Tag: Power
As Energy Transition Goes, 2023 Is The Year of Corporate Utilities
Public discussion has largely focused on the push for expanded use of renewable energy and the related investment required to bring those energy sources online. Yet the success of the Biden energy policy depends on the ability of utility companies to fund a significant amount of capex, in particular for transmission and distribution, in the near term…
U.S. Infrastructure and Its Challenges…
U.S. infrastructure is the never-ending problem that all administrations want to solve. Yet attempts to find a solution generally creates more questions and angst…
Coronavirus in Africa: an opportunity for innovative investment
The last couple months can only be characterized as unprecedented, as many countries and markets went from indifference of the pandemic to visible panic. In many emerging markets, the flight of capital coupled with slowed investments has further complicated fragile situations. Yet these unexpected and difficult times still present opportunity for investment…