Geoeconomic confrontation, supply chain weaponization, and aging infrastructure. The World Economic Forum's 2026 Global Risks Report reveals a stark reality: organizations can no longer afford reactive asset management.
The World Economic Forum's Global Risks Report 2026 identified geoeconomic confrontation as the single greatest risk to trigger a material global crisis - selected by 18% of respondents as the top threat. But behind this headline lies an infrastructure crisis that few organizations are adequately prepared for.
When tariffs, export controls, sanctions, and weaponized supply chains converge with aging critical infrastructure and unprecedented operational complexity, the window for reactive response collapses. A single unplanned equipment failure - once a maintenance problem - now cascades into geopolitical, financial, and operational collapse.
Yet most enterprises still lack real-time visibility into their physical asset portfolios.
This article explores why the infrastructure landscape has fundamentally changed, what's at stake for asset-intensive organizations, and how enterprises are building operational resilience through intelligent asset management.
The New Landscape: From Global Cooperation to Economic Confrontation
The retreat of multilateralism
For decades, the global economy operated on a foundation of multilateral cooperation, transparent supply chains, and predictable trade flows. That world is over.
According to the WEF report, 68% of respondents now expect a multipolar, fragmented world order over the next decade - where middle and great powers contest regional rules, and confrontation replaces collaboration. Only 6% expect reinvigoration of the previous rules-based international system.
The implications for infrastructure operators are severe:
-
Supply chain weaponization: Geoeconomic confrontation now manifests through tariffs, export controls, investment restrictions, and deliberate supply chain disruption. Strategic resources - semiconductors, rare earths, energy, pharmaceuticals - are being used as tools of geopolitical pressure.
-
Disruptions to systemically important supply chains ranked #19 in WEF's two-year risk outlook, up 3 positions from the previous year. For asset-intensive industries, this translates directly into extended lead times for critical spare parts, supply shocks, and unplanned operational shutdowns.
-
Infrastructure becomes a target: In a contested multipolar world, critical infrastructure—power grids, telecommunications networks, transportation systems, healthcare delivery systems—faces heightened physical and cyber threats. Russia's reduction of gas supplies to Europe in 2021-22 illustrated how interdependencies can be weaponized with devastating economic effect.
Uncertainty is now structural
The WEF report found that 50% of respondents anticipate either a turbulent or stormy global outlook over the next two years, deteriorating to 57% over the next decade. The report describes 2026 as "an age of competition" where "confrontation is replacing collaboration, and trust—the currency of cooperation—is losing its value."
For infrastructure operators and asset managers, this uncertainty translates to one critical challenge: traditional planning assumptions no longer hold.
The Infrastructure Crisis — Aging Assets Meet Accelerating Disruption
The perfect storm
Three forces are converging to create acute stress on critical infrastructure:
-
Aging physical assets: Much of the world's infrastructure—power systems, water treatment, transportation networks, manufacturing equipment—was built 30-50 years ago. Replacement cycles are deferred; maintenance backlogs are mounting.
-
Accelerated disruption velocity: Threats that once materialized over quarters now emerge in days. Supply chain disruptions, cyberattacks, geopolitical shocks, and extreme weather events create cascading failures across interconnected systems.
-
Lost operational visibility: Most infrastructure operators lack real-time, asset-level visibility into their distributed portfolios. They operate based on historical maintenance schedules, reactive incident response, and incomplete data—exactly the opposite of what this environment demands.
The cost of reactive maintenance
Consider the economics: Unplanned equipment failures represent 45% of all industrial downtime, yet organizations typically only identify these failures after they occur. A single 24-hour outage at a critical facility—a hospital, data center, manufacturing plant, or utility grid node—can cost hundreds of thousands to millions of dollars.
According to industry research, companies implementing predictive maintenance see:
-
25-30% reduction in maintenance costs
-
70% decrease in breakdowns
-
35-45% increase in equipment uptime
But these benefits are only realized when organizations have the visibility and predictive capability to act before failure occurs.
