Join our community of smart investors

The US infrastructure boom isn't over – here's how to take advantage

Only half of the $1.2tn federal infrastructure stimulus has been assigned to projects with plenty more to come
The US infrastructure boom isn't over – here's how to take advantagePublished on December 19, 2024

Lawmakers in the US haven’t agreed on much in recent years, but the very title of the Bipartisan Infrastructure Law (previously known as the Infrastructure Investment and Jobs Act) suggests that the act should avoid some of the upheaval that will take place following January’s change in government.

Even if he wanted to, incoming president Donald Trump would struggle to unwind the $1.2tn (£950mn) of spending expected under the act. Last month, the White House said that, since it was passed three years ago, just under half ($568bn) of the total funding has been allocated to more than 66,000 projects. 

Progress has been slow, though, and “other factors including the rise of inflation and baseline spending needs for projects increasing have reduced some of the overall strength” of the act, says Ronnie Grenier-Hemphill, vice-president in the industrials group at investment bank Houlihan Lokey.

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Already a subscriber? Sign in