Infralogic's Chuck Stanley sat down with Harvard Business School Climate Fellow Gunther Glenk to discuss green hydrogen's potential role decarbonizing the economy ..read more

Baker & McKenzie Partner José Antonio Morán joined Crossroads: The Infrastructure Podcast this week to discuss about the Inflation Reduction Act (IRA), ESG issues and tax equity transactions. Ahead of the US presidential elections in 2024, we thought it would be timely to listen to an expert view if that IRA could be repealed and about Federal Energy Regulatory Commission (FERC) oversight on the M&A deals. “It would be very difficult to repeal IRA and there has been a lot of growth of renewables in red states so there are significant stakeholder interests in place,” Morán explained. He ..read more

The digital infra sector is at an inflection point. The massive scale at which data centers must now be built to accomodate AI and other data demanding applications is staggering. Project officials are weighing project finance to fund these projects while hedging risk with their partners. Fiber-optic companies are also assessing the financing mechanism to build backhaul and middle-mile routes. The Crossroads Podcast talks with GI Partners' Managing Director and co-Head of the Data Infrastructure Strategy Mark Prybutok on these issues and others, such as the various constraints developers are f ..read more

The Crossroads podcast had a chance to catch up with Partners Group Managing Director and Global Co-Head of Business Development, Infrastructure, Irene Mavroyannis, to look at various GP trends in the infra market. Top of mind, Mavroyannis looks at why some GPs have shifted their strategy focus on the mega capitalization space over the last few years and what it has meant in terms of performance. Also, the Partners executive explores where fundraising is headed, how the LP denominator effect is still in play, surprise asset targets for 2024 and other issues. To listen to the Crossroads, click ..read more

Qualitas Energy re-entered the US renewables sector this year with the acquisition of Heelstone Renewable Energy, more than 10 years after Qualitas sold its previous US renewables platform. Óscar Pérez, a partner at Qualitas Energy, joins News Editor, Energy Americas Andrew Vitelli to discuss why now was the right time to re-enter the sector. #USrenewables #ira #inflationreductionact ..read more

In the latest episode of Crossroads, the Infrastructure Podcast, Senior Policy Reporter Chuck Stanley speaks with Alex Leung, UBS Asset Management’s head of infrastructure research and strategy, about the 2024 Infrastructure Outlook. With the major macroeconomic shocks in recent years likely in the rearview, and an asset class that is impacted far more by long-term trends than short-term volatility, Leung said the ‘animal spirits’ of investor enthusiasm for the sector could have a compounding effect on activity in 2024. Market watchers will be following closely as critical elections in Europe ..read more

Will Smales, a partner and the chief investment officer for the global infrastructure manager Morrison, joins Infralogic New Editor, Energy Americas Andrew Vitelli to discuss trends in the sector including the intersection of digitalization and decarbonization. #Decarbonization #digitalization #InflationReductionAct ..read more

Bill Green, managing partner of Climate Adaptive Infrastructure, joins News Editor Andrew Vitelli to discuss his assessment of the energy transition and his firm's approach to climate investing ..read more

In the latest edition of Infralogic’s Crossroads podcast, Infralogic Senior Research Analyst Emma Pigram, with Danielle Valois and Gabriela Bezerra-Fischer, of majority female-led Brazilian law-firm Trench Rossi, talk about the future of Brazil’s fossil fuels in the current climate of energy transition. As the world looks to move towards net zero and Europe pulls away from Russian oil and gas, the Brazilian market for fossil fuels is expected to remain strong in the short to medium term. Despite a current need to keep the oil and gas market alive, Brazil’s government under the Lula administrat ..read more

Lonestar founder and CEO Chris Stott takes Infralogic's Crossroads podcast on a trip to the moon and back as he shares updates on his company's mission to send data centers to the moon. #datacenter #moon #data #digitalinfrastructure ..read more