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.