Explore every episode of the podcast Crossroads: The Infrastructure Podcast

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.

Bryen Alperin, a partner and managing director at Foss & Co., joins senior reporter Andrew Vitelli to discuss the tax credit market and how developers and investors are approaching the slew of new incentives created by the Inflation Reduction Act (IRA).

#InflationReductionAct, tax equity vs. transferability, #recapture

Alan Cooper joins Crossroads to speak about the growth of his energy storage firm, On.Energy, and how the company is finding opportunities to develop, finance, install and operate systems across the Americas.

#infrastructure #energytransition #batterystorage #power #energy #renewables #LatinAmerica #Americas

Andrew Waranch, founder and CEO of battery-focused renewable developer Spearmint Energy, joined the program to discuss his firm, trends in the battery storage space, and how the Inflation Reduction Act will change the industry.

#crossroadspodcast #batterystorage #IRA #inflationreductionact

Corey Lewis, a managing director at Aon, joins host Andrew Vitelli to talk about how tax insurance is used in the renewable energy sector and how the industry is adjusting to the Inflation Reduction Act.

#inflationreductionact #IRA #taxinsurance #renewables

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

#Brazil #infrastructure #concessions #privatizations #Bolsonaro

#renewableenergy #energytransition

Valerie Speth, Asia-Pacific Co-Head for the Climate Infrastructure Group at BlackRock, discusses BlackRock's views and outlook on power and energy, and renewables.

The 15-year veteran of renewables markets in Europe and the Asia-Pacific region - in a very candid chat with Infralogic Global Executive Editor Robin Ganguly - speaks of the most promising sectors and opportunities - especially in emerging Asia - the biggest challenges and the inflationary environment and its impact on infrastructure investment.

#finance #renewables #blackrock #energy #investment #investor #asia

#blackrock #renewables #solar #windpower #infralogic #investment #batterystorage

#renewables #buildbackbetter

#winterstormuri #texasgrid #ercot

#projectfinance #infrastructure #colombia #investment #Latinamerica

Tiger Infrastructure Founder and CEO Emil Henry joins Crossroads: The infrastructure podcast to share the thinking behind his firm's "growth infrastructure" investment strategy.

Tiger has committed capital to companies and assets in the digital infrastructure, energy transition, and transportation sectors across the Americas and Europe since being founded in 2010.

Emil shares his thoughts on the success of his firm's investments to date and his unique perspectives on the future of middle-market infrastructure investing and the outlook for 2024 and beyond.

After topping Infralogic's 1H24 rankings report for renewables financing, Santander's Head of Energy Structured Finance for EMEA, Bart White, joins the Crossroads podcast to share his thoughts on the market.

The Spain-based bank is mandated on a wide variety of sector financing and M&A transactions and White shared his thoughts about the current state of the market, the financeability of new technologies like batteries, carbon capture and hydrogen, as well as financing innovations the bank is rolling out.

#renewables #projectfinance #cleanenergy #energytransition

Milbank partner Allan Marks joins Infralogic's Crossroads podcast, to discuss how the 2024 election could impact growth in the US renewables sector.

He shares his perspectives on how the next president of the United States could impact the legislative agenda, federal agencies and their ongoing efforts to decarbonize.

Deal Rocket, an energy project development accelerator from Siemens Energy, is currently engaging potential LPs, GPs and development partners. Infralogic's Senior Reporter Onofrio Castiglia sat down with Raj Lall, director of private equity and venture lead for the program, to discuss near-term opportunities, the market outlook and the group's investment thesis.

#alternativeenergy #gas #startups #innovation

The New York Energy and Research Development Authority's Offshore Wind Director, Greg Lampman, joins Crossroads to discuss the current state of the US offshore wind sector, and New York's plans to develop 9 GW of offshore capacity by 2035.

Ted Brandt, founder and CEO of Marathon Capital, discusses the state of the renewable energy industry, including growing concerns about what a Republican administration would mean for the sector.

