Nuclear the ultimate ESG investment feat. Arthur Hyde
Decouple23 Huhti 2021

Nuclear the ultimate ESG investment feat. Arthur Hyde

Environment, Social, Governance investing is a paradigm that is quickly becoming a driving force for global finance. Investors are increasingly paying attention and demanding disclosure of ESG metrics to guide their decisions.

At best, nuclear energy sits in an ESG limbo. At worst, it is listed alongside alcohol, tobacco, and pornography as a sin stock. In the EU, the battle over whether to include nuclear in the EU Green Taxonomy still hangs in the balance.

Nuclear checks all of the ESG boxes, providing ultra-low lifecycle emissions electricity without any air pollution, containing all of its waste, providing high-quality intergenerational union jobs, and submitting itself to the most intense regulatory frameworks on earth.

What is the relevance of nuclear achieving ESG status? Would this change the cost of capital and make new builds in the west more economical? How would the Uranium sector be impacted by ESG eligibility?

I am joined by Arthur Hyde, a partner and portfolio manager at Segra Capital Management. In the words of its website, “Segra Capital focuses exclusively on contrarian or underfollowed investment ideas,” and today we dive deep into one such topic.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(321)

The Gas Turbine: The Final Revelation in Humanity’s Pantheon of Prime Movers (w/ David Helmer)

The Gas Turbine: The Final Revelation in Humanity’s Pantheon of Prime Movers (w/ David Helmer)

David Helmer spent years working on cooling systems for GE jet turbines before moving to Boston Consulting Group, the Applied Physics Laboratory, and West Point. He joins Decouple to explain why the g...

12 Touko 1h 5min

Understanding the World's Most Unusual Commodity Cycle

Understanding the World's Most Unusual Commodity Cycle

Grant Isaac, President and COO of Cameco, joins Decouple to explain why uranium behaves unlike any other commodity. With essentially zero fundamental in-year demand, a spot market that reports prices ...

30 Huhti 1h 18min

The Absolute Best Water Reactor: What Happened to the World’s Fastest Constructed Reactor?

The Absolute Best Water Reactor: What Happened to the World’s Fastest Constructed Reactor?

Nuclear construction once hit timelines that today sound implausible. First of a kind reactors completed in under four years, delivered at lower cost than mature designs, and executed with a level of ...

23 Huhti 1h 9min

Nuclear Reprocessing: Promise vs Reality

Nuclear Reprocessing: Promise vs Reality

In this episode of Decouple, Chris Keefer is joined once again by Michael Seely of the Atomic Blender to explore nuclear fuel reprocessing and the promise of unlocking vastly more energy from existing...

9 Huhti 1h 41min

Greenwashing with Chinese Characteristics

Greenwashing with Chinese Characteristics

In this episode we are joined by Seaver Wang to discuss the physical foundations of China’s industrial dominance in solar, batteries, electric vehicles, semiconductors, rare earth magnets, and aluminu...

2 Huhti 1h 6min

The Luxury Beliefs That Broke Europe’s Energy System | Doomberg

The Luxury Beliefs That Broke Europe’s Energy System | Doomberg

Europe once treated energy as the foundation of civilization. After the oil shocks of the 1970s, it built nuclear at scale, opened the North Sea, and secured long term pipeline supply. That system pro...

24 Maalis 1h 17min

What's happening with CANDU?

What's happening with CANDU?

This episode features Joe St. Julian, President of Nuclear at AtkinsRéalis, outlining why Canada may be closer to a new nuclear fleet build than most observers realize. Drawing on his background deliv...

19 Maalis 1h 16min

The Week LNG Became a Target

The Week LNG Became a Target

The Iranian drone strike on Qatar’s Ras Laffan industrial complex has sent shockwaves through global energy markets, triggering force majeure on 20 percent of the world’s LNG supply and closing the St...

13 Maalis 1h 15min

Suosittua kategoriassa Tiede

rss-mita-tulisi-tietaa
rss-poliisin-mieli
tiedekulma-podcast
rss-tiedetta-vai-tarinaa
utelias-mieli
docemilia
sotataidon-ytimessa
filocast-filosofian-perusteet
menologeja-tutkimusmatka-vaihdevuosiin
rss-bios-podcast
rss-ranskaa-raakana
rss-duodecim-lehti
rss-duokkari-ekstra
rss-astetta-parempi-elama-podcast
rss-metsantuntijat-podcast
rss-ilmasto-kriisissa
rss-ylistys-elaimille
rss-sosiopodi