Analysis Archive

  • IJGlobal Regional Report – Latin America, FY 2023

    Infrastructure finance across Latin America witnessed an uptick in activity over the course of 2023 with full-year figures recorded by the IJGlobal database identifying a rise of 8.2% when held...

  • Aware Super's London expansion

    Aware Super late last November marked its expansion into London with a A$10 billion commitment to the UK investment office. Here IJGlobal looks into its plans for the future

  • Bluefield Revive, Italy

    Bluefield's Revive strategy looks away from the allure of new-build renewables megaprojects and instead addresses a question crucial to the energy transition – how to revitalise aging and fragmented...

  • Broken (investor) relations…

    Reaching out to the market this week, you’re left with a curious sense that it’s divided into 2 schools of thought when it comes to fund managers drumming up cash. Today’s editorial is prompted by an...

  • Green Giants: Mega funds determine who wins renewables rush

    Barely a month into the new year and infrastructure and energy investment managers have dominated headlines. Global Infrastructure Partners – and all $100 billion of its AUM – got absorbed into fund...

  • Jumping the domestic content hurdle

    Towards the end of 2023 SoftBank and Ares Management-backed SB Energy Global stole a march on renewable developers across the US when it secured $2.4 billion in financing for solar projects that...

  • DWS's Stagecoach acquisition, UK

    Embracing what has been deemed “the golden age of electric busses”, DWS acquired Stagecoach in 2022, usurping a bid from National Express

  • Menengai geothermal II, Kenya

    Kenya is emerging as a key player in the energy markets, particularly geothermal with opportunities driven by low levels of energy access, a need for transition from fossil-based generation to clean...

  • Grand Est rolling stock deal, France

    As part of the liberalisation of rail services – kickstarted by the French law rail pact ratified in June 2018 – Grand Est region moved to acquire close to 200 regional express trains in its territory...

  • Toll Road Monetisation P3, Puerto Rico

    In December 2023 Puerto Rico’s $5.2 billion Project Yunque toll road monetisation P3 project reached financial close, the largest highway privatisation process ever carried out in the Commonwealth

  • GIP – oh to be in the Nifty Fifty…

    Word reaches IJGlobal that of the 400-strong GIP team in the reverse takeover of BlackRock, a group of 50 big hitters has emerged as the real winner, earning themselves a nickname – the “Nifty Fifty”

  • Barcarena CCGT power plant, Brazil

    New Fortress Energy in November 2023 closed a $575 million financing for its 630MW CCGT Barcarena power plant – part of an LNG-to-power complex in Brazil’s Pará state acquired by the firm in 2021

  • Going nuclear: Mega plants and SMRs race for funding

    Large nuclear plants may overtake previously trending small modular reactors (SMRs) in the market as both private and federal funds are zeroing in on the sector to meet ever-growing grid demand.

  • Flogging a dead horse

    Once you’ve started flogging a dead horse, when do you stop? There’s no obvious time to hang up the whip. And that’s very much the case with the consolidation of infra funds… as well as the desire to...

  • Seoul’s Dongbu Underground Expressway PPP

    The 10.1km Dongbu Underground Expressway is a toll road public-private partnership project in the offing for nearly a decade. To be built in South Korean capital Seoul and targeted to be commissioned...

  • Chile’s restructurings: good assets, bad PPAs

    The renewable energy sector in Chile continued to feel market disruptions in 2023 forcing many financial reorganizations and restructurings throughout the year.

  • BlackRock / GIP – there will be blood

    Now that you’ve picked your jaw off the floor at news BlackRock is buying Global Infrastructure Partners, what better way to launch the IJGlobal Friday Editorial for 2024 than with a knee-jerk...

  • SotySolar controlling stake acquisition, Spain

    Luxembourg infrastructure investor Marguerite closed on 12 December 2023 the acquisition of a controlling stake in SotySolar, a Spanish company in the distributed renewable energy market in the...

  • Puerto Bolívar expansion, Ecuador

    Turkish port operator Yilport Terminal Operations – subsidiary of the Yıldırım Group – in October secured a $150 million term loan from the US International Development Finance Corporation to finance...