Return-Path: Delivered-To: alvarochf@traceseis.com Received: from cs510.bluehost.com by cs510.bluehost.com with LMTP id KG4UBRf2+WkOpgQAWiBQxw (envelope-from ) for ; Tue, 05 May 2026 07:52:23 -0600 Return-path: Envelope-to: alvarochf@traceseis.com Delivery-date: Tue, 05 May 2026 07:52:23 -0600 Received: from gt30.mta.exacttarget.com ([13.111.73.30]:34549) by cs510.bluehost.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.99.2) (envelope-from ) id 1wKGCE-00000001uko-2o9R for alvarochf@traceseis.com; Tue, 05 May 2026 07:52:23 -0600 DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; s=200608; d=jupiterintel.com; h=From:To:Subject:Date:List-Help:MIME-Version:List-Unsubscribe: List-Unsubscribe-Post:Message-ID:Content-Type; i=info@jupiterintel.com; bh=r8OTSKgiVMCnDod5y8ljfZtQo+Z8D7TR1iySIYB7zKc=; b=cBlpaaiXIHvLuCw97FnYdG2IPvQvHW7SCjPS1/3A7DxPYWeECe/ja3giLhYvIdYzw0ABpmwmaev6 TQYJUvvumvKyBO45NhLd8Dd7MjfDrOUTdykp4ZSPIramM68PJvnEonntSF4ClkjCgHmQvjjPJZER bdeNkyoPXh8hkHDoMT8= Received: by gt30.mta.exacttarget.com id hv7r1c2fmd4d for ; Tue, 5 May 2026 13:52:11 +0000 (envelope-from ) From: "Jupiter Intelligence" To: Subject: The climate tipping point that isn't in your risk model yet Date: Tue, 05 May 2026 07:52:11 -0600 List-Help: MIME-Version: 1.0 x-messageKey: 972403-743297802-46339908 X-Delivery: Transactional X-SFMC-Stack: 11 x-job: 514022033_124132 List-Unsubscribe: List-Unsubscribe-Post: List-Unsubscribe=One-Click X-Report-Abuse-To: abuse@pd25.com Message-ID: Content-Type: multipart/alternative; boundary="4Tsnk2kXvR0X=_?:" X-Spam-Status: No, score=0.5 X-Spam-Score: 5 X-Spam-Bar: / X-Spam-Flag: NO This is a multi-part message in MIME format. --4Tsnk2kXvR0X=_?: Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: 8bit Once this risk is priced in by the market, the advantage is gone. Jupiter's AMOC research shows what early movers need to know. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ https://info.jupiterintel.com/e/972403/2026-05-05/92bj7/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM Jupiter Intelligence Research This risk isn't priced in yet. That window won't stay open. Most financial models treat sea level rise as a slow, linear process. They're not built to handle a climate system that crosses a threshold — and then behaves completely differently on the other side. That's the AMOC problem. And it's why Jupiter published Pricing the Tipping Point — the first research to quantify what a mid-century AMOC collapse actually means for asset-level financial exposure across the U.S. East Coast. The institutions that engage with this analysis now — before it enters mainstream risk discourse — are the ones best positioned to act. Not react. https://info.jupiterintel.com/e/972403/amocreport/92bjb/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM DOWNLOAD THE REPORT https://info.jupiterintel.com/e/972403/amocreport/92bjb/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM Why the timing of this research matters: ▶ Conventional catastrophe models don't include this. AMOC collapse scenarios are not yet embedded in standard stress tests, regulatory frameworks, or valuation models — which means the exposure is real, but largely invisible to the market right now. ▶ The science is moving faster than the finance. Research now suggests a mid-century collapse is more plausible than earlier assessments assumed — yet the financial system has not yet begun to price this in. ▶ Flood exposure doubles — but the cascade could be far worse. A post-collapse hurricane could hit a coastline with nearly 1 meter of additional sea level rise. The non-linear damage implications are not reflected in today's insurance pricing or portfolio valuations. ▶ After Hurricane Andrew, nine insurers failed. That event reshaped coastal insurance markets for decades. An AMOC-amplified storm would dwarf it — and the underinsurance already building in Florida suggests the system is not prepared. "A 2050 collapse could be the catalyst for a financial tipping point — pushing a natural disaster such as a hurricane into shock territory." — Jupiter Intelligence, Pricing the Tipping Point, April 2026 The report is free. The analysis covers over 16,000 residential and commercial properties across all 14 Atlantic coast states — with deep dives into New York City and Miami, ZIP-code-level exposure maps, and specific implications for financial institutions, REITs, and asset managers. Download it now, or talk to our team about running this scenario against your actual portfolio. GET THE REPORT — FREE https://info.jupiterintel.com/e/972403/amocreport/92bjb/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM BOOK A DEMO https://info.jupiterintel.com/e/972403/request-demo/92bjf/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM Run this scenario on your portfolio. Jupiter can model AMOC collapse — and any other tail-risk climate scenario — against your actual assets, at the asset level. See where your exposure is concentrated before the market catches up. BOOK A DEMO https://info.jupiterintel.com/e/972403/request-demo/92bjf/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM Did someone forward this newsletter and you would like to subscribe directly to the Jupiter Insights Newsletter? Sign up here https://info.jupiterintel.com/e/972403/contact/92bjj/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM . https://info.jupiterintel.com/e/972403/company-jupiterintel/92bjm/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM © 2026 Jupiter. All Rights Reserved | Terms and Conditions https://info.jupiterintel.com/e/972403/terms-and-conditions/92bjq/745860165/h/JA6FzR-HIH13jYQhSEJThZ3M_u3xOd2D4KMVANCz5oM | unsubscribe https://info.jupiterintel.com/unsubscribeConfirm/972403/aa5d42d2930ba505b7217bf7efb13243e9ab59f4c6942f873aabfbd3a9b31939/745860165 --4Tsnk2kXvR0X=_?: Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: 8bit The window to act on AMOC risk is open. Here's why it won't stay that way.
Once this risk is priced in by the market, the advantage is gone. Jupiter's AMOC research shows what early movers need to know.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Jupiter Intelligence

