NASCO Strategic Infrastructure Presentation 2011 NASCO Conference Kansas City, MO • May 17-18, 2011
3 Topics/Building North American CompetitivenessGlobal Infrastructure Trends - 5 TRENDSNorth American RealitiesStrategies ...
Trend #1 - Increasing Infrastructure Scarcity ...
Perception versus Reality% 40 ...
Trend #2 - Public Leadership Months ...
Trend #3 - Public Leadership/ ...
Trend #4 - Technology Drives Infrastructure General Fund Venture Infrastructure B...
Trend #5 - Winners & Losers All Infrastructure Water & WW%/GDP ...
Trend #5 - Hot SpotsHigh Potential US ...
White Space: The Basics 10 Infrastructure Global Hotspot...
White Space: The financial hill ahead to improve infrastructure GDP ...
North American Realities
United States Infrastructure Investment ...
Vision - The KeyNorth AmericanCompetitivenessNorth American ProductivityNorth American OpportunityStrategic Projects So, ...
Basic Description Operational & InstitutionalOperation...
Increased Private Investment America’s Growth Path in Infrastructure ...
Back to the Vision Thing Near Advanced ShoringManufacturing
Strategy - What do we Do?
Strategic Implications Major Technological Transition- Liquids to Electrons Strategic Opportunity Situation of...
Strategic Tools 400National Infrastructure BankNe...
Vision - Projects & Competition
THANK YOU
US, EU, Asia to 2030 ...
“Logic will get you from A to B,Imagination will get you Everywhere” Albert Einstein
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NASCO PRESENTATION/KANSAS CITY

An overall description of the state of North American infrastructure, and suggestions for dramatic improvement - including the concept of an infrastructure bank. Focus on the Nafta Corridor, center of the US, plus Canada, plus Mexico.
Published on: Mar 3, 2016
Published in: Economy & Finance      
Source: www.slideshare.net


