MLFs – an underappreciated risk to renewables projects
Marginal loss factors (MLF) are an often overlooked element of the regulation of the National Electricity Market (NEM). The Australian...
top of page
News & Updates
Search
Apr 1, 20193 min read
Airports – the changing composition of Australia’s international passenger mix
International passenger growth is a key driver of profits for Australian airports. This article outlines the substantial changes in the...
Apr 1, 201911 min read
Renewables – perspectives from different parts of the capital structure
Superannuation funds assign the bulk of their infrastructure allocations to infrastructure equity. Infradebt is an active lender to...
Mar 20, 20191 min read
Infradebt featured in I3 Insights
I3 insights includes an article about one of Infradebt Ethical Fund's recent investments.
Mar 13, 20191 min read
AEMO Draft MLFs FY20
Draft Marginal Loss Factors (MLF) for the 2019-20 financial year were released last week by AEMO. For some renewables projects the...
Mar 4, 20191 min read
We're hiring
Infradebt is seeking a motivated final year Canberra based female university student to join our organisation as an intern for the 2019...
Jan 10, 20191 min read
AER Final Rate of Return Decision – Modest Downward Adjustment
The AER released its final rate of return decision for regulated electricity and gas transmission and distribution businesses on Monday....
Jan 10, 20193 min read
What I wish I already knew about 2019
While this is not strictly about infrastructure, it is the end of the year and that usually brings out a range of prediction pieces. This...
Jan 10, 20195 min read
Late Cycle Effects for Infrastructure
It might just be the season (bah humbug), but it is starting to feel awfully late in this economic/market cycle. The current cycle has...
Dec 18, 20182 min read
Infradebt finances IIG's Brigalow Solar Farm
Infradebt and Impact Investment Group are pleased to announce the close of a A$16 million senior debt facility for IIG’s Brigalow Solar...
Nov 28, 20181 min read
Infradebt finances Epuron solar portfolio
Infradebt and Epuron are pleased to announce the close of a A$22.2 million senior debt facility for Epuron’s portfolio of operating solar...
Nov 27, 20181 min read
Long term interest rates vs nominal GDP growth redux
Back in Q1 2015 we published an article looking at the long-term relationships between 10 year bond rates and nominal GDP. Economic...
Nov 27, 20183 min read
Westconnex overview
Operating toll road assets are an attractive low volatility sector for infrastructure investors. They benefit from high operating margins...
Aug 16, 20183 min read
Performance paradox
As avid readers will know, Infradebt held the first close of its ethical fund (IEF) in September last year, and with that disclosure I...
Aug 16, 20185 min read
National Energy Guarantee Deux
NEG Update A quick article to follow-up on the more detailed discussion of the National Electricity Guarantee (NEG) in last quarter’s...
Aug 16, 20182 min read
Funding squeeze
One interesting phenomena in the arcane plumbing of financial markets at the moment is the sharp increase in short term funding costs....
Jun 7, 20181 min read
Illustration of SA grid stability requirements.....
The chart below from the great Open NEM website shows that in South Australia wind generation basically met SA demand for much of the...
Apr 16, 20186 min read
The National Electricity Guarantee
Last quarter we elected to not make comment on the proposed NEG. We did this because far too little information was publicly available –...
Apr 16, 20183 min read
A shift in inflation?
The period since the GFC has been characterised by very low inflation (and interest rates) and, investors’ portfolios have responded to...
Apr 16, 20182 min read
The tyranny of asset class boxes
Asset consultants like to define asset classes boxes. These are used to group investments of similar risk and return characteristics....
bottom of page