Crossroads: The Infrastructure Podcast

On the latest episode of the Crossroadshashta podcast, host Eva Llorens is joined by Manuel Quinche, partner in the Colombian offices of the Cuatrecasas law firm, to discuss the challenges and successes of public partnerships in Colombia under President Gustavo Petro.

Julien Dumoulin-Smith, a managing director and research analyst in Jefferies' Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.

Pete Scherer and Dima Orendarets of the law firm of Ropes and Gray join Infralogic senior reporter Liam Ford to discuss recent developments in data center investment.

With growing global power demand, talks of shuttering power generation assets have waned. Perhaps no technology has been more positioned for closure in the US than coal, though global demand for the fossil fuel persists and new coal generation builds proliferate across the developing world. 8 Rivers Capital, the North Carolina-based technology provider and project developer, believes it has a scalable solution to decarbonize existing coal generation units. Damian Beauchamp, the CEO of 8 Rivers, spoke with Infralogic about the firm's plans to finance projects in coal decarbonization and ammonia production with carbon capture.

Derek Bentley, partner and head of energy transition at Solomon Partners, discusses his advice to clients amidst market uncertainty, and talks about where investors are finding opportunities.

Robert Shaw, managing director of CBRE Investment Management's private infrastructure strategy, talks about where his firm is finding opportunities in the current investment environment, the strength of the mid-market space, and synergies with other CBRE strategies.

Hari Rajan, managing partner of Investcorp Corsair, joins the Crossroads podcast to discuss the investment outlook in infrastructure sectors such as ports, logistics and airports, and how macroeconomic conditions, such as tariffs, may impact these sectors. Rajan also discusses what the 'must have amenities are in new and redeveloped airport terminals.

Goldman Sachs MD and Head of Data Center Banking Alexander Tingle offers a view on how stabilized data center asset dealmaking could take off in the near future. He also explores how the absence of certain capital allocators in the data center market could shape the industry in the years to come; where things are headed for the IPO market and opportunities around next-gen workloads.

AIP Management Head of Investor Relations Amanda Tonsgaard and Co-head of Investments Domenico Tripodi discuss their firm's investments in the decarbonization space, and talk about how European investors are responding to the shift in American energy policy under President Donald Trump.

Kevin Smith, CEO of renewable energy investor Arevon, discusses his firm's recent activities and the current investment climate.

Britta von Oesen, a partner and managing director at CRC-IB, discusses trends in renewable energy M&A and tax equity deals amid continuing uncertainty under a new administration.

Harrison Street Managing Director and Head of Digital Assets Michael Hochanadel explores retail colocation operators' big opportunity from the AI race, what the adoption curve for AI looks like and what that means for data center investors, what are the larger implications of AI software company DeepSeek's rise, how different pools of capital are shaping the data center industry and more.

Cintra CEO Andres Sacristan discusses the firm's portfolio of US managed lanes projects. He discusses how the managed lanes are performing, what is required to keep them operating at a high level, and how these projects will operate in concert with new transportation technology.

Gastón Astesiano, head of Public-Private Partnerships One-Stop Shop in the Infrastructure and Energy Sector at the Inter-American Development Bank (IDB), and Maria Pilar Castrosin, Senior Associate at IDB, shed light on the latest edition of Infrascope, showcasing advancements in Public-Private Partnerships (PPPs) for infrastructure development in Latin America and the Caribbean.

Jonah Goldman, Head of External Affairs and Impact for Generate Capital, joins Crossroads the day after President Trump's inauguration to discuss renewable energy development under Trump and what to make of a flurry of Day One executive orders.

FiberLight's CEO Bill Major lays out the good, the bad and the ugly encompassing the enterprise fiberco industry - a sector that has seen various businesses struggle while opportunities still abound - and some of his company's immediate plans. The chief executive also takes a look at the data center industry through the lens of a fiber-optics network and why he is bullish on the Texas market for both data centers and fiberco's. Also, we hear some thoughts on a possible Texas market entrant that could have serious implications.

Catherine Flax, the president of private markets at XMC Strategies, discusses her firm's approach to energy transition, investing in companies that fall between traditional and renewable assets.

