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
Miaoli Wind is a 49.8MW wind farm located in Taiwan. Its revenues are underpinned by a 15+5-year energy offtake agreement with State-owned power utility Taipower. Enercon is responsible for the O&M of the wind farm under a 15-year agreement. There is no merchant risk with full output contracted under the terms of the PPA to Taipower.
APA Group owns and operates gas transmission, distribution and storage assets across mainland Australia, and has interests in a range of other energy infrastructure investments. The company is listed on the Australian Securities Exchange (ASX: APA). The APA Medium Term Notes pay a fixed coupon of 3.5% p.a. and mature in 2020.
Igasamex is a natural gas distribution company formed in 1996, headquartered in Mexico City. It is focused on the construction and operation of ‘lateral’ (i.e. “last mile”) pipelines connected to major transmission lines and arranging gas supply contracts for industrial customers. Igasamex owns and operates pipeline systems across 12 Mexican states, mainly in the northwest, southeast and central regions of Mexico.
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