Sustainability, Energy Transition, ESG | Weekly Thematic

Renewable Power: Time For The Nuclear Option
July 27, 2022
Companies Mentioned:
Air Products, Dow, Brookfield Business Partner, Terra Power, NuScale, Fluor, Mura Technology, Valoregen, Nexus Circular, Trinseo, Denbury, ExxonMobil, NextEra, Blackrock
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Renewable Power: Time For The Nuclear Option

  • Embracing nuclear power as a core pathway to decarbonization, where able, will free up other renewable resources and ease many energy transition challenges.
  • Wind and solar are currently preferred pathways but are capacity constrained and have capacity factors that are very challenging for the grid and industry.
  • Water-based power looks cheap, but opportunities are more limited – nuclear technology is well understood, but there would be issues with feedstock sources.
  • We again discuss why we believe climate change must be taken seriously. It’s not about whether the science is right, it’s about the severity of the consequences.
  • Otherwise, we look at recycling diversity, lots of action on the carbon capture front, Air Products hydrogen empire, and critical metals availability (again).

See PDF below for all charts, tables and diagrams

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