Analysis Archive
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What’s in storage?
Power North AmericaIn the evolving sector of battery storage, where predicting future developments is difficult, the importance of contractual structures – and the ability to validate them – is significant
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Narrowing opportunities for big PF banks
EuropeLenders to Dutch PPPs are increasingly likely to be regional or institutional, with big PF banks less active across Europe
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Importing offshore wind experience
Renewables North AmericaHow European experience can be used in the upcoming round of US offshore wind projects
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Far from retirement: lifetime extensions
RenewablesRenewable energy assets can go beyond planned operational periods, and lifetime extensions are becoming particularly popular for wind farms and solar plants
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The earth moved: Castor gas storage
Oil & Gas EuropeWHAT WE SAID THEN: “Construction and geological risk, particularly in the latter part when the cushion gas is being inserted, is difficult to quantify”
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Pipe dreams: BTC pipeline
Oil & Gas EuropeWHAT WE SAID THEN: “In addition to breaking into a virgin market, the financing was closed successfully in less than three months in what could only be described as a turbulent political climate”
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The mark of shame: Metronet
Transport EuropeWHAT WE SAID THEN: “In a world where failures always receive greater focus than successes, Metronet’s impact will be enduring while the success of Tube Lines will be a footnote”
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Missed opportunity: Seattle monorail
Transport North AmericaWHAT WE SAID THEN: “It was an eminently finance-able project using modern technology, offering Seattleites a six-minute service on an elevated system that would provide a critical transport link that...
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Perfect chemistry: Sadara petrochemicals
Oil & Gas MENAWHAT WE SAID THEN: “Among this mammoth financings’ ground-breaking features was the largest ever (and second only) Middle Eastern sukuk bond, the largest ever direct loan from US Exim, and the...
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Keeping on track: Nacala Corridor
Transport Sub-Saharan AfricaWHAT WE SAID THEN: “It brings together many strands of project finance over the last 20 years, everything from risk allocation in concession agreements to managing political risk in a big-ticket ECA...
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Gas glut: PNG LNG
Oil & Gas Asia PacificWHAT WE SAID THEN: “In terms of sheer scale and complexity PNG LNG represents not only the largest PF deal ever but also a true pathfinder that has profound implications for the regional energy...
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Dabhol trouble: Dabhol II gas-fired power
Power Asia PacificWHAT WE SAID THEN: “Many Indian power projects have attracted attention in recent years – mostly for the wrong reasons. Not Dabhol II” (ed. Not our finest hour)
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Cheating death: Miami Access Tunnel
Transport North AmericaWHAT WE SAID THEN: “The most tangled PPP procurement process in the US, a market that has produced more tangled PPP procurements than most”
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A new model: Thames Tideway Tunnel
Water EuropeWHAT WE SAID THEN: “The new Thames Tideway Tunnel sewer in London has achieved construction phase stable returns for investors and a cost of capital well below the industry average at 2.497%, all...
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Pushing the boat out
Oil & Gas Sub-Saharan AfricaFloating LNG promises lower costs and flexibility to developers. But it also dredges up questions about the reliability of LNG delivery
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MAPs of the world
Power EuropeThe smart meter market in the UK, with responsibility for roll-outs lying with energy suppliers, is a competitive market of independent meter asset providers, often backed by infrastructure funds