Energy Tech: A Brief History and the InfraTech Opportunity
Over the past 20 years, the energy technology sector has experienced three distinct “hype cycles”, each characterized by initial capital surges followed by significant market corrections. Today, the industry has entered a fourth era, defined by a broader structural imperative: sovereign resilience and self-sufficiency. Governments and institutional investors have come to recognise that the failure […]
Where Infrastructure Sectors Meet
The most consequential infrastructure investments today sit not within subsectors but at their intersections. Understanding them requires understanding what is shifting within each subsector first. The definition of infrastructure is expanding, and the lines between traditional subsectors are becoming increasingly harder to draw. Power, water, transport, and digital infrastructure are becoming interdependent, both technically and […]
Redesigning The Grid
How ageing networks, volatile supply, surging demand, and a new generation of technology are redesigning the grid. The electrical grid is, by any measure, the largest machine ever built. For most of the twentieth century it operated on the simple premise of large, centralised generators pushing electrons in one direction, down high-voltage transmission lines, through […]
The Long Road to First of a Kind
The Long Road to First of a Kind First of a Kind (FOAK) refers to the first scale deployment of a new technology. It is often associated with the valley of death, where the massive capital required to cross from pilot to commercial scale leaves many startups stranded. And just reaching FOAK does not guarantee […]
