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Sector Investment 3h Briefing

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Last updated: March 23, 2026, 8:30 AM ET

Infrastructure & Energy Deals

LS Power secured a $5 billion regulatory sweetener for its gas operations, contrasting with a slowing US data centre growth rate which decelerated by 50 percent in recent figures. Elsewhere, the return of the Global Summit event signals a renewed focus on major infrastructure discussions, as firms seek stability amid shifting energy economics.

Asset Management & Construction

As Quinbrook advances its pipeline of Australian battery storage projects into the execution phase, the firm is reportedly building an in-house construction team to better control costs amid a constrained labor market. This move reflects a wider trend of large asset managers taking direct control over development processes to mitigate execution risk on green transition assets.