1. Thinking about Global Infrastructure
The Next Few Years
Global Infrastructure Summit
May 19th, 2010
London, UK

2. Agenda
Strategic Infrastructure Public Works
Economics Internal Issues
Trends Politics
Projects Economics
People Trends
Public Sector
Enhance Country/Regional Competitiveness • Public Goods Creation

3. World Infrastructure Spending
1980-2030
$3,000,000
Infrastructure Spending in Millions of Dollars
$2,250,000
$1,500,000
$750,000
$0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2030
Source: CG/LA Infrastructure Global 2030 Projections Model
3

4. PART 1 - Overall Market Shape

5. GRAPH 6
The Two Infrastructures - Old/Liquids & New/Electrons
General Fund Venture Infrastructure Bank
Renewables
Central Generation (Coal)
Smart Meters & Batteries
Analog Grid
Massive Technology Innovation
Big Utilities
1.3% of GDP +1.7% of GDP
State-Centered Federal Driven
Interstate Highway System High Carbon Carbon Neutral Smart Grid
Public Control Public + Private
Liquids Electrons
Diesel Rail Electric Rail
Large Vehicles Electric & Hybrid Cars
Diesel Trucks High Speed Rail
A 50 Year Old Infrastructure Matrix Innovation - Business Model, Finance,
& Project Delivery Model Technology, Operation

6. GRAPH 10
The Ebb & Flow of Infrastructure Creation Models
1960 - 1990 1990-1999 2000-2009 2010 -
State Investment Privatization Public/Private Partnership Public Leadership
Concept Public Private Public or Private Public or Private
Feasibility Public Private Private Private
Bid Public Public Public Public
Finance Public Private Private Public
Public
Construct Private Private Private Private
O&M Public Private Private Private
REG Public Public Public Public

7. PART 2 - Country Infrastructure Capacity (CIC)

8. BRAZIL
48.9/1 !"#$
+,-,./$
*($
&$ 0123,4$5647.8$964:/,4;3$
B.4;3$FH1,7>$<;=;4,7>$
<;=;4,7>$
'"#$ '$
!"%$
%$
)$
0123,4$5647.8$578;76?,4$
B.4;3$F0<$G,8D-$ ($
<;=;4,7>$
&"($ %"&$
B./?$968D$08.A647$
@86;7$08.A647-$
068E.8D;/46$
'"%$
'"($
B6;C68-:,=$
!"'$
Source: CG/LA Annual CIC Survey
8

9. Russia
47.8/1 !"!#
,-.-/0#
+&#
C/5<4#GI2-8?#=<><5-8?#
(# 1234-5#6758/9#
:75;0-5<4#=<><5-8?#
$#
)"&#
$"%#
)#
*#
1234-5#6758/9#689<87@-5#
C/5<4#G1=#H-9E.# &#
=<><5-8?#
$"(#
!"&#
C/0@#:79E#19/B758#
A97<8#19/B758.#
179F/9E<057#
'"%#
$"(#
C7<D79.;->#
$"%#
Source: CG/LA Annual CIC Survey
9

10. India
!"#$
51.3/3 ,-.-/0$
+'$
C/5<4$GI2-8?$ )$ 1234-5$6758/9$
)"'$
=<><5-8?$ :75;0-5<4$=<><5-8?$
!$
%"&$
*$
($
1234-5$6758/9$
C/5<4$G1=$H-9E.$ '$
689<87@-5$=<><5-8?$
&")$
%"'$
C/0@$:79E$19/B758$
A97<8$19/B758.$
179F/9E<057$ %"($
&"'$ C7<D79.;->$
!"#$
Source: CG/LA Annual CIC Survey 10

11. China
!"#$
65.3/8 +,-,./$
*&$
!$ 0123,4$5647.8$964:/,4;3$
B.4;3$FH1,7>$<;=;4,7>$
<;=;4,7>$
!"%$ )$ !"%$
($
'$
0123,4$5647.8$578;76?,4$
B.4;3$F0<$G,8D-$ &$
<;=;4,7>$
#"#$
!"#$
B./?$968D$08.A647$
@86;7$08.A647-$
068E.8D;/46$
#"%$
!"#$
B6;C68-:,=$
!"#$
Source: CG/LA Annual CIC Survey 11

12. U.S.
41.2/0 !"#$
,-.-/0$
+#$
C/5<4$GI2-8?$ *$ 1234-5$6758/9$
=<><5-8?$ :75;0-5<4$=<><5-8?$
!$
%"($ %"&$
%$
)$
1234-5$6758/9$
C/5<4$G1=$H-9E.$ #$
689<87@-5$=<><5-8?$
("&$ %"'$
C/0@$:79E$19/B758$
A97<8$19/B758.$
179F/9E<057$
("!$
(")$
C7<D79.;->$
%"&$
Source: CG/LA Annual CIC Survey
12

13. United States Infrastructure Investment
2008-2015
296,935.0
$300,000
254,777.0
$225,000
192,306.0
158,116.0
$150,000
133,726.0
126,396.0 128,165.0
112,972.0
$75,000
$0
2008 2009 2010 2011 2012 2013 2014 2015
13

14. BRICUS SCORING
9
6.75
4.5
2.25
VISION
PS TECHNICAL
PS STRATEGIC
GREAT PROJECTS
LEADERSHIP 0
LT PERFORMANCE
EPC
EQUITY
15

15. PART 3 - What’s the Strategy Meaning?

16. BNDES - An Example of Strong Local Finance
Financial Piece - The Limiting Fact?
Brazil Does this Internally, through Their Development Bank
$US B
30
22.5
15
25.2
19.4 7.5
13.6
3.4 5.2 7.1 8
2003
2004
2005 0
2006
2007
2008
2009
Source: BNDES; CG/LA Interviews
17