April 27, 2026 The U.S. power sector stands at a critical inflection point. With AI and data center demand driving unprecedented electricity needs and the need to transition to clean energy to protect the climate, nuclear energy has emerged from decades of dormancy and under-investment to become one of the most compelling investment themes of 2026. [...]
What is the California Climate Credit? If you are one of millions of California residents and energy ratepayers, you may have received an unusual message from PG&E regarding a new credit that you will receive starting in April 2024 on your utility bill. It is a credit identified as the "California Climate Credit." This is a rebate designed [...]
November 16, 2023 After years of disinterest, energy security concerns and the push for net zero are leading investors to bet on nuclear power. The fact that the world has not managed to meaningfully reduce emissions—despite commitments from most every country and billions spent on renewables—has made it clear that more dramatic action is needed. [...]
October 22, 2023 June, July and August of 2023 were the three hottest months the Earth has ever seen by such a large margin, it left climate scientists agog. Climate disasters are abounding apace, with the U.S. hit by 23 large-scale disasters, a record-breaking year already. In Pakistan, extreme rainfall and flooding affected 33 million people, killing more [...]
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 [...]
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 [...]
Atoms for Peace: Revisiting the Promise of Nuclear Power on the Cusp of Climate Catastrophe This is a reprint of the Senior Project submitted to the Division of Social Studies, Bard College By Amelia Tiemann, May 2019 Preface When people think about nuclear power, they typically identify with one of two binary positions: either they believe nuclear power is [...]
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 [...]
Power to Save the WorldBy Sarah Tiemann, a research report for Mr. Signore in US History, 2° February 29, 2016The history of nuclear energy is a controversial one; from passionate support to radical opposition, people all over the world have debated whether nuclear power should be used as a reliable source of energy. Nuclear power is "a method of producing [...]
TIA's Outlook and Future Generations Analysis (Click to open PDF of Future Generations Analysis) OverviewTiemann Investment Advisors, LLC (TIA) is an independent, private, owner-managed investment firm with offices in Menlo Park, California. The firm was co-founded in 2002 by Jonathan Tiemann, Ph.D and Valerie Gardner, JD, MBA.Investing for the Long TermTIA's investment approach is building portfolios for clients based [...]