INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4
November 2018
In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.
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With an outstanding track record spanning over 20 years, €6.0 billion in direct infrastructure debt and equity investments made since inception, and
€3.1 billion of funds currently under management,
we are one of the world’s largest and most experienced independent infrastructure managers.
We are a long-term investor, partnering with clients to invest in true infrastructure assets that protect real investment value, while providing predictable cash returns. This is achieved by investing in assets with clear and measurable cash flows and adding value through active asset management.
Thought Leadership Research
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 3
October 2018
Infrastructure assets will naturally be affected by disruption. In this series of articles on the effects of disruption on infrastructure investing, Whitehelm examines the transport sector.
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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 2
October 2018
Infrastructure assets will naturally be affected by disruption. In Part 2 of the 4 part series , we focus on power systems and how technological, environmental and sociological factors are changing the way the sector works.
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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 1
September 2018
Infrastructure assets will naturally be affected by disruption. In Part 1 of the 4 part series , we explore the key disruptive elements for infrastructure investors focusing on technology, digitisation and climate change.
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The Current State of the UK Water Sector
August 2018
With an opposition party leader wanting to renationalise the sector and a regulator demanding “profound change”, investors in the UK water sector are currently cautious. This feature article looks at the impact on the sector of the UK water regulator, Ofwat, in its recent price determination as strong performers look to earn increased incentive payments whilst their poorer performing cousins may suffer tougher penalties than in the past.
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Developed Asia Infrastructure
December 2017
A significant demand / supply imbalance for large, core infrastructure assets in the traditional OECD markets of Europe and North America has compressed projected investment returns for private market investors. This article explores the merits of investing in Developed Asia infrastructure, a low-risk region that faces less competition.
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SAE
SAE is a, state-of-the-art waste-to-energy plant in Sarpsborg, Norway. It has an installed capacity of 32.4 MW. The plant processes mainly household waste into energy in the form of environmentally friendly industrial steam. The feedstock is 80,000 tons of waste per year of household and commercial waste.
DCT Gdansk
DCT Gdansk is Poland’s largest and fastest growing container facility, and the only deep-water terminal in the Baltic Sea Region having direct ocean vessel calls from the Far East. With a total capacity of 3.0 million TEUs, the port is the natural gateway to CEE, Belarus, Russia and Ukraine for some of the world’s major shipping lines.
Flinders Ports
Flinders Ports operates seven ports located across South Australia, including the State’s only container terminal, under a 99-year lease from the State Government. As operator, Flinders Ports provides port and logistics services and infrastructure for container, bulk and break-bulk cargoes servicing many of the State’s key industries.