全球基础设施投资在未来10至15年将带来超过100万亿美元的机遇，其中超过一半的支出可能用于能源和电力相关项目，全球基础设施合伙公司（GIP）总裁兼首席运营官拉杰·拉奥周三表示。
Infrastructure investment across the world presents a $100 trillion plus opportunity over the next 10-15 years, with more than half of the spend likely to go into energy and power related projects, Global Infrastructure Partners President and Chief Operating Officer Raj Rao said Wednesday.
他补充说，这一机遇的规模相当于每年约3万亿美元至4万亿美元，预计资金将来自私募资本参与者、政府和公共融资市场。
The size of this opportunity works out to around $3 trillion-$4 trillion a year, he added, with the money expected to come from private capital players, governments and public funding markets.
GIP是贝莱德公司（BlackRock Inc.）的一个部门，管理资产规模超过2000亿美元，重点聚焦能源、电力和数字基础设施。近年来，其增长反映出投资者对基础设施需求的广泛激增，因为政府和企业正在向数据中心、电力网络和能源转型投入资本。
GIP, which is a unit of BlackRock Inc. has over $200 billion of assets under management with a focus on energy, power and digital infrastructure. Its growth in recent years reflects a broader surge in investor demand for infrastructure as governments and companies pour capital into data centers, electricity grids and the energy transition.
“需要大量新建项目，这涉及万亿美元级别的资金，”拉奥在新德里的新经济论坛上表示。“在我看来，这最终必须来自私募资本。但私募资本要流入，需要合适的监管、风险管理和技术支持。”拉奥称，基础设施作为资产类别在20年前几乎不存在，如今已增长至约1.5万亿美元。
“You need a lot of new build to come in and that is in trillions of dollars,” Rao said, speaking at the New Economy Forum in New Delhi. “To me, that is going to have to ultimately come in from private capital. But for private capital to flow in, its going to need the right regulation, the risk and technology.”The infrastructure asset class, virtually nonexistent 20 years ago, has grown to about $1.5 trillion currently, according to Rao.
过去四五年数字基础设施建设的增长显著提升了全球对电力的需求。美国预计未来五年电力需求将增长2%-3%，而印度等新兴经济体等增长型经济体也需要能源。
Rising infrastructure build out in digital over the last four or five years has dramatically increased the power requirement globally. The US is expected to see a 2-3% growth in power demand over the next five years while growing economies such as India and other emerging markets also need energy.
部分供应可能来自核能，这对脱碳至关重要。但拉奥表示，要提升投资者对核能的兴趣，项目需要以更快的交付时间表执行。
Some of the supply could come in from nuclear energy, which is crucial for decarbonization. But for investor interest in nuclear energy to rise, projects would need to be executed with quicker delivery timelines, Rao said.
拉奥还说，GIP“仍在美国以及欧洲和亚洲市场进行大规模投资”，因为这些地区风险回报比更佳。
GIP “is still investing in huge amounts in the US, and in markets in Europe and Asia,” where there is greater risk-reward, Rao said.