Transcripts - NASCO PRESENTATION/KANSAS CITY

  • 1. NASCO Strategic Infrastructure Presentation 2011 NASCO Conference Kansas City, MO • May 17-18, 2011
  • 2. 3 Topics/Building North American CompetitivenessGlobal Infrastructure Trends - 5 TRENDSNorth American RealitiesStrategies to Build Competitiveness
  • 3. Trend #1 - Increasing Infrastructure Scarcity 1980-2030 Infrastructure Spending in Millions of Dollars $3,000,000 40T More of a Fact than a Trend $16T $2,250,000Huge Area for Creative Development 24T $1,500,000 $750,000 $0 1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2030 Source: CG/LA Infrastructure Global 2030 Projections Model
  • 4. Perception versus Reality% 40 What will be the cumulative size of the global infrastructure market in the 2011-2030 period? 30 35 39 20 10 14 60 42 5 0 34 4 74% of Industry Experts 24 20 are Massively Off
  • 5. Trend #2 - Public Leadership Months 0 100 200 300 400 Finance 36Political/Policy 36 Engineers 240 Lawyers 36 Public 240 Pension Funds 360 Meaning? Will Every Country Need a Development Bank
  • 6. Trend #3 - Public Leadership/ Public Sector Capacity US Brazil India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ource: CG/LA Annual CIC Survey 51.3/3 Real Public Sector Capacity Building Requirement - The Real “Gap”
  • 7. Trend #4 - Technology Drives Infrastructure General Fund Venture Infrastructure Bank RenewablesCentral Generation (Coal & Diesel) Smart Meters & Batteries Analog Grid Massive Technology Innovation Giant Utilities State-Centered Private SectorHighway System - Trucks & High Carbon Carbon Neutral Cars Public Control Public + Private Smart Grid Liquids Electrons Diesel Rail Electric Rail Large Vehicles Electric & Hybrid Cars Diesel Trucks High Speed Rail A 50 Year Old Infrastructure Design Innovation - Business Model, Finance, & Project Delivery Model Technology, Operation
  • 8. Trend #5 - Winners & Losers All Infrastructure Water & WW%/GDP Water 3 Urban Mobility 2.25 Wastewater Small Countries 1.5 0.75 0.21 0.23 0.24 0.24 0.18 0.18 0.19 0 2000 2005 2010 2015 2020 2025 2030 These are Clear Issues - But Where does the Money Come From?
  • 9. Trend #5 - Hot SpotsHigh Potential US China Russia Colombia Brazil VNam India Indonesia Mexico Germany Venezuela Cambodia Chile Actual
  • 10. White Space: The Basics 10 Infrastructure Global Hotspots Germany US$1,650 South Korea Italy US$1,029 US$1,322 France US$1,274 4 7 JapanUnited States 2 9 6 3 US$5,471 Spain US$3,528 US$1,106 10 1 China US$13,740 5 Brazil 8 US$1,180 70% India US$1,491 In the coming 20 years, 10 countries will account for 75% of the total infrastructure global market. These are the infrastructure global hotspots. Despite the fact that each individual country faces different challenges, these locations have the ability to move projects forward keeping the current momentum of their economies and infrastructure markets. These countries also represent the new economic clusters that will attract global investment in the coming decades and that will have the capability of providing valuable opportunities to its citizens. Note: Figures are expressed in billions of USD
  • 11. White Space: The financial hill ahead to improve infrastructure GDP Circle sizeCumulative/ Billion US represents investment per capita China Japan 50,000 Germany India France England Brazil Italy Mexico Russia S. Korea Canada Spain UAE Quality of Infrastructure Philippines (scale: 0-7) 3 5 7 This graph shows the investment per capita in each country in relation to the Quality of Infrastructure and economy size. Countries located in the lower left hand are in a tough situation: their economies are relatively small and their infrastructure quality is poor. These countries will need to make significant changes to improve its public sector capacity and increase private sector investments overcoming most of the five issues for infrastructure development: institutional arrangement, corruption and private sector involvement. China is the only country with poor infrastructure and a big economy (perhaps India will join them soon). Their challenge will be the correct allocation of resources combined with sustained growth.
  • 12. North American Realities
  • 13. United States Infrastructure Investment 1980-2030 !"#"$% 4% TIGER "%%$!&"$% National Infrastructure Bank TIFIA HSR !"##$ INFRA FUND BUILD AMERICA BONDS STIMULUS 3% High End Low End 2%STRATEGIC SPONSOR 1%PLATINUM SPONSORSGOLD SPONSORS MADISONWILLIAMS AND COMPANY $()&%"*+( ,&(%+( -$$./#,$%#$( MADISONWILLIAMS AND COMPANY 0% 80 85 90 95 00 005 010 015 020 025 030 19 19 19 19 20 2 2 2 2 2 2
  • 14. Vision - The KeyNorth AmericanCompetitivenessNorth American ProductivityNorth American OpportunityStrategic Projects So, (1) What are they? and (2) Where DOES the Money Come From?
  • 15. Basic Description Operational & InstitutionalOperational & Institutional Strength Weakness Traditional Public Sector Procurement Outsourcing PPP’s Privatization Public Private Least Risk Transfer Most Risk Transfer
  • 16. Increased Private Investment America’s Growth Path in Infrastructure $US B 400 PPP Potential 300 160 200 1003 10 30150 100 150 Current 150 150 Glide Path 1502011 2012 0 2013 2014 2015 US BasU Plus APF
  • 17. Back to the Vision Thing Near Advanced ShoringManufacturing
  • 18. Strategy - What do we Do?
  • 19. Strategic Implications Major Technological Transition- Liquids to Electrons Strategic Opportunity Situation of Scarcity - What isa $16 Trillion Gap? Make Projects?New Model Confusion - Roles Create Finance?of Public & Private Sectors Do Technology?New Set of Winners + Losers -Does this Really Work Specialty or Integrated Companies?Who Leads? Who Decides? Public v Private LT v ST
  • 20. Strategic Tools 400National Infrastructure BankNew Infrastructure Matrix 300 The 60 Year old Design 160 100 200 Something that Works in a 3 10 30 Globalized, and Increasingly Globalizing, World 150 100 150 150 150 150 Injection of Creativity & 2011 2012 0Innovation - and SPEED - into 2013 2014 2015the Infrastructure Business US BasU Plus APF
  • 21. Vision - Projects & Competition
  • 22. THANK YOU
  • 23. US, EU, Asia to 2030 1500000 1,487,628 1125000 1,151,321 871,204 750000 645,927 453,769 283,295 330,876 375000 248,068 269,501 556,578 292,055 332,839 392,488 466,027 155,305 0 158,9752000 163,207 194,928 262,125 2005 302,112 2010 335,227 2015 2020 US EU27 Asia 2025 2030
  • 24. “Logic will get you from A to B,Imagination will get you Everywhere” Albert Einstein

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