I can’t dismiss the importance of ESG to investors domestic and (especially) abroad.
This is where the puck is going.
I can’t dismiss the importance of ESG to investors domestic and (especially) abroad.
This is where the puck is going.
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While the topic of ESG usually raises more questions than answers, I do completely agree with your point that this is where corporate strategy is going and investment along with it. In a very big way.
Good move for TPL to get on this trend proactively, good to see more visibility into Business Operations, and hopefully this puts us in the right conversation in terms of ESG leadership/investment. I’d still like to see them do more around flaring and data centers/bitcoin because it feels like an easy win… but I realize that might be a bridge too far for a company like this.
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Steve Bregman at Horizon Kinetics spoke about the rapid acceptance of ESG investing in their Q2 commentary. (Starts on pg 22) https://horizonkinetics.com/app/uploads/Q2-CVALUE-Review_FINAL.pdf The entire commentary is worth the read.
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