What will it take to get inflation back to 2-3%?
Inflation in the United States and Australia (and most parts of the rest of the world) has broken out from the 2-3% typical range of the...
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- Jun 27
- 4 min
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...
- Jun 27
- 2 min
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
- 2 min
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
- 4 min
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
- 5 min
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
- 2 min
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, 2021
- 3 min
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, 2021
- 3 min
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, 2021
- 4 min
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, 2021
- 2 min
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, 2021
- 4 min
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, 2021
- 3 min
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, 2021
- 6 min
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, 2021
- 3 min
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, 2021
- 2 min
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, 2021
- 4 min
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, 2021
- 4 min
Stranded assets?
We previously wrote in our September 2020 newsletter about the differences in interest rate sensitivity between perpetuities and...
- Dec 17, 2020
- 2 min
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, 2020
- 4 min
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...