
Latest thinking
Insights
Analysis and perspectives on geopolitics, investment, and global industry from the Abbert Capital team.
EnergyMarch 24, 2026
The Strait of Hormuz Crisis: What the Loss of Qatari LNG Capacity Means for Global Buyers
Missile damage took 17% of Qatar's LNG capacity offline for years. Buyers from Japan to Pakistan face a deepening crisis.
Real EstateMarch 3, 2026
Houston's Warehouse Market in 2026: Record Rents, Rising Vacancy, and Real Returns
Houston warehouse rents hit record highs while vacancy climbs — cap rates, IRR benchmarks, and submarket data for industrial investors in 2026.
GeopoliticsJanuary 31, 2026
Operation Absolute Resolve: What the U.S. Intervention in Venezuela Means for Investors
The geopolitical landscape of the Americas changed overnight on January 3, 2026. With 'Operation Absolute Resolve,' the United States not only removed Nicolás Maduro from power but effectively reopened the world's largest proven oil reserves to Western capital.
JapanJanuary 19, 2026
The New "Art of the Deal": Trump's Japan Policy and the $550 Billion Opportunity
The return of Donald Trump to the White House has fundamentally rewritten the playbook for the U.S.-Japan alliance. The diplomatic language of 'shared values' has been replaced by the starker, more pragmatic language of 'shared investments.'
EnergyJanuary 17, 2026
Advising on a $7.53 Billion Landmark: Inside the Aethon–Mitsubishi Transaction
Abbert Capital is proud to have served as Lead Strategic Advisor to Aethon Energy Management and the Huddleston family on one of the most significant energy transactions in recent years — the $7.53 billion sale of Aethon III LLC and Aethon United LP to Mitsubishi Corporation.
InsightsNovember 21, 2025
The "Trade Truce" of November 2025: A Pause, Not a Peace
This fall, the world held its breath as the two largest economies on the planet stood on the precipice of a full-scale economic decoupling. Then, on November 1, 2025, the White House announced a breakthrough: a 'framework deal' with Beijing.
InsightsJuly 27, 2025
Africa's Energy Equation: Investment Opportunities in Oil & Gas (2025)
As the global energy landscape continues its complex evolution, Africa remains a critical focal point for oil and gas investment. The continent holds vast untapped hydrocarbon resources vital for both powering its own development and contributing to global energy security.
InsightsApril 27, 2025
Abbert Capital Welcomes Ambassador Ed McMullen as Senior Advisor
Abbert Capital is delighted to announce that Ambassador Ed McMullen has joined the firm as a Senior Advisor, bringing over three decades of experience at the intersection of public policy, international business, and politics.