Reporting – HSBC Holdings plc (2020)

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:2020
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 & Africa1
Asia Pacific

PROJECT FINANCE TRANSACTIONS

Total number that reached financial close in the reporting period: 14

Totals2120
Totals2120
SectorCategory ACategory BCategory C
Mining
Infrastructure
Oil & Gas
Power212
Others
RegionCategory ACategory BCategory C
Americas112
Europe, Middle East & Africa
Asia Pacific1
Country DesignationCategory ACategory BCategory C
Designated1212
Non-Designated
Independent ReviewCategory ACategory BCategory C
Yes25
No7

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
1CFXDPowerTaiwan2020
2Assembly SolarPowerUSA2020
3Prospero 2PowerUSA2020
4Lost CreekPowerUSA2020
5Spring ValleyPowerUSA2020
6HighlanderPowerUSA2020
7Impact SolarPowerUSA2020
8HunterPowerUSA2020
9SigurdPowerUSA2020
10Jeffers Wind Project (“Jeffers”) and Community Wind North Wind Project (“CWN”)PowerUSA2020
11Assembly III SolarPowerUSA2020
12Western SpiritPowerUSA2020

2 projects were not disclosed as per the disclosure conditions specified in Annex B of the Equator Principles.

PROJECT-RELATED CORPORATE LOANS

Total number that reached financial close in the reporting period: 10

Totals541
SectorCategory ACategory BCategory C
Mining1
Infrastructure11
Oil & Gas1
Power12
Others21
RegionCategory ACategory BCategory C
Americas
Europe, Middle East & Africa131
Asia Pacific41
Country DesignationCategory ACategory BCategory C
Designated12
Non-Designated521
Independent ReviewCategory ACategory BCategory C
Yes53
No11
Totals541

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.