《2024年基础设施行业的新兴趋势》摘要-英-3页_509kb

Summary of KPMG's Emerging Trends in Infrastructure 2024 Report

Introduction

The report addresses the challenges of simultaneous global transitions, such as energy mix, climate, and economies, in an unstable environment. Infrastructure is pivotal for enabling these changes, catalyzing economic growth, facilitating trade, supporting urban renewal, enabling digital transformation, and promoting social equity. Achieving this requires transforming infrastructure planning, funding, development, and operations through collaboration, new funding mechanisms, innovative regulations, advanced construction techniques, and flexibility.

Trend 1: A broader focus for the Just Transition

This trend emphasizes moving beyond jobs in the just transition discourse to ensure equitable distribution of investment and sustainability outcomes between developed and emerging markets. It calls for fostering international collaboration among governments, organizations, and citizens to promote a fairer global infrastructure development.

Trend 2: A turn in geopolitics

Infrastructure players and investors must prioritize measuring, managing, and mitigating risks from geopolitics and economic uncertainty. The context suggests potential increases in protectionism, but the report remains cautiously optimistic about the triumph of sound economic policies and international cooperation over divisive strategies.

Trend 3: The rise of philanthropic capital

Philanthropic investors are expanding their involvement in infrastructure through partnerships with multilateral development banks (MDBs) and use blended finance to attract private capital. This approach aims to increase investment in emerging markets, particularly for sustainable projects.

Trend 4: Towards the 'infrastructure mesh'

The diffusion of city centers and a shift toward infrastructure decentralization necessitate new planning approaches and regulatory mechanisms. Infrastructure designers must incorporate whole-system thinking and enhanced connectivity into their models to adapt to this decentralized landscape.

Trend 5: Contracting for technology

Governments and organizations are increasingly focused on innovative contracting methods for technology in critical sectors like energy and urban infrastructure. This promotes greater adoption of infrastructure innovations, allowing for better adaptation to technological disruptions.

Trend 6: Driving the energy transition

The path to Net Zero is accelerated through combined efforts from investors, regulators, consumers, and policymakers. Expect heightened pressure and actions to direct capital toward energy transition initiatives, especially in emerging markets, supported by regulatory mechanisms and innovative programs.

Trend 7: Reforming the regulatory remit

Regulators face expanded responsibilities covering cybersecurity, resilience, decarbonization, and innovation, leading to debates on their appropriate scope. Expected reforms will focus on upskilling regulators and governments to manage these risks effectively.

Trend 8: Bending not breaking

Nature-based solutions are gaining recognition for being more sustainable and cost-effective than traditional grey infrastructure. Incorporating these solutions can improve asset valuation and may become a default approach in development.

Trend 9: The race to green growth

Governments can enhance green energy investments without relying on protectionist measures by focusing on equitable and collaborative growth. This involves avoiding competition and instead promoting widespread, fair distribution of green initiatives.

Trend 10 is referenced but not fully detailed in the provided content, so no summary is available for it.