nuclearenergy
Dear fellow investors, What has taken place in 2022 is nothing short of a man-made problem. The question is if you looked upriver, could this have been avoided? While it could be argued that Putin invading Ukraine was unexpected, the policy decisions and structure of the global energy markets have been shaped for years. It reads like the lamp in the movie A Christmas Story: Fragile. Besides structural issues, there have been pressures imposed on these structures that were unforeseen when they were built. These were exactly the pressures that caused what we now know as Chernobyl. Q2 2022 hedge ...
ValueWalk
S&P Global Ratings’ most recent report finds that after decades of opposition by governments and public unease after the Fukushima disaster in 2011, Europe may be changing its mind about nuclear energy – a recognised technology that can contribute to decarbonisation as well as the stability and affordability of energy supply. As gas and power prices skyrocket in Europe and calls to consider new types of low-carbon energy grow louder, a nuclear renaissance would offer stable, carbon free baseload generation in a more electrified economy, albeit with complications. Q4 2021 hedge fund letters, co...
ValueWalk
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