KBRA Podcasts cover topical research discussions, industry commentary, and more. As we continue to globally expand, KBRA Podcasts is a go-to source for timely briefings directly from our knowledgeable team members.
Oil’s Diminishing Role in Euro Area Inflation and impact on European corporate and Sovereign Credit Risk
In this episode John Sage, Senior Director and Head of Private Credit Research here at KBRA will be joined by two colleagues — Ken Egan from the Sovereign team and Karim Nassif from the Corporate, Infrastructure and Project Finance team. They will be diving into the topic of how euro area inflation has become less correlated with oil price swings. We’ll unpack why that link has weakened — from reduced oil intensity and greater supply diversification, to stronger policy buffers. We’ll also explore what all this means for the credit outlook of European energy companies.
23 Jun 2025
Steady but Strained: Europe’s Path Through Mounting
In this episode of KBRA Podcasts, John Sage, KBRA’s Senior Director and Head of Private Credit Research, is joined by Ken Egan from Sovereigns and Karim Nassif from Project Finance and Infrastructure (PF&I) to discuss how European sovereigns are navigating global volatility. Ken highlights resilient labor markets, political fragmentation, and monetary divergence. Karim explores the growing role of PF&I in defense, digital, and energy sectors amid Europe’s policy-driven growth.
14 Jan 2025
European Project Finance & Infrastructure Clean Energy and Data Center Opportunities in 2025 Amid Macro Headwinds
KBRA analyst Karim Nassif and Ken Egan review the European project finance and infrastructure (PF&I) market’s performance in 2024 and discuss the themes that will likely take centre stage in 2025. The supportive policy environment, slightly improved economic conditions with a relative softening in commodity prices should act as tailwinds to the sector. KBRA also expects PF&I to act as a growing funding tool to support the energy transition and digital sector but will be reliant on greater involvement from private credit in the year ahead to achieve the national and European Union targets.
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