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市場調查報告書
商品編碼
1844022
建築環境適應氣候變遷的材料，2024-2031Materials for Adaptation to Climate Change in the Built Environment, 2024-2031 |
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嚴峻的氣候情勢推動轉型成長，降低風險的需求日益成長
無論政治辯論如何激烈，科學共識如何遭遇阻力，氣候變遷都是塑造當今世界的一股不可抗拒的力量。其實際影響日復一日，顯而易見：基礎設施受損、供應鏈中斷、保險成本上升以及金融風險加劇。
儘管全球暖化的影響日益加劇，但全球大多數建築材料公司尚未充分認知到氣候變遷風險帶來的商機，這為小型企業和新興企業提供了引領發展的空間。貿易緊張局勢、持續不斷的衝突（例如烏克蘭和以色列之間的衝突）以及地緣政治力量的轉移導致全球經濟不確定性日益加劇，氣候風險很可能成為企業和政策關注的核心問題，尤其是在環境、社會和管治舉措面臨強烈抵制的情況下。
本報告探討如何在整個建築材料生態系統中建立全面的商業機會，說明材料創新以及如何轉售現有產品和解決方案以接觸新客戶並為不斷成長的需求提供解決方案。
調查範圍
調查內容
- 採取行動的公司
- 最佳實踐
- Frost Radar
- 成長機會
- 轉型
- 生態系統
- 成長引擎
三大戰略重點對建築環境氣候風險緩解材料的影響
轉型大趨勢
為什麼
無論政策和政治如何應對，氣候變遷都會改變今天的生活。
不幸的是，它對物質世界的影響每天都可以在世界各地看到。
對建築環境（住宅、非住宅和基礎設施）的破壞、供應鏈中斷、對保險費的影響、金融風險的增加以及災害復原成本的上升只是全球暖化給帶來的一些影響。
Frost的觀點
一些領導人可能會挑戰氣候變遷的科學共識，其影響在未來可能會更加明顯。
然而，全球建築材料公司尚未決定將氣候變遷的風險完全轉化為商業機會。目前，這留給了中小企業和新興企業。
目前反對 ESG 和永續性的趨勢可能會讓氣候變遷風險佔據中心地位。
顛覆性技術
為什麼
從改進的氣候模型、人工智慧分析和數位模擬到基於無人機的現場監測和新材料，顛覆性技術將在減輕氣候變遷的物理影響方面發揮作用。
Frost的觀點
但僅有技術是不夠的。也必須透過公共和私營部門的行動，建立一套系統性的方法，涵蓋政策、市場獎勵、嚴格的環境影響管理和社區福祉。
放棄美國供應面向未來的建築材料的建築任務小組似乎需要意識到這一切。
地緣政治混亂
為什麼
在撰寫本報告時，世界正經歷嚴重的經濟混亂，因為美國對大多數其他國家徵收關稅，其他政府也採取了類似措施，未來的前景非常不確定。
俄羅斯、烏克蘭、以色列及其鄰國目前都捲入了某種形式的武裝衝突，其影響範圍延伸至美國、歐洲和中國。
歐洲增加軍事預算，以準備應對或阻止俄羅斯的侵略。中國和美國的擴張主義目標也是眾所周知的。
Frost的觀點
一些分析人士描述歐洲的「戰前」局面。同時，美國正致力於削弱中國在世界各地的影響力，包括經濟（全球）和軍事（台灣）。美國對巴拿馬和格陵蘭島的舉動為該地區帶來了不穩定，並對全球地緣政治產生了影響。
一些國家已經停止使用美國進行國際貿易，削弱了美國的主導地位。
所有指標都顯示至少在未來五年內不穩定局勢仍將持續。
促進因素
- 氣候變遷
- 保險業
- 最終消費者需求
成長抑制因素
- 建築材料產業的成熟度
- 法規、建築規範、綠建築標準
- 建築業對技術創新的採用歷來較為遲緩。新出現的氣候災害也是如此。即使大型公司開始評估這些風險並調整營運方式，主動降低客戶氣候風險的潛力仍未充分挖掘。
