In prior pieces, we have discussed risks associated with energy dependence that have emerged as a result of the ongoing war in Europe. While the primary concerns of investors, corporations, and policymakers have been focused on conventional oil and gas, we explore the prevalence of these risks across the clean energy transition supply chain as well. This month, we also review the merits of sound corporate governance and why it has been an integral component of our fundamental analysis for decades. Finally, we highlight ESG-related comments from Q1 corporate earnings releases.

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