Jupiter Intelligence Research

This risk isn't priced in yet. That window won't stay open.

Most financial models treat sea level rise as a slow, linear process. They're not built to handle a climate system that crosses a threshold — and then behaves completely differently on the other side.

That's the AMOC problem. And it's why Jupiter published Pricing the Tipping Point — the first research to quantify what a mid-century AMOC collapse actually means for asset-level financial exposure across the U.S. East Coast.

The institutions that engage with this analysis now — before it enters mainstream risk discourse — are the ones best positioned to act. Not react.
Pricing the Tipping Point: Table of Contents
DOWNLOAD THE REPORT

Why the timing of this research matters:
▶
 Conventional catastrophe models don't include this. AMOC collapse scenarios are not yet embedded in standard stress tests, regulatory frameworks, or valuation models — which means the exposure is real, but largely invisible to the market right now.
▶
 The science is moving faster than the finance. Research now suggests a mid-century collapse is more plausible than earlier assessments assumed — yet the financial system has not yet begun to price this in.
▶
 Flood exposure doubles — but the cascade could be far worse. A post-collapse hurricane could hit a coastline with nearly 1 meter of additional sea level rise. The non-linear damage implications are not reflected in today's insurance pricing or portfolio valuations.
▶
 After Hurricane Andrew, nine insurers failed. That event reshaped coastal insurance markets for decades. An AMOC-amplified storm would dwarf it — and the underinsurance already building in Florida suggests the system is not prepared.

"A 2050 collapse could be the catalyst for a financial tipping point — pushing a natural disaster such as a hurricane into shock territory."

— Jupiter Intelligence, Pricing the Tipping Point, April 2026

The report is free. The analysis covers over 16,000 residential and commercial properties across all 14 Atlantic coast states — with deep dives into New York City and Miami, ZIP-code-level exposure maps, and specific implications for financial institutions, REITs, and asset managers.

Download it now, or talk to our team about running this scenario against your actual portfolio.
GET THE REPORT — FREE
BOOK A DEMO

Run this scenario on your portfolio.

Jupiter can model AMOC collapse — and any other tail-risk climate scenario — against your actual assets, at the asset level. See where your exposure is concentrated before the market catches up.

BOOK A DEMO
 
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