News & Insights

Analysis, commentary, and updates from Northern Impact on UK infrastructure investment, industrial policy, and the capital markets that fund national renewal.

Energy10 September 20266 min read

Closing the UK energy transition capital gap

The UK requires over £200 billion in energy infrastructure investment by 2030. We examine where the capital will come from, which structures are attracting institutional interest, and what the government must do to unlock the pipeline.

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Latest insights

Critical Minerals

Critical minerals: the strategic imperative the UK cannot ignore

Britain's exposure to critical mineral supply chains concentrated in geopolitically sensitive jurisdictions is a national security risk. We set out the case for urgent domestic and allied-nation supply chain development.

28 August 20265 min read

Infrastructure

The Northern Powerhouse investment case: stronger than ever

Despite political headwinds, the fundamental investment case for Northern England's infrastructure and industrial base has never been more compelling. We examine the opportunity and the capital structures that can unlock it.

14 August 20267 min read

Capital Markets

Why sovereign wealth funds are turning to UK infrastructure

Gulf and Asia-Pacific sovereign wealth funds are increasing their allocations to UK infrastructure. We examine the drivers, the structures they prefer, and what UK project developers need to do to attract this capital.

30 July 20264 min read

Housing

Unlocking institutional capital for large-scale housing delivery

Britain's housing crisis will not be solved by housebuilders alone. Institutional capital — patient, long-duration, and seeking inflation-linked returns — has a critical role to play. We examine the structures that work.

15 July 20265 min read

Technology

Data centres and the UK's AI infrastructure imperative

The AI revolution is driving exponential demand for data centre capacity. The UK risks falling behind unless it can attract the capital and secure the grid connections required to build at scale. We examine the opportunity.

2 July 20264 min read

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