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This latest edition of Norman Broadbent's newsletter looks at how boards are navigating an increasingly interconnected and strategically complex world, through the lens of the tectonic shifts reshaping global infrastructure.
From energy security and transport networks to payments, digital systems and universities, infrastructure is no longer sitting quietly in the background of board agendas. It is now central to geopolitical resilience, economic competitiveness and long-term value creation.
This issue explores:
- The Shattered Paradigm – the Future of Infrastructure in a new global landscape – Infrastructure financier Ali Miraj examines how conflict, economic volatility and geopolitical fragmentation are reshaping global infrastructure priorities.
- Resilient Energy Infrastructure in a Fragmenting World – Former ADNOC Gas SVP Tasnim Al Mzaini explores how geopolitical “chokepoints” are reshaping global energy flows and reinforcing the need for greater diversification of supply routes.
- Reflections from the Boardroom – NB Power & Utilities Lead Chris Smith reflects on themes emerging from a recent InfraNEDs roundtable, including converging cyber and physical threats.
- Airport Development in 2026 – NB Aviation Lead Sam Hall speaks with Ferrovial Airports CEO Luke Bugeja about how airports are evolving from physical infrastructure projects into digitally enabled platforms.
- In Transit: Leadership Lessons for a New Era of Infrastructure – NB Transport & Logistics Lead Nick Behan explores how transport infrastructure is becoming increasingly integrated, data-driven and digitally connected.
- Europe at a Crossroads: Industrial Infrastructure in Global Reallocation – NB Chemicals Lead Dave Wilson examines the structural migration of industrial ownership and capital.
- Payments: The Invisible Infrastructure Shaping Every Industry – NB Technology Lead Richard Edmondson explores how embedded finance and digital payment systems are quietly reshaping commercial models across sectors.
- The Evolving Governance Challenge in UK Higher Education – NB Managing Director Simon Lucas examines universities as vital national infrastructure and the governance pressures shaping the future of the sector.
- Tanya’s Top Picks – Including a look at Morocco’s energy transition, the new nuclear era and Why Big Things Get Done.
Learn More:
Read the full newsletter here.