Outlook

Chinese companies have been pivotal in Argentina’s clean energy expansion, but recent geopolitical shifts and economic changes are testing this dynamic. Argentina’s alignment with the U.S., budget cuts, and global trade tensions are raising questions

The recent conference in Kabul, “Attracting Investment & Supporting Afghanistan’s Power Sector,” has set the stage for significant shifts in the regional energy landscape. With a focus on investment opportunities, regional connectivity, and sustainab

The $43 trillion infrastructure gap in emerging markets (EMs) is not just a challenge but a monumental opportunity for institutional investors, reshaping the global investment landscape. This gap, driven by rapid urbanization, population growth, and

Hitachi Energy’s announcement to establish a state-of-the-art manufacturing facility for large power transformers in South Boston, Virginia, marks a significant stride in bolstering the U.S. domestic supply chain and reducing production bottlenecks.

Vietnam’s power market is undergoing a significant transformation, with implications that ripple beyond its borders. The country’s installed capacity is projected to reach 185 gigawatts by 2030, growing at a robust compound annual growth rate of 15.7

The lines between private real estate and infrastructure are increasingly blurring, a trend largely driven by the growing scarcity of power and the potential for greater returns. This convergence is not just about investors shifting capital from one

The Trump administration’s 2025 industrial policy is steering the U.S. toward a future where technology and infrastructure intertwine in unprecedented ways. By prioritizing artificial intelligence (AI) and semiconductor manufacturing, the administrat

Infrastructure investors are at a crossroads, weighing the merits of diversification against targeted strategies. Jamie Storrow, managing director and co-head of infrastructure at Northleaf Capital Partners, argues that diversification is particularl

Adani Power’s recent Letter of Award (LoA) for an 800 MW ultra-supercritical thermal power plant in Madhya Pradesh marks a significant stride in India’s power sector, with potential ripple effects across markets and policy landscapes. The project, va

Artificial intelligence is reshaping energy demand, and the implications for the sector and markets are profound. The symbiotic relationship between AI growth and energy consumption is becoming increasingly evident, with Wall Street already capitaliz