Denham Capital Management

Making a difference in our community ❤️   Our New Jersey office recently volunteered at The Hoboken Shelter, a local charity which provides showers and three meals a day to anyone in need.   The team supported a variety of tasks including preparing lunch, which they served to 75 – 100 guests, and organizing race pins for the charity’s HoBOOken Halloween 5K fundraiser!   Many thanks to all of our team members for their time and enthusiasm, supporting a very worthwhile cause. Learn more about The Hoboken Shelter here: https://lnkd.in/eYYRD3ZH   #Volunteering #People

⭐ Welcoming our newest recruits ⭐   Our New Jersey office recently hosted a ‘Bring Your Child to Work Day’, packed full of engaging activities to keep everyone entertained!   The children met with the team and were given a tour of the office, where they learned all about the different roles at Denham Capital.   It was a long day at the office, with our recruits taking on a scavenger hunt, filling out future goals work sheets, and even designing a new Denham Capital logo!   Thanks to all our working parents and team members for making the day a success. We look forward to organising similar events in the future.   #BringYourChildtoWork #People #NextGeneration

Jorge Camiña, Partner & Head of Sustainable Infrastructure Credit at Denham Capital, will be speaking at Infrastructure Investor’s Tokyo Forum on June 13.   Jorge will be joining a panel of industry leaders to discuss equity versus debt sustainable infrastructure strategies. Jorge and panelists will be covering:   💡 How have infrastructure debt GPs performed in the current interest rate environment? 💡 Does infra debt have a comparative advantage to equity in light of the global economy? 💡 Which types of deals will be attractive for infrastructure debt in the near-to-mid-term?   For more information and to register for the event, visit: https://lnkd.in/eMVMsJ4i   #SustainableInfrastructure #EnergyTransition #InfraDebt

⚡ The latest report from Bloomberg warns that electricity prices dipping below zero may be slowing the deployment of renewables globally, with a twelvefold increase in the occurrence of negative wholesale prices reported last year.   🎯 Scott Mackin, Partner and Co-Head of Sustainable Infrastructure at Denham Capital, spoke to Bloomberg to outline our approach to limiting the impacts of electricity market dynamics on our portfolio assets: “We continue to have to look for differentiated plays that are not taking that exposure”.   Read the full piece here: https://lnkd.in/ef5gPsGe   #Renewables #EnergyTransition #SustainableInfrastructure

Justin DeAngelis, Partner & Co-Head of Sustainable Infrastructure at Denham Capital, recently sat down with Alex Janiaud from Sustainable Views to discuss how the Inflation Reduction Act is impacting investment opportunities in energy transition and sustainable infrastructure across the United States and Europe.   💡 The legislation represents “the first time the US has really stepped ahead of Europe when it comes to supporting energy transition”, notes Justin.   Read the full article here: https://lnkd.in/ezcfAY6u   #SustainableInfrastructure #SustainableViews #EnergyTransition

Sarah Lane, Managing Director at Denham Sustainable Infrastructure, will be speaking at SuperReturn Energy Transition on June 4th. As part of an expert panel, Sarah will be discussing the global investment opportunities and risks in electrification and answering some of the following questions: ▪ At what pace is the switch from gas to low-carbon solutions going to happen? ▪ Electrifying manufacturing processes: how expensive is it and what is the transition scenario? Is this a long-term or a short-term market trend? ▪ Exploring the growing pains and hurdles related to infrastructure build-out: what are the investment challenges and opportunities on the EV side? Register and find out more at: https://lnkd.in/eameyEau #SuperReturn #Electrification #EnergyTransition

Scott Mackin, Partner and Co-Head of Sustainable Infrastructure at Denham Capital, recently spoke to Infrastructure Investor about the opportunities in electric vehicle charging infrastructure, current market trends and drivers of growth in the sector.   “We believe that select destinations where people are already parking and deploying lower-cost AC chargers, which can be profitable with lower utilization, offer the best risk-adjusted return profile presently. The regulatory and consumer environments in the UK have pushed growth significantly, but the market is still early enough that most penetration is still in front of us.”   Read the full piece here: https://lnkd.in/et3tfUSf   #EVcharging #SustainableInfrastructure #EVRevolution

Jorge Camiña, Partner & Head of Sustainable Infrastructure Credit, recently spoke at Infralogic’s Investors Forum in New York. Talking about the impact of the Inflation Reduction Act on investment into US renewables, Jorge and panelists touched on: 💡 How volatility is affecting returns and how investors can navigate turbulence 💡 What needs to be done to reach US Deparment of Energy targets to increase the buildout of renewable energy capacity 💡 The most lucrative investment opportunities in the renewables sector in the current macroeconomic climate 💡 The impacts of renewable energy production on energy security  💡 The winners and losers as a result of the higher cost of capital caused by higher interest rates Watch the full session here: https://lnkd.in/eAAqsSxx #SustainableInfrastructure #Renewables #Infralogic

Sarah Lane, Managing Director at Denham Sustainable Infrastructure, recently spoke to Sustainable Views on the opportunities and challenges associated with building an electrified transport ecosystem. “Electrification for trucks and buses is at an earlier stage of the development curve, and challenges such as range and weight concerns for electrified HGVs must be overcome to strengthen the investment case at this part of the value chain”. Read the full piece here: https://lnkd.in/eN2sSQVQ #SustainableViews #EVRevolution #SustainableInfrastructure

Justin DeAngelis, Partner & Co-Head of Sustainable Infrastructure at Denham Capital, is speaking at the upcoming S&P Global Power Markets Conference in Las Vegas. Join the session to hear from Justin on the financing and investment outlook for clean energy, covering:   🚀 Impact from supply chain cost escalation and high interest rates 💸 Role of alternative financing and private capital 🔋 Rulemaking associated with Inflation Reduction Act – what uncertainties remain? 🔗 Mergers and acquisitions – are more on the horizon?   #SPGPM #SustainableInfrastructure