Investment Insights | Structured Products and Alternative Assets

Baloico, Santa Marta, Solar45

Portugal’s Energy Transition and the Strategic Positioning of the Santa Marta Solar Project and the Baloiço BESS Project

Portugal is no longer only building renewable capacity. Its first storage strategy and permanent grid auctions change how hybrid projects reach Ready to Build.

Baloico, Santa Marta, Solar45

Portugal’s 33% Windfall Tax: What It Means for Alternative Energy

Portugal has taxed extraordinary oil profits at 33%. Read alongside the rest of its energy policy, the measure shows where the country wants capital to go.

Baloico

Europe Is Funding the Connections, Not Just the Generation

The headline figure is small by energy standards. What the money was actually for is the part that matters, and it is not new generation.

Baloico, Solar45

Portugal Just Raised Power Tariffs. The Reason Is the Case for Storage.

Portugal generates a large majority of its power from renewables. It still had to raise tariffs because of gas. The reason why is the whole argument for firming.

Baloico, Santa Marta, Solar45

Santa Marta: What Patience Looks Like in a Solar Development

The interesting number in a solar development is not the capacity. It is the calendar. Santa Marta has been advancing since 2019, and that is the point.

Baloico, Santa Marta, Solar45

Solar45: Why the Value in Solar Sits Before the Panels Go In

A finished solar farm is a commodity. The work that turned a field into a permitted, grid-connected, buildable asset is not. That gap is the whole strategy.

Baloico, Santa Marta, Solar45

Baloico: Reading Energy Infrastructure as a Sequence, Not a Single Asset

Two sites with identical hardware can end up worth very different amounts. The difference is usually sequence: what was secured, in what order, and how early.

Film50

Real Asset Investments and the Return of Disciplined Film Finance

Film finance long sat closer to a wager than an arrangement an allocator could underwrite. The same governance ideas that made infrastructure legible are arriving.

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