Project Finance
Beyond the Balance Sheet: Why Major Economic Decisions Can Never Escape Politics
Major economic decisions can’t be separated from politics. This post explores why ‘rational’ investing must account for political realities and social values.
The Brown Gold Rush: How Cow Manure is Becoming a Multibillion-Dollar Asset Class
Discover how cow manure is becoming a major asset class, driving a revolution in sustainable investing, energy production, and financial technology.
Winds of Change: Court Lifts Freeze on Wind Energy, Unleashing a Perfect Storm of Investment Opportunity
A landmark court ruling strikes down the ban on new wind permits, unlocking billions in investment and reshaping the US energy and finance landscape.
LNG Titans at War: Venture Global Accuses Shell of a “Campaign of Sabotage”
Venture Global accuses energy giant Shell of a sabotage campaign, escalating a multi-billion-dollar dispute over LNG contracts and spot market profits.
Nuclear Ambition: Can EDF’s High-Stakes Bet on Sizewell C Reboot Its Fortunes and Secure Europe’s Energy Future?
EDF’s CEO vows to speed up nuclear projects, using the UK’s Sizewell C to prove it can match the efficiency of Asian competitors and secure its financial future.
Sizewell C: A Multi-Billion Pound Bet on Britain’s Energy and Economic Future
Sizewell C is more than a power plant; it’s a test case for UK infrastructure finance, blending public and private investing to secure the nation’s energy future.
The Branson Effect Returns: Virgin’s Bid to Disrupt the Channel Tunnel and What It Means for the Economy
Virgin Group plans to challenge Eurostar’s 30-year monopoly on the Channel Tunnel route, a move with major implications for finance, investing, and the economy.
Forging the Future: Is H2 Green Steel’s $6.5bn Bet the New Blueprint for Green Industrial Investing?
H2 Green Steel’s $6.5bn funding for its green steel plant isn’t a tech gamble but a de-risked industrial project, avoiding the “Northvolt curse.”
Green Steel’s Billion-Dollar Gamble: Can H2GS Forge a Future or Will It Melt Under Financial Pressure?
H2 Green Steel races to close a €5bn funding gap, as the struggles of its sister company Northvolt make investors nervous about green tech mega-projects.
Sailing into the Storm: Why the Offshore Wind Revolution is Facing a Financial Crisis
The offshore wind industry, once a beacon of green investing, is now battling a perfect storm of high interest rates, supply chain chaos, and political risk.