Global Infrastructure Sherpa Podcast

GIS offers two premier business solutions: M&A Deal Sheets, which present concise summaries and analyses of recent M&A transactions, and Competitive Intelligence Reports, a deep dive into the investment strategies of market leaders. globalinfrastructuresherpa.substack.com

Global Infrastructure Sherpa Podcast is a business podcast hosted by Global Infrastructure Sherpa, with 11 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Global Infrastructure Sherpa hosts Global Infrastructure Sherpa Podcast, a business show with 11 episodes published.

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  Global Infrastructure Sherpa Podcast

  Land Is the Bottleneck: Companion Podcast

  May 25, 202514 minS0

  <p>As the global economy electrifies and digitizes simultaneously, one input remains absolutely fixed: land. Yet few investors are paying attention to how valuable it’s become—not for speculation, but for long-duration leases tied to infrastructure-grade demand.</p><p>In this episode, I expand on this week’s premium article to explore:</p><p>* Why developers of solar farms, battery parks, and AI compute centers all require the same kind of land</p><p>* The overlooked economics of 25–40 year land leases with CPI-linked escalators</p><p>* The structural tailwinds benefitting publicly listed landowners, from REITs to utilities and surface rights h...

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  Global Infrastructure Sherpa Podcast

  Global Energy Partnerships: Inside Copenhagen Infrastructure Partners’ Joint Ventures

  Feb 23, 202518 minS0

  <p></p><p>Overview:</p><p>In this episode of Global Infrastructure Sherpa, we examine Copenhagen Infrastructure Partners’ (CIP) extensive joint venture strategy across the renewable energy landscape. Operating in diverse markets such as India, Denmark, the U.S., Chile, Indonesia, and the Netherlands, CIP collaborates with leading players like Amp India, Vestforbrænding, Avangrid, and Vattenfall. </p><p>We’ll explore how these partnerships range from project-specific developments to broader operational alliances and equity investments. Tune in as we highlight key initiatives like the Vineyard Wind project in the U.S. and Chile’s HNH green hydrogen venture, unpacking the str...

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  Global Infrastructure Sherpa Podcast

  Sherpa's Infrastructure Deal Week in Review

  Feb 8, 202515 minS0

  <p></p><p>In this podcast episode, we break down some of the biggest recent moves in the infrastructure and investment world this week.</p><p>This weeks’ free podcast covers transactions by Goldman Sachs, Blackstone, Gazprom, Enel Green Power, Potentia Energy, GoZero Group, Altus Power, StackAdapt, Inpex, FirstLight fiber, Brookfield, Encore Renewable Energy, Kodiak Gas, EQT and many others.</p><p>This podcast has been prepared based on publicly available information and is intended for informational purposes only. While every effort has been made to ensure the accuracy and completeness of the information contained herein, we make no guarantee, wa...

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  Global Infrastructure Sherpa Podcast

  Sherpa's Infrastructure Deal Week in Review

  Feb 1, 202528 minS0

  <p></p><p>In this podcast episode, we break down some of the biggest recent moves in the infrastructure and investment world this week.</p><p>The podcast covers, among others, Brookfield financing to Encore Renewable Energy to support its solar and energy storage portfolio. Tikehau Capital’s acquisition of German engineering advisory firm TTSP HWP, with DC Advisory serving as financial advisor. PAI Partners negotiations to acquire a majority stake in aviation services firm Alvest. </p><p>We also discuss QIC debt financing transaction for Ridgewood Infrastructure’s APP Jet Centre, a U.S.-based airplane hangar infrastructure portfolio.</p><p...

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  Global Infrastructure Sherpa Podcast

  DeepSeek's AI Breakthrough: A 'Sputnik Moment' for Western Tech Giants

  Jan 27, 202524 minS0

  <p></p><p>Today we're diving into a groundbreaking development that's shaking up the tech world. A Chinese AI startup named DeepSeek has recently launched an AI Assistant that has climbed to the top of Apple's App Store in the United States, surpassing even ChatGPT.</p><p>DeepSeek's innovative approach utilizes lower-cost chips and less data, challenging the long-held belief that advanced AI development requires substantial investments in high-end hardware. </p><p>This paradigm shift has led to significant market volatility, with tech giants like Nvidia, Microsoft, and Meta experiencing notable declines in their stock prices. Investors are now questioning...

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