Moving Infrastructure Forward - Investor Presentation slide image

Moving Infrastructure Forward - Investor Presentation

Broad infrastructure market exposure creates growth opportunities across construction, energy, and transportation Replacement of aging infrastructure Recent estimates suggest that improving U.S. infrastructure to an “adequate state" requires a total investment of approximately $4.6 trillion from 2016 to 2025 New infrastructure spending to meet population growth Long-term population growth in key Southwest geographies is expected to exceed U.S. growth rates Additionally, population growth in Mexico and other Latin American countries is expected to positively impact future infrastructure spending Sources: American Society of Civil Engineers, Oxford Economics Changing energy landscape Shifting trends in the global energy landscape expected to benefit Arcosa, including: - Increased adoption of renewables Increased U.S. oil & gas production, driven by shale basins Recovery in key transportation markets Early signs of recovery in barge and rail markets ■ Arcosa is well-positioned to benefit from a market recovery in these areas. 13 / Moving Infrastructure Forward — Investor Presentation, October 2018 ARCOSA
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