Latest Analysis
Financing squeeze amid policy uncertainty at RE+ 2025
Renewables North AmericaThe RE+ conference in Las Vegas this week underscored the shifting ground US renewables developers and financiers walk on, as policy reversals from the Trump administration ripple through project pipelines and funding markets
Private credit where private credit’s due
Renewables EuropeThere was a time when the term “private credit” rarely cropped up in discussions over infrastructure financing. There have long been infra debt funds with a desire to creep up the risk curve from senior to mezz/sub offerings, but “private credit" wasn't what they were calling it... and nor was it quite so widespread
REFF North America: green shoots among renewables
Renewables North AmericaUS renewable energy has been in the political crosshairs throughout 2025 creating a layer of investment uncertainty. But behind the negative headlines green shoots remain for clean energy developers and financiers
Infra Dig – shocking energy from Jonathan Maxwell
Renewables EuropeEnergy efficiency, energy security and grid shocks – that’s the focus of this latest Infra Dig podcast with Jonathan Maxwell, chief executive of Sustainable Development Capital, giving his views on the subject
Infrastructure – surfing planks in puddles
Telecoms EuropeDo you ever worry that you’re perched on a surfboard half a mile out to sea waiting to catch a tsunami… but in reality, you’re teetering on a plank in a puddle? If that feels familiar, you’re likely working in the infrastructure sector
IJGlobal Regional Report – MEA, H1 2025
Oil & Gas MENAInfrastructure activity in the Middle East and Africa decreased in the first half of 2025 compared to 2024, with oil and gas, renewables, and power transactions driving overall market activity
Foresight’s acquisition of HEIT, UK
Renewables EuropeUK-based investor Foresight Group on 17 June completed the acquisition of London-listed battery energy storage system fund Harmony Energy Income Trust for £210 million, a major milestone in Foresight’s ambition to build a pan-European BESS platform
Lenders confront Revolution Wind default threat amid offshore wind block
Renewables North AmericaProject finance lenders on the Ørsted’s Revolution Wind project must confront a wave of potential technical defaults on billions of dollars in loans as President Trump ordered a stop to the project
IJGlobal Regional Report – Latin America, H1 2025
Oil & Gas Latin AmericaIJGlobal’s regional report for Latin America shows no bright spots in infrastructure finance with drops across the board
Energy and digital assets drive uptick in GP-led secondaries
Renewables North AmericaIncreasing deal valuations for energy and digital infrastructure assets helped push secondaries activity – specifically GP-led deals – to new heights in the first half of 2025
IJGlobal Regional Report – Europe, H1 2025
Renewables EuropeEurope saw a downward trend in infrastructure finance activity in the first half of 2025 amid global uncertainty, with transaction activity led by the renewable energy and transport sectors
IJGlobal Regional Report – North America, H1 2025
Oil & Gas North AmericaThe North America region saw a decrease in infrastructure finance activity compared to the same half in 2024
Powered land: investing in renewable real estate
Renewables North AmericaPowered land is emerging as an attractive opportunity to generate returns as infrastructure and real estate investment themes converge
IJGlobal Regional Report – APAC, H1 2025
Oil & Gas Asia PacificThe Asia Pacific region saw a decrease in infrastructure finance activity in the first half of 2025, when compared against the same half in 2024
Equitix – the European expansion
Renewables EuropeAs part of its wider European investment strategy, UK-based manager Equitix in June closed its second Europe-focused infrastructure fund at €1.4 billion in total commitments as it continues its continental expansion
Agro Norte – a new era for Brazilian infrastructure
Transport Latin AmericaMass privatisation of Brazil’s federal highways has seen monumental investment prices and new experimental and sophisticated PPP models since the start of the decade