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Insights

Analysis and perspectives on geopolitics, investment, and global industry from the Abbert Capital team.

The Strait of Hormuz Crisis: What the Loss of Qatari LNG Capacity Means for Global BuyersEnergy

March 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.

Houston's Warehouse Market in 2026: Record Rents, Rising Vacancy, and Real ReturnsReal Estate

March 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.

Operation Absolute Resolve: What the U.S. Intervention in Venezuela Means for InvestorsGeopolitics

January 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.

The New "Art of the Deal": Trump's Japan Policy and the $550 Billion OpportunityJapan

January 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 The diplomatic language of 'shared values' has been replaced by the starker, more pragmatic language of 'shared investments.'

Advising on a $7.53 Billion Landmark: Inside the Aethon–Mitsubishi TransactionEnergy

January 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.

The "Trade Truce" of November 2025: A Pause, Not a PeaceInsights

November 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.

Africa's Energy Equation: Investment Opportunities in Oil & Gas (2025)Insights

July 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.

Abbert Capital Welcomes Ambassador Ed McMullen as Senior AdvisorInsights

April 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.