Historically airlines have gone insolvent on a regular basis (Ansett, and more recently, Virgin!). The airline business involves a large...

I'll get over you, I know I will I'll pretend my ship's not sinking And I'll tell myself I'm over you 'Cause I'm the king of wishful...

Inflation as you all know has been riding high. But what you really care about is where are we going from here. I don’t have a crystal...

Canberra, 22 February 2023 – Infradebt is pleased to announce the first close of the Infradebt Energy Transition Fund (ETF). ETF is a...

The first energy revolution came with the invention of the steam engine in the 18th century. This marked the beginning of the industrial...

Last quarter we wrote an article on US inflation and in particular what it would take for inflation to get back to 2-3%. Without wanting...

One of the banes of my existence, working in energy markets, is the multitude of different units. Everything is measured differently and...

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...

I won’t be telling readers anything new to say Australia’s national electricity market (NEM – which operates the east coast grid from QLD...

Airport and passenger volumes Three hours before an international flight and an hour before a domestic flight (or only 40 minutes if you...

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...

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...

Carbon prices globally were on a tear in 2021. There was much conviction around global action to fight climate change following the...

There has been quite a bit of buzz about gravitational energy storage recently. That is, storing energy by lifting weights. This energy...

Infradebt first featured green hydrogen in our newsletter two years ago (see Q4 2019). Green hydrogen seemed an over the horizon issue...

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...

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....

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...

As investors, key questions we are always thinking about are “What is the competitive moat for a project?” and “How sustainable are the...

Airports The Sydney Aviation Alliance has increased its bid price for a third time $8.75 to acquire Sydney Airport with the board...