Impact on insurance companies
For insurers, the incident highlights the growing risks around transport corridors that have taken on paramilitary significance. Concentrations of high-value cargo, increased geopolitical risks and the potential for subsequent copycat disruptions exacerbate underwriting challenges in the real estate, infrastructure, cyber-physical and political risk sectors. Carriers could face greater claims volatility if further disruption triggers derailments, environmental damage or supply chain disruptions.
