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Thinking about Global InfrastructureThe Next Few Years
Global Infrastructure Summit
May 19th, 2010
London, UK
Agenda
Strategic Infrastructure
Economics
Trends
Projects
People
Public Sector
Public Works
Internal Issues
Politics
Economics
Trends
Enhance Country/Regional Competitiveness • Public Goods Creation
$0
$750,000
$1,500,000
$2,250,000
$3,000,000
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2030
Infrastructure Spending in Millions of Dollars
World Infrastructure Spending1980-2030
3Source: CG/LA Infrastructure Global 2030 Projections Model
PART 1 - Overall Market Shape
GRAPH 6The Two Infrastructures - Old/Liquids & New/Electrons
Interstate Highway System Smart Grid
Diesel Rail
Large Vehicles
Diesel Trucks
Central Generation (Coal)
Analog Grid
Big Utilities
1.3% of GDPState-Centered
High CarbonPublic Control
Liquids
+1.7% of GDPFederal DrivenCarbon NeutralPublic + Private
Electrons
Renewables
Smart Meters & Batteries
Massive Technology Innovation
Electric Rail
Electric & Hybrid Cars
High Speed Rail
Venture Infrastructure BankGeneral Fund
Innovation - Business Model, Finance, Technology, Operation
A 50 Year Old Infrastructure Matrix& Project Delivery Model
GRAPH 10The Ebb & Flow of Infrastructure Creation Models
1960 - 1990 1990-1999 2000-2009 2010 -
State Investment Privatization Public/Private Partnership Public Leadership
O&M Private
Concept
Public
Public or Private Public or Private
Feasibility
Bid
Finance
Construct
Public
Public
Public
Public
Public
REG Public Public Public Public
Private Private
Private Private Private Private
Private Private Public
Public
Private
Private
Public Public
PrivatePrivate
PART 2 - Country Infrastructure Capacity (CIC)
BRAZIL
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48.9/1
8Source: CG/LA Annual CIC Survey
Russia
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47.8/1
9Source: CG/LA Annual CIC Survey
India
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51.3/3
10Source: CG/LA Annual CIC Survey
China
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65.3/8
11Source: CG/LA Annual CIC Survey
U.S.
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41.2/0
12Source: CG/LA Annual CIC Survey
$0
$75,000
$150,000
$225,000
$300,000
126,396.0 128,165.0
112,972.0
133,726.0
158,116.0
192,306.0
254,777.0
296,935.0
2008 2009 2010 2011 2012 2013 2014 2015
United States Infrastructure Investment2008-2015
13
BRICUS SCORING
0
2.25
4.5
6.75
9
VISIONPS TECHNICAL
PS STRATEGICGREAT PROJECTS
LEADERSHIPLT PERFORMANCE
EPCEQUITY
15
PART 3 - What’s the Strategy Meaning?
BNDES - An Example of Strong Local Finance
0
7.5
15
22.5
30
3.4 5.2 7.1 8
13.6
19.4
25.2
20032004
20052006
20072008
2009
Source: BNDES; CG/LA Interviews
$US B
Financial Piece - The Limiting Fact?Brazil Does this Internally, through Their Development Bank
17
