Crossroads: The Infrastructure Podcast: Recent Episodes
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Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.
Chris Ortega, Head of the Americas at Morgan Stanley Infrastructure Partners (MSIP), joins Crossroads to discuss the rise of mid-market infrastructure as a distinct and increasingly important investment strategy.
He explains how the segment has evolved beyond size definitions to focus on sourcing and value creation. Ortega also explores how MSIP drives value through identifying businesses with robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.
Mike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.
Join us for Infralogic’s latest Crossroads Podcast, on which research managers Alexander MacLeod and Giulio Comellini discuss our 1H22 Rankings report. The team breaks down the latest investment trends across the infrastructure, power, and energy sectors, including the market outlook for the next months. The episode underlines the privately funded markets’ signs of a slowdown in the second quarter, after a robust first quarter and an all-time record year in 2021.
In the second part of the episode, EMEA deputy editor Stefano Berra examines “the Italy case,” given the European country’s activity spike led by some mega transactions in transport and fibre sector. The podcast highlights key trends and future developments in the Italian market ahead of the September election.
V.tal’s Vice President of Engineering Cícero Olivieri discusses which infrastructure investments will be needed to implement the 5G technology in Brazil in an interview to Infralogic’s Gabriela Valente.
As a neutral fiber network wholesaler, V.tal aims to provide infrastructure services to enable the implementation of the 5G and its related technologies. The company has started its operations with 400,000 km of fiber networks, undersea cables and data centers and is planning an initial public offering (IPO) to support its infrastructure expansion across the country.
Telecom #fiber #digitalinfrastructure #FTTH #datacenters #5G #connectivity #IoT #V.tal #BTGPactual #Brazil
It’s been a summer of disappointment, in many ways, for supporters of the Biden administration’s climate goals. A major Supreme Court decision in June placed limits on the Environmental Protection Agency’s ability to regulate carbon emissions from the energy sector. Meanwhile, a months-long effort by Senate Democrats to reach an agreement on a package of clean energy tax credits collapsed, leaving little chance of a deal before Novembers midterm elections.
Milbank LLP’s Allan Marks joins us this week on the Crossroads Podcast to discuss how these developments are likely to impact the energy sector.
renewableenergy #energypolicy
Brendan Duval, the founder and CEO of Glenfarne Group, discusses the global energy market including the war in Ukraine's impact on LNG, as well as his firm's approach.
lng #glenfarnegroup #energy
We chat at length about how some European capital is weighing investments in assets classes like solar and wind against less proven technologies like biogas and storage in the United States.
renewableenergy #sustainableinfrastructure
Chris Moon, managing director and head of DigitalBridge Group's credit team, walks the audience through the firm's credit strategy, favored sectors and industry outlook among various headwinds.
digitalinfrastructure #credit #5G
infrastructure #rail #railleasing #rollingstock #rollingstockcompanies #EUrailpackage #railpackage #energytransition #infrastructurefunds #infrafunds #infravia #infraviacapitalpartners #DIF #difcapitalpartners #Nexrail #Nexraillease #TouaxRail #Touax #yearofrail #inframation #infralogic #railtransportation #railtransport #hydrogenapplications #raillessor #lessor
Nitin Gadkari - an Indian federal minister closely tracked by foreign investors - speaks exclusively to Infralogic on the steps he's willing to take to welcome foreign investors to the country's infrastructure sector.
nitingadkari #gadkari #inframation #infrastructure #indiaroads #indiainvestment #foreigninvestors #india
infrastructure, #renewables, #datacentres, #kkr, #apac, #energy, #investmentopportunity
Rob West’s views on the energy transition cannot by lazily pigeonholed.
The founder and CEO of Thunder Said Energy, an energy consulting firm, believes that nature-based solutions like reforestation and changes to agricultural practices could play a large role in offsetting carbon emissions – and help keep the world from becoming a wasteland. After all, West notes, anthropogenic carbon emissions are around 50 gigatons per year, but Earth’s natural carbon cycle amounts to 700 gigatons per year, meaning small changes to that natural cycle could make a large difference.
At the same time, West’s own models for the least expensive way to reach net-zero emissions by 2050 indicate a prominent role for fossil fuels, particularly natural gas, consumption of which would have to triple under his model – for use in backing up renewables and charging electric vehicles, in blue hydrogen, and in displacing coal.
