Insights Library

Infrastructure Outlook – Executive Summary

Insight Paper

IntroductionGlobal transport infrastructure is undergoing a period of profound change. Geopolitical tensions, inflationary pressures, and climate transitions are reshaping investment priorities across airports, railways, ports, roads, and emerging sectors like space tech and deep-sea mining. While investor appetite remains strong, the emphasis has shifted toward capital discipline, resilience, and climate-readiness. This summary distils the main […]

Energy Outlook – Executive Summary

Insight Paper

Introduction In 2025, the global energy landscape is defined by a core paradox: while record capital flows into renewables, persistent reliance on fossil fuels and systemic misalignments in policy and infrastructure undermine long-term resilience. The challenge is no longer technological but one of incoherence, where investment flows, geopolitical incentives, and grid readiness are dangerously out […]

Space Infrastructure Investment – Briefing Sheet

Insight Paper

The global space economy, $630 billion in 2023, is projected to reach $1.8 trillion by 2035. U.S. dominance and rising investment from China, Japan, India, and Europe, alongside cheaper launches and security demands, are driving rapid growth and innovation. Investments are increasingly attractive as space enables a wide range of critical 21st-century applications.

Mining for Metals in the EV Value Chain – Executive Summary

Insight Paper

International commitments to achieving net-zero emissions targets by 2050 are further pushing the electric vehicle (EV) market into the spotlight; and, the supply of commodities remains crucial to the EV industry, and its growth. EV batteries, particularly the new generation of lithium ion (Li-ion) batteries, require a variety of rare metals, many of which are […]

Financing 5G and Broadband Infrastructure

Insight Paper

Sets out our expertise in M&A and corporate finance in the context of the wider telecoms, internet and broadband landscape, providing information on how the globe is set out to switch to 5G.

Inward Investment for Natural Resources

Insight Paper

This paper provides Stirling Infrastructure’s expertise and offers guidance to governments on how to attract inward investment into their natural resource assets.

A Practical Guide to the LNG Market for Buying/Selling Long-Term LNG Off-Takes

Insight Paper

This paper is informative for utility companies in managing risk and portfolio management of their offtake gas requirements.

Energy Storage Financing for Sustainable Infrastructure

Insight Paper

Insights for parties who are interested in investing in sustainable energy storage solutions

Small Modular Reactors – Executive Summary

Insight Paper

As the climate crisis becomes increasingly urgent, governments and industries are looking to decarbonise, in order to meet net-zero targets. In light of this mandate, in recent years, there has been a renewed interest in nuclear power from private and public sectors around the world. A significant portion of the interest has been directed towards […]

Key Challenges Faced by New Tech Companies

Insight Paper

This paper explains some of the challenges that tech companies need to overcome in order to increase their value.

Valuing Technology Companies – Briefing Sheet

Insight Paper

Foreword This paper gives an overview of the most useful methods when it comes to the assessment of the value of technology companies. With the nuance and variation in company structure and revenue models, this paper navigates the void, providing accurate, actionable information regarding the pros and pitfalls of each valuation method and which companies […]

Digital Infrastructure – Emergence of New Technologies

Insight Paper

This paper sets out the subject matter areas that Stirling Infrastructure has expertise in (Water, Energy, Transport and Property sectors)

Asset Manager Selection: Our Services – Briefing Sheet

Insight Paper

A summary of our process in selecting an asset manager from the entire universe of funds.

Hydrogen: Ammonia – Briefing Sheet

Insight Paper

Hydrogen – Use cases for low-carbon ammonia.

Hydrogen Production and Supply – Global Markets Outlook

Insight Paper

This technical report analyses the present technological boundaries of hydrogen as an energy source and explores the investment opportunities for its use in the near future.