THE GREENBACK SLIDE – NOT ENOUGH FOR A RESERVE RESHUFFLE
In this month’s article, we discuss the outlook for the USD in global financial markets, starting with the key drivers for the medium term and the associated investment implications. We…
Listing
Crossing The Covid-19 Infra-Section
In this month’s article, Whitehelm Capital’s Chief Executive considers how infrastructure investing is changing, and will continue to change, in a post-COVID-19 world. We look at the implications for what…
Stepping Forward In Private Credit When Others Step Back
In this article we review the potential for Australia’s superannuation funds to provide credit to support the nation’s SMEs, mid-market and large corporates, real estate developments and other borrowers, while…
The New Energy Economy – A Hydrogen Future?
In a world recovering from the COVID-19 crisis, green energy is poised to be a key driver in the revitalisation of the global economy. Our focus in this article is…
COVID-19 Supply Chain Disruptions and their Impact on Infrastructure
The COVID-19 pandemic started as a public health crisis but its impact on global economies and company supply chains may be longer lasting. We have witnessed the greatest shock to…
Pandemic punch and the power of digital
Infrastructure investors are by nature long-term. In allocating capital to assets that power communities and societies, infrastructure investors are required to think ahead and to envision how humans will behave…
Infrastructure’s resilience in uncertain times
This month’s feature article revisits the defensive characteristics of infrastructure as an asset class, looks at how infrastructure has performed through the initial phase of the COVID-19 induced shock, how…
Just Add Water!
Water scarcity is a local problem right across the globe, affecting the lives of millions of people as well as dominating newspaper headlines andpolitical discourse. Around 1.2 billion people worldwide…
THE LAND OF LOW YIELDS
Monetary policy in its current form has less firepower than ever before. Despite a decade of extremely accommodative monetary policy, global economic growth and inflation since the Global Financial Crisis…
All aboard the digital infrastructure autobahn
This month’s feature article provides an overview of the general characteristics of investing in fibre networks, looks at the rollout of fibre generally across Europe, and takes a deep dive…
Understanding the Risks and Challenges of Investing in Renewables
Whitehelm’s latest Thought Leadership article explores the key risks in renewable generation assets for investors and ways these can be addressed. The article presents case studies from a number of…
The European Heat Sector – Challenges and Opportunities in a Hot Market
This month’s feature article explores heating and cooling as a key part of the world’s decarbonisation challenge, with a focus on decentralised heat as a solution, along with the challenges…
Peninsula Link
Peninsula Link is a 27-kilometre freeway located in South-East Melbourne connecting the suburbs of Frankston and Mount Martha. The project was procured under a Public-Private Partnership (PPP) which involved the design, construction in addition to the long-term maintenance and operation of the freeway. Peninsula Link commenced operations in 2013 and, given its structure as an availability PPP, is not subject to demand risk.
Rowville
Rowville Transmission Facility (RTF) owns an electrical transmission facility located in the eastern suburbs of Melbourne. RTF converts electricity from 500kV to 220kV for distribution. The facility receives a monthly fee from the Australian Energy Market Operator, while the operation and maintenance of the asset is outsourced to Ausnet Services.
Worsley Cogeneration
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.