Dire Warnings from Dr. James Hansen . . . again Those who receive Dr. James Hansen's occasional newsletter from his Climate Science, Awareness and Solutions team, will have seen some dire reports before. Still, nothing we have seen is quite as unimaginable or alarming as learning that global warming is happening at the equivalent of 750,000 exploding Hiroshima [...]
SEC Issues Trailblazing Climate Disclosure Proposal At long last, after studying the issue for many years, the U.S. Securities and Exchange Commission has finally released its long-awaited proposal to require companies to disclose their climate risks to investors. These proposed rules (neatly summarized in a 506 page notice) will require all publicly traded companies to disclose both their greenhouse [...]
History in the making: the first advanced nuclear fund gets launched. In early 2018, Rod Adams posted an article on his very popular Atomic Insights blog effectively asking "where are all the advanced nuclear investors?" Valerie Gardner, a co-founder and principal at Tiemann Investment Advisors, read the article and reached out to Rod. We wrote about this back in [...]
Developing the first advanced nuclear venture fund Valerie Gardner, a TIA cofounder and principal, and Rod Adams, former founder of Adams Atomic Engines (one of the first advanced nuclear ventures) and current host of Atomic Insights, one of the longest-lived blogs on atomic energy, have been exploring how to make investing in advanced nuclear accessible for more investors. They have [...]
Can entrepreneurs working on innovations in nuclear energy raise venture capital in today's market? This is the topic that Valerie Gardner, TIA's cofounder and principal, addressed together with James Magowan, founder of Arboreal Capital, at a session of the 2019 Nuclear Innovation Bootcamp that was held in Paris, France on August 28th, 2019. Ms. Gardner and Mr. Magowan were [...]
Talking about Advanced Nuclear's emergence into the private sector and what that means for its funding Valerie Gardner, TIA's cofounder and principal, was invited to speak at the US Nuclear Infrastructure Council's first-ever New Nuclear Capital Conference, held July 16th and 17th in Washington, DC. In a talk entitled "Why Advanced Nuclear is Changing the Nuclear Energy Financing Paradigm," Ms. [...]
Nuclear energy primed for private investment Rod Adams’ marvelous Atomic Insights blog published an article in February titled "Advanced nuclear energy systems are ready for investors who seek ground floor opportunities," that asked an important question: “How do we match the ingenuity and enthusiasm of atomic innovators with the large magnitude financing sources needed to advance the field so [...]
Dr. Jonathan Tiemann Would it really be possible to replace our existing energy system with renewables? Mark Jacobson, Professor of Civil and Environmental Engineering at Stanford, thinks we can do so by 2050.1 Prof. Jacobson has done an impressive job of synthesizing demographic, economic, and engineering data to develop a formula that seems to show a path toward a fully [...]
By Valerie Gardner BlackRock, an asset manager with over $5 trillion in assets, doesn't think so. According to Ben Moshinsky of Business Insider, BlackRock has issued a report warning investors that "Climate change is going to move a huge amount of money and not enough people are paying attention.1" For a group that holds major investments in various fossil fuel [...]
Is it time to think about how climate change might impact your portfolio? Apparently, some 120 CEOs and investment managers representing more than $12 trillion in assets think so. They were worried enough to send an open letter on May 25, 2015 to the Group of Seven (G-7) Finance Ministers to urge them to commit to reduce greenhouse gas emissions [...]