The Five Forces – The Real Infrastructure Initiative & Seven Companies To Make It Happen

“What I have tried to do with my work is to make baseball more fun,” The Bill James Newsletter, 1985 as quoted in Moneyball, by Michael Lewis

Five forces are critical to driving any infrastructure initiative. Ignore the push or pull of any one of these forces and you weaken your effort, or go nowhere – respect their power and you drive forward. My wife, Ingrid, criticized me over the weekend: “You think about everything in terms of infrastructure.” “But how else are we going to save the country,” I responded. Tunnel vision. But I think that – right now – that is maybe not be a bad thing. This is an extraordinarily chaotic period, we are in what seems like the eye of the hurricane – the next 12 months are likely to be one of the most challenging, and hopefully one of the most creative, periods in our history. Infrastructure is an investment in our future, it brings us together, and it carries us closer to our dreams. To begin, though, we need to understand – differently, with crystal clarity – the five forced, and we need to work out a strategic solution that works for all of us, and that sustains investment, long-term.

Five Forces Defining the Infrastructure Landscape. Much as Michael Porter’s famous five forces defined the competitive intensity of an industry, there are five forces that are critical to how to think about a country’s infrastructure industry – get them wrong and investment will fall, be inconsistent, or ineffective. From 1992 through to 2016 every successful presidential candidate promised, and failed, to drive infrastructure forward. By organizing strategy around these five forces the next Administration can – intensely, perhaps even ruthlessly