S&P Global Ratings EMEA Infrastructure & Utilities Conference is returning in a virtual format on 24-25 January 2023. During the two days, our infrastructure & utilities lead analysts and sector specialists will share their views and explore key industry topics in the current environment.
Day 1: Utilities Navigate Stormy Waters
European Utilities are facing a number of challenges in 2022-2023, from security of supply in a tense supply-demand environment to inflation pressures, affordability tensions and steadily rising interest rates. Key discussion points will include:
• The 2023 outlook for European utilities in the context of market redesign
• Lessons learnt from a volatile environment: How resilient are regulated European energy and water networks to macro challenges?
Day 2: Recession Risk To Further Test The Resilience Of European Infrastructure Ratings
Pandemic fallout varied for European infrastructure and project finance ratings, now leaving some sectors and assets better equipped than others to handle inflationary pressures and sluggish economies. Key discussion points will include:
• The underlying creditworthiness of rated infrastructure and project finance issuers
• How renewables will emerge from Europe’s energy crisis
• Airports' recovery path to pre-pandemic traffic levels
• Railway companies' resilience--particularly of their margins--to economic headwinds
