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Infrastructure Boom: 5 Ways Investors Can Play It

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Infrastructure Boom: 5 Ways Investors Can Play It

Infrastructure Boom: 5 Ways Investors Can Play It

View the high resolution version of today’s graphic by clicking here.

The world needs infrastructure, and the world needs it soon.

It’s not just about replacing aging pieces of infrastructure like bridges and roads – it’s also about developing modern infrastructure that enables new technology, faster communications, and our ability to use, move, and transmit energy from renewables and natural gas.

Today’s infographic comes to us from Miller Howard Investments and it details five specific ways that investors could play the coming infrastructure boom.

Five Ways to Play The Infrastructure Boom

Here are some of the happening areas within infrastructure, and why:

1. Utilities
The utilities sector will by driven by growth in EVs, renewable energy, abundance of U.S. oil and gas, and smart grid technology.

  • If all U.S. vehicles were EVs, it would mean an immediate 25% boost to electricity demand
  • In 2016, more money was invested in solar and wind than all other electricity sources combined

2. Global Communications
Comms will be buoyed by the rapid growth of 5G, as well as the IoT and its impact on ecommerce.

  • Wireless data use: 96 exabytes per month (EB/mo) to 278 EB/mo between 2016 and 2021
  • The U.S. will capture the largest share of the 5G value chain

3. Energy Infrastructure
Aging infrastructure needs to be updated, while more capacity for electric and O&G transmission is needed.

  • Between 2013-2030, it’s estimated $4.64 trillion will need to be invested in U.S. energy infrastructure
  • By 2035, the U.S. will have net exports of 35 billion cubic feet (Bcf) per day of natural gas

4. Transportation and Logistics
More goods need to get to more places. Transportation and logistics will benefit tremendously from the growth of ecommerce, smart warehouses, cloud-based logistics-as-a-service, and delivery innovation.

  • By 2020, global ecommerce sales is expected to eclipse the $4 trillion mark
  • Parcel shipment volume is accelerating to grow at a higher rate each year

5. Enablers
Big data, 5G and IoT, and increased automation are enabling bigger trends, such as EVs and smart homes.

  • By 2040, it’s estimated that 54% of all new car sales will be electric
  • Meanwhile, the internet of things is exploding to 75.4 billion things by 2025
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Energy

Visualizing Natural Gas Reserves By Country

Russia has the biggest reserves, accounting for around 20% of the global total.

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Stacked Bar Chart Showing Natural Gas Reserves by Country

Visualizing Natural Gas Reserves By Country

Natural gas is used to generate electricity, heat homes and buildings, and power vehicles. It is also a raw material in various industrial processes.

In this graphic, creator Gopalakrishnan Ravichandran ranks natural gas reserves by country. He uses data from the bp Statistical Review, as of September 2023.

Russia Has the Biggest Reserves

Natural gas, coal, and oil have formed over millions of years as plant and animal remains mixed with sediment and undergo pressure and heat.

A natural gas reservoir is a subsurface area where natural gas is trapped within porous and permeable rock formations and confined by impermeable rock or water barriers.

Proven reserves represent the volume of natural gas that can be recovered under existing economic and operating conditions. These reserves can increase when new, successful exploratory wells are drilled.

Russia has the biggest reserves, with 37.4 trillion cubic meters or around 20% of the global total. Iran, in second, has 17% of the total reserves, followed by Qatar with 13%.

CountryReserve (tcm)Percentage
🇷🇺 Russian Federation37.419.9%
🇮🇷 Iran32.117.1%
🇶🇦 Qatar24.713.1%
🇹🇲 Turkmenistan13.67.2%
🇺🇸 US12.66.7%
🇨🇳 China8.44.5%
🇻🇪 Venezuela6.33.3%
🇸🇦 Saudi Arabia6.03.2%
🇦🇪 United Arab Emirates5.93.1%
🇳🇬 Nigeria5.52.9%
🇮🇶 Iraq3.51.9%
🇦🇿 Azerbaijan2.51.3%
🇨🇦 Canada2.41.3%
🇦🇺 Australia2.41.3%
🇰🇿 Kazakhstan2.31.2%
🇩🇿 Algeria2.31.2%
🇪🇬 Egypt2.11.1%
Others18.19.6%
TOTAL188.1100.0%

Asia dominates reserves by region, with six countries among the top 10. Meanwhile, Africa, Europe, North America, and South America each have one representative.

Despite being the 5th in proven reserves, the U.S. is the biggest natural gas producer, with 23% of the global share. Russia comes second (17.4%), with Iran in 3rd place (6.4%).

In addition, the U.S. is also the leading gas exporter, exporting 82.7 billion cubic meters of gas via pipelines in 2022 and 104.3 billion cubic meters of liquefied natural gas (LNG). Russia was the second-largest natural gas exporter globally, followed by Qatar and Norway.

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