Latest Renewables Analysis

  • Sembcorp's S$675 million SLB, Singapore

    In September, Sembcorp Industries raised $501 million through its inaugural sustainability-linked bond, anchored by a $110 million investment from IFC. The issuance sets the scene for an emerging financing instrument in the Southeast Asian energy sector as the region showcases decarbonisation strategies at COP26

  • IJGlobal ESG Awards 2021 – The Deals

    In this section of the write-ups from IJGlobal ESG Awards 2021, the focus is turned on the transactions – identifying real developments from during the judging period that turn the dial on the environmental, social and governance front

  • IJGlobal ESG Awards 2021 – The Company Winners

    The infrastructure community – those who could be there on the night in these times of Covid-19 – gathered this week in central London to celebrate the victorious at the inaugural IJGlobal ESG Awards

  • Redstone CSP, South Africa

    A project 7 years in the making, the 100MW Redstone CSP at Postmasburg, Northern Cape has finally started construction after its ACWA Power-led team of sponsors closed on a $800 million deal

  • IJLatAm: Viva a 'infrastructure' revolução!

    Attendees at our recent IJLatAm 2021 conference – a hybrid event, and one we sorely hope to be the last affected by international travel restrictions – received an insight into Brazil’s ambitious pipeline of infrastructure PPPs that continues to advance at breakneck speed

  • AMLO cracks down on power market

    After two years of Mexico's President Andres Manuel Lopez Obrador trying to reform the country's power sector, the statesman has dealt his last card – a constitutional reform that would "decimate" the industry, according to deal watchers

  • Rye Park Wind Farm, Australia

    The unorthodox financing of Tilt Renewables’ Rye Park Wind Farm not only makes it stand out in the renewables savvy Australian market but also highlights the increasing risk appetite of lenders for green energy projects

  • Wallowing in greenwash & gargling with Kool-Aid

    Maybe it’s bad form when writing up the winners for the inaugural IJGlobal ESG Awards, but with everything that’s going on at the moment it’s hard not to stare balefully at all this virtue signalling from across the infrastructure and energy community

  • The role of cost-benefit analysis in the tragedy of the horizon

    In 2015, Mark Carney, Governor of the Bank of England, spoke to a room full of some of the world’s savviest bankers and issued a chilling warning. He said that if climate change continued unchecked, it would threaten the world’s financial stability resulting in what he termed the “tragedy of the horizon.”

  • A look inside ADB's Energy Transition Mechanism

    Future project finance participants will remember 2021 as the year when Southeast Asia threw down the innovation gauntlet. ADB recently selected a team of advisers to work on a funding vehicle to phase out coal while scaling up renewables in Southeast Asia. IJGlobal shares insights from project insiders and a Prudential chairman who is an outspoken proponent of the coal retirement mechanism

  • REFF Wall Street: Financers still wary of taking on merchant solar

    While some debt investors have grown increasingly comfortable financing merchant solar assets over the last few years, many market watchers at REFF Wall Street 2021 remain unconvinced that the attractive yields to be gained by taking on merchant exposure outweigh the associated risks

  • REFF Wall Street: Rapid renewables buildout could cause "surprises down the road"

    Conference goers at REFF Wall Street 2021 in New York this week applauded the tremendous volume of investments in the renewables space over the last year-and-a-half, despite the disruption wrought by the Covid-19 pandemic, but some warned that there could be "surprises down the road" as a result of the rapid buildout of the asset class

  • Fund managers exit left – suitcases of cash

    A spate of infra fund IPOs in recent times has many in the infrastructure community casting covetous eyes at prosperous peers while sucking their teeth and muttering darkly about directions the market’s taking

  • Solar tax equity investor exits ramp up

    Deal watchers have observed that solar project owners are increasingly buying out the tax equity investors in their projects or arranging for third-parties to take their place, as several projects pass their tax credit recapture periods

  • REFF Wall Street: Wind sponsors make sense of tax equity outlook

    Wind sponsors look poised to favor a "more equitable" direct-pay structure following the approval of a portion of the Democrats’ proposed $3.5 trillion spending package by the US House of Representatives' Ways and Means Committee, which could alter the tax equity landscape

  • Kaban Green Power Hub, Australia

    French renewable energy developer Neoen brought its Kaban Green Power Hub in Far North Queensland to financial close earlier this month in spite of a host of trial and tribulations

  • The ramifications of Congress' latest REN proposals

    The US House of Representatives' Ways and Means Committee has approved a critical portion of the Democrats' proposed $3.5 trillion spending package, which includes federal tax credit extensions and a direct-pay option, but market participants have warned that some of the newer measures mixing social and energy policies could have "cataclysmic ramifications"

  • The real reason why the infrastructure deal is so important

    We applaud Washington lawmakers for bipartisan support reached on investments in US infrastructure

  • Los Guzmancito, Dominican Republic

    As the Dominican Republic opens up for private investments into renewable energy projects under President Luis Abinader, local developer Grupo Energético 23 managed this summer to wrangle debt financing for its first such asset in the country

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