On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios
The implementation of the Basel Accords in Australia as well as the recommendations from the government’s 2014 Financial Inquiry have stimulated significant change in the regulatory landscape of the financial sector. We discuss the impact that such changes have had and will continue to have on investment strategy.
The Worsley Cogen Facility is a two unit multi-fuel cogeneration plant (550tph steam and 104MW electricity) that was commissioned in January 2014 and located in Collie, WA. It provides steam and electricity under a long-term contractual arrangement to South32 Limited’s Worsley Alumina Refinery.
TDF Holdco Junior Loan
TDF is the market leader in the provision of TV and radio broadcast networks, telecom infrastructure solutions and digital terrestrial media platforms in France. The company has a portfolio of high quality real assets in key locations with the widest geographic coverage in France, which are critical to the reception of TV and radio channels, and to the functioning of mobile telephone networks.
SUSTAINABLE ENERGY INFRASTRUCTURE
Sustainable Energy Infrastructure (SEI) owns and manages a diversified portfolio of generation and compressed natural gas refuelling assets across Australia. The portfolio of assets includes over 70MW of cogeneration, biomass generation, biogas generation, CSM generation, and landfill generation facilities, as well as landfill flare facilities and compressed natural gas refuelling assets. The portfolio is underpinned by a range of long-term contracts, with the operations managed by a dedicated and multi-disciplinary team.
One of the world’s most experienced infrastructure managers & investment strategy advisers