

Crossroads: The Infrastructure Podcast
ION Analytics
Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.
Episodes
Mentioned books

Jul 30, 2021 • 18min
Crossroads: Contrarian views on the energy transition
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

May 24, 2021 • 36min
Crossroads: Hamilton Lane talks infra funds
#infrafunds #ESG #alternatives #realassets #emergingmarkets #HamiltonLane

May 5, 2021 • 34min
Crossroads Podcasts: Experts discuss state of US broadband P3 market
#P3 #ruralbroadband #digitalinfrastructure

Apr 30, 2021 • 32min
Crossroads: Interview with Deloitte's Eduardo de la Peña
#infrastructure #projectfinance #mexico #colombia #concessions #latinamerica #latam

Apr 19, 2021 • 15min
Vicinity Energy discusses university energy P3 deals
#P3 #districtenergy #universityP3

Apr 1, 2021 • 30min
Crossroads: Roddy Devlin of Nixon Peabody discusses Americas Jobs Plan

Mar 19, 2021 • 23min
Interview with James Wright of CIBC

Mar 18, 2021 • 42min
Director of INPP and Amber Infrastructure co-founder Giles Frost and IFM Investor's Gregg McClymont discuss UK greenfield investment

Feb 25, 2021 • 16min
Diana Parks joins Abi Miller to discuss the capital beltway project and PDAs
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

Jan 22, 2021 • 25min
Crossroads: Apollo's Dylan Foo previews 2021 North America Infrastructure Investing
Dylan Foo, Senior Partner and Co-Head of Infrastructure at Apollo Global Management, shares insights on the landscape of U.S. infrastructure investing. He discusses the impact of President Biden's inauguration amidst the pandemic, highlighting the balance of defensive and offensive investment strategies. Foo explores trends in telecom with an emphasis on 5G and high valuations. He also delves into future prospects for transportation investments and opportunities in energy infrastructure and decarbonization, especially regarding public-private partnerships.


