Investing in Resilience.

Like the 1901 Spindletop gusher that launched the oil era, we're witnessing the rise of "data gusher...

Today, green hydrogen production accounts for only 1% of the entire $100bn hydrogen production marke...

In our interactions with public and private industrial entities, waste valorization,  the process of...

Special shout out to Kara Rodby PhD (Technical Principal @ Volta) whose research at MIT provided the...

Introduction This memo was supposed to be a simple summary of the reasons behind our biggest inve...

Acting as an “Atlas” for Our Western Companies in the Middle East From meeting Ray Dalio to H.R.H...

Announcement: Backing the Foundational Freight Intelligence Platform

We are often asked, “what is resilience?” when talking about the Steel Atlas thesis. We love this qu...

In this piece, we are going to look at the geopolitical tailwinds that are driving our investment in...

Another request we have been receiving with increasing frequency from both our LPs and our founders ...

In today's interconnected global economy, the resilience of supply chains has emerged as a paramount...

In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in usi...

The purpose of Steel Atlas is to invest in the technologies that will enable economic resilience acr...