Juillet 2026
Deloitte (7 pages).

By 2032, the technology stack will likely look far different from the one many organizations are modernizing today. AI agents could be managing workloads across cloud, edge, and on-premises environments. Interfaces could become more intent-driven. Trust, identity, orchestration, and resilience might be needed not just in applications and infrastructure but also across increasingly autonomous systems.
For C-suite leaders, the challenge is not predicting one future with precision but making infrastructure decisions today that maximize flexibility for several plausible futures while managing existing constraints.
To explore these possible futures, Deloitte conducted interviews with more than 30 technology leaders tobetter understand their perspectives on architecture and stack decisions, security and trust innovations,and potential future states for tech infrastructure. We combined those insights with data from Deloitte’s published research and an analysis of market signals. Many leaders envisioned a 2032 landscape withambient experiences, multi-environment architectures, continuous identity verification, and adaptive systems, all while contending with constraints including limited computing resources, concentrated chip production, energy challenges, rising costs, network issues, technical debt, and skill gaps.

Juillet 2026
Forvis Mazars (24 pages).

En 2025, les grands groupes européens du BTP, de l’énergie, de l’immobilier et des concessions continuent d’afficher une croissance solide malgré un contexte économique incertain. Les carnets de commandes progressent globalement (+7 %), mais les performances deviennent plus hétérogènes d’un acteur à l’autre.
Après plusieurs années d’amélioration, la rentabilité marque un ralentissement, principalement en raison de la baisse des marges dans les activités de concessions (hausse des coûts d’exploitation et facteurs externes), partiellement compensée par les bonnes performances du pôle Énergie & Services.
Les entreprises poursuivent leur transformation digitale pour améliorer la productivité, sécuriser l’exécution des projets et soutenir leur rentabilité future, tout en renforçant leur sélection des projets et leur gestion des risques.
La structure des activités évolue peu : le BTP reste le cœur du secteur (55 % de l’activité), mais sa croissance est freinée par la crise de l’immobilier (-12 %). L’Énergie & Services poursuit sa forte progression (29 % de l’activité, +7 % de croissance), malgré des cycles de décision plus longs et un environnement réglementaire plus complexe.
Les groupes français se distinguent particulièrement dans l’énergie, où ils représentent 77 % du chiffre d’affaires du panel étudié.
Enfin, l’internationalisation se renforce : 65 % du chiffre d’affaires est désormais réalisé hors des marchés domestiques, constituant à la fois un levier majeur de croissance et un facteur d’exposition accru aux risques externes.

Juillet 2026
Arcadis (40 pages).

The latest edition of the Arcadis International Construction Costs report finds subdued inflation in most global construction markets.
European and North American cities remain the most expensive places to build, but the rate of cost escalation has slowed in many markets.

Juillet 2026
GIIA (27 pages).

The Global Infrastructure Index 2026, produced by GIIA and Ipsos shows an average of seven in ten (72%) surveyed around the world believe that investment in infrastructure would create jobs and boost the economy.
Six in ten (59%) also think investment can make an important contribution to combatting climate change as its effect is increasingly felt in communities around the world.
But just over half of respondents (57%) think their country is currently not doing enough to meet its infrastructure needs, while only one in three believe their country has a good track record of delivering infrastructure projects to date.
The Index, conducted by Ipsos across 29 countries, surveyed over 21,500 adults on their attitudes towards national infrastructure delivery, benefits, headwinds, and sources of funding.

Juin 2026
Agence Internationale de l'Energie (187 pages).

Southeast Asia is a very dynamic region that is set to be a major driver of global energy demand growth, but the Middle East conflict has provided a stark wake-up call for the region’s
energy system. Southeast Asia accounts for 9% of the world’s population and 4% of its GDP, but nearly 20% of global energy demand growth to 2035 under today’s policy settings. The disruption in global fuel markets has exposed deep structural vulnerabilities linked to import dependence, limited diversification and concentrated supply routes. Before the crisis, around 60% of Southeast Asia’s imports of crude oil and a third of its imports of gas were coming from the Middle East, while 45% of its oil product supply were dependent on Middle Eastern crude. The resulting price shock is already feeding through to higher energy bills, inflation and mounting economic risk.
The crisis is prompting a reassessment of policy and investment strategies amid a strong prioritisation of energy security. The exploratory scenarios included in this new Outlook, which reflect precrisis policy settings, show that the direction of travel for the region’s energy sector does not adequately address the risks it now faces. A robust, collective response is required.
For the moment, governments are focused on managing the short-term energy impacts of the crisis. Measures include demand-restraint (such as promoting public transport and remote
working), emergency interventions including price controls and subsidies, and efforts to secure alternative fuel supplies. Price controls and subsidies provide some protection for consumers but come at significant fiscal cost – especially when untargeted – and complicate market adjustments to the disruption. Fossil fuel subsidies in the region were around USD 40 billion prior to the crisis and are set to rise sharply in 2026. Looking further ahead, without structural change, the region’s energy import bill could rise sharply from over USD 80 billion in 2024 to around USD 245 billion by 2035, further increasing exposure to global price volatility. By contrast, if the region were to reach its announced climate pledges, the fossil fuel import bill in 2035 would be around half this level. The challenge is therefore not only to manage the near-term impacts of the crisis, but also to accelerate the structural changes needed to reduce exposure to future shocks.

