Analysis Archive

  • Keeping on track: Nacala Corridor

    WHAT WE SAID THEN: “It brings together many strands of project finance over the last 20 years, everything from risk allocation in concession agreements to managing political risk in a big-ticket ECA...

  • Gas glut: PNG LNG

    WHAT WE SAID THEN: “In terms of sheer scale and complexity PNG LNG represents not only the largest PF deal ever but also a true pathfinder that has profound implications for the regional energy...

  • Dabhol trouble: Dabhol II gas-fired power

    WHAT WE SAID THEN: “Many Indian power projects have attracted attention in recent years – mostly for the wrong reasons. Not Dabhol II” (ed. Not our finest hour)

  • Cheating death: Miami Access Tunnel

    WHAT WE SAID THEN: “The most tangled PPP procurement process in the US, a market that has produced more tangled PPP procurements than most”

  • A new model: Thames Tideway Tunnel

    WHAT WE SAID THEN: “The new Thames Tideway Tunnel sewer in London has achieved construction phase stable returns for investors and a cost of capital well below the industry average at 2.497%, all...

  • Pushing the boat out

    Floating LNG promises lower costs and flexibility to developers. But it also dredges up questions about the reliability of LNG delivery

  • MAPs of the world

    The smart meter market in the UK, with responsibility for roll-outs lying with energy suppliers, is a competitive market of independent meter asset providers, often backed by infrastructure funds

  • Desire straits: Taiwan offshore wind

    IJGlobal held a roundtable in Taipei in May 2017 which explored the reasons why offshore wind projects in the Taiwan Strait have become so attractive to international companies

  • Beyond subsidies

    The first subsidy free contracts awarded for renewables in Europe could herald a transformation of energy markets

  • Triton Knoll offshore wind farm, UK

    A consortium of Japanese investors turned heads in August when it won an auction to acquire 41% of the 860MW Triton Knoll offshore wind project with a bid understood to be 30-40% higher than that of...

  • Brexit – opening a can of worms

    Brexit. Travel anywhere around Europe as a British person and it’s all they want to talk about. What’s going to happen? How do you think it will impact you? Did you vote for it? What’s the future for...

  • Europe rides the high offshore winds

    The European offshore wind sector continues to grow apace. A couple of major projects have reached financial close over the summer, others are reaching commercial operation, and new capacity auctions...

  • How to tie a noose…

    You know it’s grim on the street when you idly google “how to tie a noose” while on the phone to an old chum (surprisingly easy, it turns out) as he drones on that – even though there’s actually quite...

  • Japan solar: sunset on greenfield

    Generous feed-in-tariffs drove the growth of Japan’s solar market. But with the government cooling on solar, industry players expect new greenfield developments to dry up

  • Santa Vitoria do Palmar financing, Brazil

    IDB Invest recently closed a total credit guarantee to help finance Atlantic Renewable Energy's 207MW Santa Vitoria do Palmar wind complex in Rio Grande do Sul, in a peculiar transaction that saw the...

  • M25 road refinancing, UK

    London’s orbital M25 motorway refinancing was the largest infrastructure refi seen in the UK since the Intercity Express deal of 2015

  • Panama weighs up the alternatives

    Early last week the governments of the US and Panama signed a memorandum of understanding to promote energy and infrastructure investments in the Central American country. A particular focus of the...

  • Los Angeles Automated People Mover, US

    As a mass-transit solution, California’s $2.5 billion Los Angeles Automated People Mover breaks new ground for financing in the US, delivering a 2.25 mile elevated electric train system, connecting...

  • Mexico readies for power auction amid uncertainty

    Mexico's fourth round of power auctions will happen before the new government takes power, but AMLO's administration has already started to release policy changes