Discover how shifting trade policies, security pressures, and operational volatility translate into creditworthiness for port operators worldwide. Our panel discussed rising geopolitical tensions, expected changes in port trading volumes, and the implications for revenue stability, capital expenditure plans, and leverage.

What will you learn?

• Geopolitical risk: What is the single most important geopolitical risk ports and terminal operators should be planning for today?
• Tariffs: When U.S. tariffs rise, what’s the main impact – cargo diversion, demand loss, or price pass‑through – and which contract structures best protect cash flow?
• Rotterdam capacity: What expansions are planned, and what is the key constraint – berth space, yard capacity, labour, hinterland links, permitting, or power?

Our expert panel

• Scott Zuchorski, Global Head of Infrastructure and Project Finance, Fitch Ratings
• Redwan Ahmed, Senior Vice President, Head of Investor Relations, DP World
• Diana Chavez, Director, Global Infrastructure Ratings, Fitch Ratings
• Tim de Knegt, Manager Strategic Finance & Treasurer, Port of Rotterdam

This webinar is part of our global webinar series 30 MINUTES WITH… where we explore the latest developments in infrastructure investment worldwide.