infrastructure loans resilience data

see also: Latency Budget · Platform Risk

Infrastructure loans with resilience covenants defaulted less amid the 2020 disruptions, reinforcing the risk planning themes in slack is a luxury in supply chains and playbook covid supply shocks data review.

signal locus

• Resilience to shocks now a credit factor, much like SaaS credit is in saas multiples climb as macro steadies.

my take

I now demand resilience clauses before closing any facility.

linkage

linkage tree

• tags
  • #infrastructure
  • #2020
• related
  • [[slack is a luxury in supply chains]]
  • [[playbook covid supply shocks data review]]
  • [[saas multiples climb as macro steadies]]

ending questions

Which resilience metrics should lenders standardize next?