Mo Karzon

Infrastructure investor tweeting about the macroeconomy, project finance, M&A, and the commodity space

[Mo Karzon @MoKarzon]

https://t.co/jugPhVk2gF

[Mo Karzon @MoKarzon]

Infrastructure adjacencies | Institutional Investor | Macquarie Asset Management | Macquarie Group https://t.co/IsrmjT9wc1

[Mo Karzon @MoKarzon]

I Squared Capital Acquires Oriden, a Leading Renewable Energy Developer in North America - I Squared https://t.co/V672XNaDio

[Pipeline & Gas Journal @PipelineandGas]

Antin Infrastructure Partners has acquired Sapphire Gas Solutions, a U.S.-based provider of CNG and LNG infrastructure serving industrial and utility markets.

https://t.co/Yu9F4MDyia

[junkbondinvestor @junkbondinvest]

Software lev loans yielding ~12%. Overall lev loans at ~9%.

Every BDC carrying software at par is marking against a public market that demands 300bps more to hold the same risk.

[Pipeline & Gas Journal @PipelineandGas]

JERA has terminated a 20-year LNG supply agreement with Commonwealth LNG, raising new questions around the Louisiana project’s commercial outlook.

https://t.co/FYowhfKFkn

[Mo Karzon @MoKarzon]

Pattern Energy Announces Agreement to Acquire Cordelio Power https://t.co/GUwgah3BTq

[Mo Karzon @MoKarzon]

KKR to Acquire 50% of TotalEnergies’ 1.4 GW Solar Portfolio in North America https://t.co/3vJXXvSlMl

[Mo Karzon @MoKarzon]

Apollo Funds to Acquire Eagle Creek Renewable Energy, One of the Largest U.S. Hydroelectric Power PlatformsApollo Global Management https://t.co/bOhXJ0Nqpz

[Sawyer Merritt @SawyerMerritt]

Tesla deployed 12.5 GWh of energy storage in Q3 2025, their best quarter ever.

Tesla Energy is killing it.

[Pulse 2.0 @pulse2news]

Brookfield: $20 Billion Raised For Global Transition Fund II: Brookfield has completed the final institutional closing of its flagship energy transition strategy, the Brookfield Global Transition Fund II (BGTF II). The fund has raised a total of $20… https://t.co/JiJPKkuDUE

[Mo Karzon @MoKarzon]

Ares Management Acquires Stake in Diversified U.S. Energy Portfolio from EDPR https://t.co/bGPjYrQFHB

[Mo Karzon @MoKarzon]

Sempra Announces Strategic Transactions Advancing Goal of Building Leading U.S. Utility Growth Business | Sempra https://t.co/lKcJDs8Kk4

[Mo Karzon @MoKarzon]

Apollo Commits €3.2 Billion to RWE Joint Venture Supporting the German Transmission GridApollo Global Management https://t.co/8GfTF6g33L

[Mo Karzon @MoKarzon]

Electric Hydrogen acquires Ambient Fuels; establishes global project financing capability with Generate Capital to expand co-development and financing solutions for customers - Electric Hydrogen https://t.co/Co0ElAAIIM

[Reuters Business @ReutersBiz]

Orsted wins shareholder nod for a $9.4 billion rights issue to shield credit rating as Trump administration targets its US projects. More here: https://t.co/1Tnm4hasmE

[Mo Karzon @MoKarzon]

Venture Global Closes $15 Billion Financing for Gas Exports to Europe https://t.co/sK6fZMmfrK

[Mo Karzon @MoKarzon]

Venture Global Announces Final Investment Decision and Financial Close for Phase 1 of CP2 LNG | Venture Global https://t.co/B57KvDhiDk

[Mo Karzon @MoKarzon]

Ares Management Establishes Joint Venture With Savion to Invest in U.S. Solar Power Generation https://t.co/inbD3ZuEfK

[Mo Karzon @MoKarzon]

EVgo Inc. Announces Commercial Bank Loan Facility to Accelerate Nationwide Infrastructure Buildout | EVgo | Electric Vehicle (EV) Charging Stations - EV Fast Chargers https://t.co/g2K9qHEfzT