Mai 2026
Asian Transport Observatory (43 pages).

As incomes rise, the population demands better roads, faster trains, more reliable ports, and modern airports. The question is not whether Asia needs more transport infrastructure. The question is: how much, and at what cost?
This report provides answers. The Asian Transport Observatory (ATO), a joint initiative of the Asian Development Bank (ADB) and the Asian Infrastructure Investment Bank (AIIB), has assembled the most detailed forward-looking estimate of Asia-Pacific transport investment needs ever produced.
The Core Finding - Annual investment needs across all transport modes will climb from roughly US$800 billion per year during 2000–2025 to approximately US$2.6 trillion per year between 2025 and 2035. That is equivalent to 2.3% of LMIC GDP per year. This projection is conservative. It reflects observed trends and current pipelines, not aspirational targets. Actual needs, accounting for the full cost of the energy transition, the climate adaptation backlog, and the SDG access deficit, are likely to be considerably higher. Road investments dominate and will absorb 44% of all transport investment from 2025 to 2035, or about 1% of GDP annually. Asia's LMICs could add 3 million km of roads in the next decade, yet per capita road access will remain below a quarter of OECD levels. Nearly 396 million people still lack an allweather road. Motorization outpaces infrastructure. Vehicle numbers may grow by 3% per year, while road networks expand by only 1.4%. This widening gap will worsen congestion, road damage, and accidents.

Mai 2026
PNUE, Programme des Nations unies pour l'environnement (108 pages).

As climate risks rise and cities grow, we must rethink how we build to create better lives for all.
The Global Status Report for Buildings and Construction (Buildings-GSR), published by UNEP and the Global Alliance for Buildings and Construction (GlobalABC), provides an annual snapshot of the sector's progress globally. It reviews the status of policies, finance, technologies and solutions to monitor alignment with the Paris Agreement goals. The 2025/2026 edition — Building fast. Falling short — is the 10th edition of this flagship publication. It benchmarks progress through the Global Buildings Climate Tracker across emissions, building energy codes, renewable energy, green building certification, and investment in energy efficiency, covering climate resilience, housing affordability, and the 2050 Buildings Breakthrough and Déclaration de Chaillot. Despite a decade of progress, the sector remains off track, accounting for 37 per cent of global emissions and nearly 50 per cent of global material extraction, as decarbonisation stalls and construction outpaces climate action.

Mai 2026
PWC (43 pages).

By 2050, the world will be increasingly dependent on electrification, data, automation, and circular resource flows. And infrastructure will no longer be defined solely by isolated physical assets like roads, grids, or plants. It will span the digital, environmental, industrial, and social systems that underpin productivity and human well-being. Importantly, these systems will all be interconnected — and they will rely on one another for smooth functioning.
New energy and digital assets will scale rapidly, accelerating the application of AI computing hubs and high-density data centres, carbon capture networks, and microgrids that give users real-time control over reliability and cost. Roads will carry autonomous vehicles and embed abilities like dynamic pricing and wireless charging. Airports will function as predictive, intermodal hubs that manage vast fleets of drones and autonomous, electrified aircraft. Businesses will run automated, just -in-time supply networks powered by clean
energy and secure computing. Systems will anticipate needs, allocate resources dynamically, and optimise performance — delivering structural productivity gains across every sector. The impact on communities will be significant, giving people more time to do the things they love. That may sound like a lot to expect from the global network of roads, power plants, ports, buildings, and data centres. After all, parts of this network are ageing and in obvious need of repairs and modernisation.
But the world requires nothing less from its built environment. Big changes are afoot in the coming 25 years. A projected 1.8 billion more people will live in cities by 2050 — mostly in the Asia-Pacific region and Africa — and the number of megacities worldwide will nearly double. Climate impacts will test resilience and expose vulnerabilities in transport, energy, and
urban systems. The rise of AI, cloud computing, and data-driven services will fundamentally reshape infrastructure needs. And as this Outlook is being written, recent developments in the Middle East are reinforcing how quickly geopolitical shocks can reshape infrastructure priorities. Disruptions to energy flows, shipping routes, and critical industrial inputs highlight the importance of resilience, redundancy, and security alongside efficiency, affordability, and decarbonisation.
That’s why PwC commissioned Oxford Economics to produce a new forecast model for infrastructure. Drawing on the last 20 years of spending data, our Global Infrastructure Outlook 2025–50 uses macro modelling engines, calibrated to today’s geopolitical and economic realities. The Outlook covers nine sectors and 20 subsectors in 45 countries and territories, recognising the evolution of infrastructure over the past decade — think power storage and data centres — and the heightened importance of sectors such as defence infrastructure and the transmission and distribution infrastructure needed to support the AI revolution.
The result? The most comprehensive, market-ready global infrastructure forecast available, designed to help investors, policymakers, and industry leaders identify and seize opportunities sooner and with far greater precision.
In the period covered by our Outlook, global annual spending is forecast to rise from $4.4 trillion in 2024 to $6.9 trillion in 2050 — representing a cumulative total of $151.1 trillion over 25 years.

