Examining ESG

 This week features: SCIENCE • HadCRUT Has Fully Removed 0.15°C From 1940s Warmth ‘Blip’ As Proposed In Climategate E-mails • Halfway Between Kyoto and 2050: Zero Carbon Is a Highly Unlikely Outcome • Annual GWPF lecture: Climate Uncertainty and Risk INVESTMENT/ECONOMICS • The amount of copper needed to build EVs is ‘impossible for mining companies to produce’ • Hertz's EV bet goes bust • Gwyn Morgan: Ottawa's EV mandate is in trouble and that's a good thing • Efforts To Oust ExxonMobil Chairman, Board Members Run Aground ABSURDITIES • New 'Godfather' Sequel Features Big Oil in the Lead Role HadCRUT Has Fully Removed 0.15°C From 1940s Warmth ‘Blip’ As Proposed In Climategate E-mails  "The amplitude of the recorded warmth in the 1940s was always a problem for purveyors of the human-caused global warming narrative. So the 1940s temperatures have been artificially cooled to make this less of a problem. In 2009, overseers of the HadCRUT global tempe...

 Welcome to the 52nd week of this correspondence. When I look back I see a few evolutions in how we've organized the material and the process has been very clarifying. This week's post includes a dozen links, but check out the second one in the Science category, where three eminent scientists present a remarkably lucid short summary of the scientific case against climate alarmism.  SCIENCE • Infrared Radiative Effects of Increasing CO2 and CH4 on the Atmosphere in Antarctica Compared to the Arctic • Papering over dissent • ClimateMovie Fact Check: Exaggerated warming in the Northern Hemisphere land record INVESTMENT/ECONOMICS • The fossil fuel industry should defend itself against Congressional smears • EV range anxiety? Gas vehicles dwarf EVs on the average number of miles driven. Electric vehicles are also more expensive to drive than other fuel types. • Cooking the Books - Exposing the lunacy of the Green New Math™ • The call to abandon ESG is a plea for indig...

 T his week features a concentration on wind and batteries that investment managers focused on “sustainability” should find revealing.   Science Commentary on Climate: The Movie Washing away the climate lunatics Investment/Economics Wind Dreams: Why wind power will always be niche A Shockingly Inept Report From The IEA On Battery Storage Of Energy Battery Storage is 141 Times More Expensive Than Liquefied Natural Gas Storage The used electric car timebomb -  EVs could become impossible to sell because battery guarantees won't last Biden’s oil boom Absurdities This Single Chart Rings the Death Knell for Any Real 'Energy Transition' SCIENCE Climate: The Article   Look up Climate: The Movie if you think due diligence into the claims about climate change danger are worth considering. Here is an excerpt from a thoughtful commentary on the film and its contents, written by the remarkable Doomberg. "Considering t...

  Welcome to another weekly collection of Examining ESG. This week features: SCIENCE • Extreme Weather and Climate Change • Saving Climate From the Greens INVESTMENT/ECONOMICS • The Earth and Civilization Have Been Saved By Fossil Fuels • A Wealth-Creating Way of Reducing Global CO2 Emissions • New Study Identifies Big Reductions In US Natural Gas Emissions • New York Shows Off Its Expertise In Central Planning: The Buffalo Billion • Why you shouldn’t be alarmed about unusually warm temperatures • Ronald Stein: Environmentalists’ silence on humanity and environmental atrocities • Trillions in taxpayer subsidies haven’t made wind and solar power cheaper or better for Americans • Abolish DEI Statements - Assessing a debate about a controversial hiring practice • Sustainable investments lagging interest: Mackenzie Investments survey ABSURDITIES • Melting ice both speeds up and slows down time • 'Net-Zero' a Problem? Just Change the Name! SCIENCE Extreme W...

Welcome to another weekly collection of Examining ESG. This week features: Science 425 million years of temperature vs CO2 Island shorelines are growing due to human influence Investment/Economics Net-zero isn’t happening and is a threat to human well-being Three Non-Economic Challenges Facing the Renewable-Energy Transition A history of failed peak oil predictions How Alberta’s embracing of intermittent generating sources is causing grid weakness The President of Guyana defends humanity against carbon colonialism Canadian banks caught in ESG backlash Absurdities Al Gore’s failed Kilimanjaro snow prediction Bill Gates says 'electricity unfortunately has to be reliable' Al Gore’s failed Maldives prediction SCIENCE The Relationship between Atmospheric Carbon Dioxide Concentration and Global Temperature for the Last 425 Million Years  "Atmospheric CO2 concentration is correlated w...

Ho hum, another week and another litany of ESG errors revealed. It's not hard to find folks, but when will regulators and policymakers awake to this reality? Likely not until the general culture has turned against them - and the tide is turning.  In science this week: • Another powerful study shows that temperature causes CO2 and the human influence on CO2 is not discernable. • Climate change may cost 1% to 2% in a century, but net-zero policies will cost 700% more. • Clarity on the Lytton BC heat dome of 2021. • Fraud in sea level rise measurement alteration. • Canadian arctic ice reporting bias. In Economics/Investment: • Businesses worry about ESG fraud. • Blackrock faces pressure about ESG. • Canadian banks say sustainable finance pledges may not curtail emissions growth • Noticing that the energy transition is not happening • Energy companies start to find their voice at last. • Bonuses padded by cryptic ESG claims draw scrutiny. • ESG has spawned a bul...