Isabel O'Brien

High profile attacks have pushed physical safety and cybersecurity to the fore. As these risks keep changing, so do the costs of keeping critical infra secure.

The legislature passed bills to bolster the state's natural gas industry through a fund for 'dispatchable generation construction and improvements'. Bills that would have been most harmful to renewable energy did not pass.

Interest rates are up and the number of operational banks is down. While infra is not VC, it will not be wholly unaffected by the fallout.

Governor Gavin Newsom is looking to accelerate the buildout of the state’s transportation, water, clean energy, electric grid and broadband infrastructure.

The real estate firm's first infra strategy will invest on a deal-by-deal basis and implement leaseback programmes à la real estate.

The fund marks the real estate investor’s second foray into infra, after its evergreen social infra vehicle.

The Environmental Protection Agency released new guidelines requiring carbon capture for most US-based fossil fuel power plants. Its impact won’t be known until after 2024.

Since the asset class’s inception, infrastructure has defined itself as being low risk and a hedge against macroeconomic volatility. But as the industry has expanded, it’s also moved up the risk curve.

A few years after capital was ploughed into the fibre-to-the-home space, some investors are finding a market where risk is underestimated.

The initiative was founded by the Canadian government in response to the US’s Inflation Reduction Act, and will ensure ‘private investors do not earn a disproportionate share of the returns’ from the bank’s investments.