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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,2024-2031

Materials for Adaptation to Climate Change in the Built Environment, 2024-2031

出版日期: | 出版商: Frost & Sullivan | 英文 34 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

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

  • 采取行动的公司
  • 最佳实践
  • Frost Radar
  • 成长机会
  • 转型
  • 生态系统
  • 成长引擎

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

  • 气候变迁
  • 保险业
  • 最终消费者需求

成长抑制因素

  • 建筑材料产业的成熟度
  • 法规、建筑规范、绿建筑标准
  • 建筑业对技术创新的采用历来较为迟缓。新出现的气候灾害也是如此。即使大型公司开始评估这些风险并调整营运方式,主动降低客户气候风险的潜力仍未充分挖掘。
  • 值得注意的是,新兴企业和小型企业正在重新思考如何将基础设施和建筑用作韧性工具,他们在气候风险导向的建筑材料方面取得了最大的进展,而非行业巨头。这种差异凸显了一个缺失的机会:将最终使用者价值创造与气候变迁调适结合。
  • 韧性正成为一项基本的设计需求,气候适应性日益被纳入监管法律规范、建筑规范和绿色建筑标准就证明了这一点。除了能源效率之外,预计在恶劣天气和持续的气候压力下,建筑性能的需求也将持续增长。随着这些标准日益严格,对能够积极支持基础设施和建筑韧性的建筑材料的需求也将日益增长。

调查重点

  • 气候变迁是一个全球性问题,但气候风险是地方性的:危害、脆弱性和暴露程度是按地区和资产进行评估和解决的。
  • 透过建筑材料提高復原力只是适应资产可以采取的步骤之一:城市规划、景观建筑、建筑设计、预警系统、基础设施冗余、改进的回应资源、培训,甚至最终用户层面的措施——所有这些都应该协作实施。
  • 建筑规范解决了其管辖区域的特殊性,并设定了建筑物必须满足的最低标准,建筑师和工程师必须遵守这些标准,在某些情况下,建材和解决方案提供者也必须努力满足这些标准。
  • 然而,仅仅存在建筑规范并不能保证房屋能够依照这些规范有效建造。
  • 儘管强制采用气候智慧型材料具有长远效益,但房地产开发商(出于成本考虑)和地方政府(因为考虑气候风险的建筑通常意味着限制土地使用)往往会抵制强制采用气候智慧型材料。即便如此,在重大灾害(例如野火和洪水)发生后,建筑规范也曾进行被动更新,要求特定的材料和景观措施。
  • 此外,就房地产市场而言,二级资讯来源显示,仅在美国,到2055年,约有7万个社区将受到气候变迁风险的某种不利影响,由于保险压力和消费者需求变化*,将导致1.47万亿美元的财产净价值损失,凸显了适应的必要性。
  • 针对过去气候条件设计的建筑规范已不再适用。新建的建筑和基础设施必须考虑该地区未来的气候。

目录

调查范围

  • 调查重点

战略问题

  • 为何成长变得越来越困难?
  • The Strategic Imperative 8(TM)
  • 三大战略重点对建筑环境气候风险缓解材料的影响

成长机会分析

  • 定义风险、气候风险、缓解和适应
  • 建筑单元及其背景:状况、都市规划
  • 极端天气事件随时间的变化
  • 极端天气造成的经济损失
  • 自然灾害造成的保险损失
  • 气候融资缓解和适应
  • 欧洲:适应潜力大市场
  • 美国企业面临的主要风险
  • 美国保险业的反应
  • 投资于韧性的每一美元节省
  • 意识的迹象社会对气候变迁的认知
  • 意识征兆趋势
  • 累积动能:更多组织应对气候风险
  • 全球海平面上升和沿海基础设施需求
  • 建筑环境中的气候风险类型
  • 关于具体资料的说明
  • 基于自然的解决方案
  • 城市投资绿色基础设施
  • 未来展望
  • 大楼自动化系统作为自适应解决方案
  • 建筑玻璃作为适应性工具。
  • 成长动力
  • 成长阻碍因素

采取行动的公司

成长机会宇宙

  • 成长机会 1:利用建筑材料支持以自然为基础的解决方案
  • 成长机会2:因应区域气候风险的本地投资组合
  • 成长机会3:针对特定气候风险和为客户提供简单的产品
  • 成长机会4:气候风险评估与缓解服务
  • 成长机会5:建筑玻璃作为适应工具
  • 成长机会6:灾难復原工程、建筑和建设公司

附录与后续步骤

  • 报告中使用的其他资讯来源
  • 成长机会的益处和影响
  • 后续步骤Next steps
  • 图表目录
  • 免责声明
简介目录
Product Code: KBA2-85

