Latest Analysis

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

Carbon – from ridiculous to silicate

You just can’t credit it… one week after writing the Infrastructure Stink List, the bar’s been lowered with news of carbon removal schemes that are positively Stone Age. Today's editorial focuses on left-field efforts to save the planet from CO2

Infra Dig – offshore wind in Asia

Offshore wind – a sector that has faced more than its fair share of headwinds across Asia – is the top of conversation for this latest Infra Dig podcast, with 2 guests giving a round-robin assessment of the opportunities on the ground… well, at sea, really

HyNet’s Liverpool Bay CCS – capital flows

Carbon capture and storage is moving into a new phase of large-scale deployment, backed by growing investor interest in a now well-established technology. That shift became clearer in April 2025, when Eni’s Liverpool Bay CCS transport and storage system – part of the HyNet North West cluster and one of 2 x UK government-supported pathfinder projects – achieved financial close

The infrastructure stink list

When you’re wondering what not to do – as opposed to, what to do – look around and spot the infrastructure investor/lender who says: “Hold my beer, I’m off to do EV charging, CCS and fibre.” You might want to walk the opposite direction…

Chile's Los Rios-Los Lagos hospital PPPs

The Los Rios-Los Lagos hospitals package reached financial close in February 2025, taking 5 years from announcement to final signing and overcoming significant hurdles to get construction underway.

Aberdeen – Core Convictions

Freshly re-renamed Aberdeen closed its third core infrastructure fund at €585 million in early February. IJGlobal sat down with Dominic Helmsley and Maciej Tarasiuk, heads of core infrastructure and core infra investments respectively, to discuss the landscape for the strategy amidst current market fluctuations

Infra Dig – The Foresight Saga

The Infra Dig podcast returns to its infrastructure fund interview format for this latest episode, interviewing 2 key players from UK-based clean energy investor Foresight Group...