Galvanize at CERAWeek 2026

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April 1, 2026

Galvanize at CERAWeek 2026

Our team’s takeaways from CERAWeek 2026 underscore a shift to a capital-intensive, execution-driven phase of the energy transition, where managing risk, scaling clean firm power, and meeting rising electricity demand are reshaping how breakthrough technologies become institutional-scale companies and infrastructure.

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Returns Follow Scarcity: Investing in the Physical Reinforcement of the AI Economy

AI, electrification, and industrial reinvestment are driving a structural shift toward a more capital-intensive economy — one where returns increasingly accrue to the scarce physical infrastructure, labor, and systems required to support intelligent growth.

May 18, 2026

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Fervo’s IPO and the Future of Firm Power

As AI and electrification drive load growth, firm clean power is becoming increasingly valuable.

May 14, 2026

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Milken 2026: Bullish Markets, Missing Risks, and the Turn to Execution

Chris Creed reflects on the biggest takeaway from Milken 2026: in a market defined by optimism, the real edge may come from execution, resilience, and scalable deployment.

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