Locator: 45828INV.
Today: solar stocks plunge. Link here.
Wind is expensive. Link here.
The Dutch have just signed a 27-year LNG deal with Qatar, Shell. As in Royal Dutch Shell. My hunch: Dutch investors got tired of their investments in renewable energy.
Also, link here.
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The Past Is Prologue
Locator: 45828ESG.
Added: "ESG is dead."
From October 8, 2022:
My "oil" portfolios are outperforming all my other "portfolios."
ESG is dead. Link here.
From April 17, 2022:
From "Themes."
The energy transition is dead. Tracked here.
- ESG is dead, too. Tracked here.
Energy Transition is dead.
I don't subscribe to Barron's but that may be what I may think about as a birthday present. But then I read somewhere that Barron's has really gone downhill. I don't know.
October 20, 2023: And, yes, that was about the time I subscribed to Barron's for the first time in my life -- one of the best decisions I ever made.
Today,
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