01 / Investment research
Investment portfolio
Study resource-linked companies and markets through their operating economics: commodity fundamentals, transport, energy inputs, capital needs, and risk.
At the University of Pennsylvania
01 / Investment research
Study resource-linked companies and markets through their operating economics: commodity fundamentals, transport, energy inputs, capital needs, and risk.
02 / Industry in person
Meet practitioners and see how the system works on the ground—from company offices and port terminals to industrial and energy facilities.
03 / Project panels
Project panels can examine the technical and commercial conditions that shape next-generation nuclear energy.
Fuel cycles, firm power, construction risk, materials, and deployment.
Technology milestones, capital intensity, supply chains, and grid integration.
04 / Applied collaboration
Work with a company on a scoped question in shipping, energy, materials, or infrastructure. The partner and student team agree on the question, timeline, and useful deliverable together.
Daily Markets / One Pager