Siccar Point

Siccar Point

Home
Notes
Archive
About

Risk & resilience

Stock damage vs flow failure
Why the failure of ecosystem-service flows can matter more than physical damage to an asset
 • Eoin Murray
Who should underwrite the river?
We can contract for actions on a river, but who carries the risk that the outcomes don't arrive?
 • Eoin Murray
Security is a system property
Energy, food and water security depend on the systems around them, not just the assets we drill or build
 • Eoin Murray
The missing forward curve
Why resilience needs forward-looking physical-risk information before it can be priced and underwritten
 • Eoin Murray
What a small bay in Wales tells us about blue carbon
A failed seagrass planting in Wales exposes a failure mode that runs through nature-based investment models
 • Eoin Murray
Tipping points, put options, and the capital you're already spending
Capital carry, not just avoided losses, is where most of the value of climate adaptation sits
 • Eoin Murray
The cascading risks of drought: a natural capital perspective
Drought is a drawdown of natural capital, with costs that cascade through food, fire, insurance and water
 • Eoin Murray
You can't forecast what you've never seen before
Risk versus uncertainty, and why biodiversity scenarios belong at the centre of investment decisions.
 • Eoin Murray
As cold as ice - when climate risk stops looking linear
AMOC risk and why, for long-term investors, the median outcome can be a dangerous guide.
 • Eoin Murray
Nomad journey – when risk won’t stay still
When risk moves, the value of restoration lies less in lower premiums than in keeping assets insurable.
 • Eoin Murray
“Get up, stand up, stand up for ocean rights” (w/ apologies to Mr B Marley)
Ocean health is now a material business risk, and a blueprint for corporate action in 2026.
 • Eoin Murray
Saving our planet at the Global Tipping Points Conference 2025
An investor's reflections on planetary tipping points, and the positive tipping points that could reverse them.
 • Eoin Murray
© 2026 Eoin Murray · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture