Sector Investment 3h Briefing
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Last updated: March 23, 2026, 9:30 AM ET
Infrastructure & Power
The infrastructure sector saw mixed signals, with LS Power securing a $5 billion gas regulatory sweetener alongside a noted slowdown in U.S. data centre growth, reportedly by 50 percent US data centre growth slows. Concurrently, Quinbrook is building an in-house Australian construction team to manage its battery storage pipeline execution in a challenging labor environment constrained labour market. The return of the Global Summit is back signals renewed focus on major infrastructure financing discussions.