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Political Risk

A lack of social licence to build power lines, coupled with materials and labour shortages, stand in the way of a rapid exit from fossil fuels.
After the Russia-Ukraine war, governments and investors are looking to reduce their dependence on China for the minerals and components that are critical for the energy transition. Will they run out of time?
A red bridge missing the middle section, shown against a cement background
High profile attacks have pushed physical safety and cybersecurity to the fore. As these risks keep changing, so do the costs of keeping critical infra secure.
An ‘end to privatisation’ message helped elect New South Wales’ new Labor government – not for the first time in Australian state politics.
Presidents Biden and von der Leyen have finally reached a truce on the clean energy subsidy wars. They must now make sure they don’t create false economies. 
Investor appetite for infrastructure should withstand the global economic headwinds, but the more resilient strategies will draw in the capital.
A lingering drought, high-profile pollution incidents and sky-high energy bills are set to stress test a highly privatised market.
Gazprom advisor Andrey Konoplyanik, Columbia University professor Christof Ruhl and Jonathan Stern, a distinguished research fellow at the Oxford Institute for Energy Studies, discuss how the crisis might impact natural gas investing and infra portfolios.
All Chinese investors were essentially classed as sovereign capital by the government last year, sources say, but the stance may be softening in 2021.

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