Solutions-Based Investing by
Industry Experts

Decarbonization Infrastructure

Decarbonization beyond renewable generation

Achieving net zero will require letting go of “all or nothing” thinking and directing investments toward tangible, incremental improvement across a number of real asset sectors. We believe the global energy transition will be anchored by economically viable investments that decarbonize the highest emitting sectors of the economy. Cresta has identified three decarbonization strategies that we believe will be foundational to reducing carbon emissions across the energy, materials, and industrial sectors which collectively account for ~50% of S&P 500 greenhouse gas emissions:

Renewable fuels, such as renewable diesel and renewable natural gas decarbonize transportation sectors via drop-in replacement of conventional fuels.

Carbon capture and sequestration presents an opportunity for various heavy industries to meaningfully mitigate CO2 emissions.

Carbonless fuels such as hydrogen and ammonia can decarbonize industries requiring energy dense fuel sources.

Energy, Materials and Industrial Infrastructure

Infrastructure integral to everyday activity

Infrastructure assets are foundational to economic activity across the globe, particularly in the energy, industrial and materials sectors. Cresta maintains a focus in those sectors targeting investment in transportation, storage and processing of basic commodities and products.

Logistics and transportation infrastructure supporting industrial facilities.

Transportation, storage, and processing infrastructure for chemicals and gases.