Conventional Energy
[1]
Thesis
We invest in upstream, midstream, and oilfield-service businesses in jurisdictions where capital is scarce, fundamentals are strong, and hydrocarbons remain central to national and industrial capability.
[2]
Investment Approach
Conventional energy anchors the stability of economies, supply chains, and foreign policy. We back projects with disciplined underwriting, aligned local partnerships, and structures designed to perform across cycles and geopolitical conditions.
[3]
Philosophy
Energy is a strategic asset. We allocate capital where supply scarcity, institutional demand, and geopolitical relevance create durable opportunities for long-term value.
National Security & Aerospace
Capabilities that strengthen defense readiness, reinforce industrial capacity, and maintain technological advantage.
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Applied Artificial Intelligence
Software that increases the energy density of human and machine intelligence.
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Digital Assets & Infrastructure
Infrastructure that secures digital sovereignty and strengthens resilient, censorship-resistant economic exchange.
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Power & Renewables
Hardware and software that decentralize power generation, strengthen grid autonomy, and reinforce national resilience.
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Conventional Energy
Upstream, midstream, and oilfield capabilities that shape foreign policy through energy security, industrial resilience, and long-term national supply.
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Mining & Metals
Projects in complex geographies that ensure critical mineral supply for national industry, strategic resilience, and enduring advantage.
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Investment Domains
A disciplined focus on sectors with durable long-term value.
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