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Tuesday 5 May, 2026

é|c MONTHLY SPOTLIGHT

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The Energy Transition: Financing the Energy Transition

  • By Ilona Ho
  • Investment Analyst, Affiliate
  • March 11, 2026
The ‘financing gap’ of the energy transition is a structural capital engineering challenge. Early-stage energy assets begin with uncertain development exposures. Traditional project finance requires

energy

The Transition Opportunity: The Critical Minerals of the Transition

As energy demand rises and infrastructure build accelerates, minerals and metals have become the originating factor that shapes timelines, costs, and investment outcomes. Critical minerals are..
  • Ilona Ho
  • Investment Analyst, Affiliate
  • March 4, 2026

capital-markets

How The Transition Is Financed: Why Capital Structure Matters

Series 3 begins where once systems must be built at scale, financing becomes decisive. Capital structure determines whether projects move from concept to construction, whether assets reach operation
  • Ilona Ho
  • Investment Analyst, Affiliate
  • February 25, 2026

energy

The Energy Transition: Energy as the Core of the Transition Economy

The Energy Transition is a series that reframes energy as the physical system underpinning the transition economy. It examines how power is generated, moved, stored, and priced- and how this energy
  • Ilona Ho
  • Investment Analyst, Affiliate
  • February 18, 2026

renew-economy

The Transition Opportunity: Investment Signals Across the Transition Stack

Articles 1 and 2 established the structure of the transition economy and the mechanics by which capital converts into revenue once deployed. The next question for investors is behavioural: how does ca
  • Ilona Ho
  • Investment Analyst, Affiliate
  • February 11, 2026

é|c MEDIA CURATION

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Macquarie Group Reduces Stake in Elsight Ltd

Macquarie Group Limited has reduced its voting power in Elsight Ltd from 8.90% to 7.25%, reflecting a decrease in their stake.
  • TipRanls
  • January 3, 2025

Macquarie Group Adjusts Stake in Elsight Limited

Macquarie Group Limited has adjusted its stake in Elsight Limited, now holding a 7.25% voting power, down from 8.90%.
  • TipRanks
  • January 3, 2025

Regal Funds Management Boosts Stake in Elsight Ltd

Regal Funds Management Pty Ltd has become a substantial holder in Elsight Ltd, acquiring a significant 13.47% voting power with 24,391,078 o
  • TipRanks
  • January 2, 2025

Drone ID tech could solve New Jersey mystery sightings

A recent report suggests Drone Remote Identification systems may help resolve a series of mysterious drone sightings in New Jersey, United S
  • By Kaleah Salmon
  • ITBrief Australia
  • December 30, 2024

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