC’s implementation reporting can be found publicly here:  http://www.hsbc.com/our-approach/sustainability/finance/equator-principles. We meet the requirements of the Annex B of the Equator Principles, and we also provide further details not required – for instance, we provide three year trends, report on the value of loans, on project-related bridge loans, and on loans for renewable energy projects.