As the infrastructure sector continues to evolve with the times, France-based lender BNP Paribas is positioning itself to play a key role in the energy transition. Across the Americas, from Chile to the USA, the bank is actively structuring financing transactions for renewable energy projects and batteries but now also contemplating financing structures for carbon capture, green hydrogen and ammonia projects.

BNP's New York-based Co-Head of Energy, Resources & Infrastructure, Americas, Jean-Valery Patin joins Crossroads: The Infrastructure Podcast to discuss the way the bank is supporting innovative projects and new technologies at the forefront of the change.

Hamish Lea-Wilson, Head of Europe at Igneo Infrastructure Partners, and Michael Ryder, a Partner and Co-Head of the Igneo team in North America, appear on Infralogic's Crossroads podcast to discuss data centers, the energy transition for rail and the offshore wind market with senior reporter Liam Ford.

Lea-Wilson and Ryder discuss how Igneo's digital infrastructure company US Signal and the firm's other portfolio companies are working together on renewables strategy for data centers. They also talk about how Igneo's Patriot Rail is preparing for increased electrification and the differences between the mature offshore wind market in Europe and the struggling offshore wind market in the US.

Richard Dovere, the founder and CEO of DispatchEnergy, joined host Andrew Vitelli to discuss his new firm and explain why he believes distributed generation has a role to play in the energy transition.

Marathon Capital's Matt Shanahan joins the Crossroads podcast to discuss the outlook for the renewable energy sector, and the changing role of tax equity financing.

Following its recent presidential election, Mexico is facing several energy challenges, including declining oil and gas production, a need to increase exploration activity, a high dependence on gasoline imports, a constrained power supply and public pressure to transition to renewable energy. All this is occurring as domestic demand continues to grow through the decade, Adrian Lara, principal analyst, upstream Latin America for Wood Mackenzie, discusses the increased private investment needed in Mexico to meet expanding demand for energy.

Robert Poole, Directory of Transportation Policy at the Reason Foundation, talks about findings from the recently released 2024 Annual Privatization Report. Mr. Poole discusses some key trends in infrastructure fund investment, pension fund investment, and greenfield P3s, and what impact those trends may have this year.

On this week's edition of Crossroads, the infrastructure podcast, CRC-IB partner and managing director, Gary Durden joins the podcast to discuss how the tax credit transfer market is fueling the expansion of the US renewable energy sector.

Don Dimitrievich, a senior Managing Director and Portfolio Manager for Energy Infrastructure Credit at Nuveen, discusses the challenges to the renewable energy sector and the continuing role of conventional power with Infralogic News Editor, Energy Americas Andrew Vitelli.

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

Kevin Cox, CEO of Ferrovial's Vertiports, discusses what steps the company is taking to develop Vertiports across the US. Cox discusses the potential for Vertiports to be develops as public private partnerships (P3s), how site selection decisions are made, and what legal and regulatory framework will be required for this cutting edge infrastructure to advance.

#EVTOL, #vertiport #infrastructure

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 facing, the pullback in fiber-to-the-home passings, ABS and competing credit facilities, and the like.

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 here.

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

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 and the US this year could erode some of the political support currently enjoyed by the renewable energy sector. But secular tailwinds will continue to propel renewables forward, Leung said.

#energy #infrastructure #digitalassets #fundraising #renewableenergy

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

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.

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 administration looks to prioritise moves towards energy transition. One of the focus areas is the development of clean and low carbon hydrogen, where Brazil seeks to become a global leader.

Brazil is still a developing economy, and Valois and Bezerra-Fischer discuss the challenges that can cause on the journey to net zero.

#womenininfrastructure #energytransition #brazil #lowcarbonhydrogen

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

@Inframation

After leaving Cypress Creek Renewables last year, Cassidy DeLine decided she wanted to start something from the ground up. In November, she launched Linea Energy and earlier this year secured a capital commitment from EnCap Investments. Cassidy joined the podcast to talk about what it was like building a new company and where she sees opportunities and challenges in the renewable energy sector.

#renewables #renewableenergy #inflationreductionact 

#Crossroads #renewable #decarbonization #wireless #5G #Biden

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