Asset Visibility as Strategic Infrastructure
What's at stake
The WEF report explicitly identifies critical infrastructure as endangered. Infrastructure-dependent organizations—particularly those in banking, healthcare, aviation, energy utilities, and food/beverage manufacturing—face compounding risks:
-
Geopolitical supply chain shocks that disrupt access to replacement parts or raw materials
-
Cyber and physical threats to distributed assets across politically sensitive regions
-
Economic volatility that impacts both capital allocation and operational margins
-
Regulatory complexity around resilience, sustainability reporting (CSRD/ESG), and business continuity
Each of these risks compounds the others. A tariff shock on imported components, combined with lead times of 8-20 weeks for critical spare parts, can force an organization into extended downtime unless it has already built predictive visibility and inventory strategies.
The strategic imperative: Real-time asset intelligence
Enterprises that are building resilience in 2026 share a common characteristic: they've moved beyond traditional maintenance management toward continuous, predictive asset intelligence.
This involves three core capabilities:
-
Real-time visibility: Know the condition, location, and operational status of every critical asset in your portfolio—whether it's located in your own facility or distributed across multiple geographies.
-
Predictive analytics: Use historical performance data, sensor inputs, and operational patterns to forecast failures weeks or months in advance, enabling proactive intervention before disruption occurs.
-
Risk-adjusted decision making: Prioritize maintenance and capital allocation based on criticality, geopolitical exposure, supply chain vulnerability, and operational impact—not just historical schedules.
Organizations implementing these capabilities are seeing measurable resilience gains:
-
Earlier detection of asset degradation
-
Reduced unplanned downtime by 70%
-
Optimized inventory and procurement strategies
-
Improved regulatory compliance and business continuity
-
Better-informed capital allocation for asset replacement
See how Nextbitt gives you real-time visibility across your critical assets and supports predictive maintenance decisions.
Watch the platform in action →
Building Resilience in the Age of Uncertainty
Practical steps for infrastructure operators
For enterprises managing critical physical assets, building resilience in 2026 requires deliberate action:
Step 1: Establish complete asset visibility
Begin with a comprehensive inventory of your critical assets: their location, age, condition, criticality to operations, and geopolitical exposure. This foundational layer enables all subsequent resilience activities.
Step 2: Integrate predictive monitoring
Deploy condition monitoring sensors and analytics platforms that flag early signs of degradation—vibration anomalies, thermal stress, electrical irregularities—before they cascade into failures.
Step 3: Map geopolitical and supply chain vulnerabilities
Identify single points of failure in your supply chain, particularly for critical components with long lead times. Develop alternative sourcing strategies and safety stock policies informed by geopolitical risk assessment.
Step 4: Build scenario planning and redundancy
Develop business continuity plans informed by geopolitical risk scenarios. Establish backup systems, alternative suppliers, and operational redundancy for mission-critical assets.
Step 5: Embed continuous monitoring into operations
Move beyond quarterly reviews and annual maintenance plans. Implement continuous risk monitoring and dynamic decision-making that responds to emerging threats in real time.
The Market Imperative
The data is unambiguous. The global enterprise asset management (EAM) market is growing at 17.2% annually through 2030, driven explicitly by organizations prioritizing operational resilience. Predictive maintenance capabilities are expanding at 26.5% annually.
More tellingly, the time-to-ROI for asset management implementations has collapsed from 18 months to 11 months—indicating that enterprises recognize the strategic urgency of these investments.
This is not a technology adoption cycle. It's a strategic response to structural shifts in the global operating environment.
Conclusion: From Vulnerability to Advantage
The WEF's 2026 outlook is sobering: uncertainty is structural, confrontation is replacing collaboration, and critical infrastructure faces mounting threats. But within this challenge lies an asymmetric opportunity.
Organizations that build real-time visibility into their physical asset portfolios, deploy predictive analytics, and integrate geopolitical risk into asset management decisions will emerge as the resilient winners of this decade. They'll maintain operational continuity when competitors face extended downtime. They'll optimize capital allocation while others struggle with reactive maintenance. They'll anticipate supply chain disruptions instead of scrambling to respond.
The infrastructure landscape hasn't simply become more volatile. It has become strategically decisive. The organizations that treat asset management as core infrastructure strategy—not a cost center—will define competitive advantage for the next ten years.
Schedule a Asset Visibility Assessment: We'll analyze your current asset management approach and identify specific opportunities to reduce unplanned downtime and optimize capital allocation in the face of supply chain uncertainty."