Touchstone is built for the next global energy infrastructure cycle

The world is not facing an energy problem in isolation. It is facing an energy-infrastructure ecosystem problem.

Oil and gas. LNG. Storage. Refineries. Pipelines. Gas-to-power. Electricity. Water. Agriculture. Mining. Processing. Logistics. Trading. Industrial demand.

These systems are increasingly interconnected — yet investment, project development and financing remain fragmented across separate sectors, companies and capital markets.

Touchstone was built for this moment.

The global energy investment market is now measured in the trillions. The IEA expects total energy investment to reach approximately $3.4 trillion in 2026, with around $1.2 trillion still flowing into oil, natural gas and coal, alongside major investment in electricity, grids, storage, low-emissions fuels and electrification.

At the same time, energy-security disruptions are demonstrating the value of physical infrastructure that can store, move, process and deliver energy reliably. Recent disruption around major energy routes has already accelerated investment in alternative pipelines, ports and infrastructure designed to reduce dependence on vulnerable chokepoints.

This is the market Touchstone is designed to address

From assets to ecosystems

Touchstone does not look at a gas field, storage terminal, refinery, power plant, mine, water system or agricultural project as an isolated asset. It asks: what ecosystem can be built around it?

For example:

• Gas resource → pipeline → storage → LNG / processing → gas-to-power → industrial users → water → mining / agriculture → logistics → downstream markets
• Mining resource → power → water → processing → storage → transport → industrial demand → export market → trade finance

The objective is to create connected, investable infrastructure ecosystems in which one asset strengthens the economics and bankability of another.

The Touchstone Platform

Touchstone is being positioned as a platform connecting:

• PRIMARY MARKETS — Resources • governments • producers • developers • infrastructure opportunities
• PHYSICAL / SECONDARY MARKETS — Storage • logistics • pipelines • processing • refining • power • trading • offtake
• FINANCIAL MARKETS — Project finance • infrastructure capital • private capital • institutional investors • strategic investors • commodity finance • capital markets

Touchstone sits between them — connecting opportunity, infrastructure, markets and capital.

Why now?

Because the world is discovering that energy security cannot be created by generation alone. It requires storage, pipelines and terminals, refining and processing capacity, reliable power, water and industrial infrastructure, and logistics and resilient supply chains. It requires capital capable of seeing these assets not as disconnected projects, but as one integrated economic system.

Touchstone's opportunity

The opportunity is therefore much larger than a single commodity, technology or project category. Touchstone is preparing to operate across the energy and resource infrastructure value chain, connecting upstream resources to midstream infrastructure, storage, processing, power, utilities, downstream industry and financial markets.

From primary market → secondary market → financial market. That is the Touchstone proposition.

Not simply financing projects. Building the ecosystem that makes projects financeable.

Not simply owning assets. Connecting assets so that they create greater economic value together.

Not simply following the energy market. Building the infrastructure platform for the next energy and resource cycle.

Touchstone is ready for this market.