Latest Analysis

Friday The 13th – Attack of the Infra Zombie Ponzi

They’re out there. Prowling the streets of London, New York, Singapore… everywhere. A mindless predator with insatiable appetite, and it ain’t too choosy what it devours. This week's Friday Missive delves into the rapacious world of inter-fund M&A and what some label a Ponzi Scheme...

Going nuclear in the UK… slowly and over budget

The UK’s proving to be the gift that keeps on giving this week – the one that ends with Friday 13 June – as it dishes up 2 contenders for an editorial of Friday The 13th proportions… but we’re only at Wednesday. Let's take a look at its plans for nuclear

IJGlobal Podcast – US midstream and the AI boom

Richard Lum, one of the founders of Victory Hill Capital Partners, talks to IJGlobal senior editor Ila Patel about how renewable energy alone cannot enable the transition globally within the context of the US, especially given the demand from AI...

Casablanca's renewable desal plant

As part of a country-wide initiative, Morocco's Office National de l'Électricité et de l'Eau Potable inked an agreement with the Al Baidaa Desalination consortium for the flagship Casablanca Desalination Project PPP in May 2025

Trams in the UK… tramendous

Memory’s a curse in infrastructure. Instead of celebrating announcements of planned investments into something as core as UK transport, it brings in to sharp refine monumental failures from the last quarter century

Carbon – from ridiculous to silicate

You just can’t credit it… one week after writing the Infrastructure Stink List, the bar’s been lowered with news of carbon removal schemes that are positively Stone Age. Today's editorial focuses on left-field efforts to save the planet from CO2

Infra Dig – offshore wind in Asia

Offshore wind – a sector that has faced more than its fair share of headwinds across Asia – is the top of conversation for this latest Infra Dig podcast, with 2 guests giving a round-robin assessment of the opportunities on the ground… well, at sea, really

HyNet’s Liverpool Bay CCS – capital flows

Carbon capture and storage is moving into a new phase of large-scale deployment, backed by growing investor interest in a now well-established technology. That shift became clearer in April 2025, when Eni’s Liverpool Bay CCS transport and storage system – part of the HyNet North West cluster and one of 2 x UK government-supported pathfinder projects – achieved financial close

The infrastructure stink list

When you’re wondering what not to do – as opposed to, what to do – look around and spot the infrastructure investor/lender who says: “Hold my beer, I’m off to do EV charging, CCS and fibre.” You might want to walk the opposite direction…

Chile's Los Rios-Los Lagos hospital PPPs

The Los Rios-Los Lagos hospitals package reached financial close in February 2025, taking 5 years from announcement to final signing and overcoming significant hurdles to get construction underway.

Aberdeen – Core Convictions

Freshly re-renamed Aberdeen closed its third core infrastructure fund at €585 million in early February. IJGlobal sat down with Dominic Helmsley and Maciej Tarasiuk, heads of core infrastructure and core infra investments respectively, to discuss the landscape for the strategy amidst current market fluctuations

Infra Dig – The Foresight Saga

The Infra Dig podcast returns to its infrastructure fund interview format for this latest episode, interviewing 2 key players from UK-based clean energy investor Foresight Group...

Breaking wind offshore

Offshore wind has long thrived in that dangerous territory between the devil and the deep blue sea. But these days it feels an awful lot more perilous than back in the market pioneering times… which is curious given its maturity

The M&A bilateral bonanza

When you’re rooting through the undergrowth for an editorial – chatting with folk around the industry – people are quick to caution against leaping to conclusions. And perhaps that's exactly what's happening here...

SUSI’s sale of Lyngsåsa wind farm, Sweden

SUSI Partners, via SUSI Renewable Energy Fund II, sold the Lyngsåsa onshore wind farm in Alvesta to Equinor in March – a deal that illustrates how SUSI applies its energy transition expertise by acquiring projects to bring them online, add significant value and divest them at opportune times to benefit its investors

Dusting off while bracing for impact…

It’s that time of year… that time when Team IJGlobal takes a deep breath, mops a collective brow and reflects on one heck of a busy year-to-date – while bracing for the next onslaught… which is never that far off. The awards season is over... for now