From the forces strengthening the case for profitable decarbonization to portfolio milestones, industry recognition, and insights from our team, this month’s newsletter highlights how capital is helping scale the new economy.

From the growing importance of energy security to insights from our team, portfolio milestones, and perspectives on the markets shaping the energy transition, this month’s newsletter highlights the forces driving competitiveness and resilience across the global economy.

As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.