The hottest ESG Substack posts right now

The number of S&P 500 companies talking about ESG has dropped significantly.
Companies are still adopting ESG measures but are now reluctant to talk about it due to fear of consequences.
Business leaders are struggling with how to showcase their ESG efforts amidst regulatory challenges and criticism.

French government banning oil and gas investments in certain sustainable funds may set a precedent for future regulations.
The rigorous certification process for ESG labels includes evaluating impact indicators like CO2 emissions and renewable energy output.
Investors may face challenges if funds in different countries have conflicting preferences for including oil and gas stocks in ESG portfolios.

Shipping is responsible for transporting 90% of everything, making it extremely efficient and cheap, which has changed the world economy.
The supply of container ships and oil tankers is extremely tight, with high rates and very few new deliveries coming online, potentially leading to future disruptions and inflation.
Global shipping is a critical indicator of economic activity and can be impacted by geopolitics, ESG trends, and global trade patterns like deglobalization.

Spread awareness about ESG - it's a system favoring wokeness enforced by major financial players like BlackRock, affecting corporate decisions and ultimately societal control.
Understand the impact of ESG on governance - it links to decisions like vaccine mandates through corporate governance criteria, influencing businesses to align with certain agendas to secure investment.
Engage in conversations about ESG - discuss with others to raise awareness, starting with trusted individuals, to shed light on how ESG influences our lives and economy.

Saving for retirement is essential, but being forced by the government to put money into certain funds can be questionable and may not align with individual financial goals.
Asset management firms play a significant role in managing retirement funds, but their emphasis on ESG and socially responsible investing may not always align with traditional fiduciary responsibilities.
ESG (Environmental, Social, and Governance) criteria can significantly influence how money managers handle investments, potentially prioritizing social and environmental factors over pure financial gains.

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Consumer consciousness around sustainable consumption is increasing, with some willing to pay more for green energy.
State and municipal policies are driving regulatory changes focused on energy efficiency and renewable energy.
There is growing interest and funding in environmental, social, and governance initiatives in the capital markets, particularly in ESG-focused funds.

Choosing climate stocks based on momentum strategies can have negative consequences.
ESG index performance may be influenced by the 'momentum effect.'
Incentives to select certain stocks for indexes can impact fund benchmark choices.

Agricultural credit usage in India differs based on land holdings, with larger holders relying more on institutional credit.
Drones in agriculture have potential for spraying services and precision agriculture, with a future trajectory similar to call centers.
Agritech startups are focusing on digitizing the agri-input supply chain to enhance operations and revenue growth.