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

  • Companies to Action
  • Best Practices
  • Frost Radar
  • Growth Opportunities
  • Transformation
  • Ecosystem
  • Growth Generator

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

  • Climate Change
  • Insurance Industry
  • End-consumer Demand

Growth Restraints

  • Construction Materials Industry Maturity
  • Regulation, Building Codes and Green Building Standards
  • Innovation adoption in the construction sector has historically been sluggish. This also applies to new climatic hazards. The larger possibility to proactively lower climate risk across their clientele is still underutilized, even if major businesses have started to evaluate and modify their own operations to these risks.
  • It's notable that start-ups and small businesses are reconsidering how infrastructure and buildings might be used as tools for resilience are making the most significant advances in climate-risk-oriented building materials, rather than the industry's established players. This discrepancy draws attention to a lost commercial opportunity: coordinating end-user value generation with climate adaptation.
  • Resilience is becoming a fundamental need in design, as seen by the growing incorporation of climate adaptation into regulatory frameworks, building codes, and green building standards. It is anticipated that the demand will develop to handle performance in the face of severe weather and ongoing climatic stressors in addition to energy efficiency. The need for building materials that actively support the resilience of infrastructure and buildings will increase as these standards become more stringent.

Research Highlights

  • Climate change is a global issue, but climate risk is a local one. Hazards, vulnerabilities and exposure are assessed and addressed locally, region by region, or asset by asset.
  • Improving resilience through construction materials is just one of the possible measures that can be taken to adapt an asset. Urban planning, landscape design, architectural design, early warning systems, infrastructure redundancy, improved response resources, training, even measures at the end-user level, are some others. All of these should be implemented jointly.
  • Building codes deal with local particularities of the areas that they manage, and they set the minimum standards that buildings must meet. Architects and engineers work under their guidance, and, in some cases, construction materials and solution providers work to fulfill their demands.
  • However, the mere existence of building codes does not guarantee that assets will be effectively built following their criteria.
  • Despite its long-term benefits, mandatory adoption of climate-ready materials is often resisted by real estate developers (due to their costs), and by local governments (because building with climate risk in mind often means restricting the use of the land). Nevertheless, there is a record of building codes reactively being updated after catastrophes (wildfires and floods for example), demanding specific materials and landscaping measures.
  • Also, regarding the real estate market, reports from secondary sources state that, only in the US, by 2055, about 70,000 neighborhoods would be negatively impacted by climate risk in some way, resulting in $1.47 trillion in net property value losses as a result of insurance pressures and changing consumer demand*. This underscores the need for adaptation.
  • Building specifications designed according to historical climate conditions are not sufficient anymore. New built buildings and pieces of infrastructure need to consider future climate in their particular region.

Table of Contents

Research Scope

  • Research Highlights

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on Materials for Climate Risk Mitigation in the Built Environment

Growth Opportunity Analysis

  • Definitions: Risk, Climate Risk, Mitigation and Adaptation
  • The Built Unit and Its Context: Landscape, Urban Planning
  • Evolution of Extreme Weather Events Over Time, by Type
  • Economic Losses Due to Extreme Weather Events
  • Insured Losses Due to Natural Disasters
  • Climate Finance: Mitigation and Adaptation
  • Europe, a Large Potential Market for Adaptation
  • Leading Risks to Businesses in the United States
  • The Reaction of the Insurance Industry in the United States
  • Dollar Saved Per Dollar Invested in Resilience
  • Recognition Signs: Social Awareness of Climate Change
  • Perception Signs: Google Trends
  • Gaining Momentum: More Organizations to Deal with Climate Risk
  • Global Mean Sea Level Increase and Demand for Sea Coastal Infrastructure
  • Types of Climate Risks in the Built Environment
  • Notes on Specific Materials
  • Nature-Based Solutions
  • Cities Investing in Green Infrastructure
  • A Look into the Future
  • Building Automation Systems as Adaptation Solutions
  • Architectural Glass as an Adaptation Vehicle
  • Growth Drivers
  • Growth Restraints

Companies to Action

Growth Opportunity Universe

  • Growth Opportunity 1: Supporting Nature-Based Solutions with Construction Materials
  • Growth Opportunity 2: Local Portfolios for Local Climate Risks
  • Growth Opportunity 3: Simple Products for Specific Climate Risks and Clients
  • Growth Opportunity 4: Climate Risk Assessment and Risk Reduction Services
  • Growth Opportunity 5: Architectural Glass as an Adaptation Vehicle
  • Growth Opportunity 6: Engineering, Architecture, and Construction Companies for Disaster Recovery

Appendix and Next Steps

  • Other Sources Used Throughout the Report
  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer