对话全球基础设施巴塞尔基金会CEO：可持续基建成为资本新蓝海

Core Insights - The global sustainable infrastructure sector faces two main challenges: an $18 trillion financing gap by 2040 and a significant shortage of bankable, sustainable projects [3][8] - The Global Infrastructure Basel Foundation (GIB) is actively addressing these challenges by improving project design standards and introducing innovative financing tools like the FAST-Infra label to attract private capital [2][10] Financing Gap and Project Quality - The financing gap for resilient, low-carbon infrastructure is projected to be $18 trillion from now until 2040, highlighting the urgent need for capital [3][8] - There is a lack of projects that meet the criteria for sustainability and resilience, which GIB aims to rectify by enhancing project design standards and ensuring finance readiness from the outset [3][9] FAST-Infra Label - The FAST-Infra label is designed to create a common language among developers, investors, and policymakers, defining what constitutes "good" infrastructure [4][11] - Projects that receive the FAST-Infra label gain credibility and transparency, making them more appealing to institutional investors and lenders [4][12] Support for Emerging Markets - GIB has introduced repayable grants to help project developers in emerging markets overcome the "valley of death," a phase where liquidity is low and risks are high [5][14] - These grants support developers in obtaining the FAST-Infra label and provide technical training, with repayment only required upon successful financing [5][15] Financial Performance of Sustainable Infrastructure - A recent GIB white paper indicates that sustainable infrastructure can yield 10% to 20% higher cumulative returns compared to traditional infrastructure over a 10 to 15 year period [6][16] - This performance advantage is attributed to lower exposure to transition risks and greater resilience to physical climate shocks, which reduces costs and revenue volatility [6][17] Changing Investor Behavior - GIB aims to shift investor behavior by demonstrating that sustainable infrastructure is not only a moral obligation but also a financial opportunity [7][18] - Currently, institutional investors allocate only about 5% of their portfolios to infrastructure, with an even smaller fraction directed towards sustainable projects [7][18]