Global 2030 Snapshot

Audience:  The Market 2030 Report is designed for a high-level audience in both  the public and private sectors. For private sector executives - E&C firms, technology
producers, equipment manufacturers, strategists, board of directors - the Report provides essential material for strategic decision-making. For public sector officials - government
and multilateral bank executives, industrial policy thinkers - the Report provides a view of the most likely future in their sector or region, suggesting areas of major action and
attention.  

The Report: The Report focuses on 30 countries around the world, individually and aggregated geographically, projecting and assessing infrastructure demand for the next 20
years.  The product is delivered in 10 decks, with explanatory text, Regions included are: 

The Drive:  The thrust of the report is to give high level decision makers a birds eye view of the global infrastructure market.  Where the opportunities are, the impediments,
market size and how they can better position themselves based on current and historic trends.  The Global Infrastructure Outlook 2030 should serve as your shorthand for what
markets you want to penetrate and the lay of the land in them.
 Investment by Sector in Asia
Infrastructure Spending by Sector
(Average per year)
US MM
Investment by sector follows the expected trend for a region on plein Asia Without China
development with the electricity and highway sectors representing over
500000
50% of the overall investment in the region. However, it is very
interesting to note the China effect in both magnitude and order. China’s 6.7%
400000 5.6%
aggressive plan for rebuilding and connecting the country, will make
10.8%
highways the sector the highest with a share of investment of 40.6% in
300000 6.5%
2030.
28.3%
Investments in electricity will be a high priority for sustaining economic 200000
growth in the region. As a consequence, Asia will duplicate its generation 8.7%
power and significantly improve its transmission system investing and 10.6%
100000
average of roughly US$60 billions per year in the coming two decades.
23.3%
Trade is vital for Asian development and as consequence, we foresee an 0
2001-05 2006-10 2011-15 2016-20 2021-25 2026-30
annual investment growth within the range of 3-5% for Ports & Logistics,
and well over 10% for Airports that have recently lacked significant
improvement. The overall investment in these three sectors will increase Asia With China
from an average of US$56 billion in 2010 to US$85 billion in 2030.
1500000
Following the urbanization wave seen in other regions in the world, 4.3%
Urban Mass Transit will see a significantly increase in the coming years 1200000 3.0%
duplicating its current average of US$21 billions a year. The growth in 6.4%
this sector will be also pushed by the great technology-oriented countries 4.3%
900000
such as Japan, South Korea and China. 40.6%
600000
Finally, the water sector will represent an average of 7-8% of the total 7.7%
regional investment with annual growth in the range of 2-3%.
300000 11%

22.6%
0

Power Generation Power Transmission Water/Waste

Highways/Bridges Rail Urban Mass Transit
Airports Ports & Logistics
 Argentina
2011-2030

Average of Infrastructure Spending in Argentina

Summary: Argentina has enormous problems with the external by Sector and Total Investment as % GDP
financing community, and significant problems of internal
corruption surrounding every type of infrastructure project. %
Argentina is a large and rich economy, with total GDP of $356
billion - 22% larger than Colombia, but only about one 3 1,500
quarter the size of neighboring Brazil. Argentine GDP
declined by 3.5% last year, but will increase this year by
nearly 7%, and then will average growth in the 3.5% range
through 2030. 1,125
2
In terms of the three scenarios that we have built for Argentina
the low scenario suggests an unsustainably low infrastructure
investment level of $3 billion/year, - a level that we believe 750
will hold through at least 2015. It should be kept in mind that 1.09 1.11 1.16
1.07
the country’s needs - including pent-up demand - are at least 1
four times that amount.
375
Sectors with potentially higher growth rates are: electricity
generation, highways and urban mass transportation. There is
a small chance for an increase in freight railways construction.
Power generation and transmission will remain the largest 0 0
2011-15 2016-20 2021-25 2026-30
sectors in the portfolio, accounting for 20% of their total
investment.
Power Gen Power T&D Water Distribution Wastewater Treatment
Challenge: Corruption is the greatest challenge that Argentina Roads/Highways Bridges Rail UMT
faces in infrastructure, as well as in the rest of the economy; Airports Ports %GDP
the public sector is also extremely weak.
For More Infromation Contact:
CG/LA Infrastructure LLC
202.776.0990
info@cg-la.com