The Three Ds of Investment in 2024

According to various industry experts, companies worldwide appear to have outlined their investment guidelines for the year 2024. The infrastructure investment model seems to be taking on a new dimension, moving beyond the traditional formats executed by governments or individuals over the past decades.

The new demand for infrastructure investments is believed to be driven by the following corporate strategies.

Firstly, Decarbonization: For the world to meet its climate change goals, an investment of $8 trillion is required in the remaining decade in renewable energies such as solar and wind, energy storage batteries, transmission networks, and transportation lines. Investments are also needed in hydrogen production plants for carbon-free fuels for ships and planes, along with investments in carbon capture.

At Exiros, we will continue to support our clients in meeting their environmental commitments with the expertise we have accumulated in sourcing equipment for clean energy generation, as well as our experience in negotiating such contracts.

The second trend is Digitalization: While the software industry undoubtedly plays a prominent role in our daily lives, it is crucial to remember that it relies on a vast foundation of physical assets to develop and contribute its full potential to businesses, including fiber-optic networks, data centers, 5G communications, etc.

At Exiros, our commitment to incorporating new technologies and developing tools that provide transparency, real-time information, and value for our clients has been consistent over the past years. Our tools have led us to have a comprehensive suite of procurement/services/logistics that continues to grow and strengthen every day for the benefit of our clients.

The third trend is Deglobalization: Efforts to develop a supply chain resilient to real and potential geopolitical conflicts require capital.

• Developing a supply chain independent of China demands investment in new industrial complexes and alternative transportation infrastructures for producing and transporting goods both by sea and land.
• The armed conflict between Russia and Ukraine has triggered a rush towards constructing liquefied natural gas terminals, attempting to source fuel from less conflict-prone areas.
• The implementation of CBAM in Europe heralds what could become a new era of protectionism for regional markets based on environmental care, driving investments in decarbonization, and redirecting global production and trade flows.

At Exiros , we have been developing regional and domestic sourcing for some time, striving to create agreements that allow us to reduce delivery times and the uncertainty of longer transit times. This benefits our regions and business communities, enabling us to form long-term agreements where everyone benefits.

Let's continue working and deepening our knowledge and experiences in these strategic areas for our clients; there is much to learn, but we are making progress.