Isabel O'Brien

Demand from AI alone poses an almost impossible buildout challenge. While equity is abundant, investors have also turned to a number of debt financing options – including asset-backed securities, project finance and IPOs.

Uncertain market conditions, the COP28 agreement and the US’s recent decision to halt LNG exports signal that the lifespan of some of these assets may be shorter than assumed.

The landmark deal is the first between an asset manager and a tech giant, and it has ‘potential to expand’, according to Brookfield Renewable’s US CEO, Stephen Gallagher.

Once targeting a 5% infrastructure allocation, LACERA’s board of investments has voted to lower its infra allocation to 4% – nearly its current allocation, down from September's 5.5%.

DIV II raised €1.12 billion, with €440 million committed to a sidecar, co-investment vehicle, bringing total funds raised to €1.56 billion.

Chase, a former MD at BlackRock, was brought on as global head of capital formation in 2021.

Large-cap infrastructure funds keep getting bigger. But looming exit risk and current struggles to deploy leave the ecosystem with an existential question: how much growth can it sustain?

Private infrastructure investors on the cutting edge of the energy transition have found themselves both competing and collaborating with large US corporations.

Across the globe, EVs are seeing an uptick in both usership and government support. Representatives from EQT and Fitch Ratings discuss opportunities – and challenges – for investment in the EV ecosystem.

There has been a definite uptick in the amount of public money spent on infrastructure projects with private backing. But investors have had to get creative to access that capital.