NOW · 09 / 25
Act — Operations
ACT III
000 · INTERMISSION
Where the thesis meets the ground.
III
VENTURA · INVESTMENT & DEVELOPMENT
—
NEXT · 10
Operating Thesis
OPERATING THESIS
Three sectors. One conviction: build the systems everything else depends on.
600 GW
SSA GENERATION DEFICIT
POWER
Generation, transmission and distributed energy assets. The precondition for everything else.
$1.9T
INTRA-AFRICAN CORRIDOR · '24–'35
MOVEMENT
Freight, ports and logistics corridors. Trade only exists where movement is reliable.
31%
POST-HARVEST LOSS
PRODUCTION
Agricultural infrastructure, processing and storage. Where raw output becomes economic output.
POWER · SSA DEFICIT600 GW▲ +4.1%
MOVEMENT · CORRIDOR$1.90T▲ '24-'35
PRODUCTION · LOSS31.0%▼ post-harvest
SME CREDIT GAP$331B▲ IFC
VENTURA · SECTORS3 LIVE▲ Y1
POWER · SSA DEFICIT600 GW▲ +4.1%
MOVEMENT · CORRIDOR$1.90T▲ '24-'35
PRODUCTION · LOSS31.0%▼ post-harvest
SME CREDIT GAP$331B▲ IFC
VENTURA · SECTORS3 LIVE▲ Y1
VENTURA · INVESTMENT & DEVELOPMENT
08 / 25
ELAPSED
00:00
SPEAKER NOTES
- 01Beat. 'Now — what it looks like when it runs.'
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