Escalating geopolitical tension and rising inflation have preoccupied U.S. policymakers through the first two months of the year, moving the approval of climate funding to the back burner. This month, we explore how looming Russian sanctions stand to exacerbate existing energy supply issues, which could force both countries and businesses to reconsider their respective energy makeup and carbon intensity. We also review the valuation gap that exists within the energy sector as well as the ongoing strategic and capital allocation decisions companies are facing related to human capital and the environment.

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