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Putting the Stimulus to Work

3. …but do anticipate a post-ARRA landscape. Despite such shortcomings, the future path of the various U.S. infrastructure sectors may well be redefined, at least at the margin, by ARRA. Through much of the past decade, solar and wind energy witnessed dramatic decreases in cost as production scale and the beginnings of standardization kicked in, largely via European and Japanese subsidy programs. We may well witness the same outcome in smart grid, energy storage, energy efficiency, and other similar areas targeted by the stimulus plan. Furthermore, ARRA is attracting many new and often very innovative players into the energy and infrastructure sectors, which could alter the competitive landscape in the years to come. Thinking through the ramifications of post-ARRA infrastructure markets may be the most important task for both companies and policymakers.

Author Profile:
Daniel Gabaldon is a principal with Booz & Company based in McLean, Va. He focuses on providing strategic advice to leading participants in the global energy and infrastructure sectors.

Joseph Van den Berg is a partner with Booz & Company based in McLean, Va. He specializes in formulating new opportunities for energy companies, including mergers and acquisitions and growth strategies.

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  1. Alan A. Altshuler and David E. Luberoff, Mega-Projects: The Changing Politics of Urban Public Investment (Brookings Institution Press, 2003): American political history from Robert Moses to Boston’s Big Dig, proposing new forms of multiple accountability.
  2. Viren Doshi, Gary Schulman, and Daniel Gabaldon, “Lights! Water! Motion!s+b, Spring 2007: How to reinvigorate our electricity, water, and transportation systems by integrating finance, governance, technology, and design.
  3. Bent Flyvbjerg, Nils Bruzelius, and Werner Rothengatter, Megaprojects and Risk: An Anatomy of Ambition (Cambridge University Press, 2003): Skeptics document how enthusiasts negligently green-light bad projects and explain how to build in better accountability, particularly in Europe.
  4. Daniel Gabaldon, “Pollution, Prices, and Perception,” s+b, Spring 2009: An examination of how business leaders can plan for new government climate change initiatives.
  5. Mark Gerencser, Fernando Napolitano, and Reginald Van Lee, “The Megacommunity Manifesto,” s+b, Summer 2006: How to bring together multiple organizations to develop solutions to complex problems.
  6. Peter Senge et al., The Necessary Revolution: How Individuals and Organizations Are Working Together to Create a Sustainable World (Doubleday, 2008): The authors explore the steps that businesses can take to create cooperative environmental strategies.
  7. Lord Andrew Turnbull, “Toward a Flexible Energy Future,” s+b, Winter 2006: How governments can promote better capital investments despite imperfect information.
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