1、Infrastructure Strategy 2023 Building the Green Hydrogen EconomyMarch 2023By Wilhelm Schmundt,Bernhard Georgii,Esben Hegnsholt,Mogens Holm,Sam Gardner,Frank Klose,Abhishek Gupta,Frdric Blanc-Brude,Leonard Lum,Alex Wright,Sanjaya Mohottala,and Daniel SelikowitzContents01 Executive Summary02 Infrastru

2、cture Investing Is Changing07 The 2022 Infrastructure Investors Leaderboard18 Investment Strategies for the Hydrogen Age24 Appendix:The TICCS ClassificationBOSTON CONSULTING GROUP +EDHECINFRA 1Executive SummaryInfrastructure investments are increasingly becoming mainstream.They have emerged as one o

3、f the most attractive alternative investments today because data shows that they can withstand inflationary pressures and demand fluctuations better than other kinds of investments can.Although assets under management in the infrastructure industry were only around$0.3 trillion in 2015,they increase

4、d over the next seven years to reach$1.1 trillion in 2022a growth rate of 21%,almost twice the 11%at which investments in all alternative assets grew.The large infrastructure funds got bigger,too;the ten largest funds that closed in 2022 raised$36 billion more that year than in 2021.As governments t

5、ry to rebuild the worlds infrastructure with an eye toward ensuring a carbonneutral world,the infrastructure investments market will continue to expand.Several governments have sought to create environments more conducive to private sector investment in infrastructure businesses,especially since pub

6、lic finances are limited.In the US,the Infrastructure Investment Jobs Act(IIJA)and Inflation Reduction Act(IRA),enacted in 2021 and 2022,respectively,will boost infrastructure development.In the EU,the RepowerEU strategy will reduce the regions dependence on fossil fuels.Our studies indicate,however