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Crossroads: The Infrastructure Podcast

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Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.
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Episodes

Accelerating project development with Deal Rocket

Deal Rocket, an energy project development accelerator from Siemens Energy, is currently engaging potential LPs, GPs and development partners. Infralogic's Senior Reporter Onofrio Castiglia sat down with Raj Lall, director of private equity and venture lead for the program, to discuss near-term opportunities, the market outlook and the group's investment thesis. #alternativeenergy #gas #startups #innovation

Jul 18, 202417 minEp. 1

Igneo Infrastructure Partners discuss data centers, rail and offshore wind

Hamish Lea-Wilson, Head of Europe at Igneo Infrastructure Partners, and Michael Ryder, a Partner and Co-Head of the Igneo team in North America, appear on Infralogic's Crossroads podcast to discuss data centers, the energy transition for rail and the offshore wind market with senior reporter Liam Ford. Lea-Wilson and Ryder discuss how Igneo's digital infrastructure company US Signal and the firm's other portfolio companies are working together on renewables strategy for data centers. They also t...

Jul 12, 202429 minEp. 1

NYSERDA Director discusses the state of the offshore wind industry

The New York Energy and Research Development Authority's Offshore Wind Director, Greg Lampman, joins Crossroads to discuss the current state of the US offshore wind sector, and New York's plans to develop 9 GW of offshore capacity by 2035.

Jul 10, 202422 minEp. 1

Challenges and opportunities in distributed generation

Richard Dovere, the founder and CEO of DispatchEnergy, joined host Andrew Vitelli to discuss his new firm and explain why he believes distributed generation has a role to play in the energy transition.

Jul 02, 202421 minEp. 1

Mexico needs private investment to meet expanding energy demand

Following its recent presidential election, Mexico is facing several energy challenges, including declining oil and gas production, a need to increase exploration activity, a high dependence on gasoline imports, a constrained power supply and public pressure to transition to renewable energy. All this is occurring as domestic demand continues to grow through the decade, Adrian Lara, principal analyst, upstream Latin America for Wood Mackenzie, discusses the increased private investment needed in...

Jun 13, 202429 minEp. 1

Reason Foundation Director discusses latest transportation investment trends

Robert Poole, Directory of Transportation Policy at the Reason Foundation, talks about findings from the recently released 2024 Annual Privatization Report. Mr. Poole discusses some key trends in infrastructure fund investment, pension fund investment, and greenfield P3s, and what impact those trends may have this year.

May 31, 202412 minEp. 1

CRC-IB's Gary Durden talks tax credit transferability

On this week's edition of Crossroads, the infrastructure podcast, CRC-IB partner and managing director, Gary Durden joins the podcast to discuss how the tax credit transfer market is fueling the expansion of the US renewable energy sector.

May 21, 202429 minEp. 1

Tiger CEO illuminates Infralogic on Growth Infrastructure investing

Tiger Infrastructure Founder and CEO Emil Henry joins Crossroads: The infrastructure podcast to share the thinking behind his firm's "growth infrastructure" investment strategy. Tiger has committed capital to companies and assets in the digital infrastructure, energy transition, and transportation sectors across the Americas and Europe since being founded in 2010. Emil shares his thoughts on the success of his firm's investments to date and his unique perspectives on the future of middle-market ...

May 14, 202436 minEp. 1

Nuveen's Don Dimitrievich on power, renewables, and the 'solar coaster'

Don Dimitrievich, a senior Managing Director and Portfolio Manager for Energy Infrastructure Credit at Nuveen, discusses the challenges to the renewable energy sector and the continuing role of conventional power with Infralogic News Editor, Energy Americas Andrew Vitelli.

May 02, 202421 minEp. 1

Harvard's Gunther Glenk Talks Green Hydrogen

Infralogic's Chuck Stanley sat down with Harvard Business School Climate Fellow Gunther Glenk to discuss green hydrogen's potential role decarbonizing the economy.

Apr 10, 202416 minEp. 1

GI Partners' Mark Prybutok on digital infra playbook for AI, M&A and much more

The digital infra sector is at an inflection point. The massive scale at which data centers must now be built to accomodate AI and other data demanding applications is staggering. Project officials are weighing project finance to fund these projects while hedging risk with their partners. Fiber-optic companies are also assessing the financing mechanism to build backhaul and middle-mile routes. The Crossroads Podcast talks with GI Partners' Managing Director and co-Head of the Data Infrastructure...

Mar 20, 202424 minEp. 1

Partners Group global co-head of biz dev looks at GP trends, fundraising issues

The Crossroads podcast had a chance to catch up with Partners Group Managing Director and Global Co-Head of Business Development, Infrastructure, Irene Mavroyannis, to look at various GP trends in the infra market. Top of mind, Mavroyannis looks at why some GPs have shifted their strategy focus on the mega capitalization space over the last few years and what it has meant in terms of performance. Also, the Partners executive explores where fundraising is headed, how the LP denominator effect is ...

