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A recent report from the Institute for Energy Economics and Financial Analysis has found that coal and gas plants in the US’s largest power market are underperforming.
Balancing ball
To square the circle of limited investment windows and prolonged development times for greenfield projects, CIP trades projects from one fund to the next.
As the infrastructure world distances itself from China, market participants tell Infrastructure Investor what happens next.
For project owners and developers, fulfilling this means using government incentives, deepening expertise and navigating market uncertainties, argues Vinson & Elkins partner Alan J Alexander.
Senior portfolio manager Marco van der Geugten shares how MN’s low-risk, low-fees core strategy led to the creation of a new fund.
With little leeway to continue as heavy carbon emitters, some data centres stand to become stranded assets if they can’t clean up their act.
Rail’s sustainability push is making managers bullish about the sector’s future prospects.
Despite the excitement being generated by AI tools such as ChatGPT, some degree of scepticism will serve investors well.
Often not considered a priority, a hardening insurance market and a difficult macro environment have led to higher premiums and less coverage for infra GPs. Eldin Risk’s managing partner provides advice for overcoming these new challenges.
From default rates to interest rate hikes, AllianzGI's Claus Fintzen epxlains what this challenging macro environment means for the asset class.
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