Lipstick, meet pig: US frackers’ hopeless ESG beauty parade won’t wash with investors
American shale oil producers are unleashing a torrent of ESG obfuscation on capital markets in a desperate pitch to green investors. It is destined to fail.
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Important update: Energy Flux has moved!
Big news: Energy Flux has switched platform providers, moving from Substack to Ghost 😮 This change allows me to improve and expand the newsletter’s overall value proposition — delivering a richer experience, sharper analysis, and more utility for you. Most importantly: You don’t need to do anything to keep receiving
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
🎧 Nord Stream 2: the plot thickens!
Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban
Zombie bulls twitch back to life
Prompt EU gas price rebounds on Russian gas ban, but this ain’t no recovery | EU LNG Chart Deck: 10 May 2025