《2024年基础设施行业的新兴趋势》摘要-英

Emerging

trendsin

infrastructure2024Enabling

transitionsAll

at

one

time,

we

want

to

change

our

energy

mix,

ourclimate,

our

economies,

our

global

trade

patterns,

ourcities,

our

technology

and

our

social

equity.

And

weplan

to

do

it

all

against

a

backdrop

of

a

non-stationaryenvironment,

divisive

geopolitical

rhetoric

and

deepeconomic

uncertainty.

It

is

a

mammoth

task.To

achieve

this

we

need

to

change

(and

improve)

the

waywe

plan,

fund,

develop

and

operate

our

infrastructure.It

will

require

collaboration,

new

funding

mechanisms,innovative

regulatory

regimes,

new

constructiontechniques,

broader

skill

sets

and

—

more

than

anything—

a

high

degree

of

flexibility

and

creativity.

Enabling

theworld’s

transitions,

therefore,

must

start

with

a

transitionin

the

infrastructure

sector.Humanity’s

success

or

failure

will

largely

rest

on

theshoulders

of

our

infrastructure.

Infrastructure

will

becentral

to

the

energy

transition

and

achieving

our

climateadaptation

goals.

It

catalyzes

economic

growth

andfacilitates

trade.

It

underpins

urban

renewal,

lays

thefoundations

for

digital

transformation

and

—

when

donewell

—

can

help

embed

social

equity.

It

underpins

urbanThis

summary

of

KPMG’s

2024

EmergingTrendsin

Infrastructure

highlights

ten

trends

that

KPMGprofessionals

believe

will

shape

the

world

ofinfrastructure

in

2024.

Tolearn

more

about

the

trends

andtopics

raised

in

this

report,

we

encourage

you

to

contactrenewal,

lays

the

foundations

for

digital

transformation

and

your

local

KPMG

member

firm.—

done

well

—

can

help

embed

social

equity.Trend

1:Trend

2:A

turn

ingeopoliticsA

broader

focusfor

the

JustTransitionTo

date,

much

of

the

conversation

around

the

‘justtransition’

has

been

focused

on

jobs.

Yet

the

biggerchallenge

will

be

in

ensuring

that

investment,development

and

sustainability

outcomes

are

spreadequitably

between

developed

and

emerging

markets.Over

the

coming

year,

expect

to

see

some

governmentsand

international

organizations

start

to

broaden

thedefinition

of

‘just

transition’

and,

with

it,

encouragegreater

collaboration

between

nations,With

collaboration,

partnership

and

trust

in

shortsupply

and

geo-political

and

economic

head

windsdominating

the

headlines,

the

actual

and

perceivedrisks

to

businesses

have

grown

multi-fold.This

year,expect

to

see

infrastructure

players

and

investors

focuson

finding

ways

to

measure,

manage

and

mitigatethe

risk

of

uncertainty.

KPMG

is

cautiously

optimisticabout

the

triumph

of

economics

and

good

policies

overprotectionism

and

divisive

short-term

strategies.sectors

and

citizens.©

2024

Copyright

owned

by

one

or

more

of

the

KPMG

International

entities.

KPMG

International

entities

provide

no

services

to

clients.

All

rights

reserved.Trend

3:Trend

4:The

rise

ofphilanthropiccapitalTowards

the‘infrastructuremesh’The

quantum

of

philanthropic

capital

being

allocatedto

infrastructure

development

is

rising.Working

inThe

magnetism

of

city

centers

is

diffusing.

At

the

sametime,

there

seems

to

be

a

continued

shift

towardspartnership

with

MDBs

and

development

agencies,

these

infrastructure

decentralization.

It

is

a

fundamentallyphilanthropic

investors

are

using

their

financial

strengthand

different

return

expectations

to

help

MDBs

crowdmore

private

sector

capital

into

projects

using

forms

of‘blended

finance’.

Should

they

be

successful,

a

greatervolume

of

projects

start

to

come

to

market

—

particularlyin

the

emerging

markets.different

world

for

infrastructure

planners

and

investors.And

regulators

may

struggle

with

this

new

environment.New

mechanisms

will

need

to

be

found.

Infrastructuredesigners

and

developers

will

also

need

to

rethink

theirapproaches

to

incorporating

whole

system

thinking

intotheir

designs

and

connectivity

into

their

models.Trend

5:Contracting

fortechnologyTrend

6:Driving

theenergy

transitionMany

governments

and

asset

owners

see

technologyas

a

way

to

maximize

the

value

of

existing

assetsand

investments.

