Article
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.
More Articles
June 11, 2026
|
Newsletters
AI, electrification, and industrial reinvestment are accelerating a new capital cycle. In this month's newsletter, we explore the implications for private credit, nuclear energy, real estate, and the companies building the infrastructure behind the next economy.