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市場調查報告書

到2030年為止的水資源金融:對於水基礎設施公私金流的變化

Financing Water to 2030: Charting the Changing Flows of Public and Private Capital to Water Infrastructure

出版商 Global Water Intelligence 商品編碼 606803
出版日期 內容資訊 英文 970 Pages
商品交期: 最快1-2個工作天內
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到2030年為止的水資源金融:對於水基礎設施公私金流的變化 Financing Water to 2030: Charting the Changing Flows of Public and Private Capital to Water Infrastructure
出版日期: 2018年03月29日 內容資訊: 英文 970 Pages
簡介

本報告附帶Excel資料庫,是詳細掌握未來十年水資源領域的今流變化、水事業財政與私人企業商業機會現狀的情報來源。本報告檢討了達成水與公共衛生相關永續開發目標所必須的投資金額,以及其投資的潛在資金來源,並針對各種金融模型、組織與基礎設施金融領域的風險進行分析,全球各地對於可能民營化的水資源相關領域推動各種活用措施,本報告也提供了找出具備未來發展潛力的市場及投資策略的重要線索。

此外也詳細分析了30幾個坐擁大規模水市場的國家主要資金流向及模型,指出重要投資策略與途徑、水資源資金需求相關數據評估、未來五年間私人資金成長的各國預測,並且介紹可期待透過公私合作(PPP)事業展開巨大商業機會的地區,對各國經濟的活力也進行了詳細分析。

執行摘要

  • 課題:到2030年為止的投資需求
  • 資金來源:現在以及2030年
  • 主要組織
  • 展望

公共事業的融資

  • 全球趨勢
  • 收入與經費
  • 銀行的可融資性相關課題的對應
  • 負債資金的資金源

注目市場

  • 阿根廷
    • 基本情報
      • 投資趨勢
      • 預測:到2030年為止的投資需求
      • 預測:各資金來源的資本支出
      • 預測:資本支出的總額
      • 預測:私人資金的支出
    • 公共事業的融資概要
    • 公家資金
    • 私人資金
  • 澳洲
  • 巴西
  • 加拿大
  • 智利
  • 中國
  • 哥倫比亞
  • 埃及
  • 法國
  • 德國
  • 印度
  • 印尼
  • 伊朗
  • 義大利
  • 日本
  • 馬來西亞
  • 墨西哥
  • 摩洛哥
  • 奈及利亞
  • 阿曼
  • 秘魯
  • 菲律賓
  • 卡達
  • 沙烏地阿拉伯
  • 新加坡
  • 南非
  • 西班牙
  • 突尼西亞
  • 阿拉伯聯合大公國
  • 英國
  • 美國
  • 越南

開發資金援助

  • 介紹
  • 多國援助機構
    • 亞洲基礎設施投資銀行 (AIIB)
    • 歐洲投資銀行 (EIB)
    • 伊斯蘭開發銀行 (IsDB)
    • 心開發銀行 (NDB)
    • Private Infrastructure Development Group (PIDG)
    • 世界銀行 (WB)
    • 國際金融中心 (IFC)
    • 多邊投資擔保機構 (MIGA)
    • Water Financing Facility (WFF)
    • 非洲開發銀行 (AfDB)
    • 亞洲開發銀行 (ADB)
    • 加勒比開發銀行 (CaribDB)
    • 中美洲經濟整合銀行 (CABEI)
    • 拉丁美洲開發銀行 (CAF)
    • 南非開發銀行 (DBSA)
    • 歐洲復興開發銀行 (EBRO)
    • 美洲開發銀行 (IDB)
    • 北歐投資銀行 (NIB)
    • 西非開發銀行 (BOAD)
  • 兩國之間援助機構
    • 法國對外發展署 (AFD)
    • 中國國家開發銀行 (CDB)
    • 丹麥國際發展基金 (DANIDA)
    • 英國國際發展部 (DFID)
    • 中國進出口銀行 (CEXIM)
    • 韓國進出口銀行 (KEXIM)
    • 國際協力銀行 (JBIC)
    • 國際協力機構 (JICA)
    • 德國復興信貸銀行 (KfW)
    • 韓國國際協力團 (KOICA)
    • 荷蘭發展金融公司 (FMO)
    • 海外私人投資公司 (OPIC)
    • 西班牙國際開發協力署 (AECID)
    • 西班牙開發融資公司 (COFIDES)
    • 瑞典國際合作發展署 (SIDA)
    • 瑞士開發支援事業 (SDC & SECO)
    • 美國國際開發署 (USAID)

私人資金

  • 商業機會
    • 地方政府的綠色區域
    • 地方政府的棕色區域
    • 產業領域
  • 風險削減策略
  • 個案研究
  • 二級市場
  • 民營公共事業
    • 英國
    • 美國
    • 智利
目錄

Overview

The paradigm for financing water infrastructure is changing he need for investment is becoming more urgent, governments are finding themselves increasingly constrained by their over stretched balance sheets. At the same time demographic change is driving demand for investments which can deliver a steady yield with a low degree of risk - the kind of profile that only water can offer. All of these trends point in the same direction: the growth of private investment in the water infrastructure sector.

