Spirits of Change: Alcohol in a Dry World

The world of ESG explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.

This summer’s prolonged hot, dry weather may be a sign of longer-term water stress and grain-price volatility. Food and grocery companies, with high exposure to this issue and low current return on assets, may be under the greatest pressure.

Extreme droughts are putting great pressure on hydro and thermoelectric power producers, which need water to cool thermal power plants. Investors are watching to see how utilities manage water stress.

While the media focused on the battle over the wording of the final agreement, there was actually a lot of progress that flew further under the radar, but may have a greater impact on investors. Linda-Eling Lee and Guy Turner share their experiences on the ground in Dubai and what the outcomes may mean for investors.