The sheer volume of equity chasing infrastructure assets is pushing up valuations. But debt markets have a much more limited role in driving them up. Is the infra market really in danger of repeating mistakes of the past?
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Asia was late to the digital infrastructure party, but data centres are driving strong growth in the region. The big financial sponsors are already starting to take notice.
CapturePoint has closed what is certainly one of the first, and possibly the first, tax credit deals for a CCUS project in the US. Will this be the start of a growing CCUS tax credit pipeline? Possibly – but there are still risks and unknowns to take into account.
Asia was late to the digital infrastructure party, but data centres are driving strong growth in the region. The big financial sponsors are already starting to take notice.