And,

recently,

a

growing

numberof

governments

and

international

institutions

havestarted

to

think

much

more

critically

about

how

theymight

more

appropriately

contract

for

innovation

andThe

path

to

Net

Zero

is

becoming

increasingly

complicated.And

it’s

not

just

politicians

that

are

being

jolted

awake

to

thedire

need

for

action.This

year,

investors

should

be

expectedto

ramp

up

their

pressure

through

capital

allocation.Regulators

will

get

better

at

forcing

the

issue.

Consumerswill

become

more

open

to

shouldering

the

financial

costs.technology.

Expect

to

see

further

progress

and

adoption

of

And

global

institutions

will

create

innovative

mechanismsinfrastructure

innovation,

particularly

within

critical

sectorslike

energy,

built

environment

and

urban

infrastructure.and

programs

to

help

drive

capital

towards

energy

transitioninitiatives

in

the

emerging

markets.Trend

7:Trend

8:Bending

notbreakingReforming

theregulatoryremitRegulator

scope

has

expanded

to

include

risks

likecyber

security,

resilience,

decarbonization,

financingand

innovation

—

topics

many

would

argue

areactually

the

remit

of

politicians

and

policymakers,

notregulators.This

year,

expect

this

debate

to

come

toa

head

in

many

markets.

It

will

start

with

continuedchallenges

that,

eventually,

should

lead

to

a

level

ofregulatory

reform,

supported

by

a

concerted

effort

onthe

part

of

regulators

and

governments

to

upskill

andexpand

regulatory

capabilities.Acceleratingthedrivefornature-basedsolutionsistheincreasingbodyofevidencethatsuggeststhese‘greeninfrastructure’solutionscanbemoreeffective,sustainableandaffordablethantraditional‘greyinfrastructure’.Thewidespreadadoptionofvaluingnature-basedassetsandsolutionswouldenablecompaniestobetter

accountfortheseassetsontheirbalancesheets.Indeed,itwon’t

betoolongbeforedevelopersdefaulttonature-basedsolutionsoverpouringconcrete.©

2024

Copyright

owned

by

one

or

more

of

the

KPMG

International

entities.

KPMG

International

entities

provide

no

services

to

clients.

All

rights

reserved.Trend

9:The

race

togreen

growthTrend

10:The

nextfrontierWhilemostgovernments

willnotbe

able

tocompetewiththefirepower

of

theIRA,thereisstillmuch

theycandotoimprove

investment

flows

into

theirowngreenenergyand

resiliencemarkets.

While,

intheshortterm,somecountriesmightgravitate

towardsprotectionism,policymakers

andleaders

shouldrealizethatequitable

greengrowth

—

evenly

dispersed—isthe

solutionto

a

widerange

ofproblems.Butitrequirescollaborationnotcompetition.Technological

progressis

happening

in

shorter

cycleswith

greater

impact.

As

such,

expect

tosee

governmentsandinfrastructure

plannersplacegreater

emphasisoncreatingflexibility

intheirinfrastructure

designs

andassets.

Itwon’t

stopanew

technology

from

disruptingyour

plans.

Butitwill

allow

you

to

make

better

useofyour

existing

investments

for

longer

and

give

you

theconfidencethat—

whendisruption

does

come—youwill

have

options

for

dealing

with

it.Some

or

all

of

the

services

described

herein

may

not

be

permissible

for

KPMG

audit

clients

and

their

affiliates

or

related

entities.The

informationcontained

hereinisofa

generalnature

andisnotintendedtoaddressthecircumstances

ofany

particularindividualorentity.Althoughwe

endeavor

toprovide

accurateandtimelyinformation,

therecanbenoguaranteethatsuch

information

isaccurateasofthedateitisreceived

orthatitwillcontinuetobeaccurateinthefuture.

Nooneshouldactonsuch

information

withoutappropriateprofessional

adviceaftera

thoroughexamination

oftheparticularsituation.©

2024Copyright

owned

by

oneormoreoftheKPMGInternationalentities.KPMGInternationalentitiesprovide

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toclients.

Allrightsreserved.KPMGisa

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services

firmsproviding

Audit,Tax

and

Adviso