Generation and infrastructure
Equipment, power generation and supporting infrastructure, considered alongside utilisation, procurement and project delivery.

New Energy
New Energy
Investing attention in the economics of energy transition.
New energy is one of SilverCape's investment directions, covering generation, storage, electrification and the infrastructure that connects these activities. We consider the companies and projects behind the transition, including their capital needs and commercial execution.
Energy demand also connects this field with AI and data development. Computing facilities rely on dependable power, while digital systems can improve the operation and management of energy assets.
Industry investment
Equipment, power generation and supporting infrastructure, considered alongside utilisation, procurement and project delivery.
Batteries, energy storage, charging and enabling technologies, with a focus on customers and whole-system economics.
Financial quality, funding plans and execution capabilities of businesses entering or already participating in public markets.
The relationship between computing growth, power availability, efficiency and the investment needed to support expansion.