Insights — Energy & Infrastructure Analysis
Our advisors write from direct engagement on energy and infrastructure programs. Commentary grounded in transaction experience, not academic observation.
Energy & Infrastructure Analysis From the Project Floor
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The Capital Structure of the Energy Transition
Why the next decade of energy investment will be defined less by technology than by how risk is allocated across sponsors, lenders and offtakers.
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Why Most Capital Programs Lose Value Between Sanction and Commissioning
Three patterns we see repeatedly in major capital programs, and the governance moves that protect value during execution.
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Joint Ventures Across Borders: What Survives the First Five Years
A practitioner’s view on structuring cross-border JVs that hold together through political cycles, market shocks and partner reshuffles.