Who Pays for the Grid? FERC Puts Large-Load Tariffs on a 60-Day Clock
FERC gave six regional grid operators 60 days to justify or reform large-load tariffs, reshaping who pays, who connects, and when.
Infrastructure investment
The New Geopolitics of Capital: How Private Equity-Backed Insurers Are Rewriting Strategic Finance
Juncture Policy Brief | November 20, 2025 | 15-min read Executive Summary When Colombia’s finance minister chose a $2 billion grid financing from a private equity–backed insurer over cheaper Chinese and DFI options, the decision wasn’t about a few basis points on the coupon. It was about speed, balance sheet optics, and political timelines. The … Read more