North America

Electric vehicle charging

Grid limitations put the brakes on the EV transition

As the US pursues the transition to electric vehicles, it faces grid limitations and business challenges beyond unreliable chargers.

How Brookfield found a $6bn infra debt gap

We discuss the role of subordinated debt with Brookfield Asset Management's infrastructure debt co-head Ian Simes.

Consolidation may be in, but spin-outs aren’t out

The year kicked off with the industry-shattering news of the BlackRock, GIP tie-up and while other mergers soon followed, there are indications that consolidation is not the only game in town.

Oaktree’s transport team spins out to become Duration Capital

The new firm, in which Oaktree will retain a 25% stake, will target mid-market investments across the North American transport sector at a time that is ‘really interesting’, its co-CEO Emmett McCann tells us in an exclusive interview.

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About this page

North America has, for many years, been a preeminent infrastructure investment destination. Interest in the region has now accelerated driven by the US, on account of President Joe Biden’s $1 trillion infrastructure plan. Combine that with the world’s most dynamic energy market, the energy transition and digital infrastructure mega-trends – as well as an LP community with plenty of room to grow their allocations to the asset class – and North America is likely to feature prominently in our coverage for many years to come. Given those factors, we are expanding our coverage of the region and offer our readers the opportunity on this page to explore key stories, news analysis, opinion and features.

COMMENTARY

Consolidation may be in, but spin-outs aren’t out

The year kicked off with the industry-shattering news of the BlackRock, GIP tie-up and while other mergers soon followed, there are indications that consolidation is not the only game in town.
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