Each Enable project goes deep on one part of the next industrial revolution. These are separate sectors, tightly interconnected in how growth, capital and rules now move across borders. Four are in active coverage. More will be added as we open new projects on the industries shaping the future.
Data centres, connectivity, power, cooling and land. The physical footprint of the AI era, and the capital stack building it. Covered through Enable Brazil, the region building the fastest-growing data-centre market outside North America.
Critical minerals, chemicals, food and the materials the energy transition depends on. Covered through Entelligencia's broader Americas research, including The Next Hotspot and the regional editions of Enable across Chile, Colombia and the wider hemisphere, where the world's largest copper reserves, more than half of global lithium resources, and a significant share of its emerging green-hydrogen capacity sit.
The financial layer of the new economy, covered from two sides: the capital funding the build-out, and the rails being rebuilt underneath it.
The capital stack behind digital infrastructure and power: project and infrastructure finance, funds and yieldcos, M&A and the listings funding the assets. Covered through Enable and The Next Hotspot, where we map who is funding what, and on what terms.
Enable · The Next HotspotThe rails themselves: instant payments, crypto and stablecoins, digital banks and the core-banking transformations rebuilding the sector from the ground up. Covered through Unlock and The Next Hotspot.
Unlock · The Next HotspotThe transition as it is actually happening: grid, generation, storage, green hydrogen, nuclear and the financing structures underwriting all of it. Covered through the Enable series across Chile (the 50 per cent renewable grid) and Colombia (60 per cent hydroelectric), with a dedicated energy series on the slate for 2029.
The four sectors above are where our Enable programmes live. These are the underlying technologies and systems we track across all of them: the bottlenecks, unlock points and enabling infrastructure that decide which thesis works, and where.
Siting, power availability, regulatory approvals and the capital stacks behind them, tracked market by market, not as a global average.
Liquid cooling, immersion, district-scale heat recovery: the thermal economics that now dictate where AI load can physically go.
Pix, UPI, SPEI, CoDi, BI-Fast and beyond: the instant-payments and data-sharing layers rewriting what a retail bank looks like.
The inputs that decide whether the transition physically happens: copper, lithium, rare earths, speciality chemicals. Covered with the supply chain, not in isolation.