Is ESG a Scam?
Lucy ShawAn exploration of the quirks of energy investing and ESG ("Environmental, Social, Governance"), how it works and how it doesn't.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Subscribers | Read | esgstuff.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
If renewable energy is cheap, why would we contract above traded prices?
This is Part 2 of a series on electricity prices in the UK. Part 1 explored what 2025 told us about gas setting the price of electricity. The next in this series will look at transmission & distribution costs.
What 2025 prices really tell us about "gas setting the price of electricity"
This is part one of a series on electricity prices in the UK. Part two will focus on whether renewables projects are viable without CfDs.
Solar plus storage now rivals fossil fuels for delivering affordable dispatchable electricity
Announcement: Join me live in London on January 6th, 2026 for a conversation with Earth Set on why we can’t seem to quit coal. Get your tickets here.
Who's telling the truth about the cost of net zero?
No wonder people are confused about whether achieving net zero carbon emissions will cost us more, or less. Just look at two headlines covering the same report published by the UK’s National Energy System Operator (NESO) yesterday.
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Authors
The writers behind this newsletter.
Energy investor and advisor. Ex-Blackstone, BCG, IFC, UN. Harvard MBA & MPA/ID, Melbourne Uni Engineer.
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