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Capture Plan

We apply higher capture rate to fast-closing categories and lower to slow ones.

By year​

Year-1 routed by category ($1.369B total)​

Year-3 routed by category ($2.738B total)​

Assumptions​

  • All figures are CAPEX flows (not OPEX, not installed base).
  • Crypto rigs included conservatively; policy changes could provide upside.
  • Category → countrysplits reflect sector realities: Mexico strong in
    data-centers/C&I solar, Chile+Peru heavy in mining; EV-infra still small
    outside Brazil.