Denham Capital Management

Denham Capital is pleased to announce the appointment of Justin DeAngelis as Global Head of Sustainable Infrastructure. ? In his new position, Justin will take full responsibility for the strategic leadership of the company, driving Denham’s commitment to value-add sustainable infrastructure investment. He will remain focused on supporting industry-leading teams to deliver affordable sustainable infrastructure and power generation across high-growth economies. ? Justin has been with the firm for 18 years, and is stepping into this role from his previous position as Partner and Co-Head of Sustainable Infrastructure alongside Scott Mackin. Scott will remain a Partner and Head of the London Office, continuing to support the strategic growth of Denham Capital. ? We will be hosting a short Q&A session for our limited partners to update on the transition – more details to follow. ? Read the press release here: https://lnkd.in/eG3qWbuv ? #DenhamCapital #SustainableInfrastructure #EnergyTransition

?? Congratulations to Justin DeAngelis, Partner & Co-Head of Sustainable Infrastructure at Denham Capital, who has been featured in the Tamarindo 2024 Energy Transition Power List! ? This list recognizes 100 individuals with the greatest impact on the rollout of renewable energy projects and related technologies, focusing on those who have driven development and investment activity in the sector. Access the full report here: https://lnkd.in/exnPiyf9 ? #EnergyTransition #SustainableInfrastructure #RenewableEnergy

In Infrastructure Investor’s latest North America report, Justin DeAngelis, Partner & Co-Head of Sustainable Infrastructure at Denham Capital, reflects on the outlook for sustainable infrastructure investment in the United States. Key takeaways from Justin include: ??? On the future of the Inflation Reduction Act: “Congressional leaders would need to take investment and jobs away from their states [to reverse the IRA]” ?? A sector accustomed to change: “The US clean energy space has lived through multiple changes in the White House and Congress” ? Data centres driving power demand: “In the US, we are witnessing the first increase in power demand in nearly 15 years, driven mostly by demand from data centres” Read the full article here: https://lnkd.in/ejzK9fdn ? #SustainableInfrastructure #InfrastructureInvesting #EnergyTransition

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 Cami?a, 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