Having overlooked generation projects over price concerns, Morgan Stanley remains bullish on the sector, despite some projects suffering from supply chain and inflation issues.
Eku Energy looks for arbitrage opportunities as well as contracts, and sees strong potential where constricted grids create price volatility and increase the need for grid services.
An equal partnership with indigenous groups aims to create new infrastructure in remote Australia that benefits Aboriginal people and takes a different approach to First Nations consultation and consent.
Betting on Vietnam’s need for logistics and transport to accommodate its economic growth, the two partners will jointly invest between $250m and $300m in four to five assets.