Fuel prices are expected to continue to increase, which should boost demand for Cummins' fuel-efficient diesel engines. In addition, the demand for electricity is expected to outpace supply worldwide over the next several years, creating opportunities for the company's power generation business; and • Infrastructure growth around the world. A significant increase in infrastructure spending worldwide over the next two decades, especially in large emerging markets, should increase demand for Cummins' products that serve industrial and power generation markets.