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市场调查报告书
商品编码
1844022
建筑环境适应气候变迁的材料,2024-2031Materials for Adaptation to Climate Change in the Built Environment, 2024-2031 |
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严峻的气候情势推动转型成长,降低风险的需求日益增长
无论政治辩论如何激烈,科学共识如何遭遇阻力,气候变迁都是塑造当今世界的一股不可抗拒的力量。其实际影响日復一日,显而易见:基础设施受损、供应链中断、保险成本上升以及金融风险加剧。
儘管全球暖化的影响日益加剧,但全球大多数建筑材料公司尚未充分认识到气候变迁风险带来的商机,这为小型企业和新兴企业提供了引领发展的空间。贸易紧张局势、持续不断的衝突(例如乌克兰和以色列之间的衝突)以及地缘政治力量的转移导致全球经济不确定性日益加剧,气候风险很可能成为企业和政策关注的核心问题,尤其是在环境、社会和管治倡议面临强烈抵制的情况下。
本报告探讨如何在整个建筑材料生态系统中建立全面的商业机会,说明材料创新以及如何转售现有产品和解决方案以接触新客户并为不断增长的需求提供解决方案。
调查范围
调查内容
三大战略重点对建筑环境气候风险缓解材料的影响
转型大趋势
为什么
无论政策和政治如何应对,气候变迁都会改变我们今天的生活。
不幸的是,它对物质世界的影响每天都可以在世界各地看到。
对建筑环境(住宅、非住宅和基础设施)的破坏、供应链中断、对保险费的影响、金融风险的增加以及灾害復原成本的上升只是全球暖化给我们带来的一些影响。
弗罗斯特的观点
一些领导人可能会挑战气候变迁的科学共识,其影响在未来可能会更加明显。
然而,全球建筑材料公司尚未决定将气候变迁的风险完全转化为商业机会。目前,这留给了中小企业和新兴企业。
目前反对 ESG 和永续性的趋势可能会让气候变迁风险占据中心地位。
颠覆性技术
为什么
从改进的气候模型、人工智慧分析和数位模拟到基于无人机的现场监测和新材料,颠覆性技术将在减轻气候变迁的物理影响方面发挥作用。
弗罗斯特的观点
但仅有技术是不够的。也必须透过公共和私营部门的行动,建立一套系统性的方法,涵盖政策、市场奖励、严格的环境影响管理和社区福祉。
放弃美国供应面向未来的建筑材料的建筑任务小组似乎需要意识到这一切。
地缘政治混乱
为什么
在撰写本报告时,世界正经历严重的经济混乱,因为美国对大多数其他国家征收关税,其他政府也采取了类似措施,未来的前景非常不确定。
俄罗斯、乌克兰、以色列及其邻国目前都捲入了某种形式的武装衝突,其影响范围延伸至美国、欧洲和中国。
欧洲正在增加军事预算,以准备应对或阻止俄罗斯的侵略。中国和美国的扩张主义目标也是众所周知的。
弗罗斯特的观点
一些分析人士正在描述欧洲的「战前」局面。同时,美国正致力于削弱中国在世界各地的影响力,包括经济(全球)和军事(台湾)。美国对巴拿马和格陵兰岛的举动为该地区带来了不稳定,并对全球地缘政治产生了影响。
一些国家已经停止使用美国进行国际贸易,削弱了美国的主导地位。
所有指标都显示至少在未来五年内不稳定局势仍将持续。
驱动程式
成长抑制因素
调查重点
Severe Climate is Driving Transformational Growth Due to Escalating Risk Mitigation Needs
Climate change is an unavoidable force shaping today's world, regardless of political debates or resistance to scientific consensus. Its physical impacts, such as damage to infrastructure, disruption of supply chains, rising insurance costs, and increased financial risk, are visible daily.
While the effects of global warming will only intensify, most global construction materials companies have yet to fully engage with climate risk as a business opportunity, leaving room for smaller firms and start-ups to lead. Amidst global economic instability marked by trade tensions, ongoing conflicts (such as those in Ukraine and Israel), and shifts in geopolitical power, climate risk could emerge as a more central business and policy concern, especially as environmental, social, and governance initiatives face backlash.
This report builds a comprehensive set of opportunities across the construction materials ecosystem, highlighting innovation in materials and describing how existing products and solutions can be remarketed, used to gain new customers, and provide much-needed solutions to growing needs.
Research Scope
Content Present in Points
The Impact of the Top 3 Strategic Imperatives on Materials for Climate Risk Mitigation in the Built Environment
Transformative Megatrends
Why
Climate change is a transformative factor in today's life, no matter how policies and politics deal with it.
Its impacts on the physical world are, unfortunately, visible every day somewhere around the world.
Damages to the built environment (residential, non-residential, infrastructure), the disruption of supply chains, impacts on insurance costs, higher financial risk, and rising costs of disaster recovery are just a few of the impacts that global warming is throwing at us.
Frost Perspective
Despite how some leaders might challenge the scientific consensus around climate change, its effects will be even more visible in the future.
Nevertheless, global construction materials companies have not determined to go all-in after climate risk as a business opportunity. For now, this is in the hands of smaller companies and start-ups.
The current trend against ESG and sustainability might leave place for climate risk to take the center stage, and this will lead to the need for implementing some of those much-needed adaptation actions.
Disruptive Technologies
Why
Disruptive technologies, ranging from improved climate models, AI-leveraged analysis, and digital simulations, to drone field monitoring and new materials, are poised to play their part in mitigating the physical impacts of climate change.
Frost Perspective
Nevertheless, technologies are not enough. A systemic approach including policies, market incentives, tight controls of environmental impacts, and community welfare must also be present in taking either by private or public action.
Construction task forces are dropping the US supplying materials for future-proofed construction, which will need to be aware of all.
Geopolitical Chaos
Why
By the time of this report's production, the world is going through a lot of economic turmoil due to the US's imposition of tariffs on most other countries, causing similar measures from other governments, and creating an extremely uncertain scenario for the future.
Russia, Ukraine, Israel and their neighbor countries are today involved in some kind of armed conflict. Its branches reach (but not exclusively) the US, Europe and China.
Europe is increasing its budget to strengthen its military capacity, preparing to face, or deter, a Russian attack. The expansionist goals of both China and the US are also well known.
Frost Perspective
Some analysts are describing a "pre-war" scenario in Europe, while the US is focused on reducing China's influence in the World, both in economic terms-globally-and military terms (in Taiwan). The US's move on Panama and Greenland adds instability to the region, with global geopolitical consequences.
Several countries are dropping the US currency for international trade operations, weakening the US's dominance.
All indicators point towards more instability for at least the next five years.
Growth Drivers
Growth Restraints
Research Highlights