Hyper-focus on data centers is masking a much bigger picture.
Mapping the power demand over the next 5 years: it extends far beyond tech, touching all industries. We’re moving toward highly resilient power, and a potential AI shakeout will only accelerate the shift.
🤖 Made with AI
Exciting News at Confluence Capital Impact Partners! 💡
@RobMajteles and I are honored to welcome Prof. Cary Krosinsky as a Strategic Advisor to the firm.
@ckrosinsky is a globally recognized leader in sustainable investing whose career spans elite academic institutions, international climate policy, and institutional asset owner advisory roles:
🔹 Prolific Author: Author/editor of 7+ foundational books—including Sustainable Investing: The Art of Long-Term Performance, Modern China, and Transition Momentum.
🔹 Pension & Endowment Ties: Former member of the NYS Common Retirement Fund Decarbonization Panel and catalyst behind Brown University Endowment's sustainable investment framework.
🔹 Institutional Scale: Convened and advised global asset owners and pension leaders representing over $15T in AUM.
Cary’s deep expertise and institutional network will be invaluable as Confluence Capital expands its reach across active industrial energy transition mandates.
Welcome aboard, Cary! 🌐
Great interview and background behind one of the forces at Confluence Capital Impact Partners, @RobMajteles
Replying to @CultishCreative
The @RobMajteles stories run deep. You really get to see where his values come from. Extra thanks to @Confluence42 for getting Rob on our radar: youtu.be/-w4e6rNMhuw?si=xpvw…
🎙️ Confluence Co-Founder & Chairman @RobMajteles was recently featured on The Intentional Investor (on Epsilon Theory)—one of finance's top podcasts!
Rob discusses his 3x CEO journey & our team's approach to the industrial energy transition. ⚡
This is the first of many team appearances coming over the next few months!
Listen to the full conversation 👇
youtu.be/-w4e6rNMhuw?si=KawK…
⚡ The Industrial Energy Transition: Speed-to-Power & Big Tech Grid Takeover
• Regulatory Decision Fork: Pending federal permitting reform (Senate Bill S. 5653 / BAAJA) represents a critical legislative fork that will either accelerate infrastructure buildout or entrench grid deadlocks past 2030.
• 61+ Month Grid Queue Crisis: Over 2,060 GW of power remains trapped in RTO queues, making 'speed-to-power' the primary physical ceiling on AI compute expansion.
• Big Tech's $3.2B Buyout Drive: Hyperscalers representing ~40% of the S&P 500 will use their balance sheets to acquire specialized grid enablers ($3.2B universe) to unlock 60+ GW of required power capacity.
📊 Stocks Mentioned by Industry Group:
• Core Grid 2.0: $ETN (Eaton), $GEV (GE Vernova), $PWR (Quanta Services)
• Transport & Outlets: $CHPT (ChargePoint), $EVGO (EVgo)
• Distributed Energy Resources (DERs): $SHLS (Shoals Technologies), $RUN (Sunrun) (Private: Voltus, CPower)
• District Heating & Cooling (DHC): $VRT (Vertiv), $TT (Trane Technologies)
• Heavy Industry: $LIN (Linde), $ECL (Ecolab)
• Raw Materials: $FCX (Freeport-McMoRan), $ALB (Albemarle), $MP (MP Materials)
Love that Allegheny County is the farthest west that the East Coast can go. As someone who was born/worked in Manhattan and grew up and now live in Lawrenceville, it completely tracks. 30 minutes west and south of Pittsburgh is a new wonderful region, what a place!
What are your thoughts @chrisbriem ?
What an incredible Climate Week NYC. At Confluence Capital Impact Partners, our week was defined by high-impact conversations, new partnerships, and advancing our mission to drive positive-sum climate investing, plus a podcast.
Here is a recap of our key events, collaborations, and takeaways:
@RobMajteles , Co-Founder and Chairman of Confluence Capital Impact Partners, joined the panel "From Values to Value: Building Climate Investment Strategies That Deliver Both Impact and Returns". Rob’s talk received a fantastic reaction and uplifting affirmation, with attendees praising his ability to "cut through the BS and bring clarity" to climate investing.
👏 Special Mentions & Panel Collaborations
@abbasthashmi : A special shoutout to Abbas for moderating our panel with distinction. Abbas captured the core takeaway that allocators evaluate financial underwriting over activism—and that the fastest-moving climate deals lead with the return case built first.
Christoph Sonnen: Special mention to Christoph (CEO at LEAD, backed by adidas), who shared inspiring insights on ocean entrepreneurship, next-generation global family capital, and combining investment with community to advance the human condition.