Avril 2026
Banque Mondiale (204 pages).

Infrastructure lies at the heart of development. Reliable energy systems, efficient transport networks, and robust digital connectivity are essential for economic growth, job creation, social inclusion, and resilience. They connect people to employment clusters and markets, enable firms to compete and innovate, and allow societies to deliver basic services—from health and education to water and sanitation—at scale. Yet across much of the developing world, large gaps in infrastructure access and quality persist, even as fiscal space remains constrained and investment needs continue to grow.
"Infrastructure Foundations" presents the first exhaustive global database on physical infrastructure assets, covering energy generation capacity, transmission lines, roads, railways, and digital infrastructure such as cell towers, data centers, and fiber-optic cables. Assets are geolocated at detailed administrative levels, enabling fine-grained spatial analysis of infrastructure gaps. The resulting data set supports a comprehensive global assessment of infrastructure stocks, costs, and social returns across more than 150 countries.
Building on this evidence, the report develops a policy framework to guide infrastructure investment decisions. The framework allows policy makers to identify infrastructure gaps and prioritize investments under resource constraints. It estimates social rates of return at the country–sector level and compares them with countries’ borrowing costs to derive efficiency ratios. This approach helps assess whether investment in a given sector is justified and how returns compare across sectors.
The results indicate that, in most countries, investment opportunities in energy, transport, and digital sectors exceed borrowing costs, pointing to widespread underinvestment and the potential for a “big push,” especially in Sub-Saharan Africa. Overall, the findings also highlight the importance of mixed investment strategies that leverage complementarities across infrastructure sectors. By grounding investment choices in transparent data and comparable metrics, the report aims to support better prioritization, foster more informed policy dialogue, and help countries build durable infrastructure foundations for future development.

Avril 2026
Banque Asiatique de Développement (42 pages).

This publication provides a comprehensive framework to assess Value for Money (VfM) in procurement for infrastructure projects financed by multilateral development banks to help ensure resources deliver the best outcomes for communities.

Avril 2026
EPEC, European PPP Expertise Centre (210 pages).

This EPEC PPP Guide is an update of the 2015 version of the EPEC Guide to Guidance knowledge product.
In addition, it builds upon the EPEC PPP Project Preparation Status Tool, which was developed to assist contracting authorities in assessing the preparation status of a PPP at the point of the decision to launch a public procurement procedure. It is also informed by the other numerous guides on specific PPP topics previously published by EPEC.

Mars 2026
Banque Mondiale (93 pages).

Building on the Sendai Framework for Disaster Risk Reduction 2015–2030 and the OECD Prevent-React-Rebuild (PRR) framework, this report examines Building Back Better (BBB) as a strategic approach to post-disaster reconstruction that goes beyond restoring infrastructure to pre-disaster conditions. It frames rebuilding as a deliberate development choice aimed at reducing pre-existing vulnerabilities through improved design standards, stronger institutions, and better land use, governance, and service delivery. While BBB may increase upfront reconstruction costs, it is essential for breaking cycles of weak development and limited resilience, particularly in developing countries where infrastructure and socio-economic gaps remain deep. The report emphasizes the need for systemic, forward-looking planning alongside emergency response, shifting from asset replacement to life-cycle-based investments that enhance safety, reliability, inclusiveness, and adaptability. Drawing on global good practices and case studies from Honduras, Indonesia, Japan, Malawi, Nepal, Peru, and Samoa, it presents five actionable principles to operationalize BBB. It also highlights the critical role of development banks and finance institutions in mobilizing long-term financing, enabling partnerships, and ensuring that rebuilding efforts translate into sustainable development outcomes.