On the latest edition of the Crossroads, West talks to SparkSpread North America editor Kyle Younker about his top ten controversies in the energy transition, including the optimal level of renewables in decarbonized 2050 power grids and how following the International Energy Agency’s roadmap to net zero could lead to dangerous inflation.
energytransition, #renewables, #netzero, #decarbonization, #parisalignment, #batteries, #hydrogen, #optimalgridplanning
Diana Parks, founder of Parks Infra Solutions legal consulting, joins Inframation's Abi Miller to discuss the Transurban and Accelerate Maryland Partners selection for the capital beltway project. Diana and Abi discuss pre-development agreements, stakeholder power dynamics and the RFP process. #infrastructureinvestment #PDAs #RFPs
Inframation’s Jon Berke and Andrew Vitelli discuss the intersection of politics and P3 with three professionals in the weeds, Jeremy Ebie and Jed Freedlander of Phoenix Infrastructure Partners and Judah Gluckman of WSP
Abigail Miller will discuss with P3 advisor Jill Jaimeson on how the recent election of Joe Biden as the next president of the US will impact both P3s and greenfield developments for projects. Miller and Jaimeson will also talk about the recent advacements in certain P3 projects, such as Prince George’s County’s recent schools bundle P3, and whether there is real momentum now in the P3 market or is there a pause to be had given the relative health fiscal health of cities and states.
Michael Ryder, senior managing director of OMERS Infrastructure and head of Americas, talks energy transition at OMERS and some initiatives it has taken at its Leeward platform. Later in the program, Marco Espinosa of Caxxor discusses a USD 3.3bn port-and-rail logistics project stretching from Mexico to Winnipeg.
Reporter Abigail Miller discusses the future of the P3 model in the United States in and amid the COVID-19 Pandemic with BDO Director of Infrastructure Seth Miller Gabriel ahead of Inframation’s 2020 USP3 Conference.
Americas editor Jon Berke chats with Jennifer Powers and Reiner Boehning of Global Infrastructure Partners credit platform to discuss the latest developments in infrastructure credit. Later Abigail Miller from Inframation previews the fall season for US P3 projects.
Interview with Sue Lee of Ernst & Young and Sebastian Caputto of John Laing discussing ongoing public and private initiatives with broadband
Apollo Infra’s co-head Geoff Strong talks renewables and goals for the asset manager’s infrastructure platform
First off, global editors Inframation discuss Asian investing Latin America, as well any potential for US. Elsewhere, Michael Likosky of Advantage Infrastructure Partners joins the program to discuss evolving credit structures to support project finance
Crossroads Podcast: New P3 Accounting Guidance and Federal Infrastructure Landscape by Inframation
Looking into dueling perspectives of deal flow in a highly defensive sector in the age of COVID-19
The latest edition of Inframation’s Crossroads podcast includes contributions from Latin American Editor Jonathan Carmody, Brazilian reporter Gabriela Valente and US P3 reporter Abigail Miller.
First, Americas editor Jon Berke and Jonathan Carmody discuss the 14 May news that Star America was in exclusive buyout talks with French asset manager Tikehau Capital and how unique cross-border convergences of capital have worked elsewhere, notably, in Mexico and Brazil. Later, Valente discusses a major Brazilian road deal that traded to a distressed fund. Finally, Miller talks about the latest developments with some bigger US P3 projects.
John Laing NorthAm head Anthony Phillips discusses infrastructure outlook, while later Jeffery Manning of CohnReznick Capital Markets and Lindsay Gorrill of KORE Power discuss battery storage.
Katayoun Sadeghi of HNTB and Benjamin Hall of John Laing Investments, both officers in Young Professionals in Infrastructure (YPI) discuss YPI's mission as well as the rising trend of university energy projects.
Gonzalo Monroy, MD-GMEC discusses Mexican private energy market and overall economic conditions. Former White House Staffer DJ Gribbin discusses US P3 market
An interview with Georges Arbache, SVP-Power, Utilities & Infrastructure at Jefferies, plus previewing the energy sector ahead of IIF Americas 2020
This episode features Infra’s own Shaun Drummond discussing how PPPs have benefitted Australia and why it hasn’t had a similar crossover success in the US despite best intentions