Insights
Views from the inside of energy, real estate, and circularity
Market commentary and analysis from the Orofante team — on the sectors where we advise and invest.
All insights
Financing waste-to-energy in South East Asia: what's changed
Tariff reform, tighter landfill rules, and a maturing lender base are reshaping how waste-to-energy projects get funded — and where the bankable opportunities now sit.
rPET spreads and what they signal for circular materials
Recycled PET premiums have swung sharply over the past year. We unpack the supply-demand drivers and what the spread tells investors.
The AI-infrastructure supply chain: an investor's map
From power and cooling to interconnect, the bottlenecks in AI infrastructure are physical. We map the supply chain and where durable value is likely to accrue.
Industrial real estate: the logistics tailwind isn't over
Nearshoring and e-commerce continue to underwrite demand for warehousing and light-industrial space across the region.
Wind repowering: the quiet value in ageing assets
As first-generation wind farms approach end of life, repowering offers a capital-efficient path to higher output on already-permitted sites.
UCO supply: feedstock competition heats up
Used cooking oil demand from renewable fuels is colliding with recycled-materials buyers. We assess the squeeze and who is positioned for it.
Consumer & retail: reading resilience in a slower cycle
Where pricing power and category mix are protecting margins as the consumer cools.