Irina Slav on energy

Irina Slav's Substack offers critical perspectives on energy-related topics, including sustainability, climate change policies, and the energy industry's response to environmental challenges. It examines the reality versus narratives around energy transitions, ESG frameworks, political decisions impacting the energy sector, and the societal and economic implications of these developments.

Energy Transition Climate Change Environmental Policies Sustainable Development Economic Impact of Energy Decisions Renewable Energy Technologies Emissions Management Political Influence on Energy Corporate ESG Practices Global Energy Markets

The hottest Substack posts of Irina Slav on energy

And their main takeaways
1729 implied HN points 26 Jan 24
  1. The European Union needs to act fast on climate policy to avoid a right-wing shift in upcoming elections.
  2. People in Europe are starting to question the promises and impacts of the energy transition.
  3. The current EU leadership's approach to the energy transition is facing growing resistance, especially due to its impact on cost of living and quality of life.
1198 implied HN points 02 Feb 24
  1. Some European countries have lowered the voting age to 16 for MEP elections.
  2. Teens are easily influenced and tend to passionately engage with issues like climate change.
  3. Lowering the voting age can have unexpected consequences and may not always result in the expected outcomes.
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1198 implied HN points 22 Jan 24
  1. The number of S&P 500 companies talking about ESG has dropped significantly.
  2. Companies are still adopting ESG measures but are now reluctant to talk about it due to fear of consequences.
  3. Business leaders are struggling with how to showcase their ESG efforts amidst regulatory challenges and criticism.
1002 implied HN points 24 Jan 24
  1. Copper prices are forecasted to jump by 75% in 2025 due to energy transition and decline in the U.S. dollar.
  2. There are concerns about copper shortages, but traders often don't consider long-term impacts when trading commodities.
  3. Mining companies are facing challenges from resource nationalism and must find ways to mine sustainably to support the global transition to clean energy.
982 implied HN points 15 Jan 24
  1. Tanker traffic in the Red Sea is being disrupted due to missile strikes between the Houthis and the Combined Military Forces, leading to rerouted vessels and rising prices.
  2. Container freight rates for vessels traveling to Europe from Asia have reached a 15-month high, with fears of the situation worsening.
  3. Higher shipping prices and emissions are a consequence of vessels avoiding the Red Sea route, affecting the cost of various goods and causing some companies to switch from ships to planes.
864 implied HN points 08 Jan 24
  1. French government banning oil and gas investments in certain sustainable funds may set a precedent for future regulations.
  2. The rigorous certification process for ESG labels includes evaluating impact indicators like CO2 emissions and renewable energy output.
  3. Investors may face challenges if funds in different countries have conflicting preferences for including oil and gas stocks in ESG portfolios.