Diego Balverde
Rare Earths · Battery
#11
overall
Diego Balverde
South China Sea: The sea where trade cannot afford a geopolitical accident
In the South China Sea, uncertainty carries a price, and measuring it can finance continuity without touching sovereignty
Recent publications
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
Diego Balverde
Energy Management & Efficiency · Energy Transition
Water will decide which energy projects can scale
Diego Balverde
Maritime · Public Governance
Suez is a balance sheet
Diego Balverde
Public Governance · Sustainable Finance
United Kingdom: turning financial power into productive capital
Diego Balverde
Energy Management & Efficiency · Sustainable Finance
Credit is learning to discriminate
Diego Balverde
Maritime · Nature
Atlantic Ocean: The ocean that carries trade, wind and the internet
Diego Balverde
Battery Metals · Energy Storage
Inventories are the new battlefield
Diego Balverde
Battery Metals · Energy Transition
Copper is becoming the physical currency of electrification
Diego Balverde
Maritime · Public Governance
The map moves the money
Diego Balverde
Energy Transition · Maritime
Greece: The islands that can become capital
Diego Balverde
Carbon · Sustainable Finance
Collateral is beginning to price the future
Diego Balverde
Maritime · Sustainable Finance
Maritime insurance is the new price of war
Diego Balverde
Maritime · Energy
The next energy shock will be a port shock
Diego Balverde
Maritime · Sustainable Finance
Performance is the new concession
Diego Balverde
Minerals · Energy Transition
Rare earths are the new pressure valve
Diego Balverde
Energy Management & Efficiency · Energy Transition
Energy inefficiency is the new inflation
Diego Balverde
Maritime · Sustainable Investment
The port finances itself
Diego Balverde
Power & Utilities · Energy Transition
Storage is the new strategic reserve
Diego Balverde
Sustainable Finance · Energy Management & Efficiency
The energy transition will be financed by avoided losses
Diego Balverde
Maritime · Sustainable Finance
Compliance becomes collateral
Diego Balverde
AI · Power Grid
The electric grid is the new oil
Diego Balverde
Energy Transition · Carbon
Emissions are no longer a cost – they are financial data
Diego Balverde
Maritime · Sustainable Finance
Trust is the new port currency
Diego Balverde
Nature · Adaptation
Arctic Ocean: the ice that stops being a frontier and becomes a market
Diego Balverde
Oil & Gas · Energy
The solution is not more energy, but more control of the system
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