Focus Areas
Markets, assets, capital and geopolitics.
The lenses we study
Four cross-cutting angles we bring to every sector question — the way we think, not the org chart. The teams that go deep on specific assets are the scope divisions below.
Energy markets
How energy is priced, traded and secured.
- Power
- Gas
- Oil
- Commodities
- Energy security
- Pricing
Infrastructure & project finance
How long-term assets are structured, funded and financed on their own cash flows.
- Capital structures
- Debt sizing
- Cash-flow modelling
- DSCR
- Concessions
- Risk allocation
Macro & geopolitics
How policy and global forces move capital.
- Energy security
- Industrial policy
- Supply chains
- Country risk
- Global capital flows
New infrastructure
The assets defining the next investment cycle.
- Data centres
- Grids
- BESS
- EV charging
- Transition assets
- Digital infrastructure
Scope divisions
Three divisions, one sector vertical each. This is where the association's research is written.
Energy
Research on generation, fuels and the markets that price them. Papers cover power, gas and the transition assets now competing with both.
- Oil & Gas
- Power & Renewables
- Grids & Storage
Digital infrastructure
Research on the infrastructure behind computing demand. Papers cover data centres, connectivity and the power contracts that make them viable.
- Data centres
- Connectivity
- Power contracts
Infrastructure
Research on the assets an economy runs on, from ports and roads to grids and social infrastructure. Papers work through how each one is financed.
- Traditional infrastructure
- Transport & Logistics
- Project Finance
Project divisions
Two divisions organised around a kind of work rather than a sector. Both run across the three scope divisions, drawing on whichever vertical a project needs.
Markets
Runs a simulated portfolio across energy and infrastructure names. Each position is argued before it is taken, then reviewed against the outcome.
- Portfolio construction
- Position theses
- Performance review
Venture
Builds models and valuations for early-stage companies in the sector. Each one runs from operating assumptions to a valuation the team can defend.
- Operating models
- Valuation
- Early-stage coverage
Welcome to BSEIF.
Apply to the association or join a single event to see how BSEIF works.