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:
It is estimated that financial institutions, governments and consumers will invest a total of $215T till 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 opportunity filling the $79T supply-constraint
Source: BloombergNEF, May 2024
It is estimated that financial institutions, governments and consumers will invest a total of $215T till 2050 on energy-related infrastructure, technology and products
It is estimated that financial institutions, governments and consumers will invest a total of $215T till 2050 on energy-related infrastructure, technology and products
Source: Grid Strategies, December 2023
It is estimated that financial institutions, governments and consumers will invest a total of $215T till 2050 on energy-related infrastructure, technology and products
It is estimated that financial institutions, governments and consumers will invest a total of $215T till 2050 on energy-related infrastructure, technology and products
Source: Goldman Sachs Equity Research, April 2024
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
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.
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