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.
