The following reports provide much of the foundational rationale for our fundraising and investment thesis. Click on the summary to get the link to the original report.
NAS: Carbon Utilization Infrastructure
The National Academies of Science have issued this second and final Congressionally-manadated study on carbon utilization infrastructure, markets and R&D. It’s the first time that we’ve seen a really good
IEA: CO2 Emissions in 2023
Global CO2 emissions hit a new record high of 37.4 billion tonnes (Gt) from energy-related activity, growth of 1.1% in 2023, down only slightly from growth of 1.3% in 2022.The
The UK’s Civil Nuclear Roadmap
In the aftermath of COP 28, where some 20 countries pledged to triple nuclear generation, the U.K. government committed to quadrupling its nuclear power, in a major policy initiative called
UNEP’s 2023 Emission Gap Report: Broken Record
Temperatures hit new highs, yet world fails to cut emissions (again) The United Nations Environmental Programme observes the unprecedented acceleration of the speed and scale of new climate change records
IAEA: Nuclear Energy in Climate Resilient Power Systems
The IAEA issued this report looking at the contribution that nuclear can play in keeping power going in a highly climate stressed context. This is a context that we know
Bank of America’s “The Nuclear Necessity”
Bank of America issued a landmark report on May 9th to its securities clients entitled “The Nuclear Necessity,” giving a bold “BUY” recommendation for nuclear and uranium. This report gave