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Last updated: September 15, 2026, 2:16 PM ET

UK Energy Infrastructure

Ofgem has proposed substantial upfront commitment fees and stringent new milestones for data centre projects, aiming to unblock the UK's grid connection queue. The regulator's plan carries direct implications for infrastructure capital allocators weighing exposure to UK digital infrastructure.

Private Markets Strategy

As fundraising slows, LPs are shifting toward value-add and debt strategies, while core infrastructure has lost some appeal. The rotation reflects stronger debt returns and reshaping secondaries activity across the market.