Crossroads: The Infrastructure Podcast

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.

Valerie Speth from BlackRock discusses investment opportunities in renewable energy in Asia-Pacific. Topics include emerging sectors in Asia, challenges, inflation impact on investments, and financing high-quality energy assets in countries like the Philippines and Vietnam.

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.

Cassidy DeLine, founder of Linea Energy and ex-Cypress Creek Renewables employee, discusses starting a new renewable energy company and the challenges in the sector. Topics include growth strategies, navigating industry challenges, and M&A dynamics in the current market.