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I Squared's Sadek Wahba & Ferrovia's Ignacio Madridejos at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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I Squared's Sadek Wahba & Ferrovia's Ignacio Madridejos at Semafor World Economy
Semafor World Economy Summit 2026
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Apr 29, 2026
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18:40
Conference
Panel
I Squared's Sadek Wahba & Ferrovia's Ignacio Madridejos at Semafor World Economy
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Semafor World Economy Summit 2026
· 2026
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Executive Summary
A confluence of factors, including monetary expansion, supply chain issues, and geopolitical conflict damaging Middle East energy infrastructure, is creating significant macroeconomic headwinds, with predictions of 4%+ US inflation and oil exceeding $100/barrel.
Infrastructure firm Ferrovial demonstrates a resilient business model against inflation through localized procurement (98% local) and the ability to adjust toll rates on its long-term concession assets, effectively passing costs to users.
The United States faces a critical $4 trillion infrastructure deficit by 2040, but decades of political paralysis at the federal level have stalled meaningful action, creating a significant opportunity for private sector involvement.
Despite political gridlock, there is a robust pipeline for large-scale private infrastructure projects in high-growth US cities, with Ferrovial actively bidding on highway and airport developments in Atlanta, Nashville, and Charlotte.
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Keep pulling the thread on 407 ETR.
Macroeconomic Headwinds and Geopolitical Risk
The U.S. Infrastructure Deficit and Political Paralysis
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