New Energy

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

From technology to deployment

Generation and infrastructure

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

Storage and electrification

Batteries, energy storage, charging and enabling technologies, with a focus on customers and whole-system economics.

Companies and new listings

Financial quality, funding plans and execution capabilities of businesses entering or already participating in public markets.

AI and energy demand

The relationship between computing growth, power availability, efficiency and the investment needed to support expansion.

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