Set the scene with an Exile Intelligence and data-driven look at the forces reshaping export, project, and development finance over the medium to long term. This session provides a concise trends analysis covering geopolitical fragmentation, rising defence and security priorities, and the restructuring of supply chains as governments and corporates shift from globalisation to de-risking and strategic diversification. It highlights the accelerating demands of the energy transition, the intensifying competition for critical minerals, grid capacity, storage, and digital infrastructure, and the persistent tension between long-term climate ambition and near-term energy security.

Hear CEOs of leading ECAs debate how global shifts are redefining the purpose, tools, and operating models of modern export credit agencies. The discussion covers evolving mandates shaped by geopolitics and defence, as agencies balance national security priorities with long-standing commercial and climate commitments. Key themes include the rise of untied and hybrid structures, the operational impact of OECD Arrangement reform, and the extension of tenors into the 20–30 year range and its implications for banks, liquidity, and risk transfer. The panel also examines the growing shift of ECA support toward developed markets, the tightening and reconfiguration of supply chains, increasingly integrated cross-border project structures, and the need to adapt national content approaches to a more complex industrial landscape. Set against record energy-transition demand, grid constraints, critical minerals, offshore wind, battery storage, and renewed interest in nuclear, this session provides a clear view of how ECAs are positioning themselves to remain strategic, counter-cyclical institutions in an era of fragmentation and transition.