Dynamix is a holding company that is targeting opportunities in the Energy ecosystem primarily in traditional energy, power and infrastructure, and energy transition. Global economic growth, population increases and expanded access to energy are driving a growing demand for reliable energy resources, both traditional and newer forms. We believe that low-impact production, transportation, and consumption of energy, coupled with effective carbon mitigation strategies, will be critical in ensuring a sustainable future.

Our business strategy is to identify, acquire and maximize the value of a proven, cash flowing asset or business in the energy and power value chain that meets the following criteria:

  1. Fundamentally sound existing business, prepared for growth
  2. Proven operator with attractive market dynamics
  3. Realistic growth prospects and a need for sophisticated capital
  4. Scalable business model with clear path to value creation

Energy and Natural Resources

A combination of an influx of asset availability and a continued scarcity of capital presents a unique opportunity to acquire high-quality, lower-risk, proven and cash-flowing businesses at attractive valuations.

  • Compression
  • Gathering & Processing
  • Geothermal Generation
  • Minerals/Royalties
  • Offshore Services
  • Oilfield Services
  • Onshore and Marine-Based Storage
  • Upstream E&P

Power Solutions / Digital Infrastructure

The power sector is undergoing significant transformation driven by both demand and supply dynamics. We see several compelling market trends that highlight the increasing demand for power in the United States and globally, as well as notable supply constraints that present unique investment opportunities.

  • Behind-the-Meter Distributed Energy
  • Flexible Generation
  • Grid Management
  • High Performance Computing Power
  • Peaker Power Plants
  • Power Infrastructure Solutions
  • Stranded Power to Value
  • Utility Services

Energy Evolution

We believe that the energy industry is in the early phases of a decades-long transition to a low-carbon, sustainable future. Rapidly growing societal and political focus on energy transition, decarbonization and sustainability has driven considerable corporate, institutional and governmental initiatives, underpinning over $1.7 trillion of capital spend worldwide in 2023 on renewable power, electric vehicles and other technologies

  • Battery Upcycling
  • Enviromental Remediation
  • HVAC Efficiency
  • Landfill Aversion
  • Nuclear Waste Services
  • Sustainable Mining
  • Waste Management
  • Water Recycling and Treatment

Capitalizing on strong demand for energy-related infrastructure, technology and products

  • It is estimated that financial institutions, governments, and consumers will invest a total of $215T through 2050 on energy-related infrastructure, technology, and products.

    • $136T for demand-side products (e.g., conventional industry, Clean industry, ICE vehicle sales, EV sales, and heat pumps)

    • Dynamix is focused on acquisition opportunities filling the $79T supply-constraint.

Global energy investment across 2024 – 2050, Net Zero Scenario

~$215T

Source: BloombergNEF, May 2024

Onshoring of industrial manufacturing leading to a strong growth in industrial load

  • Grid planners nearly doubled the 5-year load growth forecast in the U.S. with estimated demand increasing from 2.6% to 4.7% driven by globally supply chain reconfigurations, national security consideration, and economic incentives

  • Approximately $481B of the expected $630B investment in facilities that have large loads will come from manufacturing and industrial facilities

Capital investment to meet forecasted load requirements

~$630B

Source: Grid Strategies, December 2023

Rapid advancement and integration of artificial intelligence (AI) across various industries are driving a strong surge in power demand

  • Driven by AI, broader demand and a deceleration in the pace of energy efficiency gains, global data center power demand is poised to more than double by 2030

  • An estimated 47GW of incremental power generation capacity will be required to support U.S. data center power demand growth cumulatively through 2030 – anticipated to be met with 60% gas and 40% renewable sources

Capital investment needed to meet AI-Linked Power Demand

~$50B

Source: Goldman Sachs Equity Research, April 2024

Dynamix