In this episode, ECP founder Doug Kimmelman explores what's driving surging demand in the US electricity market, how the hyperscalers are changing the game, why renewables are oversold and much more.
Brookfield Infrastructure Fund VI, launching ‘early next year’, is expected to target a similar size to its predecessor, which remains the world’s largest infra fund.
Korea is pouring billions into AI infrastructure, prompting global investors to scale up their data centres – and to work out how to source the energy to power them.
Arcus hits €3bn hard-cap, Brookfield plans Qatar AI roll-out and GIP makes $2bn Australia power play. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
Whether foreign entity of concern rules will strike a further blow to renewables investment in the US remains to be seen – and open to interpretation, specifically that of the Treasury.
Early first closes and long-awaited final closes mean substantially deployed funds are rapidly coming back to market, a bugbear of LPs.
How Canada’s IMCO, the UK National Wealth Fund, AXA IM Alts and others are responding to market uncertainty around green technology.
The manager is also anticipating a €100m first close for its maiden agricultural strategy by end of 2025.
The fund represents the single biggest capital raise by the manager, boosted by strong support from existing investors.
Seraya nears first close for second fund, GIP hires global energy lead and CIP gets new Americas fundraising lead. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.