Yet obstacles remain. Many utilities remain heavily subsidised and uninvestible. Political opposition to private ownership and control of water remains strong in some areas. Overall water infrastructure remains an immature asset class from an investment perspective. ‘Financing Water to 2030’ assesses the scale of the potential opportunity and guides investors around the opportunities - and pitfalls - of the market.

The biggest opportunity, but potentially also the most difficult to realise lies within Donald Trump's $1.5 trillion infrastructure plan. With just $200 billion of new federal money on offer, much of the heavy lifting will need to be done by the private sector. More immediately accessible is Saudi Arabia's $35 billion water privatisation programme which will see the sale of its desalination fleet, as well as concession arrangements for its water and wastewater networks, with private finance being brought in to expand the wastewater treatment capacity. In the UK, investors are getting ready for the 2020-25 spending review period. The outcome could send shockwaves through the system. With countries as disparate as Japan, Argentina, Vietnam and Nigeria all looking to tap private investment to build their water infrastructure, this report acts as an invaluable companion to anyone looking to make the most of what is on offer.

The relevance of the changing funding mechanism stretches far beyond investors. It has implications right across the water supply chain, as new financial models entail new procurement models. This is nowhere more true than in emerging markets where the increased use of blended finance driven by the World Bank and other development finance institutions is likely to open out the supply chain in a way that never happened before.

‘Financing Water to 2030’ and its accompanying databases provide you with a detailed understanding of how capital flows in the water sector will change in the next 10 years, and where the finance sources & private sector opportunities for water are now. The digital report examines how much investment is needed to achieve the Sustainable Development Goals for water and sanitation, and the potential sources of this investment. It analyses the financial models, organisations, and risks at play in infrastructure finance allowing you to find the most viable markets and investment strategies for your organisation, as the world acts to harness the potential of private finance in water.

Analyse:

  • Current water sector spending by different sources and forecasts of the changes to 2030.
  • 5-year private capital expenditure & total capital expenditure forecasts by country.
  • Breakdowns of current water spending levels and forecasts of 2030 investment needs by country.

Digital (PDF) Report + 4 Accompanying Databases

(Featuring more than 500 M&A transactions, nearly 2900 historic private finance projects, 250 private utilities over 500 upcoming private finance project opportunities)

Key Features

Country Profiles - A detailed look at the main financial flows and models in over 30 major water markets. Assess key investment trends and pathways, figures on water financing needs, and forecasts for growth in private finance for the next 5 years by country. Locate the greatest PPP opportunities and examine each country's economic dynamics.

Featuring Country Profiles for:

  • Argentina
  • Australia
  • Brazil
  • Canada
  • Chile
  • China
  • Colombia
  • Egypt
  • France
  • Germany
  • India
  • Indonesia
  • Iran
  • Italy
  • Japan
  • Malaysia
  • Mexico
  • Morocco
  • Nigeria
  • Oman
  • Peru
  • Philippines
  • Qatar
  • Saudi Arabia
  • Singapore
  • South Africa
  • Spain
  • Tunisia
  • United Arab Emirates
  • United Kingdom
  • United States
  • Vietnam

Development Finance - As major development institutions such as the World Bank explore ‘blended finance' and local pooled finance facilities to mobilise private sector investment across the world, we investigate the new sources of development finance emerging for water infrastructure projects. Assess institutional reform strategies for utilities and examine the guarantees & risk-mitigation tools that can help bridge the PPP bankability gap.

Institutional Profiles - A breakdown of the key statistics, organisational role, and credit ratings of 37 major development finance institutions investing in water. Use this report to analyse their key products, loan offerings and finance packages, and the different funds and tools used in project finance. Examine each institution's historical record of water sector investment to identify ideal partners. Featuring profiles on the DFIs that provide the most finance for the water sector, including multilateral & bilateral institutions and export-import banks.

Private Finance - A global overview of the opportunities and risks in privately financed infrastructure projects, with in-depth case studies. Understand the most common types of procurement, the most-encountered project risks and lessons learned, and explore successful risk mitigation strategies for PPPs. Pinpoint growing municipal & industrial markets for PPPs and their procurement model preferences, weigh up the risks & returns on offer, and analyse different exit strategies. Identify key strategic institutional investors and understand their interests and asset portfolios.

Investment in Utilities - Explore the unique benefits and challenges of investing directly in utilities, gauge the investment hotspots and plan for upcoming changes in the utility sector. Featuring profiles on the trends in investor-owned utility markets in the USA, UK and Chile.

Water Finance Databases

Housed inside the WaterData market intelligence platform, these accompanying detailed industry databases allow you to examine finance flows and project developments in the international water market, find future business opportunities and conduct your own financial analysis.

M&A Database - Track the investment & divestment strategies of the major water industry infrastructure investors to pinpoint your next business partnership. Featuring 250 deals involving project developers, PPP projects and utilities since 2000.

