Latest Analysis
Infra Dig – energising Africa with BII
The latest episode of Infra Dig – the IJGlobal podcast service – delves into the pressing need to invest in energy generation across the African continent. Iain Macaulay, director and head of PF for Africa and Pakistan at BII, the UK’s development finance institution and impact investor, tells all...
REFF: US renewables in the crosswinds of growth, risk and constraints
It’s a challenging time for US renewables with rising costs and grid bottlenecks constraining a sector being reshaped by landmark legislation, but attendees at IJGlobal’s Renewable Energy Finance Forum (REFF) in New York said surging power demand, falling interest rates, and the strength of infrastructure investment all point to growth
Atlas eyes battery for growth amid renewable slowdown in Brazil
Renewables Latin AmericaAtlas Renewable Energy is now turning its attention to battery storage as its next growth opportunity, amid slowing renewable energy growth in Brazil
Transition in a bubble environment
Telecoms North AmericaHaving been in New York earlier this week for our REFF North America conference where all things renewable energy were discussed, it’s curious that the classification of gas-fired power plants as “transition” raised not the glimmer of a knowing smile. And all this to power the AI bubble that's gonna burst before long...
REFF 2025: Pine Gate’s collapse highlights sector strain
RenewablesPine Gate Renewable Energy’s potential insolvency has sent ripples through the solar industry, raising questions about liquidity, regulatory volatility and investor confidence
Sila Atlantik – haven’t we met somewhere before?
Power EuropeWhen you’re neck deep in an energy crisis – who you gonna call? Well, if you’re interest is piqued by a magnificently ambitious transmission project and a 23-hour daily flow of 3.6GW of green energy… you might wanna pick up the phone to the folk behind Xlinks...
Infra Dig – the US nuclear scene with Blue Energy
Power North AmericaLess than a week before the start of IJGlobal’s flagship energy conference – REFF North America – chat turns to nuclear energy with a US-based company that has interesting plans. Jake Jurewicz, chief executive at US-based nuclear developer Blue Energy, takes the hot seat...
A game fund managers play – Continuation Conundrum
Telecoms EuropeWhen’s a continuation vehicle not a continuation vehicle? When the fund manager insists it wants to hold on to the asset… coz, honestly, it’s really good… and… you know… you get kinda attached to these things, don’t you?
IJGlobal Podcast – JF Dusch from EDRAM
Renewables EuropeJean-Francis Dusch, chief executive of Edmond de Rothschild UK, joins the IJGlobal Podcast for a far-reaching discussion on the (mostly) European infrastructure market. Tune in for the latest episode...
Ørsted heads to court to put the wind back in Revolution’s sails
Renewables North AmericaØrsted has filed a lawsuit against the US government, as well as individuals at the Bureau of Ocean Energy Management and the Department of the Interior, challenging the work stop order imposed on its Revolution Wind project
US climate tech crossroads: Insights from Gastech Milan
Renewables North AmericaAt Gastech in Milan, Italy, clean energy investors and industry leaders said the $2.1 trillion invested in the clean tech sector in 2024 bodes well for the future of climate technology investment, even amid evolving regulatory landscapes and fierce competition for capital.
Infra Dig – Denham Capital on powering data centres
Renewables North AmericaAs IJGlobal gears up to host REFF North America – our landmark conference for the regional energy sector – the Infra Dig podcast turns its focus to the thorny issue of powering data centres across the US. Justin DeAngelis – global head of sustainable infrastructure at Denham Capital – tells all...
AI and Energy: Insights from Gastech Milan
Renewables North AmericaAs artificial intelligence reshapes global power demand, energy companies are turning to intelligent systems to drive efficiency, reduce emissions, and find new commercial opportunities
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