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Latest North America Analysis

  • Full speed ahead?

    If high speed rail is going to get successfully financed anywhere in the US, the flat empty expanse of Texas seems as good as place as any. But despite its developer’s bullish attitude, the Texas Central project has significant hurdles to overcome

  • Oil majors – shuffling along the Road to Damascus

    In a volte-face that’s enough to make a North Korean dictator blush, the oil majors are continuing to trip over their feet in a bid to reinvent themselves as good guys, having spent the last century-plus playing the black-hat cowboy

  • US upstream intention

    Rebounding oil prices saw a surge in upstream oil & gas investments in the US last year, but that enthusiasm may be more muted in 2018

  • Boston automated fare P3, US

    A new automated fare collection system for Boston, but Charlie is still stuck on the subway

  • The most important US infra project (that may never happen)

    A project that has to be built, a funding gap of billions of dollars, and a President reluctant to plug it

  • How to fix US infra

    A leaked policy document has underwhelmed, so what should the Trump administration be doing to stimulate investment in infrastructure?

  • Shadow cast over US solar

    The 30% tariff on imported solar panels imposed by Trump's government should have a larger impact on rooftop solar and distributed solar energy generation.

  • The new year – back for another swing

    A couple of (hopefully) amusing anecdotes, a preview of our league tables which will be published in a couple of weeks' time and mulling the awards for which we shall hosting judging sessions over the course of this month

  • Infrastructure funds – big news

    In the same week that IJGlobal goes live with our infrastructure funds database – IJInvestor – it feels appropriate to turn the focus on an interesting trend in the equity space: the rise of technical advisers as investors.

  • Infra banks – a crutch Canada does not need

    What a week it’s been for Canadian infrastructure. Ontario retains its title as the world’s most attractive infra market while the government steps in with a move it hopes will “crowd in” – rather than “crowd out” – project lending to drive future nationwide investments

  • Fort McMurray West transmission, Canada

    In December 2014, Alberta Electric System Operator awarded the Fort McMurray West transmission line project to Alberta PowerLine, a consortium of Atco-controlled Canadian Utilities (80%) and electrical engineering contractor Quanta Services (20%)

  • US LNG glut

    Investing in US LNG export projects looks increasingly risky, as a flooded market forces sponsors to accept more flexible and shorter-term sales contracts. This is quite a change of direction for a market more or less still in its infancy.

  • Abertis – high prices, deep pockets

    It’s the biggest infrastructure deal in the market, the one everyone’s talking about – two giants of the European infra community slugging it out to acquire Spanish toll road operator Abertis… but it’s a deal that has more than a few wondering what the hell’s going on

  • The great American infra debt squeeze

    In the land of the blind, the one-eyed man may indeed be king… but in the land of the free, it’s balance sheet that a monarch doth make. With limited greenfield activity, the US is gainfully employed doing what so many markets have been doing for a good long while – not an awful lot, and turning a buck where they can

  • Yieldcos: going, going, gone?

    On 16 October, Brookfield Asset Management subsidiaries closed on the long-awaited deal to up their parent company’s stake in the developed market-focused yieldco Terraform Power to 51%

  • US infrastructure – living the dream/nightmare

    Writing on Friday the 13th, waiting to board the most cost-effective flight money can buy between New York and London, this hack’s infra career is flashing before his eyes

  • David v Goliath: What’s next for LNG?

    Is there room for both large and small, modular LNG growth in the US and Canada?

  • Corruption and infrastructure

    Can we draw any parallels between the perceived corruption levels in a country and its ability to procure infrastructure projects?

  • Hickory Run power plant – US

    In a first for the US power sector, Asian investors have sidestepped brokers and gone directly to lead arrangers

Analysis Archive