I just read on the ABC news site of yet another train derailment, this time affecting NSW - Vic rail lines. A few days ago there was one affecting Vic - SA whilst it's no secret in Tas that major investment is needed in rail.
Zinifex is road freighting zinc because the trains can't take the full amount. I noticed a lot of trucks coming and going from the coal mines in Tas earlier this week when I was in the area so I suspect they may be in the same situation. I heard that the Boyer paper mill has had problems too.
Then there's the water problems affecting all mainland capital cities to varying degrees.
Likewise, as I posted in the Snowy Hydro thread, investment in power generation over the past decade has been well below sustainable levels. Whilst it doesn't make sense to build unnecessary plants now, they will be needed eventually when the huge amount of capacity that came online in the 1980's wears out. About half of Victoria's total baseload power generation has only a couple of decades remaining life. Given that building new baseload plants can take a up to a decade when it's not based on purchased fuel from existing sources (which would be the case in Vic) and then there's all the debate, discussions etc it won't be long before decisions need to be made.
With the maturing of Bass Strait and Cooper Basin gas, supplies to SE Australia are projected to run short over the coming years.
What's all this have in common? Infrastructure. Whilst we hear plenty about roads, not much is said about anything else. I think one of the major issues Australia is going to face in the coming decades is the need to replace major infrastructure (electricity and especially gas production) and upgrade or expand capacity (rail and water). A huge cost and likely plenty of investment opportunities.