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The Return Imperative : Moving Infrastructure from a Resource-Gap to a Priority-Based Approach - Stephane Straub

The Return Imperative

Moving Infrastructure from a Resource-Gap to a Priority-Based Approach

By: Stephane Straub, Chris Dann, Manuel Garcia Santana, He He, Yue Li

Paperback | 26 May 2026

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This report introduces the first global, geolocated database of physical infrastructure assets and a framework to guide investment priorities. Comparing social returns with borrowing costs reveals widespread underinvestment across energy, transport, and digital sectors, with especially high returns to transport in developing countries.

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