
RISK RADAR · THEME
Energy and the transition
Energy security and prices, grid failures and blackouts, new energy technology (batteries, hydrogen, offshore wind, nuclear, solar), stranded assets, fossil-fuel underwriting and investment policy.
ARGUS’S READING Steady · Energy-transition reporting highlights uninsured supply chains and parametric basis risk, without establishing a change in loss frequency.
AI and technologyClimate and natureGeopolitics, conflict and tradeCyberEnergy and the transitionSocial and legalFinancial and macroHealth, pandemics and longevityNatural resources and foodUnder the radar
NowClaims and pricing
UAE: Electric vehicle insurance now up to 35% more expensive than petrol cars ↗
EV battery and body repair costs lift motor claims, making electric vehicles harder to price profitably.
1–3 yrsClaims and pricing
Energy transition reshaping insurance risk as uninsured supply chains, strained models meet mainstream parametric cover with persistent basis risk ↗
Energy-transition supply chains sit outside cover while cat models strain, leaving parametric basis risk for energy assets.
NowCapital
WTI crude tops $100 as Saudi supply fears persist ↗
Oil at $100 on Saudi supply fears is a market shock that can hit insurers' investment values.
NowClaims and pricing
Tesla boom raises concerns over Korean auto insurers' loss ratios ↗
The Tesla boom is pushing up Korean motor loss ratios as electric vehicles change repair costs and pricing needs.