Outlook

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

As artificial intelligence accelerates its transformation of the digital economy, it’s also forcing a reevaluation of the US energy infrastructure, particularly the midstream sector. This often-overlooked network of pipelines, storage hubs, and compr

The Pennsylvania AI data center joint venture, announced in July 2025, signals a pivotal moment in institutional capital allocation, steering significant funds toward hyperscale infrastructure. With a staggering $90 billion investment, this initiativ

EQT Corporation’s bold acquisition of Olympus Energy’s upstream and midstream assets signals a strategic pivot that could reshape the energy sector’s landscape. This move is not merely about expanding production; it’s a calculated bet on the insatiab

CMS Energy Corporation is navigating a complex energy landscape, balancing strategic investments with inherent risks, a dynamic that could reshape the utility sector’s trajectory. The company’s commitment to infrastructure modernization and renewable

The global cyclone separator market is poised for steady growth, with a projected CAGR of 4.7% from 2025 to 2034, expanding from USD 13.8 billion to USD 20.9 billion. This growth is underpinned by several key trends and developments that are reshapin