Infrastructure & Utilities

The European Union prepares to reduce its reliance on Russian-supplied gas, net zero emissions goals set and forget until 2030, and the market demands better ESG commitments from companies, with those failing to act missing out on competitive advantages

While the additional costs incurred by Transurban Group on the Westgate Tunnel Project are higher than anticipated, brokers are relieved court action was avoided and now focus upon a steady improvement in traffic numbers

The fact superfunds and other large asset managers are now scrambling to obtain ownership of listed, long-duration infrastructure assets does not prevent that society post-covid might remain different from pre-covid, with consequences for some of these assets

As Sydneysiders brace for another week of lockdowns a bidder has emerged for Sydney Airport, surprising the market and sparking speculation aplenty

While AGL’s split is supposed to set up both demerged entities for success, the jury’s out on whether funding provisions are adequate for both companies to pursue their growth ambitions

Extensive research has led ClearBridge Investments to conclude inflation has little impact on the value of infrastructure assets

AGL Energy has decided on a parting of ways and will separate its business into two. As always, the devil will be in the detail

An oversupply of electricity looms, putting pressure on wholesale power prices. Could separating Loy Yang A be the panacea for AGL Energy?

Both AGL Energy and Origin Energy issued a profit warning last week. Clearly, the industry is feeling the pain from lower-for-longer electricity prices in Australia

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Transurban is looking to shore up its balance sheet in difficult times via a capital raising at the asset level