Insights
How capital is actually behaving.
Short pieces on what investors are examining in the sectors we cover, written for people on both sides of the table.
Published
Capital markets / 14 July 2026
What capital actually looks for in a renewable energy project
Projects are rarely turned down on returns. They are turned down on evidence.
How we work / 22 June 2026Introduction is not advice, and the distinction matters
Two activities are routinely conflated. They are not the same, and the difference has consequences.
Energy storage / 19 May 2026Underwriting battery storage when revenue will not sit still
Storage revenue changes shape as more capacity connects. Underwriting has adjusted accordingly.
Digital infrastructure / 28 April 2026Power has become the constraint on digital infrastructure
Compute demand has turned into an energy problem, and the capital has noticed.
Raising capital, or deploying it?