As our website states: Segra aims to travel waters others will not or cannot, in the hopes of achieving outsized reward through strict adherence to our investment process and core opportunity set.
A key reason for Segra Resource Partners’ fund launch was the under-covered and misunderstood nature of the uranium and nuclear power space. As we’ve explained in the past, the lack of focus from major institutional investors and skepticism from commodity experts generally allows our more focused fund to gain an informational edge over other market participants. Within our framework, understanding both the macro and micro drivers of our portfolio are essential to its success.
From the macro side, we believe having a firm grasp of nuclear power’s role in an ever-shifting energy landscape which is now heavily focused on environmental impacts / ESG is crucial. On the micro side, understanding the history of uranium production and use as well as the potential prizes and pitfalls of the mining industry are equally important.
For that reason, as summer begins the Segra team has decided to share some of our favorite books on uranium, nuclear power and environmental policy. Top of the list for our team is Michael Shellenberger’s new book “Apocalypse Never: Why Environmental Alarmism Hurts Us All”. Michael has become one of the Nuclear industry’s most vocal proponents and we believe his ecomodernist framework to combat climate change will be a hot topic among environmentalists this summer.
Nuclear Power & Environmental Science
Apocalypse Never: Why Environmental Alarmism Hurts Us All – Michael Shellenberger*
A Bright Future: How Some Countries Have Solved Climate Change and the Rest Can Follow – Joshua Goldstein & Staffan Qvist
The Question of Power – Robert Bryce
Energy – Richard Rhodes
The Dark Horse: Nuclear Power and Climate Change – Rauli Partanen & Janne Korhonen
Uranium & Mining
The Great Uranium Cartel – Earle Gray
The Big Score: Robert Friedland and the Voisey’s Bay Hustle – Jacquie McNish
Uranium: War, Energy and the Rock that Shaped the World – Tom Zoellner
Fleecing the Lamb: The Inside Story of the Vancouver Stock Exchange – David Cruise & Alison Griffiths
*To be released June 30th, 2020