Infra Dig - A Green Street Podcast

In this latest Infra Dig podcast, Viktor Kozel – head of infrastructure debt at AlbaCore – takes centre stage to give his views on infrastructure debt trends.  Speaking to Green Street News Infrastructure editorial director Angus Leslie Melville, Viktor takes the listener through a sector of activity where he has deep experience, having set up the AlbaCore team a year back with colleagues who joined from UBS Asset Management.  Viktor reckons conditions for infrastructure debt are currently better than they have been for years, saying he hasn’t seen “such a good backdrop for the asset class in a long time”.  This he puts down to investor demand for stable, defensive assets during volatile markets, citing liquidity / complexity premium over public markets, inflation protection, diversification away from private equity and real estate, and regulatory incentives such as Solvency II.  Tune in to the latest episode…

The big question on so many infrastructure / energy professionals’ lips is… how is the global build-out of nuclear energy going to be financed?  Everyone agrees that nuclear – from small modular reactors through to multi-GW nuclear power plants – is required to keep the lights on and help nations achieve energy security… but it’s going to come at a cost… part of which is going to be met by private capital.  In this latest Infra Dig podcast, Lola Infante – senior programme lead for economics and finance at the World Nuclear Association – talks to Green Street News Infrastructure editorial director Angus Leslie Melville about the challenges that lie ahead.  Tune in to this latest episode to hear how the industry is going to have to rise to the challenge to finance nuclear build-outs and what governments need to do to enable this.  

AI infrastructure and data centres… it’s all anyone ever talks about these days. Given that it’s all the rage, if you haven’t knowledged up on the sector and don’t have a solid grasp on the risk/reward ratio… now’s a good time to do so.  In this latest episode of Infra Dig, Green Street News Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville talks to Gianluca Minella, head of portfolio strategy and research at InfraRed, for a brain dump on the sector.  Having lurked in the infra backwaters for a long time (largely in REITs), data centres have shot to fame in more recent times as the most active infra sector globally.  Gianluca traces the shift to 2023 when the rise of generative AI turned a relatively linear business into something… a lot less linear.  Hyperscalers now sit on both sides of the market – they are customers of data centre capacity and, increasingly, suppliers of the AI services running inside it, while also buying models from developers like OpenAI and Anthropic.  Tune in to the latest episode to knowledge up…  

As the clock ticks down to the Green Street US infrastructure and energy conference in Dallas, Infra Dig talks to one of the speakers to hear about aspirations in the American infrastructure space.  Angus Leslie Melville, editorial director of Green Street News Infrastructure (formerly IJGlobal), talks to Boe Pahari – founder and chair of VisionEdgeOne (VE1) – about his aspirations for a burgeoning market.  Green Street is hosting Infra Energy Finance 2026: USA at the Renaissance Dallas Hotel on 13 to 14 October bringing the financing community to one venue to network and knowledge share with peers across the sectors – energy, TMT and infrastructure.  Boe is accelerating VE1’s push into the US, betting on structural tailwinds in transport, aviation and healthcare as private capital fills a widening infrastructure funding gap.  Tune into this latest episode to hear a bit about the Dallas conference and a lot more about the transport market in the US and VE1’s portfolio.  

The long-awaited tipping point for P3 transport deals across the US could soon reached with a ramp up of activity on the cards in the coming year.  This is the primary take-away from the latest Infra Dig podcast hosted by Green Street News Infrastructure editorial director Angus Leslie Melvile.  This episode features an interview with Transurban CFO Jeff DiStanlo who will be speaking at Infra Energy Finance USA 2026 that is being hosted by Green Street at the Renaissance Dallas Hotel on 13 to 14 October (2026).  The fireside-chat style podcast sees Jeff take the listener through Transurban’s latest developments and a key asset disposal in Canada.   

Fuphan Chou – European regional industry manager for infrastructure, energy and ICT at the International Finance Corporation – joins the Infra Dig podcast to discuss the IFC’s role in driving to investments into energy across Central and Eastern Europe.  Green Street News Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville talks to Fuphan about the IFC’s involvement in delivering "electrons and wires” which she describes as the organisation’s “compass direction".  Fuphan tackles everything from the shift away from subsidised feed-in tariff regimes toward market-driven renewable commercialisation, through to the role of battery storage, grid investment, and cross-border interconnection.  Conversation flows on to the IFC's active investment programme in wartime Ukraine which ranges from risk-sharing facilities with local banks, large-scale wind financing, and a pipeline approaching 715MW of new capacity.  Tune in to this latest episode to hear more…  

Infra Dig has repeatedly turned its focus on infrastructure and energy across Africa as impetus builds in the continent for a slew of deals to come to market.  This has seen the market investigated from a number of different angles as reliance on international development finance institutions falls away, allowing home-grown institutional capital to take up the slack.  This latest episode sees Bowale Odumade Adeoye – founder and chief executive of SeedTree Capital – bring her experience to bear on this burgeoning market, tackling everything from bankability through to increasing flows of domestic institutional capital into African infrastructure and energy.  Tune into this latest episode for an informed view on regional developments.  

Having earlier this year (March 2026) achieved final investment decision and financial close on a first-of-a-kind (FOAK) hydrogen project in Wales, it seemed only right that MorGen Energy appear on Infra Dig to talk about it.  Green Street News Infrastructure editorial director Angus Leslie Melville is joined by MorGen CFO Christos Kosmas and general counsel Christine Yassa to talk about the landmark West Wales Hydrogen Project.  The MorGen duo take it in turns to talk the listener through everything from the financing through to regulatory support and then drill down into their other projects that are gathering pace in north England and Denmark.  Tune into this latest episode for a revealing insight into the financing of hydrogen in the UK and MorGen’s plans to move beyond the FOAK banner and establish hydrogen in the mainstream.   

Having won the Frontier Market trophy at IJGlobal Awards 2025 in March, Finance in Motion joins the Infra Dig podcast to talk about this outstanding renewable energy deal it closed in Ukraine.  Sylvia Wisniwski, chief executive of Finance in Motion, joins Green Street Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville to talk about the 24MW Goldbeck Solar Project in western Ukraine – a landmark wartime investment.  This transaction was chosen to win the Frontier Market Award at IJGlobal Awards 2025 and was presented at the London ceremony (which is rebranding this year to "Infra Globals" in line with the title’s broader rebrand).  Sylvia drills down into this fascinating deal – hopefully the first of many to follow – before giving her perspective on the broader role that Finance in Motion and the Green for Growth Fund is playing across frontier and high-growth markets... and much more.     

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.