Crossroads: The Infrastructure Podcast

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.

Óscar Pérez, Partner at Qualitas Energy, discusses their re-entry into the US renewables sector after over a decade, focusing on private equity investments and infrastructure strategies in renewable energy. The podcast explores Qualitas Energy's journey in US renewables, the impact of the Inflation Reduction Act on investments, the acquisition of Heelstone Renewable Energy, and challenges in the renewable energy industry.

UBS Asset Management’s head of infrastructure research and strategy, Alex Leung, discusses the 2024 Infrastructure Outlook. Topics include investor enthusiasm, impact of elections on renewable energy, and the compounding effect on infrastructure activity. Emphasis on long-term trends, resilience of infrastructure sector, and the demand for cleaner energy amidst political uncertainty.

Will Smales, Partner and CIO at Morrison, discusses the intersection of digitalization and decarbonization in the infrastructure sector. They explore trends in energy transition and digital investments, focusing on data center customers driving renewables. The discussion also covers efficiency in data centers, renewable deployment based on location, and the resilience of infrastructure investments during economic challenges.

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

Corey Lewis, a managing director at Aon, discusses the significance of tax insurance in the renewable energy sector and how the industry is adjusting to the Inflation Reduction Act. They explore tax insurance in M&A transactions, balancing corporate risks, and the future of tax equity investments in renewables.

Bryen Alperin from Foss & Co. discusses the tax credit market post Inflation Reduction Act, the surge in renewable projects, shift from traditional tax equity to transferability, recapture risks, and future growth in solar and emerging technologies.