TRANSURBAN: PREPARING FOR AUTONOMOUS VEHICLES

A Macro Intelligence Memo | June 2030 | CEO Edition

From: The 2030 Report Date: June 2030 Re: Transurban - Leadership Preparing for Long-Term Infrastructure Disruption

The CEO of Transurban between 2024-2030 had to balance: - Managing current business profitably (which was working) - Preparing for long-term AV disruption (uncertain timing, impact unclear)

The CEO invested in telematics, explored congestion pricing, discussed per-mile fee models with authorities.

But there was no perfect answer to the AV question. The CEO couldn't obviously reposition the business in a way that protected against long-term disruption.

By 2030, the CEO's approach was managing current business successfully while carefully monitoring AV transition. The long-term challenge remained unresolved.

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