Aberdeen sizes the world’s physical infrastructure gap across transport, power, and utilities and explains why private capital will be essential. Valuations of need are grounded in demographics, urbanization, and energy transition, with emphasis on how electrification and artificial intelligence data centers amplify grid requirements.
How large are global infrastructure needs?
Aberdeen Investments
Robert Gilhooly, Tettey Addy, Mark Bell
Research
19 Pages
Key Takeaways
Scale of need: About sixty four trillion dollars over twenty five years, roughly one point seven percent of global gross domestic product annually.
Emerging market burden: Forty three trillion dollars required in emerging markets versus twenty one trillion in developed markets.
Power buildout: Global generation capacity must rise from eight thousand gigawatts to over twenty one thousand by mid century.