Zak Bentley
Could Blackstone’s IPO of a data centre stableco spark a new wave of data centre yieldcos?
The role that batteries have to play in the energy transition has always been obvious, but how infra investors can deploy capital in the sector has not – until recently. This article explores the changes that are transforming the sector from risky to booming.
The OpenAI CEO has ‘no doubt we will figure out how to build huge amounts of power generation’ in the long term, but is worried about the short term.
In the age of ‘any and all’ energy investing, investors will have to grapple with the right level of coal exposure.
After being involved in several large-cap data centre investments, Canada’s largest pension fund is keen for further exposure.
Last week’s $4bn sale of Nordics data centre platform atNorth saw the Swiss group net a 2.5x MOIC and more than 30% return on a deal it signed in December 2021.
A year into the second Trump administration, some LPs have signalled less interest in the US market. Infrastructure Investor explores to what extent, and where the capital is flowing instead.
The manager has raised 14%, or €1bn, more than the upper range of its target in about two years of fundraising.
Lower wind speeds are impacting earnings of publicly listed sector giants. It’s almost certainly impacting private infra funds, too.
In a memo to LPs, Stonepeak says 'it is only appropriate' that Fund I LPs 'achieve an investment outcome that reflects the broader success' of the firm.