Sector Investment 8 Hours

Last updated: March 23, 2026, 12:30 PM ET

Infrastructure & Power Sector

As the Global Summit returns, the infrastructure sector is seeing mixed signals, particularly in the U.S. power market where data centre growth slowed 50 percent compared to prior projections. Concurrently, LS Power secured a $5bn gas regulatory sweetener as developers seek certainty in the evolving energy transition landscape. In the Australian battery storage market, Quinbrook is building an in-house construction team to better manage execution risks stemming from a highly constrained local labour market for its pipeline of projects.