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A perspective of the PPP market
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These days, still in Spain, I had the opportunity to talk to many infrastructure professionals. Things are slow. Bad. Nothing new. Construction companies are risk averse. They prefer private clients now… aka, data centers and batteries. Projects are small. Lenders are worried. Etc. ​ Look. Every guru out there is writing, talking, showing "projections for 2026"... It's as typical as the new year eve. It arrives every year. Together with their mistakes. ​ And my friends, gurus included, forget about the three trends that any market has. Up, down, and sideways. ​ How you prepare for each of those trends is what defines successful and not so much successful professionals and companies, governments and officials. ​ When the market is up, move fast. Secure talent. Secure capital. Double down on the projects that scale your capabilities… not the ones that just keep your team busy. Feast while there’s food. But keep an eye on the trend and reserve capacity for the next trend. ​ When the market is down, that’s where the winners are made. Cut the fat, protect your best people, and bid smartly, not desperately. Prepare your pipeline like the rebound starts tomorrow. ​ And when the market goes sideways, don’t sit still. Innovate your delivery models, upgrade your partnerships, and renegotiate every contract that doesn’t create margin. Yes… renegotiate, propose Change Notices, etc. Sideways is where you quietly build an unbeatable position. ​ No matter in which trend is your market, I’m sure that you’ll enjoy and profit from these links. ​The top 15 Lessons of a successful project​ ​The top 15 lessons of a nightmare project​ ​Don't be embarrassed. ​ ​ PD 1: If you liked this email, don't keep it in secret and forward it to a friend. They will thank you enormously one day. PD 2: If somebody has sent you this email and you want to receive emails like this yourself, visit vicentevalencia.com PD 3: If you want unsubscribe, click the link below. ​ ​ |
Vicente Valencia
I talk about Personal Growth, Management, Infrastructure and More | 👇JOIN +2k readers 👇
You learn by doing. As Robert Kiyosaki said if you think that mistakes are bad, you’re doomed. Imagine yourself with this attitude: “I’ve taken action, I’ve made some mistakes, and now I can learn from those mistakes”. In this case, you’ll be a much richer person. In your pocket and your mind. “People who must be perfect, or cannot allow themselves to make mistakes, are often people without much 20/20 vision. They are the people who make the biggest mistake, which is to fail to learn from...
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Most PPP evaluations are designed by committees obsessed with checking boxes. Not with selecting the best partner. The result? Overcomplicated scoring matrices Subjective criteria disguised as science Endless “clarification” rounds A perfect environment for disputes… Sorry. A PPP evaluation is not an academic exercise. It’s a decision. And decisions must be fast, clear, defensible. So… how do you design the perfect evaluation? The 3-Step PPP Evaluation That Actually Works Step 1 — Choose only...