The ESG challenges to energy investing

I received a ton of comments from my post three weeks ago on the energy sector (see Energy: Value opportunity, or value trap?). I engaged in multiple long email discussions with several readers on different aspects of that post. This is a follow-up to the publication address two main issues that were raised:

• The impact of the solar cycle hypothesis on the Earth's climate, and as a bullish catalyst for the energy sector
• How to investing in energy stocks in the new ESG era.

The full post can be found here.