Business Monitor International


Australia Infrastructure Report

Published 12 February 2014

  • 146 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
Australia Infrastructure Report

BMI View: Latest quarterly data for Q313 shows that Australia's construction sector is on the path to recovery and we believe this recovery will continue into 2014. This is reflected in our forecasts, with real growth expected to reach 3.4% in 2014, compared to 2.4% in 2012 and 0.7% in 2013. Our view is underpinned by the conducive monetary conditions for construction, a sustained recovery in homebuilding activity, and the potential for greater construction activity from the private and public sectors.

Key developments in the sector:

  • In Thailand's Ratchaburi Electricity announced that it had pulled out from a bid for Australia's Macquarie Generation after failing to reach a deal with a potential partner. Macquarie is owned by the state government of New South Wales (NSW), and is the largest energy generator in the state, accounting for 26% of the state's generation capacity. The company's generation portfolio consists of the 2640MW Bayswater and the 2000MW Liddell power stations located in the Hunter Valley. These assets have a net book value of around AUD2bn, and the NSW government expects to receive more than the book value for these assets. The sale is expected to be completed by the end of March 2014. China's Shenhua Group, Brisbane-based ERM Power and Australian utility AGL Energy, are among companies still in the running for Macquarie's assets, according to a Reuters report citing people familiar with the process.

  • In December 2013, Transport for NSW received proposals from two consortia to construct and operate the AUD8.3bn (US$7.55bn) North West Rail Link in Sydney, Australia. The Northwest Rapid Transit consortium includes Plenary Group, John Holland and Leighton Contractors while the TransForm consortium includes John Laing Investments, the Australian unit of Bombardier Transportation and Macquarie Capital. The contract work includes the construction of eight new railway stations; installation of tracks, signalling, mechanical and...

Table of Contents

BMI Industry View
7
SWOT
9
Industry Forecast
11
Construction And Infrastructure Forecast Scenario
11
Table: Australia Construction & Infrastructure Industry Data, 2012-2017
11
Table: Australia Construction And Infrastructure Long Term Forecast, 2018 - 2023
12
Transport Infrastructure - Outlook And Overview
24
Table: Australia Transport Infrastructure Industry Data, 2012 - 2017
24
Table: Australia Transport Infrastructure Long Term Forecast, 2018 - 2023
25
Table: Competitiveness Of Australia's Infrastructure
28
Table: Liberal-National Coalition Proposed Federal Funding Plans For Transport Infrastructure, By Year, By State, AUDmn
28
Major Projects Table - Transport
40
Table: Major Projects Table - Transport
40
Energy And Utilities Infrastructure - Outlook And Overview
54
Table: Australia Energy and Utilities Infrastructure Industry Data, 2012-2017
54
Table: Australia Energy and Utilities Infrastructure Long Term Forecasts, 2018-2023
55
Major Projects - Energy & Utilities
66
Table: Major Projects - Energy and Utilities
66
Residential/Non-Residential Construction - Outlook And Overview
72
Table: Australia Residential and Non-residential Building Industry Data, 2012-2017
72
Table: Australia Residential and Non-residential Building Long Term Forecasts, 2018-2023
72
Major Projects Table - Residential/Non-Residential Construction
80
Table: Major Projects - Residential/Non-Residential Construction and Social Infrastructure
80
Industry Risk Reward Ratings
84
Australia Industry Risk Reward Ratings
84
Rewards
84
Risks
84
Asia Pacific - Infrastructure Risk/Reward Ratings
86
Table: Asia Pacific Infrastructure Risk Reward Ratings
93
Market Overview
94
Competitive Landscape
94
Table: EQS Industry Data
96
Company Profile
97
Leighton Holdings
97
WorleyParsons
107
Global Infrastructure Overview
113
North America And Europe In 2014: Turning A Corner
113
Asia-Pacific In 2014: Shaping Up To Be A Benign Year
119
Africa In 2014: PPPs Cement Global Appeal
126
Latin America In 2014: A Prosperous Year For Infrastructure Development
131
MENA In 2014: Reaping Rewards Despite Risks
134
Methodology
139
Industry Forecast Methodology
139
Sector-Specific Methodology
140
Risk/Reward Rating Methodology
144
Sector-Specific Methodology
145
Table: Infrastructure Risk/Reward Rating Indicators
145
Table: Weighting Of Indicators
146

The Australia Infrastructure Report features Business Monitor International (BMI)'s market assessment and forecasts covering public procurement and spending on all major infrastructure and construction projects, including transportation and logistics by land, sea and air; power plants and utilities, and commercial construction and property development. The report analyses the impact of regulatory changes and the macroeconomic outlook and features competitive intelligence on contractors and suppliers.

BMI's Australia Infrastructure Report provides industry professionals and strategists, sector analysts, investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the Australian infrastructure and construction industry.

Key Benefits

  • Benchmark BMI's independent infrastructure industry forecasts for Australia to test other views - a key input for successful budgetary and planning in the Australian infrastructure market.
  • Target business opportunities and risks in the Australian infrastructure sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Australia.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering infrastructure and construction, regulatory changes, major investments and projects and significant multinational and national company developments.

These are broken down into Construction (social, commercial and residential), Transport (roads, railways, ports, airports etc), and Energy & Utilities (powerplants, renewable projects, pipelines and so on).

Industry Trends

Analysis of latest projects across the infrastructure sector (covering the transport, utilities and commercial construction sub-sectors) - including:

Market Overview:Analysis of the key elements driving developments, including evaluations of current capacity and future requirements.

Building Materials Overview

The building materials overview provides industry trend analysis on the global and regional demands for building materials and the impact of this on the emerging and developed markets.

Business Environment Ratings

BMI's Infrastructure Business Environment Ratings provide a country-comparative Risk-Reward Ratings index aimed at investors (construction companies, suppliers and partners) in the regional infrastructure market.

The ratings methodology makes sophisticated use of over 40 industry, economic and demographic data point.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the infrastructure and construction sectors and within the broader political, economic and business environment.

BMI Industry & Economic Forecasts

Historic data series (2008-2012) and forecasts to end-2018 for all key industry and economic indicators, supported by explicit assumptions, plus analysis of key risks to the main forecast. Indicators include:

Construction: Industry value (US$bn); contribution to GDP (%); employment (`000); real growth (%).

Infrastructure: Value (US$bn); contribution to construction industry (%); real growth (%) of transport infrastructure (broken down by railways, airports, roads and bridges, ports and harbours) and energy and utilities (broken down by power plants and transmission grids, oil and gas pipelines, and water infrastructure).

Economy: Economic growth (%); nominal GDP (US$bn); unemployment (%); interest rates (%); exchange rate (against US$).

Company Profiles

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc