Brookfield Infrastructure Partners (NYSE: BIP) is one of the largest owners of infrastructure assets in the world. One of the draws of that deal was that the company could collect steadily growing cash flow because Petrobras locked 100% of the system's capacity up under long-term ship-or-pay gas transmission agreements that come with full inflation indexation. That happened to its transportation segment in the second quarter of last year , where funds from operations dipped 1.9% in part because of lower vehicle traffic on its Brazilian toll road business as a result of that country's deepening recession and political crisis.