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Edition No. 064
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Friday, October 16, 2026
The Morning Brief →
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Energy Transition
Capital
Digital Infra
The Wrap
Transport & PPP
Allocators
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23
stories · 24h
779
deals & moves · 7d
25,712
firms & people tracked
223
sources monitored
● LIVE
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AstraZeneca
Watch
In network coverage since September 21, 2026 · 3 stories
Network coverage
passive
NTHM's rebalance sold SaaS and batteries for obesity drugs and pipelines
The rotation index does the selling for you, which is why its GLP-1 weight says nothing about obesity-drug economics and a lot about what was moving when the screen ran.
the_wrap · Sep 23
The delivery era's bottleneck is power, water and local consent
passive · Sep 21
THNR's rebalance moved the trade to the trial money
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