Why Pacific corridor solar is the most underpriced asset class of 2026
Grid interconnect bottlenecks have created a structural arbitrage between permitted and shovel-ready capacity.
Copper's structural deficit: why the next 5 years look nothing like the last
The energy transition requires 25M+ tonnes of new copper by 2030. Chile's permitting backlog means most of that supply won't come from new mines — it'll come from operators who already have the land.
Industrial logistics as a rates hedge: data from 14 positions in LATAM
Dollar-denominated leases, near-port locations, and sub-3% vacancy in key corridors. Why we're increasing exposure while institutional capital retreats.
The bidirectional capital thesis: LATAM ↔ Dubai ↔ Miami
Family offices in three regions are rebalancing toward real assets faster than public markets reflect.
Drone autonomy at industrial scale: from pilot to P&L
What we learned operating drone fleets across mining sites in northern Chile.
Storage-linked solar: why the merchant risk is overstated
Battery co-location changes the IRR math on merchant solar fundamentally. Here's what 18 months of operating data from our Chilean fleet shows.
Removal credits aren't a commodity yet — and that's the opportunity
Pricing tiers, integrity premia, and how operator-backed projects clear at 2-3x voluntary market.
Strategic land: the asset class no LP allocates to
Industrial land at Pacific port nodes is repricing in real time. Why allocators are slow to move.
SPV mechanics: how we structure single-asset vehicles for LATAM deals
Cayman holdco, Chilean OpCo, Miami admin. The structure we use on every deal — and why it protects investors in three jurisdictions simultaneously.
Mid-stream logistics: the most boring high-IRR trade in LATAM
Copper export flows depend on infrastructure that public capital won't fund.
Edge AI in extractive industries: what we've learned from 3 deployments
Processing data at the asset — not in the cloud — changes economics for remote mining, energy, and infrastructure operations. Our operators' firsthand data.
Why we only buy removal, not avoidance — and what the premium looks like
Avoidance credits are collapsing in price and credibility. Removal credits from verified agricultural sequestration are clearing at $40–120/tonne. The gap is the thesis.