Latest Analysis

Infra Dig – powering the eVTOL revolution

Infra Dig returns to one of its favourite subjects – technology in the infrastructure and energy space – focusing on advanced battery data and modelling. This latest episode features Yash Tripathy, head of product at battery software company About:Energy

Acquisition of Los Llanos, Spain

The Los Llanos solar portfolio proved a shrewd acquisition for DWS as it was seen as strategic to provide secure and stable cash flows and expanded its presence in one of Spain's key regions

Nancy-Contrexéville Rail PPP, France

Procurement for the Nancy-Contrexéville rail line – which reached financial close in June 2024 – marked a turning point in France’s rail procurement policy

Offshore wind: fraught to financing

The offshore wind sector has taken two steps forward this month, with Ørsted and Equinor securing financing for two wind projects off the East Coast

CDPQ's infra interests

Earlier this year the Caisse de dépôt et placement du Québec joined Ares Management and Schroders Capital to provide €750 million in financing to Vantage Data Centers

Batteries not included – a northerly volt face

A kick in the teeth was resoundingly delivered this week to the European electric vehicle supply chain with news that the Northvolt-owned Swedish battery maker was on skid row

CFM dives into water investment, Philippines

Climate Fund Managers, a climate-centric blended finance investment manager, announced its inaugural investment in the Philippines last month. IJGlobal provides an in-depth look into this investment and its potential impact on the nation's water infrastructure

Conexión Norte Toll Road refi, Colombia

Autopistas de Nordeste – owner and operator of the Conexión Norte 4G Toll Road Project in Colombia secured a $605 million refinancing package in August. The deal included bank loans, LCs and a US private placement

KKR’s NetCo acquisition, Italy

KKR’s acquisition of NetCo was the culmination of years of tenacity with TIM, which involved a joint venture, a bid for the entire Italian telco and a unique financing technique

IJGlobal Podcast – Octopus talks LGPS and social infra

The latest episode of the IJGlobal Podcast explores with Octopus Investments how local government pension schemes are investing in social infrastructure

Coming over all a bit Enron…

“Nobody ever questioned whether Enron would go down the pan 20 years ago.” So says one source this week when talking about a market juxtaposition that’s got a few lenders twitching about the aggregation of risk across the data centre and renewable energy sectors

Infra Dig – Viridi Energy and the RNG story

Energy transition once again features in the Infra Dig podcast with this latest episode focusing on renewable natural gas and the role being played by US-based Viridi Energy

US renewables: Supply chain the untapped investment

The US renewables supply chain is the untapped climate change investment, and its lack of diversification poses a risk of tipping the scales the clean power sector permanently out of balance, according to speakers at the BNP Paribas 2024 Sustainable Future Forum

Stonepeak’s Asia Infrastructure Fund

Stonepeak is one of several infrastructure managers looking to secular trends in the Asia-Pacific for investment opportunities. IJInvestor spoke with Hajir Naghdy, head of Asia & Middle East at the firm, to understand how these trends connect to private investment

Infra Dig – the Helios Towers interview

This latest episode of Infra Dig focuses on telecoms infrastructure across Africa and the Middle East as one of the biggest players in the sector – Helios Towers – talks frankly about its plans...

Hydrogen – dividing the room

“There are things being done at the moment that would have made 2007 Macquarie blush.” Sometimes you “innocently” ask a question and get a lot more back than you bargain for