PIPELINE REPORT CHART 📊 | This month’s edition of the Pipeline Report turned its attention to the early stages of the pipeline, examining the impact of a shifting pipeline on opportunities for #privatefinance. Despite the benefits of Public Private Partnerships (PPPs), the number and scale of candidates identified have shifted only slightly since our last review of private finance opportunities in November 2022.
Figure 2 in the latest Pipeline Report analyses private finance opportunity by sector, with #rail projects coming out on top for investable opportunities, with 10 projects valued at $19.7 billion assessed as strong candidates. #Energy projects have also grown into strong private finance candidates, with four commitments to deliver new transmission #infrastructure being announced in NSW and Victoria, valued at $10.7 billion combined.
Meanwhile, the bursting hospital pipeline has made social infrastructure a strong candidate overall for private #capital, with $15 billion worth of opportunities yet to be awarded, followed by defence and other asset classes, comprising water and sewerage, port, precinct, and waste projects.
However, #road projects recorded the biggest shift, with private finance opportunities shrinking to $4.6 billion, down from $19.5 billion in November 2022, as projects like the North East Link Tunnelling package – Australia’s largest ever PPP – have been awarded without prospective projects entering the pipeline to replace them.
Members can access this month’s full Pipeline Report analysis here: https://lnkd.in/g3KM5YRm
Congratulations on this insightful analysis of the infrastructure credit market for 2024. Anticipating an infrastructure boom and the strategic position of private institutional lenders highlights a clear vision of the opportunities ahead. 🚀