What will fix Australia’s electricity market (and what won’t)?
I won’t be telling readers anything new to say Australia’s national electricity market (NEM – which operates the east coast grid from QLD...
top of page
News & Updates
Search
Jun 27, 20222 min read
Ready for take-off? Airports sector update
Airport and passenger volumes Three hours before an international flight and an hour before a domestic flight (or only 40 minutes if you...
Jun 27, 20222 min read
What happens when the hunt for yield reverses?
As a final article for this quarter, how about a question on investor behaviour? The so called “hunt for yield” is the phenomenon of low...
Jun 22, 20224 min read
Infrastructure and rising rates
Over the past six months, the 10 year inflation linked government bond has increased from -0.80% to 0.17% (the blue line in the chart...
Jun 22, 20225 min read
Carbon Credits
Carbon prices globally were on a tear in 2021. There was much conviction around global action to fight climate change following the...
Jun 22, 20222 min read
Gravity Energy Storage
There has been quite a bit of buzz about gravitational energy storage recently. That is, storing energy by lifting weights. This energy...
Dec 20, 20213 min read
Green Hydrogen Two Years On
Infradebt first featured green hydrogen in our newsletter two years ago (see Q4 2019). Green hydrogen seemed an over the horizon issue...
Dec 20, 20213 min read
Left tail Right tail
At Infradebt we are not tied to investment labels. At the end of the day, all investing is investing. We believe the most important thing...
Dec 20, 20214 min read
Are Data Centres Infrastructure?
Did you know that over 90% of the world’s data was created in the last 18 months to two years? That’s all electronic data ever created....
Dec 20, 20212 min read
Inflation
Inflation has been a tremendous focus for investors over the past few months. Lots of ink has been spilled by the pundits and we would...
Oct 7, 20214 min read
Investment Moats: Infrastructure vs Technology
As investors, key questions we are always thinking about are “What is the competitive moat for a project?” and “How sustainable are the...
Oct 7, 20213 min read
Airport and Seaport Volumes 2021Q3
Airports The Sydney Aviation Alliance has increased its bid price for a third time $8.75 to acquire Sydney Airport with the board...
Oct 7, 20216 min read
Why Aren't LGC prices zero?
The Renewable Energy Target (RET) Scheme was initially introduced by the Howard government in 2001 with the goal of renewable energy...
Jun 21, 20213 min read
Infradebt funds Risen Energy’s 103MW Yarranlea Solar Farm
Infradebt funds Risen Energy’s 103MW Yarranlea Solar Farm Canberra, 21 June 2021 - Infradebt and Risen Energy Australia are pleased to...
Mar 30, 20212 min read
Easter Egg Hunt
Its Easter, so let’s start with a tale of an easter egg hunts. Imagine an easter egg hunt where each participant (child) has to...
Mar 30, 20214 min read
Bitcoin and Electricity
Lots of people have opinions on Bitcoin and whether it is or isn’t a good investment, whether it is a tail-risk hedge asset or not, or...
Mar 30, 20214 min read
Stranded assets?
We previously wrote in our September 2020 newsletter about the differences in interest rate sensitivity between perpetuities and...
Dec 17, 20202 min read
Monopoly Behaviour
The construction of a new solar farm or wind farm often requires augmentation of the transmission network to connect the generator to the...
Dec 17, 20204 min read
Energy wars – The final showdown
Infradebt has been closely following the renewable energy sector since our inception more than seven years ago (or 28 editions of this...
Dec 17, 20204 min read
Low interest rates break standard risk measures
This article isn’t strictly about infrastructure, but is about the search for defensive yield – which is often one of the justifications...
bottom of page