- 值得注意的是，新興企業和小型企業重新思考如何將基礎設施和建築用作韌性工具，他們在氣候風險導向的建築材料方面取得了最大的進展，而非行業巨頭。這種差異凸顯了一個缺失的機會：將最終使用者價值創造與氣候變遷調適結合。
- 韌性正成為一項基本的設計需求，氣候適應性日益被納入監管法律規範、建築規範和綠色建築標準就證明了這一點。除了能源效率之外，預計在惡劣天氣和持續的氣候壓力下，建築性能的需求也將持續成長。隨著這些標準日益嚴格，對能夠積極支持基礎設施和建築韌性的建築材料的需求也將日益成長。
調查重點
- 氣候變遷是一個全球性問題，但氣候風險是地方性的：危害、脆弱性和暴露程度是依地區和資產進行評估和解決的。
- 透過建築材料提高復原力只是適應資產可以採取的步驟之一，城市規劃、景觀建築、建築設計、預警系統、基礎設施冗餘、改進的回應資源、培訓，甚至最終用戶層面的措施 - 所有這些都應該協作實施。
- 建築規範解決了其管轄區域的特殊性，並設定了建築物必須滿足的最低標準，建築師和工程師必須遵守這些標準，在某些情況下，建材和解決方案提供者也必須努力滿足這些標準。
- 然而，僅僅存在建築規範並不能保證房屋能夠依照這些規範有效建造。
- 儘管強制採用氣候智慧型材料具有長遠效益，但房地產開發商（出於成本考慮）和地方政府（因為考慮氣候風險的建築通常意味著限制土地使用）往往會抵制強制採用氣候智慧型材料。即便如此，在重大災害（例如野火和洪水）發生後，建築規範也曾進行被動更新，要求特定的材料和景觀措施。
- 此外，就房地產市場而言，二級資訊來源顯示，僅在美國，到2055年，約有7萬個社區將受到氣候變遷風險的某種不利影響，由於保險壓力和消費者需求變化*，將導致1.47兆美元的財產淨價值損失，凸顯了適應的必要性。
- 針對過去氣候條件設計的建築規範已不再適用。新建的建築和基礎設施必須考慮該地區未來的氣候。
目錄
調查範圍
- 調查重點
戰略問題
- 為何成長變得越來越困難？
- The Strategic Imperative 8（TM）
- 三大戰略重點對建築環境氣候風險緩解材料的影響
成長機會分析
- 定義風險、氣候風險、緩解和適應
- 建築單元及其背景：狀況、都市規劃
- 極端天氣事件隨時間的變化
- 極端天氣造成的經濟損失
- 自然災害造成的保險損失
- 氣候融資緩解和適應
- 歐洲：適應潛力大市場
- 美國企業面臨的主要風險
- 美國保險業的反應
- 投資於韌性的每一美元節省
- 意識的跡象社會對氣候變遷的認知
- 意識徵兆趨勢
- 累積動能：更多組織應對氣候風險
- 全球海平面上升和沿海基礎設施需求
- 建築環境中的氣候風險類型
- 關於具體資料的說明
- 基於自然的解決方案
- 城市投資綠色基礎設施
- 未來展望
- 大樓自動化系統作為自適應解決方案
- 建築玻璃作為適應性工具。
- 成長動力
- 成長阻礙因素
採取行動的公司
成長機會宇宙
- 成長機會1：利用建築材料支持以自然為基礎的解決方案
- 成長機會2：因應區域氣候風險的本地投資組合
- 成長機會3：針對特定氣候風險和為客戶提供簡單的產品
- 成長機會4：氣候風險評估與緩解服務
- 成長機會5：建築玻璃作為適應工具
- 成長機會6：災難復原工程、建築和建設公司
附錄與後續步驟
- 報告中使用的其他資訊來源
- 成長機會的益處和影響
- 後續步驟
- 圖表目錄
- 免責聲明
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
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