Online Event Coverage flagged for Siguler Guff from the week ending Feb 2, 2026.
Hello Val,
Based on your last note, I was wondering if you might also be looking for a broader service. We could actually go broader and deeper at the same time as we restart our news site.
This service and the Newswire are separate, but we could use the Newswire to tailor general news to Siguler Guff and include it in a regular report - daily or weekly. Beyond our events coverage, we would select mainstream news items and other information that we think would interest you in particular. You could have it on your desk every morning, alongside this briefing.
The main difference between the Briefing (which is the service you are now reading) and the Newswire is that the Briefing includes only exclusive information from our events coverage - the information should not appear anywhere in the media.
With the Briefing, our goal is to make it seem like you have staff attending all these meetings. The Newswire, on the other hand, will include news about government decisions, investor announcements, IFI allocations and other items that are also covered by other media.
Anyway, here is the second iteration of the Briefing. We are getting a solid reaction so we are preparing to expand our coverage of events. We will also be including contact details routinely, as you had requested, and we can start sending the briefing on Fridays as soon as the trial is finished (there's one more week left).
Thanks,
Adam
European Commission, Norway's Norad discuss replicating EBRD-led war-risk cargo insurance plan for warehouses, factories
- The European Commission and Norway’s Norad are discussing extending the EBRD war-risk insurance model from cargo to factories, warehouses, and production lines, directly targeting the main blocker to private ownership of Ukrainian real assets.
- Some EU guarantee programs are now being structured so that debt is forgiven in advance if a facility is destroyed by a war event, materially reducing downside risk for equity investors.
- Policymakers are aiming to replicate an existing, operational EBRD insurance structure rather than launch a pilot, increasing the likelihood of near-term usability for sponsors.
- The policy objective is to shift uninsurable war risk onto public and IFI capital to attract private equity into industrial and logistics assets with clearer ownership and exit logic.
ESG standards are not easing in Ukraine despite local claims, war and shifting politics, Asters says
- ESG remains non-negotiable for foreign capital, even as some Ukrainian companies dismiss it as unrealistic during wartime, according to legal advisers speaking at a Ukraine Britain Business Council webinar.
- Non-compliance creates real legal exposure for investors, including cross-border liability under laws like the UK Bribery Act, which advisers warned continues to apply regardless of local wartime conditions.
- Capital is concentrating in sectors with cleaner governance, with bankers noting that investors (including firms like Citibank) are prioritizing projects and counterparties that can demonstrate ESG compliance, verification, and lower execution risk.
War-risk insurance demand increases, premiums rise in Ukraine as intensified Russian attack boosts insured losses
- EBRD-led war-risk insurance volumes have exceeded €80 million, with private insurers now deploying more risk capacity than the original public backstop; demand has accelerated sharply since mid-2024.
- The facility is being expanded by €50 million, lifting total guarantee capacity from €110 million to about €160 million, but roughly €80 million is already committed and insurer capacity remains constrained.
- Loss ratios are rising due to intensified missile and drone attacks, leading insurers to ration coverage and raise premiums, in one reported case from 0.2% to 0.8%.
- Coverage is increasingly limited by insurer allocation decisions rather than formal eligibility, favoring incumbent clients and tightening entry conditions for new private capital.
For the full report, click here.
General Interest
(Not expressly flagged for Siguler Guff)
Support for dual-use tech manufacturers now a 'growing workstream' for Ukraine Investment Fund
- The European Commission says risk-sharing finance for dual-use manufacturing in Ukraine is now entering execution, not just policy design.
- Funding will run through the Ukraine Investment Fund, using guarantees and blended finance to crowd private capital into sectors like drones, aerospace, navigation, and metallurgy.
- Several national DFIs and ECAs are ready to finance dual-use projects, including Polish, Czech, and Finnish institutions, even where commercial banks remain hesitant.
- The European Investment Bank is still undecided on dual-use financing, underscoring both momentum and unresolved institutional risk appetite.
Ukraine–Poland–Caspian route touted as option for Europe–Asia trade that bypasses Russia
- Ukrainian and Polish rail officials say a Poland–Ukraine–Odesa corridor could offer Europe an alternative trade route to China that bypasses Russia and Belarus if geopolitical constraints persist.
- Ukrzaliznytsia says existing 1,520-mm broad-gauge rail already extends into Poland, allowing through-movement to Odesa and onward via the Black and Caspian Seas to Central Asia.
- Fuel imports highlight near-term upside, as underused broad-gauge infrastructure in Poland could quickly scale volumes to Ukraine, which now relies heavily on imported fuel.
- Industry participants warned that Poland risks losing transit flows to Romania, Hungary, and Turkey unless coordination, border speed, and digitalized customs improve.
Breaking News
Note that major announcements from events may be covered in real time.
- US-Ukraine Reconstruction Investment Fund advances 22 projects after first review cycle
- Ukraine's EFI Group to launch investment fund for industrial projects
- HANetf wins approval to launch maiden Ukraine reconstruction ETF, Citywire reports
Feel free to reach out to us with any coverage requests, any questions for event hosts or speakers, and any observations about our work.
Email me at adam.brown@ukrainerebuildnews.com
Thank you for your consideration,
Adam Brown
Founder, Ukraine Rebuild Briefing
