S2G Investments

American agriculture has spent decades optimizing for yield. The results are clear in the output, but the economics around that production have become harder to defend.The U.S. agricultural trade balance has moved from a longstanding surplus to a record d

Farmers today are producing more with less, yet the economics underneath that progress have become increasingly strained. Net farm income has grown more dependent on large, irregular government payments and volatile livestock cycles. The agricultural trad

As he puts it, a small regional airport might have more built-in redundancy than the Strait that feeds much of the world's energy. Omran, whose career in gas dates back to 1999, joins S2G's Sanjeev Krishnan and Frédéric Michel, the former chief strategy a

Industrial facilities across North America are facing a more challenging power equation. Rising electricity costs, grid congestion, and reliability constraints are putting greater pressure on operators to find solutions that can improve economics without

Previously known as Special Opportunities, S2G's Structured Finance strategy provides bespoke, asset-backed financing to energy and infrastructure businesses operating across the energy transition.For many energy and infrastructure companies, the path fro

Across the physical economy, rising energy demand, shifting supply chains, industrial modernization, and the infrastructure needs created by AI are reshaping capital needs and operating priorities.For S2G, that creates a growth equity opportunity. We inve

ANA's system lets a battery carry the load and runs the engine only to recharge it, cutting fuel use for temporary power needs by as much as 80%. This week, we're featuring an episode from our friends at the Energy Empire podcast where hosts Jigar Shah an

Four years into building S2G's Impact Measurement & Management (IMM) practice, we have established a strong foundation. Over that time, we've developed our Theory of Change, strengthened our annual Impact Survey, and improved data quality. The question we

With the release of our 2025 Annual Report, we are reflecting on a year of meaningful progress across our firm and portfolio that reinforced our conviction in the opportunity ahead.Every generation of investors experiences a handful of inflection points t

2025 marked an important evolution for S2G. We began the year by rebranding to S2G Investments, reflecting the continued growth of our firm and focus on financing the modernization of the physical economy across food & agriculture, energy, and oceans. Thr