Meketa Capital’s Post

Infrastructure is a fast-growing asset class with several exciting tailwinds. Among them is the shift to electric vehicles (EVs), which is creating a diverse range of infrastructure investment opportunities. Meketa’s @Lisa Bacon shares how the shift to EVs is progressing, what types of infrastructure assets are needed to support it, and investment areas of interest: https://lnkd.in/eiFZ-Kgk Disclosure: https://lnkd.in/gAcWZ_dN

Exciting news from Portland General Electric! They are gearing up for a significant transmission investment ramp to enhance their infrastructure and reliability. This strategic move underscores their commitment to delivering top-notch service to their customers. Check out this insightful article for a detailed overview: #PortlandGeneralElectric #TransmissionInvestment #EnergyInfrastructure

Investment Portfolio SoT-EV (Semiconductor of Tomorrow — Electric Vehicles) This project was developed as part of the SoT (Semiconductor of Tomorrow) initiative and is one of its key components. The project includes three unique portfolios focused on investments in the electric vehicle sector — the future of our planet: • 3 portfolios, • 3 classes, • One idea — different implementations. Each portfolio varies in terms of diversification and risk, allowing investors to choose the right tool to achieve their goals. If you’re interested in this topic or would like to discuss the project, I’d be happy to answer any questions and hear your feedback! #SoT #LongTermInvesting #EconomicsResearch #WealthManagement #StockMarket #Semiconductors #Investing #GreenEconomy

Coming off “an investment year,” Portland General Electric Co. President and CEO Maria Pope said Feb. 16 that 2024 will be more about growth—and preparing to ramp up investments in transmission assets. Alongside Portland General’s fourth-quarter results, Pope and CFO Joseph Trpik last week also outlined new capital spending targets for the coming years that incorporate the company’s recently concluded 2024 rate case and other forecasts. Notable in those forecasts is that transmission is projected to grow steadily from an expected $170 million this year to $265 million in 2027. By that latter year, it will account for 23% of Portland General’s total capex budget; this year, that number will be in the range of 13%. Paul Young CPA CGA is a former Senior IBM Customer Success Manager that has deployed over 300 data and AI solutions across industries. Paul is also focusing on driving better business decisions through the modernization of the data architecture.   Blog - Birds on a Wire - The Perils of Power Lines - https://lnkd.in/gqpikJui   Blog - Four Trends Will Power the Utilities Sector in 2024 - https://lnkd.in/g5iXqDXQ   Blog – Electricity and Power Grid – November 2023 - https://lnkd.in/ge-vJGxy     Blog – Stock Market – Australia – February 16 2024 - https://lnkd.in/ggirAvEH   Blog – EV – OEM and IONNA https://lnkd.in/g3F9xy-D   Courses - https://lnkd.in/ga_S5dMR   Blog – EV – Trade Barriers – Competition – Electrical Vehicles – BYD vs Tesla - https://lnkd.in/g6JX3dGE Blog – EV and Electrical Grid Challengers - https://lnkd.in/gkvE4_XY    

With the right strategies and proper planning, fleet operators can maximize the value of their #EVs and #charging assets, save energy costs and even realize new sources of revenue. Our latest piece from Tyler Seed explores these opportunities. Don't miss out—sign up for our mailing list for more insights and updates like this! 📖 Read the Article Here ➜ https://lnkd.in/gk5WwHVC

With the $1 trillion Infrastructure Investment and Jobs Act, let's build the bridge to consolidated operations and an eco-conscious, passenger-first future. Be the next to discover this revolutionary blueprint. Download Belden Inc.'s white paper today. #industrialautomation #masstransit #letsbuildthefuture #Belden

Most business owners spend their entire careers striving for efficiency. But here’s something they don’t teach you in school: Achieving it is way easier than you think. Here’s how to save yourself a decade and unlock cost savings this year: - Switch in 2 minutes! 🌟💡 #EnergySavings #BusinessEfficiency #DigitalEnergyRev #DER #EnergyRevolution #DERUK #DigitalEnergy #EnergyRev #DERLtd #UKEnergyBroker #CommissionFreeEnergy

Could the growing investment in electric vehicles (EV) drive down demand for oil? Hamish Chamberlayne, Head of Global Sustainable Equities believes so. Swipe below to get Hamish’s quick take and read what he has to say in full here ▶ https://bit.ly/3Wqi9t6 #JHI #JanusHenderson #JHInsights #BrighterFutureTogether #Sustainability #EV #ElectricVehicles #EMEA #APAC #MiddleEast #MarketingCommunication For professionals only. Capital at risk. 

As we work towards a carbon neutral economy, the importance of deploying advanced technologies in the application of Industrial heat & thermal energy will be central to an emissions free future. #EnergyEfficiency #BoilerMakingADifference #CarbonNeutrality #LoweringEmissions #OBrienEnergy #IndustrialHeat

Most business owners spend their careers striving for cost efficiency. But here's something they don't teach you: Achieving it is easier than you think. Switch in 2 minutes! 💡 #EnergySavings #DigitalEnergyRev #DER #EnergyRevolution #DERUK #DigitalEnergy #EnergyRev #DERLtd #UKEnergyBroker #CommissionFreeEnergy