Episode 1413: Trends and opportunities in the power infrastructure ecosystem

The power grid is undergoing its biggest transformation in decades, propelling opportunities in related infrastructure service platforms and sectors. Jeff Jenkins, co-founder and managing partner of Bernhard Capital Partners, joins i3 editor Kali Arevalo to discuss where exactly private capital is flowing within the power infrastructure ecosystem, the structural shift in American re-industrialization and why the nature of current investment opportunities represent a lasting structural shift rather than cyclical demand. (09/2026)