FTAI Infrastructure Inc. is an infrastructure investment and operating company focused on acquiring, developing, and managing transportation and energy assets across North America. The company's business model centers on owning essential infrastructure that sits in the middle of the supply chain, generating cash flows through usage fees, storage and handling charges, and long-term service agreements with industrial shippers, energy producers, and logistics companies.
FTAI Infrastructure operates through four primary segments. The Railroad segment is the company's largest revenue contributor, accounting for approximately 54% of total revenues. This segment includes Transtar and the Wheeling & Lake Erie Railway, which together operate multiple short-line and regional freight railroads providing rail transportation services to manufacturing and production facilities. The Ports and Terminals segment (approximately 29% of revenues) includes the Jefferson Terminal in Texas, a multi-modal crude oil and refined products logistics facility, and the Repauno Port & Rail Terminal in New Jersey, a deep-water port with underground storage caverns for natural gas liquids and renewable fuels.
The Power and Gas segment features an equity investment in Long Ridge Energy & Power, which operates a 485-megawatt combined-cycle gas power plant and a transloading port along the Ohio River. Finally, the Sustainability and Energy Transition segment focuses on investments in green technology, including waste plastic to renewable fuel and carbon capture businesses. FTAI Infrastructure is externally managed by an affiliate of Fortress Investment Group LLC and targets high-barrier-to-entry assets with potential for capacity expansion.
