西门子基建转型观察-英-45页_15mb

Siemens Infrastructure Transition Monitor 2023: The Great Divide

Introduction

• Core Mission: Accelerate worldwide infrastructure modernization, expansion, and decarbonization through faster real-world impact.
• Key Imperatives: Impact beyond decarbonization, smarter infrastructure integration, and top-speed transition.
• Current State: Infrastructure transition faces fragmentation due to inconsistent national/organization strategies, despite vast urgency. Only 50% of senior executives believe their country has an effective decarbonization strategy.

The Great Divide

• Fragmented Progress: Responses on decarbonization strategies reveal three distinct groups: fully/mostly aligned (33%), semi-aligned (33%), and misaligned (34%).
• Impact of Fragmentation: Slows speed, scalability, and efficiency of infrastructure transition.
• Unresolved Debates: Fossil fuel phase-out, hydrogen role, carbon pricing, etc., lack consensus.

The Three Spheres

1. Regional Perspective (Energy Focus)

• Findings:
  • Only 50% of executives rate their nation's energy transition progress as “accelerating” or “on target.”
  • Key priorities include renewable expansion (59%), interconnections (+23%), and energy storage (37%).
  • Developing Countries Lag: Just 13% in South Africa view progress positively vs. 41% in developed nations (e.g., DACH, UK).
  • Challenge: Unequal investment, regulatory complexity, and supply chain issues delay transitions, particularly in emerging markets.

2. City Perspective (Mobility/Urban Focus)

• Key Challenges:
  • Fragmented urban infrastructure; only 22% report mature smart grid progress.
  • Cities as Battlegrounds: 42% view public transport electrification as most advanced, but grid integration and consumer behavior lag.
  • Policy Debate: 56% support EV incentives but fear cost and infrastructure barriers.
  • Digitalization’s Role: 5G, AI, and data-driven systems promise improved efficiency (e.g., optimized transportation).

3. Industry Perspective (Building/Operational Focus)

• Barriers:
  • 40% expect their orgs to miss this year’s decarbonization targets; Scope 3 emissions are largely unaddressed (46% have no strategy).
  • Building energy efficiency remains low (37% mature progress), despite its 39% share of global carbon emissions.
  • Supply Chains Strain: Clean tech equipment shortages limit deployment speed (46% cite insufficient resources).
  • Economic Constraints: Recession risk (26%) and skills shortages are decelerators.

Cross-Cutting Challenges

• Funding and Investment:
  • Insufficient private capital hampers progress; PPPs, green bonds, and policy certainty could bridge gaps.
• Regulatory Complexity: 71% of executives cite overly complicated regulations as a barrier.
• Skills Gap: 26% view training as a top accelerator, but 19% fear shortages.
• Uncertainty: Rapidly evolving tech and regulatory shifts hinder decision-making.

Emerging Trends

• Electrification Boom: EVs, renewable energy, and smart grids lead priority lists.
• Circular Economy: Waste reduction and reuse (49%) progress outpaces many decarbonization goals.
• HOPEWORK: Light/duty vehicle electrification in Asia (China leads) shows regional divergence.

Conclusion

• The Urgency: Infrastructure transition must prioritize speed and integration to avoid catastrophic climate risks.
• The Gaps: Political, economic, and regulatory fragmentation impedes progress. Stakeholders must collaborate to align strategies and invest aggressively.
• The Path Forward: Innovation, bold policy, and inclusive financing mechanisms are critical for a unified transition.