Whitepaper
July 27, 2026

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.

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From the changing economics of energy infrastructure to recent investments, portfolio milestones, and perspectives from our team, this month's newsletter highlights the ideas and developments shaping the next phase of the global economy.