Analysis Archive
-
Data Analysis: Chinese takeover
Power Asia PacificThe aborted sale of AusGrid is part of a wider pattern of Chinese investment in transmission and distribution assets in Australia, and other major markets
-
Data analysis: Equity dominates fundraising since 2015
Of the closed-ended, unlisted infrastructure funds launched since the start of 2015, the vast majority have been raising funds for equity investments, with only one fund also targeting mezzanine debt
-
Data Analysis: Australia's privatisation record
The federal government's surprise decision last week to block two binding bids for the sale of AusGrid is a reminder that Australia's privatisation programme, the world's largest in terms of...
-
Questioning PABs
Transport North AmericaAs the private activity bonds that financed a portion of the Indiana 1-69 PPP are downgraded to junk, the financing instrument comes under scrutiny
-
University of California Merced, US
Social & Defence North AmericaThe University of California’s $1.35 billion Merced campus redevelopment PPP (UC Merced 2020) is the largest social infrastructure PPP transaction due to close in North America to date in 2016. It is...
-
Data Analysis: Brazil's ailing infrastructure sector
Oil & Gas Latin AmericaBrazil’s burgeoning renewable energy market has proven to be a bright spot amidst a gloomy outlook for infrastructure investment. But deal flow in this sector is also petering out
-
Brexit delays UK's flagship projects
Power EuropeIn the immediate aftermath of the UK's EU referendum a number of important infrastructure projects in the UK were put on hold or under review leaving some in the infrastructure and energy industry to...
-
Bronze for Brazil
Oil & Gas Latin AmericaAs Rio welcomes the 2016 Olympics, opinions are divided as to the real cost of hosting this year’s games for Brazil
-
Fund analysis: Arcus European Infrastructure Fund 1
Transport EuropeArcus Infrastructure Partners has successfully undertaken a liquidity offering process for its near mature closed-ended first fund. The offering attracted over €700 million of capital to allow...
-
Tesla's drive for solar plus storage
Renewables North AmericaSolarCity’s board approved Tesla’s offer to buy out the company this week, but the market remains skeptical as to whether it’s really a good deal for either company’s investors.
-
Fund analysis: Mirova-Eurofideme 3
Renewables EuropeMirova's third fund demonstrates the demand for renewables amongst European investors
-
Malaysian malaise
Asia PacificThe 1MDB scandal is in the news again this week, with former Malaysian Prime Minister Mahathir Mohamad accusing neighbouring Singapore of not doing enough to stop alleged money-laundering by the...
-
Data Analysis: Omani water demand spurs developer opportunities
Water MENAOman’s government is anticipating ever-growing demand for potable water in the region and seems well placed to deliver it. A series of successful financial closes on independent water producers (IWP)...
-
Indonesia's infrastructure bottleneck
Power Asia PacificSponsors and their advisers suffered what has become a familiar delay in Indonesia when the bid submission deadline for the Java 1 gas-fired combined-cycle power and floating storage project was again...
-
The rise of 'Frankenstein funds'
EuropeWith the next couple of years set to mark the maturity of a number of 10 to 12 year closed-ended funds, LPs face re-investment risk once their capital is returned. However, at least two infrastructure...
-
Data Analysis: Municipality-led PPPs in the US
Transport North AmericaOf the total 37 ongoing infrastructure PPP procurements in the US (as at 26 July 2016), a majority of 21 projects are being led by cities or municipalities as opposed to 16 projects being led by state...
-
M&A bright spot
Oil & Gas North AmericaThe M&A market bucked the general trend of decline in H1 2016, thanks in large part to oil and gas company acquisitions
-
DONG's Borssele bid: How low can offshore wind go?
Renewables EuropeEarlier this month DONG Energy won an offshore wind tender that set a new benchmark for project costs in Europe and reinforced its position as one of the sector’s most influential players
-
Turkey following the failed coup
EuropeThe extreme crackdown on opponents by Turkey’s president Recep Tayyip Erdogan following an attempted coup by the country’s army last week is a concern for investors as well as Turkey’s political...