Search Results for: public – Page 10

The Ukraine war has seen countries scrambling to secure energy supplies, boosting the need for renewable sources. But with renewable energy paradoxically dependent on the increasingly volatile climate, diversity in technologies is critical to ensure stable supplies from renewable sources. Credit Consensus Ratings are available for a variety of wind and solar firms, with this report showing some divergences in credit quality.

The global construction industry is facing renewed challenges: just as the COVID-driven labour and materials shortages showed signs of easing, the Ukraine war is hitting the industry in two specific areas: steel and glass. But not all firms are affected equally – this report analyses credit improvement in US Construction & Materials companies.

The war in Ukraine has already had a dramatic impact on the global food trade with Russian aggression damaging global food supplies, and the fertiliser industry is also due to feel the pinch. EU Food Product firms are taking the hit, with a 4% drop in credit quality in the last month. Consensus data will continue to track the effect of the war on sectors and companies, rated and unrated, across the globe.

In 2011, FTSE350 boards were 91% male – since then, a target of 33% average female representation has been achieved. Corporate diversity has been proven to improve performance, and consensus credit data shows that firms with more women on their board are also a better credit risk. This report analyses credit performance for companies that do and do not meet the 33% target.

The Containers and Packaging Sector has boomed during the pandemic, but increasing legislation around plastic packaging will require investment from producers. This analysis looks at pre- and post-COVID credit trends for the Europe & US sectors, plus single company credit risk examples for a number of leading producers.

The Russian intervention in Kazakhstan highlights the global importance of uranium supplies for military and power generation purposes, and with a number of countries considering expansion of nuclear energy programs, major uranium producers stand to benefit. This analysis details the credit quality trends for global firms involved in uranium production.

COP26 has made headlines, but the real debate is about the need for speed in translating pledges into action. Consensus credit data shows that nations with the most to lose from climate impact also have the least available resources to enact change – leaving the responsibility largely in the hands of developed economies with strong sovereign credit ratings.