How ESG* analysts should think – Dilemmas in the renewable energy utility sector We have just finished an ESG sector research report on the Norwegian hydroelectric power producers. The descriptive sector report with some of our conclusions can be found here: https://sustainax.docsend.com/view/4yht7yqepwbkymf5 There are a certain number of dilemmas that an ESG analyst stumble over […]
ESG* integration – What is the main value of an ESG score or ESG rating? ESG score or ESG rating vs Credit rating? Some consider that an ESG score or ESG rating should be used and treated as a Credit rating. The first question then is how do you use a credit rating? It is […]
How ESG* analysts should think – Small and private companies get lower ESG score – How to deal with this?
How ESG* analysts should think – Small and private companies get lower ESG score – How to deal with this? Small companies and/or private companies often get a lower ESG risk scoring, why is this? In this article, I am making abstraction from the fact that many small companies score well on ESG opportunity, particularly […]
CSR* Strategy – Do smaller and private companies need to publish a sustainability report? The smaller a company is, the less they tend to publish a CSR policy or a sustainability report. I see this when doing ESG research on Nordic small caps and private HY issuers. This is even more true once you enter […]
ESG* Integration – Why Sustainability is not the end of the theory of Shareholder Value Maximisation
I see some voices are claiming that the sustainability focus we now see in investing and in the society at large is the start of the fall of capitalism and shareholder value maximisation. This is based on the thought that shareholder value maximisation has historically emptied one natural resource after the other on earth or […]
How ESG* analysts should think – The Social Dilemma – Is profit driven AI human mind exploitation targeting mood alteration ethically acceptable?
How ESG* analysts should think – The Social Dilemma – Is profit driven AI human mind exploitation targeting mood alteration ethically acceptable? The starting point here is the Netflix film ”/social dilemma”: https://www.netflix.com/se-en/title/81254224. If you have not seen it, I recommend you to do so, but brace for hard landing. Particularly if you have kids […]
How ESG* analysts should think – The dilemma of the electrification of the world – Seabed mining To respect the Paris agreement, we are pushing electrification to another level in the world to replace fossil energy with renewable energy. That is the ”easiest” solution. Few seriously believe that reducing drastically the standards of life in […]
How ESG* analysts should think – Is on-line shopping in Europe dependent on modern slavery? Listening to the Norwegian radio this morning, I heard a Romanian truck driver had sued the Norwegian transport company Bring Trucking for being underpaid and that the court case is now coming up in Denmark, starting today. This case has […]