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Next · Rendez-Vous de Septembre — 68th edition · Sep 5–9, 2026 · 3d

Risk products · industry tape

Surety

Infrastructure, energy transition, and data-center buildout are pulling surety capacity. Underwriting still screens contractor balance sheets harder than the builders-risk market does.

Sompo writes this. Sompo writes A+ rated, high-capacity surety for performance and commercial bonds. Headlines below are the complete industry, not Sompo-only.

  • Public infrastructure and P3 bond appetite
  • Data-center and energy contractor programs
  • Contractor working-capital stress vs bid volume

Analyst brief · Surety

mixed50

Industry tape · Surety is quiet on this tape. Infrastructure, energy transition, and data-center buildout are pulling surety capacity. Underwriting still screens contractor balance sheets harder than the builders-risk market…

Storylines

  • Infrastructure, energy transition, and data-center buildout are pulling surety capacity. Underwriting still screens contractor balance sheets harder than the builders-risk market…

Risks

  • No risk print on Surety yet.

Watch

  • Public infrastructure and P3 bond appetite
  • Data-center and energy contractor programs
  • Contractor working-capital stress vs bid volume

Split tape on Surety. Soft sleeves are colliding with the classes that still hurt. · seed brief

Industry wire

On Surety

0

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