The new energy equation

The energy and infrastructure sector is undergoing one of the most consequential transformations in its history, and the signals for investors are both promising and complex. Renewables are growing fast, yet natural gas remains critical to the global energy equation — and the path forward requires advancing both in tandem. Commercial and industrial solar's strong growth fundamentals are racing against federal tax credit deadlines and persistent grid development bottlenecks, creating a need for flexible financing. And the Iran conflict has exposed a historic fracture in OPEC, raising a question that goes well beyond the near-term supply shock: what does the oil market look like once the Strait of Hormuz reopens? Read our latest Energy Infrastructure Credit white paper to learn more.