Latest Analysis

Infra Dig – Gilligan’s infrastructure

The latest episode of the IJGlobal podcast service – Infra Dig – sees a major European infrastructure fund take the stage for a fireside chat on all matters energy efficiency. Mark Gilligan, head of infrastructure at AXA IM Alts, takes the floor...

Infrastructure – normalising the abnormal

It’s been going on so long, you’d think it’s positively workaday… but constant envelope pushing by infra funds is creating a world where Core investments have cocks snooked at them, while “frontier” managers seem to egg each other on to the next fabulous wheeze. But what does the market think?

Infra Dig – APAC infrastructure finance

The Infra Dig focus turns once again to Asia Pacific as IJGlobal builds momentum for hosting our regional conference later this year. This latest episode features an interview with Singapore-based Audra Low – chief executive of Clifford Capital Credit Solutions...

KKR shells out on Core++

“The infrastructure space doesn’t exist any more.” That’s the view of one industry source when faced with news that the KKR infrastructure team has acquired 720 Australian poultry sheds. But what does the rest of the market think...

Pole position: Poland’s offshore wind surge

Poland’s offshore wind industry has taken another decisive step forward with the financial close of the €6.3 billion senior debt package for the 1.44GW offshore wind duo of Baltyk II and Baltyk III, sponsored by Equinor and Polenergia

Xlinks – murder of a magnificent folly

When it comes to infrastructure, the more vanilla the flavour, the sweeter it tastes. That’s an industry mantra and when “exciting” projects are touted around the market, reach for your jacket. But what's the view on Xlinks...?

The roads of Paraná, Brazil

In 2019, the government of Paraná state in Brazil began floating the idea of privatising its major state highways and by February 2021, a plan had been formulated to auction off the roads as 6 blocks – comprising multiple highways. In August of the same year, the government announced its intention to tender 3,368km of highways in a state of over 8.6 million people

Novacap Digital Infrastructure I, US

North American buyout firm Novacap raised $1 billion for its first dedicated fund targeting digital infrastructure at the start of 2025, joining the ranks of private equity managers aiming to capitalise on the sector’s increased economic importance

From energy transition to energy stagnation

Here we are, sweltering on Summer Solstice and – judging by phones not being picked up – the market’s having the season equivalent of a “snow day”. So let's take a look at how energy transition is stalling across Europe...

Infranity’s investment in Energy Solutions Group, Benelux

Infranity last month entered the Benelux renewables sector by investing €125 million in the region's largest renewables IPP, Energy Solutions Group, in an effort to not only help drive the company's next growth phase, but also to install 1GW of green power in the Netherlands, Belgium and Germany by 2027

Gridlock stalls Vietnam’s green boom

Vietnam’s renewable energy ambitions have hit a hurdle, with state utility Vietnam Electricity planning to retroactively slash feed-in tariffs for several operational wind farms and solar parks

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