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.

With mandates increasingly aligned around ESG, climate, and SDG-linked outcomes, collaboration between ECAs, MDBs, and DFIs is becoming central to the delivery of large, complex projects. This session examines how joint structures, parallel tranches, blended facilities, and shared due diligence are reshaping project and development finance. The discussion considers the practical benefits including scalability, and risk-sharing, as well as the challenges of aligning standards, climate frameworks, and institutional priorities in higher-risk markets.