Capital deployment in the current market setting favors the orchestration of precision over the pursuit of scale, sequenced only when sufficient risk-adjusted returns, timing leverage,
1st Topic of the Week: If EV growth plateaus in the West, could stationary storage become the hinge of critical mineral demand, redefining value through
1st Topic of the Week: China’s electric truck boom erodes diesel demand from within, accelerating refinery pivots to chemicals and challenging global oil assumptions with
General Thoughts: Trade-driven copper price surge adds to mosaic of bottlenecks and delays threatening US grid buildouts, inflating power costs, and underscoring the risk of
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
