Relatório do Monitor de Transição de Infraestrutura

De carbono pesado a preparado para o clima

Encarar os desafios da descarbonização industrial

Perspetivas globais para um futuro sustentável

Com base num inquérito global a 1 400 executivos e complementado por entrevistas aprofundadas a especialistas, o Infrastructure Transition Monitor 2025 da Siemens oferece uma visão abrangente sobre a transformação global das infraestruturas. Este estudo analisa, em três relatórios distintos, os pilares interligados da mudança:

Como é que a evolução das infraestruturas energéticas — impulsionada pelas tecnologias digitais — está a promover o progresso rumo a um futuro com emissões líquidas nulas
Os progressos, as prioridades e os desafios da descarbonização dos edifícios
Os progressos do setor industrial no sentido da sustentabilidade

Principais conclusões

Avançar a descarbonização industrial viável

Between 2023 and 2025, industrial firms made progress in renewable energy, electrifying heating/cooling, and the decarbonization of core operations. However, the latter remains the least developed of the organizational infrastructure transition goals. In 2025 we find that more organizations have adopted detailed decarbonization plans and science-based targets, but financial pressures have increased: more respondents now say their organization puts cost and revenue considerations first when choosing a decarbonization strategy.

Eletrificação de tudo

Electrification is seen by most industrial firms as the most realistic path to net zero, but many say their ambitions are held back by inadequate grid infrastructure. Firms want smarter grids which can integrate with their own energy assets and operate in close collaboration with the surrounding energy ecosystem. Industrial organizations are working to optimize their electrified operations with AI and digital twins, enabling real-time management, boosting efficiency and resilience.

63% of industrial respondents say:

Digitalization is a critical enabler of the energy transition.

59% of industrial respondents say:

My organization intends to use our energy assets to profit from demand-side flexibility mechanisms.

45% of industrial respondents say:

My organization shows mature or advanced efforts in demand-side flexibility.

Stable, predictable policy is required

Policy uncertainty is a major barrier to industrial decarbonization, with most industrial companies citing it as a growing threat to the energy transition. Stable policy enables long-term planning and capital investment. This gives organizations the confidence to make decisions that involve long-term capital outlay, such as replacing fossil-fuel systems with low-carbon alternatives or investing in on-site energy storage. Yet more than half of industrial sector respondents report that uncertainty about the future energy system is delaying investment in clean energy technologies.

For long-term investment decisions, we need stability to act decisively. The clearer the energy roadmap from governments and utilities, the faster we can decarbonize.

Jan Fassbender, Head of Global Facilities and Engineering, Boehringer-Ingelheim

Perspetiva de parceiros

O imperativo para a integração digital

Por Jessica Lam, Vice-Presidente Sénior de Sustentabilidade — Sonepar

The race to decarbonize is no longer just about installing greener hardware; it is about how intelligently we manage the flow of energy and data that underpins modern operations. Sustainability today depends on visibility — and visibility depends on digital integration.

Too many organizations are still running on fragmented systems that cannot talk to each other. This leaves them piecing together emissions data from disparate sources, slowing down reporting and limiting their ability to act. Integrated digital platforms change the game. By consolidating product, energy, and CO₂ data in one place, they create a single source of truth that makes sustainability transparent, actionable, and comparable across entire value chains.

Once this foundation is in place, technologies such as AI and IoT reveal their full potential. Predictive analytics can uncover patterns in consumption, while connected sensors enable real-time monitoring of factories, fleets, and offices. Electrical distribution is rapidly becoming digitalized. In this context, Sonepar is transforming into a digital company and aims to become the world's leading B2B electrical equipment distributor offering an omnichannel experience to all its customers.

We are investing €1 billion between 2022-2026 to accelerate our digital transformation. We already see how AI-driven systems improve inventory management, accelerate financing approvals, and enhance customer experience. The same principles can be applied to energy: learning algorithms that anticipate demand, identify inefficiencies, and propose immediate adjustments.

Bringing these advances together can be transformative. Since 2022, Sonepar has invested more than €2.5 billion to modernize our supply chain: construction, distribution and transportation networks, state-of-the-art technologies, automation, and robotics. Our global distribution centers now have automated picking and sorting systems and intelligent energy management systems. Our facilities not only improve throughput and accuracy but also reduce their environmental impact and improve resource efficiency.

Image of Jessica Lam, Senior Vice President Sustainability – Sonepar

The next frontier for many firms is demand response. Global electricity demand is expanding by 4.4% in 2024 and is expected to grow by close to 4% again in both 2025 and 2026. This is much faster growth than previous years – the average from 2015 to 2023 was 2.6%. This puts a lot of capacity pressure on power grids, while they also need to become more dynamic as renewable penetration and behind-the-meter activity rises. Companies must move from being passive consumers to active participants in power grids.

However, to do this, they need systems which can integrate technologies such as energy management software, solar panels, electric vehicle charging infrastructure, battery storage and smart buildings. It underlines how mastering data and advancing digital capabilities is crucial to making decarbonization scalable. The transition is not only about cleaner electrons, but also about smarter decisions, and we now have the tools to optimize both.

Sobre a investigação

O Infrastructure Transition Monitor (ITM) da Siemens é um estudo de investigação bienal lançado em 2023. Agora na sua segunda edição, o ITM acompanha a evolução da transição mundial para o zero líquido ao longo do tempo, destacando as prioridades mais urgentes e o caminho a seguir para as empresas e os governos. O ITM baseia-se num inquérito global a 1 400 líderes e executivos de topo dos setores privado e público. Em 2025, os inquiridos provieram de 19 países e 37 setores (agrupados em oito grandes segmentos industriais para efeitos de relatório). A investigação baseia-se também em conclusões retiradas de entrevistas aprofundadas com um grupo seleto de líderes e especialistas.

Dr. G Ganesh Das, Diretor de Colaboração e Inovação, Tata Power Company
Sabine Erlinghagen, CEO da Grid Software, Siemens Smart Infrastructure
Jan Fassbender, Diretor de Instalações Globais e Engenharia, One Human Pharma, Boehringer Ingelheim
Edmund Fowles, Diretor Fundador, Feilden Fowles Architects
Daniela Haldy-Sellmann, Vice-presidente sénior e Diretor Geral das Indústrias de Energia e Recursos Naturais, SAP
Thomas Kiessling, Diretor de Tecnologia, Siemens Smart Infrastructure
Brian Motherway, Responsável pela Eficiência Energética e Transições Inclusivas, Agência Internacional de Energia
Andreas Schumacher, Vice-presidente Executivo de Estratégia, Fusões e Aquisições, Infineon Technologies
Susanne Seitz, CEO de Edifícios, Siemens Smart Infrastructure
Dr. Sean Woolen, Professor Assistente, Departamento de Radiologia e Imagiologia Biomédica, Universidade da Califórnia