First principles first

There is a dizzying array of strategies to pursue in the energy transition, from carbon capture to low-emissions baseload power to renewables development. The winning strategy for each of our investors is developed from full comprehension of the underlying conditions for success. Approaches which rely on rosy subsidies or hyped-up public relations aren’t durable or optimal - they’re easy. We don’t pick the lowest hanging fruit; we identify then pull the most consequential levers.