Diego Balverde
Power & Utilities · AI
#10
overall
Diego Balverde
The grid has started saying no to artificial intelligence
Texas’s interconnection pause and California’s curtailment show that grid capacity now sets the pace of AI growth
Recent publications
Diego Balverde
Energy Storage · Energy
The resilience premium will replace the green premium
Diego Balverde
Maritime · Power Grid
The green rule can cost market share
Diego Balverde
Sustainable Finance · Public Governance
Iceland: Volcanic risk, tourism cycles and the energy-rich island balance sheet
Diego Balverde
Energy Storage · Power Grid
Infrastructure becomes financial collateral
Diego Balverde
AI · Power Grid
Artificial intelligence is turning electricity into the new industrial currency
Diego Balverde
Power Grid · Energy Storage
Strategic inventories are the new battlefield
Diego Balverde
Maritime · Energy Storage
Ports will become multi-energy markets
Diego Balverde
Maritime · Energy Transition
Carbon changes the route
Diego Balverde
Public Governance · Sustainable Finance
Cyprus: Divided island, banking memory and Eastern Mediterranean energy risk
Diego Balverde
Energy Management & Efficiency · Sustainable Finance
Energy efficiency is credit quality
Diego Balverde
Maritime · Insurance
Maritime insurance is the new price of war
Diego Balverde
Energy Storage · Power Grid
Storage is the new strategic reserve
Diego Balverde
Energy Storage · Power Grid
Microgrids will become corporate insurance for the electric economy
Diego Balverde
Maritime · Insurance
Sanctions enter the terminal
Diego Balverde
Energy Management & Efficiency · Public Governance
Malta: Island finance, gaming exposure and the Mediterranean infrastructure limit
Diego Balverde
Energy Management & Efficiency · Sustainable Finance
The verified asset
Diego Balverde
Maritime · Sustainable Finance
From Mare Nostrum to the Blue Planet: The 7x7 architecture that turns the ocean into one global balance sheet
Diego Balverde
Power Grid · Energy Transition
The grid is the new oil
Diego Balverde
Energy Management & Efficiency · Power Grid
Flexible demand will become virtual generation
Diego Balverde
Energy Management & Efficiency · Maritime
The port controls the supply chain
Diego Balverde
Public Governance · Sustainable Finance
Luxembourg: Financial centre, fund dependence and systemic smallness
Diego Balverde
Public Governance · Sustainable Finance
The end of emergency collateral
Diego Balverde
Maritime · Insurance
South China Sea: The sea where trade cannot afford a geopolitical accident
Diego Balverde
Rare Earths · Battery
Rare earths are the new sanctions
Diego Balverde
Carbon · Energy
Methane will move from emissions data to financial liability
Diego Balverde
Maritime · Energy Transition
Trade routes become investment routes
Diego Balverde
Maritime · Power Grid
Belgium: Turning fragmentation into financeable infrastructure
Diego Balverde
Public Governance · Sustainable Finance
Liquidity at machine speed
Diego Balverde
Maritime · Insurance
Caribbean Sea: The sea where resilience must become capital before the next storm
Diego Balverde
Power Grid · Power & Utilities
The world economy has entered the age of permanent shock
Diego Balverde
Steel · Energy Management & Efficiency
Industrial heat is the giant the transition still underprices
Diego Balverde
Maritime · Insurance
The new maritime risk premium
Diego Balverde
Power & Utilities · Energy
Portugal: Turning the Atlantic into productive capital
Diego Balverde
AI · Sustainable Finance
Collateral goes on-chain
Diego Balverde
Maritime · Energy Management & Efficiency
Modern Mediterranean
Diego Balverde
Rare Earths · AI
The AI boom is becoming an energy boom
Diego Balverde
Power Grid · Energy
Grid queues are turning projects into stranded capital
Diego Balverde
Maritime · Public Governance
Ports are national power
Diego Balverde
Public Governance · Energy
Ireland: Turning foreign capital into domestic capacity
Diego Balverde
Public Governance · Sustainable Finance
Capital release
Diego Balverde
Maritime · Public Governance
Pacific Ocean: The ocean too vast for a single centre of power
Diego Balverde
Public Governance · Oil & Gas
Refineries are the new bottleneck
Diego Balverde
Insurance · Energy
Insurance will decide which energy assets remain bankable
Diego Balverde
Maritime · Public Governance
The strait sets the price
Diego Balverde
Sustainable Finance · Energy Transition
Norway: Turning petroleum wealth into twenty-first-century infrastructure
Diego Balverde
AI · Sustainable Finance
Private credit's hidden collateral
Diego Balverde
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Indian Ocean: Where monsoon, debt and power converge
Diego Balverde
Food · Oil & Gas
Diesel is the hidden blood of inflation
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