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 Rise of Nuclear Fear feat. Spencer Weart

The Rise of Nuclear Fear feat. Spencer Weart

Is part of our rejection of expertise, distrust of science and weaponization of the precautionary principle tied to how suicidally close we came to mutually assured destruction during the cold war? Wh...

30 Tammi 202155min

Means, Motive, Opportunity: Fossil Fueled Radiophobia feat. Rod Adams

Means, Motive, Opportunity: Fossil Fueled Radiophobia feat. Rod Adams

There is money to be made in Nuclear Fear. Consider this. In Japan over the last 10 years since the Fukushima accident, approximately 50 billion USD a year in additional fossil fuels have been traded ...

26 Tammi 20211h 4min

The Politics of Energy Transition feat. Robert Bryce

The Politics of Energy Transition feat. Robert Bryce

I am joined by Robert Bryce, an American author, journalist, filmmaker and podcaster in a wide ranging discussion of the politics of the world's unfolding energy transitions. Energy illiteracy is epi...

20 Tammi 20211h 3min

The Nuclear Fusion Energy Delusion? feat. Gerrit Bruhaug

The Nuclear Fusion Energy Delusion? feat. Gerrit Bruhaug

Fusion is supposed to be even more powerful than fission but without the baggage. It resonates with the appeal to nature fallacy with notions of bringing the power of the sun down to earth. 39 years a...

6 Tammi 20211h

Gaia, Technology, and the Anthropocene feat. Lewis Dartnell

Gaia, Technology, and the Anthropocene feat. Lewis Dartnell

Decouple is a show which is fundamentally about attitudes to technology and the role that decoupling technologies, so called technofixes, can play in mitigating and solving our environmental challenge...

29 Joulu 202056min

Hope, Hype, Hubris, and Deep Decarbonisation feat. Nick Touran

Hope, Hype, Hubris, and Deep Decarbonisation feat. Nick Touran

Nick Touran is a Ph.D. nuclear engineer and advanced reactor designer who runs the science education website whatisnuclear.com. Advanced and Small Modular Reactors have become the only politically saf...

20 Joulu 20201h 13min

China’s Great Climate Leap Forward? feat. Seaver Wang

China’s Great Climate Leap Forward? feat. Seaver Wang

"China will cut carbon emissions by over 65% by 2030" according to Chinese President Xi Jinping. In addition two new studies published by the leading and highly influential Chinese Climate research in...

15 Joulu 20201h 4min

The Heterodox Anthropologist of Nuclear feat. Bret Kugelmass

The Heterodox Anthropologist of Nuclear feat. Bret Kugelmass

Sometimes an outsider's perspective can lead to startling conclusions. Bret Kugelmass is a successful tech entrepreneur turned climate activist. His empiric analysis of the problem of climate change l...

8 Joulu 20201h 12min

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