Clifford Chance's Marcia Hook joins senior reporter Chuck Stanley to discuss the future of US offshore wind in the wake of Donald Trump's election to a second term in the White House.#renewables #offshorewind #energy #energytransition

For this week's Crossroads podcast, Juan Carlos Valdivieso, Energy Partner at Morales & Besa, discusses the lack of transmission lines in Chile and how this is creating problems for the Andean country's energy projects.#chile #energy #powertransmission

Richard Glick, who served as FERC chair from 2021 to 2023, joins the Crossroads podcast to discuss what we can expect from a second Trump administration, as well as what a Kamala Harris presidency would mean for the energy sector.#election2024 #renewableenergy

Geoffrey Lehv, Head of US Accounts for kWh Analytics, joins the program to discuss the role of insurance in the energy sector and how the industry is innovating to appropriately allocate risk.Lehv speaks to how KWH Analytics has grown its business from handling risk transfer in the project finance sector to boosting access to financing, enhancing financing and supporting innovation.

Jonathan Winer, co-founder and co-CEO of Sidewalk Infrastructure Partners, joins Crossroads to discuss the convergence of power and AI and how infrastructure is evolving as an asset class. #infrastructure #infrastructuretransition #datacenters

DataBank has been at the forefront of the data center industry over the years in securing financing while fully exploiting the latest trends that drive compute capacity buildout.The company's CEO, Raul Martynek, joins the Crossroads podcast to discuss the recent tendency to form yieldcos as an alternative method for data center executives to raise capital and also how AI is destined to continue to be a game-changer for the industry at large.

With renewables development accelerating to meet increasing US load growth, investors require capital to invest in greenfield projects and a great number of assets are coming to market to recycle capital. Rahm Orenstein, Managing Director of Ascend Energy Exchange (Ascend AEX) joins Crossroads to share how the nascent M&A advisory wing of Ascend Analytics, is committed to vetting those projects with a buyer's eye while connecting undercapitalized developers with resources to scale. #renewableenergy #investing #innovation #finance

After topping Infralogic's 1H24 rankings report for renewables financing, Santander's Head of Energy Structured Finance for EMEA, Bart White, joins the Crossroads podcast to share his thoughts on the market. The Spain-based bank is mandated on a wide variety of sector financing and M&A transactions and White shared his thoughts about the current state of the market, the financeability of new technologies like batteries, carbon capture and hydrogen, as well as financing innovations the bank is rolling out.#renewables #projectfinance #cleanenergy #energytransition

Milbank partner Allan Marks joins Infralogic's Crossroads podcast, to discuss how the 2024 election could impact growth in the US renewables sector.He shares his perspectives on how the next president of the United States could impact the legislative agenda, federal agencies and their ongoing efforts to decarbonize.

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

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 talk about how Igneo's Patriot Rail is preparing for increased electrification and the differences between the mature offshore wind market in Europe and the struggling offshore wind market in the US.

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.

Ted Brandt, founder and CEO of Marathon Capital, discusses the state of the renewable energy industry, including growing concerns about what a Republican administration would mean for the sector.

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.

Marathon Capital's Matt Shanahan joins the Crossroads podcast to discuss the outlook for the renewable energy sector, and the changing role of tax equity financing.

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 Mexico to meet expanding demand for energy.

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.

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.

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 infrastructure investing and the outlook for 2024 and beyond.

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.

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

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 Strategy Mark Prybutok on these issues and others, such as the various constraints developers are facing, the pullback in fiber-to-the-home passings, ABS and competing credit facilities, and the like.

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 still in play, surprise asset targets for 2024 and other issues.To listen to the Crossroads, click here.

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

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 effect on activity in 2024.Market watchers will be following closely as critical elections in Europe and the US this year could erode some of the political support currently enjoyed by the renewable energy sector. But secular tailwinds will continue to propel renewables forward, Leung said.#energy #infrastructure #digitalassets #fundraising #renewableenergy

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

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, 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

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

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 investment.#finance #renewables #blackrock #energy #investment #investor #asia

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.