Materials
Battery Materials Supply Chain Resilience
Lithium, nickel, and cobalt markets face structural constraints through 2030.
Dec 12, 2024Sarah Rodriguez
Insights
Brief perspectives on capital, strategy, and execution across critical infrastructure, energy, and materials.
Infrastructure
Critical Infrastructure Financing in the Cost Reduction
How institutional capital is reshaping the $4.2 trillion infrastructure gap. Our analysis of 150+ transactions reveals three structural shifts driving returns.
Dec 15, 2024 • Michael Chen
Read InsightEnergy
Natural Gas Infrastructure Modernization
Pipeline replacement programs unlock $180B in capital deployment opportunities.
Dec 10, 2024David Park
Capital Markets
Private Credit in Infrastructure Deals
Alternative lending fills the gap as banks retreat from long-term project finance.
Dec 8, 2024Michael Chen
Infrastructure
Grid Modernization Investment Thesis
Smart grid deployment creates 15-20% IRR opportunities in regulated utilities.
Dec 5, 2024Jennifer Liu
Energy
Carbon Capture Economics Update
IRA incentives shift project economics toward commercial viability by 2026.
Dec 3, 2024Robert Kim
Materials
Copper Market Dynamics Through 2030
Electrification demand outpaces supply growth, creating structural tightness.
Nov 28, 2024Sarah Rodriguez
Stay Informed
Receive quarterly insights on infrastructure, energy, and materials markets directly from our investment team.
No spam. Unsubscribe at any time.