{"id":39145,"title":"Infrastructure Boom: 5 Ways Investors Can Play It","publisher":"Share Talk","author":"sharetalk","published":"2018-02-23T12:02:21+00:00","modified":"2018-02-23T12:05:30+00:00","canonical_url":"https://www.share-talk.com/infrastructure-boom-5-ways-investors-can-play-it/","markdown_url":"https://www.share-talk.com/infrastructure-boom-5-ways-investors-can-play-it.md","json_url":"https://www.share-talk.com/infrastructure-boom-5-ways-investors-can-play-it.json","category":"Blogs","categories":["Blogs"],"tags":["Visual Capitalist"],"featured_image":"https://i0.wp.com/www.share-talk.com/wp-content/uploads/2023/11/Stencil-Google-Chrome-2023-04-19-at-2.47.43-PM.jpeg?fit=1231%2C615&quality=89&ssl=1","format":"news","language":"en-GB","content":"*View the high resolution version of today’s graphic by [clicking here](http://www.visualcapitalist.com/wp-content/uploads/2018/02/infrastructure-boom-investing.html).*\n\nThe world needs infrastructure, and the world needs it soon.\n\nIt’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.\n\nToday’s infographic comes to us from [Miller Howard Investments](http://www.mhinvest.com/) and it details five specific ways that investors could play the coming infrastructure boom.\n\n## FIVE WAYS TO PLAY THE INFRASTRUCTURE BOOM\n\nHere are some of the happening areas within infrastructure, and why:\n\n**1. Utilities**\n\nThe utilities sector will by driven by growth in EVs, renewable energy, abundance of U.S. oil and gas, and smart grid technology.\n\n- If all U.S. vehicles were EVs, it would mean an immediate 25% boost to electricity demand\n\n- In 2016, more money was invested in [solar and wind](http://www.visualcapitalist.com/visualizing-race-clean-energy/) than all other electricity sources combined\n\n**2. Global Communications**\n\nComms will be buoyed by the rapid growth of 5G, as well as the IoT and its impact on ecommerce.\n\n- Wireless data use: 96 exabytes per month (EB/mo) to 278 EB/mo between 2016 and 2021\n\n- The U.S. will capture the largest share of the 5G value chain\n\n**3. Energy Infrastructure**\n\nAging infrastructure needs to be updated, while more capacity for electric and O&G transmission is needed.\n\n- Between 2013-2030, it’s estimated $4.64 trillion will need to be invested in U.S. energy infrastructure\n\n- By 2035, the U.S. will have net exports of 35 billion cubic feet (Bcf) per day of natural gas\n\n**4. Transportation and Logistics**\n\nMore 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.\n\n- By 2020, global ecommerce sales is expected to eclipse the $4 trillion mark\n\n- Parcel shipment volume is accelerating to grow at a higher rate each year\n\n**5. Enablers**\n\nBig data, 5G and IoT, and increased automation are enabling bigger trends, such as EVs and smart homes.\n\n- By 2040, it’s estimated that 54% of all new car sales will be electric\n\n- Meanwhile, the internet of things is exploding to 75.4 billion things by 2025\n\n[!\\[\\](http://2oqz471sa19h3vbwa53m33yj.wpengine.netdna-cdn.com/wp-content/uploads/2018/02/infrastructure-investing-infographic.png)](http://www.visualcapitalist.com/infrastructure-boom-5-ways-investors-can-play-it/)\n\nCourtesy of: [Visual Capitalist](http://www.visualcapitalist.com)\n\n![](http://2.gravatar.com/avatar/bb18798e371a5d8fd8e52038cd5d1008?s=200&r=pg&d=mm)\n\n[JEFF DESJARDINS](http://www.visualcapitalist.com/author/visualcapitali/)\n\nJeff Desjardins is a founder and editor of Visual Capitalist, a media website that creates and curates visual content on investing and business.\n\n- [WEBSITE](http://visualcapitali.wpengine.com/)\n\n "}