Executive Summary
This is not a small market problem. Global supply chains alone account for over $10 trillion in annual intermediate goods trade, while infrastructure investment requirements exceed $3.3 trillion annually and rise toward $7 trillion when climate-adjusted needs are included (McKinsey, 2020; Woetzel et al., 2016; OECD, 2017). Yet recent evidence suggests that the binding constraint is often not capital itself, but coordination: the ability to govern interdependent assets, actors, and processes across fragmented institutional boundaries (World Bank, 2020).
