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Infrastructure

Yesterday

Zareh Nalbandian, founder of visual effects and computer animation digital studio Animal Logic.

Inside the race for Sydney’s second film studio

With Disney Studios often closed off to everybody but the owner, the NSW Government has pledged $100m and kicked off a battle to become Sydney’s second screen mecca.

This Month

WA Treasurer Rita Saffioti speaks to the AFR ahead of the state budget.

WA treasurer to shake up big-spending agenda

Poles, wires and pipes “aren’t necessarily sexy”, says Rita Saffioti, but Thursday’s budget will pour billions into economic infrastructure to support industry.

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Brookfield starts $428m sell-down of Dalrymple Bay Infrastructure

Street Talk understands shares in the coal export port were priced at $3.72 – a 7.9 per cent discount to last closing price. Barrenjoey is underwriter.

Premier Jacinta Allan at the Suburban Rail Loop site in 2023 when she was Suburban Rail Loop Minister.

Allan’s SRL funding plan contradicts housing promise: property industry

The industry says it is not financially viable to build new apartments along Victoria’s controversial Suburban Rail Loop.

Data centres need huge amounts of power to process information used in artificial intelligence.

Runaway energy build-out costs threaten data centre opportunity

Australia’s hopes of an outsized share of the data centre market will come to nothing unless it can rein in the cost of the clean energy expansion.

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Initially controversial, now beloved: Adelaide Oval’s major refurbishment completed in 2014 cost some $75 million more than the official $535 million price tag.

‘Like Sydney without an Opera House’: Why people whinge about stadiums

People love to complain about new stadiums. The cost, the noise, the politics. Until kick-off, when all is forgiven.

Santos chief executive Kevin Gallagher has avoided going to trial over insider trading allegations.

Kevin Gallagher avoids insider trading trial with settlement

Santos boss Kevin Gallagher will no longer be required to testify in the insider trading lawsuit brought by the liquidators of collapsed contractor Forge Group.

Forget a government data centre strategy, just slash red tape: AirTrunk

Carly Wishart, an executive at the digital infrastructure giant, warns that there are many countries in the region jockeying to attract data centres.

In some parts of Australia, getting approval for a modest townhouse now takes longer than building one used to.

What’s holding us back from a better housing, transport and clean energy future

Australia doesn’t lack ideas for solving problems in housing, transport and clean energy, we lack institutions that can follow through and create change.

UTA’s portfolio includes a stake in Transgrid, Australia’s biggest poles-and-wires company.

Infrastructure investor UTA draws in private wealth clients

A $200 million slice of Utilities Trust of Australia has given mum and dad investors exposure to some of the country’s most prized infrastructure assets.

Mike Walsh and Frank Fisseler founded Sequana in 2019 as a water project management business.

Pemba-backed water advisory biz Sequana makes waves with two bolt-ons

Sequana has snapped up brownfield water and wastewater specialist Atlas Engineering Group and Brisbane-based engineering and construction delivery firm IPS.

May

Greg Goodman’s pivot into data centres keeps investors hungry while uncertainty slows deals and capital flows into logistics sites.

With data centres, Greg Goodman believes the harder the better

The Goodman Group CEO’s masterclass in capital flows and capital markets rolls on. He says the harder it is to build a data centre, the more valuable it is.

Darwin Port is looking at new ownership.

Toll, super funds join suitors for Chinese-owned Darwin Port

The logistics powerhouse would add an Australian flavour to a bid by an American private equity fund for the controversial asset.

While there is no lack of interest from financial sponsors, batteries have been a hard sell – or at least harder than solar and wind energy projects.

Green energy giant Copenhagen Infra shops 240MW South Australian battery

Summerfield’s drawcard is expected to be its offtake agreement with the $18 billion Origin Energy.

Chinese Ambassador to Australia, Xiao Qian, at Darwin Port last week.

Chinese envoy slams ‘ethically questionable’ takeover of Darwin Port

Beijing’s ambassador to Australia Xiao Qian says Chinese port owner Landbridge shouldn’t be punished by having its lease ended on security grounds.

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Dexus has much more at stake than a 27 per cent share in Melbourne Airport owner APAC.

Dexus’ big infrastructure push up in the air as trust breaks

In one swoop, the property-cum-infrastructure manager has sparked a war with two Australian sovereign wealth funds and industry super.

Declan Sherman went from Sydney to New York to Brazil with Macquarie before starting his own business.

Core-plus infrastructure owner Infragreen launches IPO for $220m listing

Infragreen CEO Declan Sherman and chief financial officer Martin McIver are due to present to fund managers after Thursday’s market close. 

The Future Fund’s making the sort of long-term, defensive bet that Australia’s big superannation funds seem to have forgot.

Transgrid deal shows why Future Fund’s chequebook is better than most

The sovereign wealth fund in stepping in where Australia’s big superannuation funds have stepped out.

South Australia’s Bungama battery storage project has capacity up to 250MW/500MWh and operating life of 30 years.

Carlyle launches new renewable energy platform

Of note, Carlye was previously a convertible preferred investor in Amp’s projects and moved to 100 per cent ownership via a recapitalisation as opposed to acquisition.

In the spotlight: Melbourne Airport, which is partly owned by Dexus’ DDIT.

Melbourne Airport stoush overshadows Dexus’ big IPO plans

The listing comes as the company prepares to answer some challenging questions around its valuation of the airport.

Original URL: https://www.afr.com/topic/infrastructure-hqi