The Bid 203: Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment
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Dec 13, 2024 Raj Rao, Founding Partner, President, and COO of Global Infrastructure Partners, dives into the booming world of infrastructure investing. He discusses its origins and why it's becoming essential for investors. The conversation touches on the intersection of AI and data centers, highlighting the increased energy demands and infrastructure challenges. Rao also emphasizes the need for decarbonization and the vast investment opportunities in renewable energy. Finally, he explores the financial benefits linked to enhancing existing infrastructure, like Gatwick Airport.
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Infrastructure Ownership
- Infrastructure assets are crucial for daily life, encompassing various sectors like energy, transportation, and digital systems.
- Governments own most infrastructure, but private ownership is increasing due to better management and strained government budgets.
Private Infrastructure Management
- Privately managed infrastructure can be more efficient due to a different management approach than government-run assets.
- This also allows governments to allocate resources elsewhere.
Corporate Needs for Financial Help
- Oil and gas companies may not need to own pipelines if others build and maintain them, allowing them to focus on core operations.
- This benefits both the companies and investors in infrastructure.