There is a dizzying array of strategies to pursue in the energy transition, from carbon capture to low-emissions baseload power to renewables development. The winning strategy for each of our investors is developed from full comprehension of the underlying conditions for success. Approaches which rely on rosy subsidies or hyped-up public relations aren’t durable or optimal - they’re easy. We don’t pick the lowest hanging fruit; we identify then pull the most consequential levers.
Read MoreTechno-economic analysis is the mechanism by which we separate what works from what doesn’t, making sense of the ever-more complex landscape of energy transition opportunities. {We do this by understanding market needs and the capabilities of novel solutions from the ground up, allowing us to identify where real value exists.} For a given set of priorities, there is always a dominant solution. Focus on features is secondary to techno-economic analysis that allows comparison on a level playing field. For every technology we evaluate, we must understand the levelized cost of its key outputs under the relevant parameter-set.
Read MoreCapella believes fundamentally in established operators’ ability to create such value by combining their institutional wisdom, assets, and position in market with the vision and expertise necessary to innovate. The tech & venture market biases toward ‘disrupting’ established companies in a target sector. This is an emotional approach which ignores the fact that incumbents can be in the best position to create new value when properly guided. It’s for this reason that we align so closely with our corporate partners.
Read MoreAs a hybrid asset manager, adviser, and broker-dealer, all under one roof, Capella is structured to serve our investors in the way that best serves their strategic objectives.
Read MoreCapella’s investors & partners span the energy value chain from Generation through Distribution and Utilization, creating a unique position for us to advance the ecosystem as a whole.
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