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April 23, 2026

April 2026 Newsletter

As AI scales into the physical economy, this month’s update explores how power, infrastructure, and capital—from real estate to growth credit—are shaping the next phase of the climate economy.

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May 8, 2026
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Article
As climate language evolves, the underlying investment case is strengthening. This piece offers a framework for distinguishing narrative shifts from structural change—and why precision in how we describe these systems now matters more than ever.
May 5, 2026
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Article
In his recurring Semafor column, Secretary Kerry describes the current energy shock as the start of a longer-term shift toward energy sovereignty, with resilience, domestic supply, and system control as key drivers.
May 4, 2026
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Press Release
Galvanize Real Estate has acquired a three-property, 462,300-square-foot industrial portfolio in Green Oaks, Illinois, expanding its growing Chicagoland footprint and bringing its portfolio to more than 2.8 million square feet.