At PEI Group’s annual Women in Private Markets Summit in New York, LPs discussed the power dynamic with GPs and what they expect from managers they work with.
Europe’s ageing onshore wind farms are ripe for replacement and infrastructure investors are taking note.
Two large deals from Brookfield and GIP/CPP show both the size of the opportunity and private capital’s natural advantage.
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.
'Floating wind... feels exactly like UK solar did to us 15 years ago,' says Alex Brierley as the Sky Fund reaches the halfway mark of £1.5bn.
The project would be the largest ever undertaken by Actis, as it partners with Fortescue to secure green hydrogen know-how.
Maybe investments in the energy transition don't require a significant premium to be worth it in the long run.
The 1.4GW Attentive Energy One and the 1.3GW Excelsior Wind projects are sunk by GE Vernova’s scrapping of 18MW turbine, but all may not be lost.
Every new data centre, however efficient, is adding to the demand for power and as such works counter to the energy transition.
As more GPs dive into the facilitation or production of greener maritime fuels, they’ll need skill – maybe even luck – to make the crossing to successful exits.