Nuclear the ultimate ESG investment feat. Arthur Hyde
Decouple23 Apr 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.

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Episoder(321)

Why the First Nuclear Renaissance Failed: Can America Build Eight AP1000s Now?

Why the First Nuclear Renaissance Failed: Can America Build Eight AP1000s Now?

The first U.S. nuclear renaissance collapsed under the weight of cheap shale gas, lost institutional expertise, and disastrous projects like Vogtle and Summer. Today, America is planning a fleet of ei...

11 Des 20251h 33min

The Real Stakes of a Saudi Nuclear Deal

The Real Stakes of a Saudi Nuclear Deal

Saudi Arabia burns nearly one million barrels of oil per day to keep its lights on, yet it has cheaper and faster ways to replace this than by building large nuclear reactors. So why is the Kingdom pu...

2 Des 20251h 3min

Microreactors: A Mirage of American Nuclear Innovation?

Microreactors: A Mirage of American Nuclear Innovation?

In this episode, Chris Keefer speaks with Hadron Energy founder Samuel Gibson, the twenty four year old entrepreneur pursuing a ten megawatt integral pressurized water microreactor through a one point...

25 Nov 202550min

The AP1000 Masterclass

The AP1000 Masterclass

Fan favourite, James Krellenstein, returns for a deep dive into the AP1000. We walk through how its conservative nuclear steam supply system is built from proven Westinghouse and Combustion Engineerin...

18 Nov 20251h 8min

The Great Nuclear Reshoring

The Great Nuclear Reshoring

In late October, amid the choreography of President Trump’s visit to Tokyo, two vast and curiously intertwined announcements were made: an $80 billion strategic partnership between the U.S. government...

11 Nov 20251h 26min

Russia’s Maritime Nuclear Fleet: A Glimpse Behind the Curtain

Russia’s Maritime Nuclear Fleet: A Glimpse Behind the Curtain

This week on Decouple, I sit down with Aleksey Rezvoi, a veteran maritime nuclear engineer who began his career in the Soviet Union designing third- and fourth-generation submarine and icebreaker reac...

4 Nov 20251h 5min

How China Builds Reactors So Fast

How China Builds Reactors So Fast

This week I sit back down with François Morin in his third appearance on the show. François is the World Nuclear Association’s point person on China. He works and travels inside China, speaks fluent M...

28 Okt 20251h 13min

Engineering State v. Lawyerly Society

Engineering State v. Lawyerly Society

This week on Decouple, I sit down with Dan Wang, a research fellow at Stanford’s Hoover History Lab and author of "Breakneck: China’s Quest to Engineer the Future." We trace how China became an “engin...

21 Okt 202553min

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