Latest Analysis
Listed infrastructure funds adapt to a changing environment
Renewables EuropeIncreasing interest rates, limited assets and competitive market conditions are steering UK listed infrastructure funds towards new markets in search of better returns
Vietnam: solar outlook 2018
Renewables Asia PacificVietnam has eluded solar developers for several years. Deals appear set to finally get done in 2018, if not on international developers’ desired terms
Show me the (infra) money…
Oil & Gas EuropeJanuary is traditionally a time for reflection, but moreso it’s a time to plan for the year ahead and ensure you’re in position to make the most of the market… which is not so easy these days given, as one old chum puts it nicely: “It’s hard to eke out an existence when there’s a dearth of opportunity”
4G Colombian road sets new financing standard
Transport Latin AmericaThe financing of the road Ruta al Mar may represent a new financing paradigm with a combination of bonds and loans; first private international emission; use of local currency.
PCOAs and PRGs: Solar protection in Nigeria
Renewables Sub-Saharan AfricaSolar developers in Nigeria are aiming to reach financial close on 14 PV projects totaling 1,125MW of capacity this year. But the ambitious programme still has a number of hurdles to clear
The new year – back for another swing
Renewables Asia PacificA couple of (hopefully) amusing anecdotes, a preview of our league tables which will be published in a couple of weeks' time and mulling the awards for which we shall hosting judging sessions over the course of this month
A final hurrah for 2017
TransportAnd so the year draws to a close and here’s the final missive for 2017, delivered six months after returning to the IJ fold after a break of seven years – the first four at the infra title that doesn’t warrant mention and three highly-enjoyable ones in head hunting...
New rolling stock lessors continue to challenge ROSCOs
Transport EuropeThe UK’s recent West Midlands rolling stock deal marks another slice of the sector taken from the traditional rolling stock operating companies (ROSCOs Angel Trains, Porterbrook, and Eversholt) by challenger lessors
Waste PPP projects – trials and tribunals
Social & Defence EuropeThe waste sector has ever been a tricky one for PPP and the latest English project to be tangled up in legal battles serves as a cautionary tale for the global infrastructure sector. Essex County Council and the SPV contracted to deliver and operate the MBT plant – Tovi Eco Park – in Basildon have gone to war...
Australia's corporate PPAs
Renewables Asia PacificWith PPAs increasingly hard to come by from the utilities, the busy solar market is looking to corporate PPAs to take the booming number of planned projects across the financing line
Meeting future demand
Oil & Gas Sub-Saharan AfricaEast African LNG export projects have a window of opportunity to cash in on future market demand
Bankers worried about low Mexican electricity prices
Renewables Latin AmericaLow prices on the third long-term power auction are at the same time seen as a measure of the success of the Mexican energy reform and as a cause for concern
Infrastructure funds – big news
Renewables Asia PacificIn the same week that IJGlobal goes live with our infrastructure funds database – IJInvestor – it feels appropriate to turn the focus on an interesting trend in the equity space: the rise of technical advisers as investors.
French transport – foot off the pedal
Transport EuropeAs the European infrastructure market – road and rail – wallows in the doldrums, it seems to be the same things keeping everyone busy, and that’s refinance opportunities. However, when it comes to greenfield, few markets are stagnating as much as France
Gulf tensions chill Lebanon’s development
Oil & Gas MENADFI-backed projects in Lebanon appear to be on ice after Prime Minister Saad al-Hariri resigned earlier this month. The latest instability is likely to further hinder project financings in the country
Goldmans – making PF bankers grind their teeth
Renewables EuropeTalking to sources in the market this week, it was fascinating to hear that Goldman Sachs booked the biggest single profit event for the previous two years on HS1 – the high-speed rail line from London to the English end of the Channel Tunnel