The Opportunity
The energy, transport, manufacturing and primary production sectors have remained largely undisturbed in their design for over half a century.
These sectors, which form the nucleus of global basic materials demand, are entering a period of structural change as technology enabled solutions begin to extend into many of the physical industries that shape society.
Such changes will bring with them significant implications for how basic materials are produced, consumed, stored and transported, with scope to leave many industries ultimately unrecognizable from their current state.
Mercator Partners is an asset management platform focused on capitalizing off this multi decade thematic.
