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Infra Dig - A Green Street Podcast
The Infra Dig Podcast, formerly The IJGlobal Podcast, from Green Street Infrastructure’s editorial team, digs deep into the finance, procurement, delivery, and operation of infrastructure and energy projects around the world.
The focus ranges from the project finance behind greenfield developments to major M&A activity and the evolving dynamics within the infrastructure fund community. If it shapes the global infrastructure and energy landscape, you’ll hear about it here.
Infra Dig - A Green Street Podcast
Rebecca Sherlock – energy in a volatile world
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Today’s Infra Dig podcast takes the listener on a tour of listed infrastructure with a practitioner who has deep experience across the asset class.
Rebecca Sherlock – portfolio manager from First Sentier’s global listed infra team in Sydney – talks to Green Street Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville.
Conversation ranges from Geopolitical volatility serving as a tailwind for listed infrastructure through to the evolution of US LNG as it becomes a strategic allocation; midstream assets proving to be more resilient than their energy label suggests; AI acting as the biggest demand inflection for US power since air conditioning; and stagflation fears reinforcing the case for the asset class.
