KKR's Agrawal on Investing in Infrastructure

The video discusses KKR's approach to energy infrastructure investments, highlighting the Port Arthur facility's potential impact on Europe's energy crisis. It explains KKR's risk-based strategy, avoiding high-risk areas like Ukraine. The growth of infrastructure as a key asset class is emphasized, with a focus on global investment trends and the impact of debt on new opportunities. The definition of infrastructure investing is expanding, with industrial infrastructure seen as a promising area.

How has the view on energy infrastructure opportunities evolved since Russia's invasion of Ukraine?

What is the production capacity of the Port Arthur facility in terms of cubic meters per annum?

What are some of the energy transition methods being explored to address the energy crisis in Europe?

Why has KKR chosen not to invest in Ukrainian infrastructure?

What has been the trend in KKR's assets under management in the infrastructure sector over the last three years?

What factors are contributing to the increased interest in infrastructure investments despite a global liquidity crunch?

What new areas of infrastructure investing are expected to grow in the future?