Global Infrastructure Sherpa

The Disappearance of Slack

When systems stop bending, everything breaks at once

Mar 28 • Global Infrastructure Sherpa

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Nordex Is Quietly Eating the Wind Market — One Continent at a Time

Inside the Deal Machine

Mar 24 • Global Infrastructure Sherpa

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The $20 Billion Bet That Redefines the Future of Defense Tech

Anduril just won the Pentagon’s biggest IT bet in years — and no one saw it coming

Mar 20 • Global Infrastructure Sherpa

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February 2026

Masdar’s Investment Blitz

Is the UAE Giant Building an Empire?

Feb 23 • Global Infrastructure Sherpa

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Sherpa Weekly: Infrastructure Capital & Energy Transition

Equity, credit, M&A, and storage — decoded

Feb 13 • Global Infrastructure Sherpa

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TotalEnergies: Powering a Green(er) Future, One PPA at a Time

The PPA Machine: How TotalEnergies Is Locking In Blue-Chip Renewable Deals

Feb 11 • Global Infrastructure Sherpa

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Sherpa’s Global Infrastructure Update

Week of Friday, February 6, 2026

Feb 6 • Global Infrastructure Sherpa

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PPA Roundup: Thursday, February 5, 2026

EDF Power Solutions UK Signs CPPAs with BAE Systems and NatWest

Feb 5 • Global Infrastructure Sherpa

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December 2025

2025: The Year Infrastructure Snapped

Nothing broke. Everything strained. And that’s where the money is.

Dec 29, 2025

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October 2025

The Charred Frontier

An unglamorous technology is quietly turning waste into an investable infrastructure business

Oct 27, 2025

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The Dirt Behind the Cloud

Europe’s quiet land rush for the AI age

Oct 20, 2025 • Global Infrastructure Sherpa

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The Great Rotation

Power, fuels & AI: where the money ran this week

Oct 14, 2025 • Global Infrastructure Sherpa

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