Olivia Wassenaar has spent 25 years investing across energy cycles. Today, she sees energy security being redefined in real time. Across global economies, the increased focus on redundancy, resilience and long-term supply means private capital will play a larger role in building the infrastructure to support it. Hear how these dynamics are accelerating investment across power, LNG and global energy systems: https://lnkd.in/er-YsPUW
Really timely discussion because we’re seeing energy investing shift from a cyclical trade to a long duration infrastructure and resiliency story, and private capital is uniquely positioned where the scale, structuring flexibility, and patience needed for these projects still aren’t fully available in public markets.
From a DEK Holdings Energy & Infrastructure Governance lens, this is capital repositioning toward systemic resilience. When Apollo Global Management, Inc. underscores energy security as redundancy and long-term supply, not just price stability, it reflects a structural shift in how infrastructure is financed and governed. Redundancy used to be inefficiency. Now it’s strategic insurance. Power grids, LNG corridors, storage, transmission, these are no longer cyclical plays. They are geopolitical stabilizers. Private capital is stepping in where public balance sheets and multilateral coordination lag. But scale introduces oversight complexity. The sharper question: As private capital deepens its role in critical energy infrastructure, how do firms balance return mandates with national security sensitivities and long-duration public accountability? Energy security is being redefined. The governance architecture behind it will determine whether resilience becomes durable, or politically fragile.