Article
March 19, 2026
The Market for Growth Credit and Hybrid Capital
As the energy transition shifts from innovation to large-scale buildout, a new market is emerging for growth credit and hybrid capital. This piece outlines the opportunity in growth credit and hybrid capital to finance companies in the critical scale-up phase, where assets are tangible but traditional debt remains out of reach.
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August 14, 2026
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Newsletters
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.
August 6, 2026
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Article
Bisnow explores how climate risk data is becoming a core input for commercial real estate investing, with Galvanize’s Joseph Sumberg highlighting how better analytics can help investors identify opportunities, not just avoid risk.
July 27, 2026
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Whitepaper
The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition
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.
