Strategic Energy Resilience

Energy Transition Strategy


The global energy transition is driving a critical need for reliable, clean, and decentralized power. As demand from electrified transport, industrial decarbonization, and data infrastructure soars, fragile national grids in many emerging markets present a significant risk to operational continuity and national security.

There is also a need to develop global computing capacity that provides resilience, redundancy and additional capacity, which are critical to current and future national security. This additional, distributed capacity will rely on sustainable, resilient power.

Our approach to energy transition addresses these vulnerabilities by investing in microgrids, energy storage, and flexible clean generation. These projects are designed to ensure continuous uptime for critical public and private infrastructure. We structure our investments to align with both government policy and corporate procurement, securing long-term offtake agreements and stable revenue streams.

Beyond robust financial returns, our strategy is built on a foundation of social and geopolitical stability. By powering essential services like hospitals and schools and enabling local economic growth, we mitigate the risks of instability tied to energy scarcity. This approach transforms our investments into strategic assets that not only capture a global megatrend but also reinforce the resilience of host nations.

Our Energy Transition strategy delivers sustainable, resilient, clean power where grids are weak or unreliable.


  • Building Strategic Energy Security: We invest in distributed energy solutions, such as microgrids and clean generation, to provide reliable power for critical infrastructure. This approach ensures energy security and operational continuity for both public and private sectors in key regions.
  • Dual-Use Investment: Our projects are structured to meet the needs of government and corporate buyers, securing strong offtake agreements and long-term stability. This ensures our investments strive to deliver competitive financial returns and advance strategic energy objectives.
  • Fostering Social Stability: Our energy solutions go beyond decarbonization by powering essential community services like hospitals and schools. By creating local jobs and enabling new businesses, we strengthen social resilience and reinforce stability in key regions.