Summary
As demand for AI, cloud, and digital infrastructure accelerates, insurance lines tied to data centers are becoming a strong area for expansion. However, growth opportunities must be weighed against limited historical data and a rapidly evolving, complex risk environment.
Join specialists from across S&P Global for a webinar exploring how insurers can better assess and price risk, including:
- Construction and development trends, location and aggregation risk
- Supply chain vulnerabilities and implications
- Balancing energy demand with power infrastructure capacity
- Project financing and credit risk
Speakers
S&P Global Ratings
Mireille Barthez
Head of Infrastructure and Project Finance, EMEA Sales
Head of Infrastructure and Project Finance, EMEA Sales
S&P Global Energy
Kelly Morgan
Research Director, Data Center Services & Infrastructure, 451 Research
Kelly Morgan is a research director in the 451 Research technology research group at S&P Global Energy. She is responsible for the Datacenter Services & Infrastructure team as well as the M&A practice. Her research includes analysis of datacenter providers, market size, supply/demand, new technology and datacenter industry trends, as well as M&A activity.
Before joining S&P Global Market Intelligence in 2019 via acquisition, Kelly spent more than 18 years covering datacenters and telecommunications at both 451 Research and in private equity. She also worked for several years in Paris at the Organization for Economic Cooperation and Development, managing the organization’s budget process.
Kelly holds a BA degree with honors from Wesleyan University and an MA from Tufts, where she studied international business and economics.
S&P Global Energy
Tony Lenoir
Associate Director, Data Centers and Energy, 451 Research
Tony Lenoir is an analyst with the S&P Global Energy Energy Research team.
Specializing in the US renewables space, he has published research on the expansion of solar and wind energy and also of battery storage; the REC market; and energy communities as defined by the Inflation Reduction Act, among other topics.
Tony holds an MBA with a specialization in international finance from the Middlebury Institute of International Studies at Monterey.
S&P Global
Ellen Bunyard
Head of Insurance, EMEA, Chief Client Office
Head of Insurance, EMEA, Chief Client Office
S&P Global Market Intelligence
Ines Nastali
Senior Supply Chain Analyst
Ines Nastali works within the Supply Chain Research team, covering logistics and wider trade developments, including maritime.
Her focus since joining the company in 2018 has been to establish the utilization of S&P Global's rich data portfolio and to translate those into interactive and print visualizations and analysis to give an insight into maritime and trade developments that impact the global supply chain.
Previously, Ines worked within S&P Global Market Intelligence as a senior maritime data expert, updating global fleet registries as well as with the IMO ship numbering and company team investigating beneficial ownership of ships, especially in a sanctions context, as well as editor of various maritime print publications.
She holds a Bachelor of Arts in technical journalism from the Hochschule Bremen, Germany, and a Master of Arts in science journalism from London's City University.