One well-worn critique of ESG investing is that some companies with a high rating aren’t actually making the world a better place. We break down this conflation of ESG impact with financial risk by looking at the different sides of J&J and Nestle.

This week we look at a fine issued to Glencore over bribery and use the story to explore the overlap between a company’s financial risks and its externalities.

This week we look at Tesla through four different ESG lenses and then discuss a court decision that halted construction of Santos’ Barossa gas pipeline in the Timor Sea.

What is ESG for? Why aren’t ESG ratings correlated between ratings providers? Is greenwashing a problem in the industry? Is ESG a scam?

A labor dispute in the freight rail industry that brought the US to the brink of a potential economic catastrophe was averted, as unions and rail companies came to an agreement.

This week we discuss the most consequential changes to the auto industry made in a century.

This week we discuss the evaporation of rivers and the development of semiconductor fabrication in the US.

Mining for Lithium usually calls for large quantities of water or fossil fuel. But an intriguing venture in the Rhine Valley is looking to flip that idea on its head.

A massive provision called the Inflation Reduction Act was passed in the US Senate on August 7 and is making its way to US President Biden.

This week we discuss why the social pillar in ESG has become more useful in understanding company performance and the possibility of three La Nina’s in a row.