Infrastructure experts were asked to share their perspectives on what the results of the 2024 election will mean for the investment community. Here are their thoughts.

Diversifying the energy base while promoting the transition of the energy mix toward renewable sources is something of a paradox. Almost everyone agrees at a global level that it needs to happen. And almost no one is sure how best to achieve those goals at a local level.

The shift toward P3s in the Middle East is well-timed and strategic. According to the 2023 report of the Islamic Corporation for the Development of the Private Sector, there is a projected infrastructure gap of $993.9 billion between the Middle East and North Africa from 2016 to 2040. This represents both a challenge and a promising opportunity.

Based on the sheer volume of federal legislation, we should be experiencing a golden era in U.S. infrastructure. Together those laws authorize about $1.7 trillion in spending and constitute the largest federal action on infrastructure since the National Interstate and Defense Highways Act of 1956. And yet the United States remains bedeviled by chronic infrastructure problems.

We believe population growth, data processing led by artificial intelligence (AI), precision manufacturing and the electrification of the economy will drive power demand growth not seen in a generation. This phenomenon is creating both substantial opportunities and potential challenges for listed infrastructure companies.

Kali Persall, editor of i3, recently interviewed John Porcari, managing director for public policy and partnerships at Investcorp Corsair Infrastructure Partners, about public-private partnerships and their influence in generating differentiated investment opportunities across global markets.

Despite concerns over power and resource constraints, a number of notable transactions and partnerships have captured recent headlines, further underscoring the growing appetite for digital infrastructure and artificial intelligence (AI).

Despite the best efforts of infrastructure private equity firms to rebound from 2023’s dismal year, fundraising throughout 2024 has slowly trended downward, according to the latest results from Institutional Real Estate, Inc.