-
Building the infrastructure behind AI: why the engineering & construction sector is entering a new supercycle
The race for AI dominance is no longer decided by computing power, but by physical infrastructure – the substations, transmission lines, gas pipelines, and cooling systems that fuel large servers and data centers. For the Engineering and Construction industry, the buildout of large-scale infrastructure projects represents more than a short-term opportunity. Maheep Mandloi, Mizuho’s Senior Clean Energy Equity Research Analyst, explains that it’s the foundation of a multi-decade growth cycle as technology and industrial development converge.
-
The energy sources powering the AI revolution
Generative AI applications are scaling at a very fast pace, driving new processor demand which requires significant growth in the supporting infrastructure, e.g., physical datacenters, power generation, datacenter cooling, and others. This cross-sector piece looks at the growth potential.
-
Ratings agencies weigh in on Canada’s energy outlook
On April 9th, Mizuho’s Head of Ratings Advisory for the Americas, Michael Gorelick, led panel discussions on Canadian upstream and midstream energy companies with a group of senior analysts from S&P, Moody’s, Fitch and Morningstar DBRS during Mizuho’s 6th annual Rating Agency Energy Panel Conference at the Calgary Petroleum Club.
-
Cleared for Conversation: A Fireside Chat with Apollo’s Jim Zelter
Apollo Co-President Jim Zelter, joined Rich Park, Co-Head of Financial Sponsors & Strategic Solutions at Mizuho Americas, to discuss the alternative asset management firm’s investment strategy during Mizuho’s “Cleared for Conversation: Aviation Insights and Networking Summit” event in October. Mizuho served as Lead Arranger and Advisor to Apollo’s aviation lending platform PK Airfinance’s acquisition of a $920 million portfolio of secured aviation loans from Standard Chartered in August.
-
Mizuho Americas wins PFI’s Americas Bank of the Year; Recognized with four deal-specific awards
Mizuho Americas was recognized by Project Finance International (PFI) with five awards in 2023, including Americas Bank of the Year, for its achievements in financing groundbreaking power, energy, and infrastructure projects.
-
Mizuho recognized for funding essential energy projects in the Americas
Mizuho Americas is committed to delivering attractive and effective funding solutions in support of critical infrastructure projects serving the energy needs of millions of people. This year, two such transactions were honored with awards from IJ Investor.
-
Merging Forces: Is the wave of consolidation in shale over?
The U.S. oil and gas industry is experiencing a period of rapid consolidation, marked by a flurry of mergers and acquisitions. With two of the largest deals announced this year, Nitin Kumar, Senior U.S. Energy Analyst, dissects the impact of this rapid consolidation and how the current market landscape plays a role in these major acquisitions.
-
Mizuho Americas recognized for funding transformative projects in Latin America
Mizuho Americas plays an active role in helping support LatAm infrastructure through its financing of critical projects designed to accelerate progress in the region and improve the quality of life of its population. Two such deals were just acknowledged with LatinFinance 2023 Project & Infrastructure Finance Awards.
-
Mizuho Rating Agency Energy Panel Discussions 2023: Navigating the economic and geopolitical crosscurrents
Last month, Mizuho was excited to host our Fifth Annual Rating Agency Energy Panel Discussions at the Calgary Petroleum Club. The event once again featured a lineup of analysts from S&P, Moody’s, Fitch and DBRS Morningstar focused on the Canadian energy sector across an upstream panel, a midstream panel and a one-on-one discussion with a leading expert from Moody’s on Environmental, Social and Governance considerations in the rating process.