PSP Database - Access a global directory of 2900 privately financed water and wastewater treatment projects to enhance your industry research. Filter the data by contract type, scope, and year to explore acquisition opportunities, research your target market's history or better understand your competitors' portfolios.

Utilities Database - Browse 250 investor-owned and part-privatised utilities from around the world for a critical insight into major players in the private utility sector. Filter by country, population served and scope, and view financial data for key organisations.

Private Finance Opportunities - A global overview of 500 upcoming private finance opportunities in the water sector from GWI Magazine's Project Tracker, in an accompanying downloadable spreadsheet. Includes the latest intelligence on the treatment capacity, expected cost, procurement schedule and contact details at the client.

An Essential Resource for:

  • Developers and EPC Contractors - Scope out all available finance sources and major investors for the global water sector and stay up to date with investment trends & prospects for PPPs in your target markets. Learn how to tailor deals to incorporate development finance. Identify the markets with the highest expenditure forecasts for the next decade, so you can expand your global presence, find key infrastructure projects, and tap into new markets.
  • Infrastructure Funds / Water Finance Specialists - Get a detailed global picture of private finance models and opportunities in the water sector, including in brownfield and greenfield projects in the secondary market, and understand strategies for securing long-term stable returns.
  • Investment Banks - Gain a crucial overview of investor opportunities in water on a global and country level. Understand how development finance can support private water projects and evaluate the bankability of clients & projects in the municipal utility sector.
  • Development Finance Institutions - Learn how to mobilise private developers and investors for projects in the water sector. Understand the risks for developers and use case studies to identify successful risk mitigation strategies.
  • Utilities - Understand how your organisation can act as an ideal client, and successfully manage infrastructure project risks. Assess different procurement models and use detailed private finance case studies to build your strategy for successful partnerships.

Table of Contents

Executive summary

  • The challenge: 2030 investment needs
  • Sources of finance: Now and in 2030
  • The players
  • The outlook

Utility funding

  • Global trends
  • Revenues and costs
  • Addressing bankability
  • Sources of debt funding

Market spotlights

  • Argentina
    • Need to know
      • Investment trends
      • Forecast: Investment needs to 2030
      • Forecast: Capital expenditure by funding source
      • Forecast: Total capital expenditure
      • Forecast: Private capital expenditure
    • Utility funding overview
    • Public finance
    • Private finance
  • Australia
  • Brazil
  • Canada
  • Chile
  • China
  • Colombia
  • Egypt
  • France
  • Germany
  • India
  • Indonesia
  • Iran
  • Italy
  • Japan
  • Malaysia
  • Mexico
  • Morocco
  • Nigeria
  • Oman
  • Peru
  • Philippines
  • Qatar
  • Saudi Arabia
  • Singapore
  • South Africa
  • Spain
  • Tunisia
  • United Arab Emirates
  • United Kingdom
  • United States
  • Vietnam

Development finance

  • Introduction
  • Multilateral agencies
    • Asian Infrastructure Investment Bank (AIIB)
    • European Investment Bank (EIB)
    • Islamic Development Bank (IsDB)
    • New Development Bank (NDB)
    • Private Infrastructure Development Group (PIDG)
    • The World Bank (WB)
    • International Financial Corporation (IFC)
    • Multilateral Investment Guarantee Agency (MIGA)
    • Water Financing Facility (WFF)
    • African Development Bank (AfDB)
    • Asian Development Bank (ADB)
    • Caribbean Development Bank (CaribDB)
    • Central American Bank for Economic Integration (CABEI)
    • Development Bank of Latin America (CAF)
    • Development Bank of South Africa (DBSA)
    • European Bank for Reconstruction and Development (EBRD)
    • Inter-American Development Bank (IDB)
    • Nordic Investment Bank (NIB)
    • West African Development Bank (BOAD)
  • Bilateral agencies
    • Agence Française de Développement (AFD)
    • China Development Bank (CDB)
    • Danish International Development Agency (DANIDA)
    • Department for International Development (DFID)
    • Export-Import Bank of China (CEXIM)
    • Export-Import Bank of Korea (KEXIM)
    • Japan Bank for International Cooperation (JBIC)
    • Japanese International Cooperation Agency (JICA)
    • KfW Bankengruppe (KfW)
    • Korea International Cooperation Agency (KOICA)
    • Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden NV (FMO)
    • Overseas Private Investment Corporation (OPIC)
    • Spanish Agency for International Cooperation (AECID)
    • Spanish Company for Financing Development (COFIDES)
    • Swedish International Development Cooperation Agency (SIDA)
    • Swiss Development Aid (SDC & SECO)
    • US Agency for International Development (USAID)

Private finance

  • The opportunities
    • Municipal greenfield
    • Municipal brownfield
    • Industrial
  • Risk mitigation strategies
  • Case studies
  • The secondary market
  • Investor owned utilities
    • United Kingdom
    • United States
    • Chile
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