News

Latest North America Analysis

  • B-Day landings in World War 5G

    Wow. What a week to have lived through. It started with UK prime minister Boris Johnson revealing that Huawei would be involved in the roll-out of 5G in Britain – potentially leading to a schism with the US – and ended with Brexit… a rift with Europe

  • C&I solar developers weigh their options

    While yield-hungry investors of all stripes are viewing distributed, small-scale solar companies ever more favorably, the founders and management of the target companies are finding that there are attractive alternatives to selling stakes in their businesses outright

  • Battle lines drawn for Intelligent Infra

    The lines are being drawn for an East/West technology battle as Intelligent Infrastructure takes a step closer to becoming reality… with the US placing itself in the vanguard as the tech protector for Western nations

  • 2020: Year of the debt fund?

    While the gap between equity and debt fundraising was still wide in 2019, Q4 figures highlight a potentially new trend

  • CCGT sponsors push on in PJM, auction or no auction

    Developers of gas-fired projects in PJM Interconnection are forging ahead with financing plans for Q1 2020, despite lingering uncertainty over the delayed capacity auction timetable and rules, while frustrated renewable energy developers have been forced back to the drawing board

  • Opportunities in Caribbean infrastructure

    The demand for infrastructure investment in the Caribbean region is significant, even before you consider the pressing need for greater climate resilience due to extreme weather events

  • Bring on the infra revolution

    It seems fitting that the first editorial of a new decade should focus on how the market is evolving to meet future demands as greenfield infrastructure morphs into a creature significantly different to the beast we know

  • No, actually… it’s all about us!

    When we go out to meetings and dare to drop into the conversation the subject of awards nights, it can go either of two ways. Either they lean in, ears pricking up… or they peer at you through fingers, shaking heads vigorously

  • The renewable race to refi

    All you ever hear these days is doom and gloom. You’d think we were back in the days of box-toting bankers smiling ruefully for the cameras as they exit Lehman Brothers for a final time, liberated pot plant under arm

  • Taxiing before take-off

    Airport privatisations in the US have largely remained grounded, with numerous cancellations, but two deals are now at least moving towards the runway

  • US infra spending – a missed opportunity

    The cancellation of the Mobile River Bridge P3 shows the limitations of federal efforts to increase infrastructure spending

  • Another year older, another year…

    There are certain things by which you can chart your life and it’s a little bit sad when it dawns on you that IJGlobal’s quarterly league tables have become a landmark for tracking the flow of years

  • Steering solar equipment into safe harbors

    Solar equipment safe harbor deals that have been in the works since the first half of the year have begun to reach financial close in the last few weeks, starting with a dual-tranche transaction for Recurrent Energy

  • Infra M&A – virus that proves the vaccine?

    Are people paying too much for infra and energy assets? Has the market finally reached the stage where stupendously stupid things are being done? With a market correction on the way, are the wheels about to fall off in the most spectacular manner?

  • Change of focus for North American fund managers

    With large equity fund managers making their foray into the debt space, IJInvestor data shows the strategy is slowly gaining ground in the region

  • Hedged solar opportunities in the Lone Star State

    As project finance has become available for solar assets with financial hedges in Texas, sponsors that are bullish on the market have begun to explore innovative contract structures that preserve more potential upside for them − while still providing comfort to lenders and tax equity investors

  • Dan McCarthy – splitting the audience

    One of the most controversial figures in the infra/energy community, Dan McCarthy has risen to become one of the world's leading head hunters in this sector and has more war stories than you can shake a stick at. Here we take a closer look at the man behind the myth...

  • Laurie Mahon – infrastructurally fabulous

    A career like few others... in fact - no others. New York-based CIBC boss Laurie Mahon stands out as one of the most intriguing figures in the global infrastructure community having done it all, and done it in style. Here IJGlobal takes a look at the person, her career and what makes her tick...

  • The Lone Star state closes its final toll road deal?

    Texas is recognised as one of the few US states with a successful P3 programme, having closed around six deals from 2008-2016. Following a lull, a new segment of the 35W redevelopment project in north Texas reached financial close in August – and could perhaps be the last privately funded toll road deal in the Lone Star state

Analysis Archive