Frontier Transactions / Public Brief
Baker Hughes & Chart Industries
An acquisition that raises a larger question about industrial coordination.
Read the public briefThe research library
Research for a
changing frontier.
Explore the constraints, corporate responses, and capital decisions shaping the physical economy.
Flagship research
The AI buildout is an industrial-systems story.
Compute depends on power, grid equipment, gas, cooling, construction, financing, and coordination. Our flagship maps the links and the companies exposed to them.
$395
AI Infrastructure, Volume I
Get Volume IExplore the research agenda
Six angles on a constrained world.
These public briefs introduce the research perspective. Full publications and continuing analysis are available through the research membership.
Research perspective
Nameplate isn’t deliverability.
An announced megawatt isn’t the same as dependable power at a usable site.
Read the public briefResearch perspective
The Texas Triangle
Where power, industry, capital, and geography meet.
Read the public briefResearch question
The sovereign hurdle
When real yields rise, where does capital still willingly go?
Read the public briefResearch perspective
Who controls usable capacity?
Technical importance and economic value aren’t the same thing.
Read the public briefResearch perspective
From components to coordinated systems
The next advantage may lie in making the pieces work together.
Read the public briefNo matching research topics. Try another search or category.