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Market Fundamentals

El Cap's investment thesis is driven by market fundamentals where supply and demand imbalances exist to create attractive investment opportunities.

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Demand for Compute

Demand for compute will continue to grow over the coming decades which will increase demand for electricity. Other factors, such as household and industrial electrification, will also play a role in driving demand.

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Capacity Premium

Demand for electricity is expected to outpace supply creating an attractive investment opportunity to develop new capacity resources and infrastructure to deliver those resources to load.

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Path to Clean Firm

Long-term decarbonization efforts will necessitate a strategy that provides a clear path to clean capacity resources. This will require significant investment in new sources of generation, including emerging technologies, and transmission assets.

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