🤝 Growing Relationship with Cary Krosinsky
Our team is thrilled to be building a closer relationship with sustainable finance pioneer @ckrosinsky (Lecturer at NYU, Harvard, and Yale). We engaged closely around his Climate Week events and the launch of his new book, Transition Momentum, which outlines essential system-thinking frameworks for accelerating global climate action and transition funding.
💡 Our Core Philosophy
At Confluence Capital, our core message is clear: climate impact and financial returns are embedded and inseparable. We reject zero-sum thinking in favor of a positive-sum mindset, focusing on public equities driving the industrial energy transition, grid modernization, and distributed energy resources.
🎧 Tune Into Rob's Podcast Feature!
Want to dive deeper into our theory of change and why active optimism is a competitive edge? Listen to Rob's interview on the Sustainably Talking Live podcast in the episode titled "From zero sum to positive sum".
Sunset, Friday September 25, 2026
Just in time for Climate Week NYC: Our Playbook for the Industrial Energy Transition is here.
@RobMajteles and I will be presenting and running Manhattan next week. If you're in town, let's connect.
Thank you for the kind words. Great connections can create great things!
Excited to formally announce the launch of Confluence Capital Impact Partners alongside @RobMajteles .
Rob brings deep expertise in impact frameworks and scaling businesses, and it’s been an incredibly productive few months bringing this vision to life.
We are building active solutions for the next wave of transformation in public equities: the industrial energy transition. Check out our playbook to see how we frame this opportunity, and reach out to learn more.
confluencecapital.com
Full-race drone footage of the @draftkings Travers! 🚁 Watch from above as LEADING CHANGE stays undefeated at Saratoga.
🎥 @Drone_DLG
Looking forward to discussing the future of Crypto ETFs with the experts
Panel Spotlight: Looking to the Future: Opportunities and Risks in Crypto ETFs
For over three decades, Exchange-Traded Funds have revolutionized investor access to a diverse set of asset classes. The recent launch of spot Bitcoin and spot Ether ETFs stands as a prime example of the transformative role ETFs play in enhancing both access and liquidity. After a complex journey, the arrival of these products has reshaped the investment landscape. Investors are responding with robust inflows and yet important questions linger. What strategies are advisors implementing to effectively incorporate these innovative products? Join leading experts as they explore the future of these groundbreaking ETFs.
#CryptoETFs #ConfluenceCapital #WisdomTree #RoundhillInvestments #GrayscaleInvestments #FTSERussell #21Shares #Panel #Speaker #ETP #ETPForum #ETPForum24 #ExpertSeries #NYAC #FinancialData #ETFs #WealthPlanning #Invest #Markets #ETFInvestment #ETFIssuers #ETFInvestor #ETFIndustry #ETFGlobal #ETFConsumers #TheETFGWay #ETF #AssetOwners #TopWealthAdvisors #FinancialAdvisors @Expert_Series
Conor Platt retweeted
Panel Spotlight: Looking to the Future: Opportunities and Risks in Crypto ETFs
For over three decades, Exchange-Traded Funds have revolutionized investor access to a diverse set of asset classes. The recent launch of spot Bitcoin and spot Ether ETFs stands as a prime example of the transformative role ETFs play in enhancing both access and liquidity. After a complex journey, the arrival of these products has reshaped the investment landscape. Investors are responding with robust inflows and yet important questions linger. What strategies are advisors implementing to effectively incorporate these innovative products? Join leading experts as they explore the future of these groundbreaking ETFs.
#CryptoETFs #ConfluenceCapital #WisdomTree #RoundhillInvestments #GrayscaleInvestments #FTSERussell #21Shares #Panel #Speaker #ETP #ETPForum #ETPForum24 #ExpertSeries #NYAC #FinancialData #ETFs #WealthPlanning #Invest #Markets #ETFInvestment #ETFIssuers #ETFInvestor #ETFIndustry #ETFGlobal #ETFConsumers #TheETFGWay #ETF #AssetOwners #TopWealthAdvisors #FinancialAdvisors @Expert_Series
Steve will be sorely missed, and this story sheds some light on what a force he was
Well done, @CultishCreative and of course the always excellent @jonsolomon
cultishcreative.com/p/albini…
Cohen Brothers trying to make the cover of Floor Coverings Weekly during the Big Lebowski promos
youtube.com/clip/UgkxkXpJ8dT…
Here's your chyron for the rest of the year:
More war, more economic pain, and less energy.
Thanks, @DoombergT
Another great thing that started in Pittsburgh
#Pittsburgh, the city of firsts, can add one more to the list! We were the first to celebrate #EarthDay way back in 1970.

















