Latest Analysis
Infrastructure – you’re in the army now…
Social & Defence EuropeDefence is no stranger to the infrastructure community, but sources this week are hinting that it’s being locked and loaded for a return to the mainstream
US power financing costs could rise on capacity market weakness
Renewables North AmericaProject finance executives have been warned to recalibrate their expectations for US power markets as fresh data from Noreva Research shows a surprising softening in capacity price forecasts for the first time in years
Infra Dig – APAC in focus with Aquila Clean Energy
Renewables Asia PacificOne month away from hosting IJGlobal’s Asia Pacific conference in Singapore, this latest episode of Infra Dig turns the spotlight on the regional renewable energy sector. Achal Sondhi, CIO for Aquila Clean Energy, gives his views...
A curse on your SPACtastic debt
Renewables EuropeAs All Hallows’ Eve looms and the infra lending community cowers from a horror that’s holding the industry in its thrall, there’s only one thing to do – face your fears. This week’s Friday Editorial is not suited to infra purists of a gentle disposition as it unmasks a fearsome beast...
Teranga Niakhar: an African-led success story
Renewables Sub-Saharan AfricaEnergy Resources Senegal has reached financial close on its $64.3 million Teranga Niakhar project, which will deliver 30MW of solar power alongside a 15/45MWh battery energy storage system
Infra Dig – energising Africa with BII
Renewables MENAThe latest episode of Infra Dig – the IJGlobal podcast service – delves into the pressing need to invest in energy generation across the African continent. Iain Macaulay, director and head of PF for Africa and Pakistan at BII, the UK’s development finance institution and impact investor, tells all...
REFF: US renewables in the crosswinds of growth, risk and constraints
RenewablesIt’s a challenging time for US renewables with rising costs and grid bottlenecks constraining a sector being reshaped by landmark legislation, but attendees at IJGlobal’s Renewable Energy Finance Forum (REFF) in New York said surging power demand, falling interest rates, and the strength of infrastructure investment all point to growth
Atlas eyes battery for growth amid renewable slowdown in Brazil
Renewables Latin AmericaAtlas Renewable Energy is now turning its attention to battery storage as its next growth opportunity, amid slowing renewable energy growth in Brazil
Transition in a bubble environment
Telecoms North AmericaHaving been in New York earlier this week for our REFF North America conference where all things renewable energy were discussed, it’s curious that the classification of gas-fired power plants as “transition” raised not the glimmer of a knowing smile. And all this to power the AI bubble that's gonna burst before long...
REFF 2025: Pine Gate’s collapse highlights sector strain
RenewablesPine Gate Renewable Energy’s potential insolvency has sent ripples through the solar industry, raising questions about liquidity, regulatory volatility and investor confidence
Sila Atlantik – haven’t we met somewhere before?
Power EuropeWhen you’re neck deep in an energy crisis – who you gonna call? Well, if you’re interest is piqued by a magnificently ambitious transmission project and a 23-hour daily flow of 3.6GW of green energy… you might wanna pick up the phone to the folk behind Xlinks...
Infra Dig – the US nuclear scene with Blue Energy
Power North AmericaLess than a week before the start of IJGlobal’s flagship energy conference – REFF North America – chat turns to nuclear energy with a US-based company that has interesting plans. Jake Jurewicz, chief executive at US-based nuclear developer Blue Energy, takes the hot seat...
A game fund managers play – Continuation Conundrum
Telecoms EuropeWhen’s a continuation vehicle not a continuation vehicle? When the fund manager insists it wants to hold on to the asset… coz, honestly, it’s really good… and… you know… you get kinda attached to these things, don’t you?
IJGlobal Podcast – JF Dusch from EDRAM
Renewables EuropeJean-Francis Dusch, chief executive of Edmond de Rothschild UK, joins the IJGlobal Podcast for a far-reaching discussion on the (mostly) European infrastructure market. Tune in for the latest episode...
Ørsted heads to court to put the wind back in Revolution’s sails
Renewables North AmericaØrsted has filed a lawsuit against the US government, as well as individuals at the Bureau of Ocean Energy Management and the Department of the Interior, challenging the work stop order imposed on its Revolution Wind project
US climate tech crossroads: Insights from Gastech Milan
Renewables North AmericaAt Gastech in Milan, Italy, clean energy investors and industry leaders said the $2.1 trillion invested in the clean tech sector in 2024 bodes well for the future of climate technology investment, even amid evolving regulatory landscapes and fierce competition for capital.