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ARTICLE · 12 NOVEMBER 2025

Capacity: Delivering The Pipeline

By 2040, nearly US$100 trillion should be going towards infrastructure each year. Even if all that money can be found, the big question is whether the world will have the capacity to deliver it.

United KingdomReal Estate and Construction

By 2040, nearly US$100 trillion should be going towards infrastructure each year. Even if all that money can be found, the big question is whether the world will have the capacity to deliver it. 

Demand for new infrastructure continues to grow. So, too, does demand for other construction — new housing, offices, distribution centers, data centers — the list goes on. The problem is that they are all competing for the same resources and capacity. And they are finding there is not enough capacity to go around. 

Globally, we are seeing two trends converging. On the one side, there's a talent gap. Infrastructure owners and contractors are having a difficult time finding and developing talent, particularly roles where the time to competence is long — overhead line workers, for example, or commissioning engineers.

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