Our take on the energy transition has always centered on two dynamics. The first is that cost and performance drive the transition among energy sources as it does with all[…]Read More
Summer hasn’t even started and we’re already hearing warnings of impending power shortages. Of course, everything these days is in short supply except editorial page political diatribes placing blame. Not[…]Read More
A recent rebalancing of the S&P 500 ESG Index, excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. Specifically, S&P said, “While Tesla may[…]Read More
This year’s annual letter from Blackrock CEO Larry Fink and recent comments by Bridgewater’s Ray Dalio add to the growing chorus advocating for maintaining one of modern society’s critical pieces[…]Read More
Is nuclear power clean or dirty, green or not green, sustainable or not sustainable? These distinctions matter in the European Union which has developed an elaborate system of categorization they[…]Read More
The Posts shown are the opinions and thoughts of EIP’s Partners and do not necessarily reflect EIP’s thoughts or opinions. The information provided is based on data obtained from third party publicly available sources that EIP believes to be reliable, but EIP has not independently verified and cannot warrant the accuracy of such information. In providing the information, several assumptions are made, that if changed, materially affect the information and conclusions provided. This information is based upon opinion which may change at any time and without notice.
January 10, 2022 By Will Wade, Jonathan Tirone and Shoko[…]Read More
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