News and Insights
Read the latest energy infrastructure trends and Azimuth portfolio company milestones.
Catch up on the latest insights, market perspectives, and industry developments.
Semiconductor Supply Chains and the Critical Minerals Gap
The semiconductor industry leads all major critical mineral intensive manufacturing sectors – including clean energy and defense – in both profit margins and growth, fueled by AI driven demand for chips and data center infrastructure. However, this industry faces existential risk from an unpre
The North American Grid at an Inflection Point
The North American grid is entering a structurally different phase. From 2000 to 2020, US electricity demand was essentially flat, growing at under 0.5% per year as efficiency gains offset population and economic growth. The system now faces a sharp reversal: concentrated industrial demand driven by
Critical Materials for North America – Current and Future
2025 is defined by a return to energy pragmatism – in line with Azimuth’s view as expressed in our Q1 2025 paper “Azimuth’s Philosophy on the Energy Transition”. Indeed, other thought leaders Jason Bordoff and Meghan O’Sullivan agree in their recent coverage on the weaponization of energ
Azimuth’s latest insights, market perspectives, and portfolio developments.
Semiconductor Supply Chains and the Critical Minerals Gap
The semiconductor industry leads all major critical mineral intensive manufacturing sectors – including clean energy and defense – in both profit margins and growth, fueled by AI driven demand for chips and data center infrastructure. However
New West Data Corp Signs Letter of Intent with Entrada Resources Inc
New West Data Corp. (“New West Data”), North America’s first vertically integrated oil and gas producer and off-grid digital infrastructure operator, today announced that it has signed a Letter of Intent with Azimuth Capital Management (“Az
The North American Grid at an Inflection Point
The North American grid is entering a structurally different phase. From 2000 to 2020, US electricity demand was essentially flat, growing at under 0.5% per year as efficiency gains offset population and economic growth. The system now faces a shar
Monolith Will Expand Carbon Black Output, Build Data Center at Hallam Campus
Monolith will expand carbon black output, build data center at Hallam campus, Nebraska
Critical Materials for North America – Current and Future
2025 is defined by a return to energy pragmatism – in line with Azimuth’s view as expressed in our Q1 2025 paper “Azimuth’s Philosophy on the Energy Transition”. Indeed, other thought leaders Jason Bordoff and Meghan O’Sullivan agree in
Trump Must Deregulate U.S. Energy to Unleash AI Dominance
America’s vast natural gas reserves can power data centers and help it win the AI race with China. Combined with carbon capture, this strategy is also sustainable - and exactly what PureVolt Energy Systems is set out to do.
Azimuth Platform Impact Report
2025
Read more about how Azimuth enables energy infrastructure and transition investments to transform global industrial markets.
