Latest Analysis
Brexit delays UK's flagship projects
Power EuropeIn the immediate aftermath of the UK's EU referendum a number of important infrastructure projects in the UK were put on hold or under review leaving some in the infrastructure and energy industry to question the future of these schemes
Bronze for Brazil
Oil & Gas Latin AmericaAs Rio welcomes the 2016 Olympics, opinions are divided as to the real cost of hosting this year’s games for Brazil
Fund analysis: Arcus European Infrastructure Fund 1
Transport EuropeArcus Infrastructure Partners has successfully undertaken a liquidity offering process for its near mature closed-ended first fund. The offering attracted over €700 million of capital to allow investors taking a long-dated view on the next 10 years-plus to remain invested in the fund, while long-term investors have replaced those who chose to realise returns
Tesla's drive for solar plus storage
Renewables North AmericaSolarCity’s board approved Tesla’s offer to buy out the company this week, but the market remains skeptical as to whether it’s really a good deal for either company’s investors.
Fund analysis: Mirova-Eurofideme 3
Renewables EuropeMirova's third fund demonstrates the demand for renewables amongst European investors
Malaysian malaise
Asia PacificThe 1MDB scandal is in the news again this week, with former Malaysian Prime Minister Mahathir Mohamad accusing neighbouring Singapore of not doing enough to stop alleged money-laundering by the investment fund
Data Analysis: Omani water demand spurs developer opportunities
Water MENAOman’s government is anticipating ever-growing demand for potable water in the region and seems well placed to deliver it. A series of successful financial closes on independent water producers (IWP) in recent years combined with a strong pipeline of tender opportunities bode well for developers and investors
Indonesia's infrastructure bottleneck
Power Asia PacificSponsors and their advisers suffered what has become a familiar delay in Indonesia when the bid submission deadline for the Java 1 gas-fired combined-cycle power and floating storage project was again pushed back this week
The rise of 'Frankenstein funds'
EuropeWith the next couple of years set to mark the maturity of a number of 10 to 12 year closed-ended funds, LPs face re-investment risk once their capital is returned. However, at least two infrastructure fund managers are working on bespoke fund restructurings to instead retain their portfolios and investors for the long-term
Data Analysis: Municipality-led PPPs in the US
Transport North AmericaOf the total 37 ongoing infrastructure PPP procurements in the US (as at 26 July 2016), a majority of 21 projects are being led by cities or municipalities as opposed to 16 projects being led by state level authorities, according to IJGlobal data
M&A bright spot
Oil & Gas North AmericaThe M&A market bucked the general trend of decline in H1 2016, thanks in large part to oil and gas company acquisitions
DONG's Borssele bid: How low can offshore wind go?
Renewables EuropeEarlier this month DONG Energy won an offshore wind tender that set a new benchmark for project costs in Europe and reinforced its position as one of the sector’s most influential players
Turkey following the failed coup
EuropeThe extreme crackdown on opponents by Turkey’s president Recep Tayyip Erdogan following an attempted coup by the country’s army last week is a concern for investors as well as Turkey’s political allies
Data analysis: North America beats Europe as fundraising focus
Oil & Gas Asia PacificFundraising activities have been geared towards global opportunities in the past eighteen months, with North America beating Europe for funds with a regional focus
Costera 4G toll road, Colombia
Transport Latin AmericaGoldman Sachs has just arranged a second multi-tranche, dual-currency, hybrid financing backing one of Colombia’s 4G toll road concessions. Together the deals have created a new paradigm for infrastructure finance in underdeveloped LatAm markets
Infrastructure offers post-Brexit shelter to investors
Renewables EuropeListed infrastructure fund share prices have seen an uptick in the Brexit aftermath as investors seek a safe haven from uncertainty