Energy, and supply chain disruption

Published on October 29, 2026

This year’s military conflicts have caused disruption across energy markets, both challenging and reinforcing the investment case for fossil fuels. Infrastructure investors now need to separate the long-term trends from the short-term fluctuations.

On today’s Stories of Transformation, we’re joined by Anthony Borreca, senior managing director and co-head of energy at infrastructure investor Stonepeak, to unpack how investors are evaluating these trends.