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Infrastructure & Environment
Infrastructure
Paving the Way Forward
Structural Trends at the Heart of Infrastructure Development
The infrastructure investment boom, fueled by trillions in government funding and private investments, is being driven by a host of structural trends taking place around the globe.
Ageing Infrastructure Assets Pose Concerns Across Developed Economies
Decades-old bridges and outdated power grids amplify the risks associated with climate change and the challenges brought on by shifting demographics. In the United States, much of the infrastructure is nearing or has surpassed its life expectancy, as exemplified by the one in three bridges in need of repair.
The American Manufacturing Investment Boom
Since January 2021, $988 billion in private manufacturing and clean power investments has been announced, with the majority following the enactment of the Infrastructure Investment and Jobs Act in November 2021. As a result, manufacturing is outperforming other construction segments.
Manufacturing Is Expanding in the United States
New manufacturing investments in the United States—spanning industries and regions across the country—could create significant opportunities for infrastructure development companies over the coming years. Â
CleanTech
A Renewable Future ?
A Warming Planet
With global surface temperature 1.36°C warmer than in the pre-industrial period, temperatures are reaching new highs, leading to policy changes that could create new opportunities in CleanTech.
CleanTech Investments Are on the Rise — But More Is Needed
Global cleantech investments have tripled since 2019 to reach $2 trillion annually, but an estimated $5 trillion annually from 2023 to 2050 is needed to limit warming to 1.5°C and avoid the worst impacts of climate change.
Solar and Wind Power Will Likely Continue to Drive Power Growth
Favorable policies, technology advancements, and declining costs are reasons for the robust growth of the utility-scale solar and onshore wind power segments. Together, they are projected to account for 89% of total power capacity additions through 2035.
Growth in Energy Storage Installations
Because renewables produce no power when the sun isn’t shining or the wind isn’t blowing, energy storage systems are quickly becoming an integral part of power grids.
Hydrogen Is Decarbonising Multiple Sectors
With a growing number of industries using hydrogen to reduce greenhouse gas emissions, global hydrogen demand is projected to increase from 97 million metric tons (MMt) in 2023 to around 150MMt by 2030.
Mobility
Driving the Next Era
of Transportation
Global Vehicle SalesÂ
Accommodative government policies, electrification efforts by automakers, and increased buy-in from consumers around the world are making EVs a mainstream segment of the transportation sector.
EV Battery Demand Could Spike Worldwide
As battery manufacturing becomes increasingly global, China is expected to remain the leader in EV battery demand and production capacity. But more companies may invest in gigafactories in Europe and North America to meet demand and secure supply chains.
Growing Supply Shortage for Key Battery MineralsÂ
Because EVs require up to 6x more minerals than internal combustion vehicles, the auto industry may be poised to become a major growth driver for minerals