Mar 13, 202426 minEp. 1

Returning to the US renewables sector

Qualitas Energy re-entered the US renewables sector this year with the acquisition of Heelstone Renewable Energy, more than 10 years after Qualitas sold its previous US renewables platform. Óscar Pérez, a partner at Qualitas Energy, joins News Editor, Energy Americas Andrew Vitelli to discuss why now was the right time to re-enter the sector. #USrenewables #ira #inflationreductionact

Mar 06, 202420 minEp. 1

UBS's Alex Leung talks 2024 infrastructure outlook.

In the latest episode of Crossroads, the Infrastructure Podcast, Senior Policy Reporter Chuck Stanley speaks with Alex Leung, UBS Asset Management’s head of infrastructure research and strategy, about the 2024 Infrastructure Outlook. With the major macroeconomic shocks in recent years likely in the rearview, and an asset class that is impacted far more by long-term trends than short-term volatility, Leung said the ‘animal spirits’ of investor enthusiasm for the sector could have a compounding ef...

Feb 16, 202418 minEp. 1

The convergence of digitization and decarbonization

Will Smales, a partner and the chief investment officer for the global infrastructure manager Morrison, joins Infralogic New Editor, Energy Americas Andrew Vitelli to discuss trends in the sector including the intersection of digitalization and decarbonization. #Decarbonization #digitalization #InflationReductionAct

Feb 07, 202421 minEp. 1

CAI managing partner Bill Green talks energy transition

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.

Nov 28, 202323 minEp. 1

Trench Rossi discusses Brazilian oil and gas

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...

Oct 25, 202334 minEp. 1

Lonestar CEO talks lunar data centers

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

Sep 29, 202330 minEp. 1

Tax insurance and renewable energy

Corey Lewis, a managing director at Aon, joins host Andrew Vitelli to talk about how tax insurance is used in the renewable energy sector and how the industry is adjusting to the Inflation Reduction Act. #inflationreductionact #IRA #taxinsurance #renewables

Aug 23, 202321 minEp. 1

Making sense of the tax credit landscape in renewables

Bryen Alperin, a partner and managing director at Foss & Co., joins senior reporter Andrew Vitelli to discuss the tax credit market and how developers and investors are approaching the slew of new incentives created by the Inflation Reduction Act (IRA). #InflationReductionAct, tax equity vs. transferability, #recapture

Jul 26, 202325 minEp. 1

BlackRock's Speth Unveils Opportunity in Energy, Renewables

Valerie Speth, Asia-Pacific Co-Head for the Climate Infrastructure Group at BlackRock, discusses BlackRock's views and outlook on power and energy, and renewables. The 15-year veteran of renewables markets in Europe and the Asia-Pacific region - in a very candid chat with Infralogic Global Executive Editor Robin Ganguly - speaks of the most promising sectors and opportunities - especially in emerging Asia - the biggest challenges and the inflationary environment and its impact on infrastructure ...

Jul 10, 202327 minEp. 1

BNP Paribas shares how its financing the future of infra

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-...

Jun 14, 202317 minEp. 1

Launching a new renewable firm

After leaving Cypress Creek Renewables last year, Cassidy DeLine decided she wanted to start something from the ground up. In November, she launched Linea Energy and earlier this year secured a capital commitment from EnCap Investments. Cassidy joined the podcast to talk about what it was like building a new company and where she sees opportunities and challenges in the renewable energy sector. #renewables #renewableenergy #inflationreductionact

Apr 17, 202324 minEp. 1

Ferrovial explains how Vertiports will take flight

Kevin Cox, CEO of Ferrovial's Vertiports, discusses what steps the company is taking to develop Vertiports across the US. Cox discusses the potential for Vertiports to be develops as public private partnerships (P3s), how site selection decisions are made, and what legal and regulatory framework will be required for this cutting edge infrastructure to advance. #EVTOL, #vertiport #infrastructure

Apr 14, 202318 minEp. 1

Brazil’s promising green hydrogen market

Brazil is one of the countries with the largest potential to produce green hydrogen in the world, having projected USD 100bn in investments for the sector. Ricardo Gedra, Analysis and Information Manager at Brazil’s Chamber of Electric Energy Commercialization (#CCEE), discusses the potential of #Brazil's #greenhydrogen market and #ESG certifications with Infralogic's Gabriela Valente #infrastructure

Mar 22, 202316 minEp. 1

An interview with Vision Ridge founder

Reuben Munger, the founder of Vision Ridge Partners, joins host Andrew Vitelli to discuss trends in clean energy investing. #renewableenergy #VisionRidge #Crossroads

Mar 14, 202325 minEp. 1

CohnReznick Capital MD discusses the renewables market

Between continuing trade and supply chain challenges and the promise of the Inflation Reduction Act, all eyes are on the renewables sector in 2023. Michael Tatarsky, a managing director at renewables-focused investment bank CohnReznick Capital, joins host Andrew Vitelli to discuss what to expect across the sector. #renewables

Feb 15, 202324 minEp. 1
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