EPISODE · Nov 19, 2025 · 8 MIN

AI, Energy, and Credit Resets

from Gordon Kerr's Credit Compass: Navigating European Credit Markets · host KBRA

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the powerful intersection of AI and energy—how data-centre expansion is reshaping electricity demand, the grid bottlenecks slowing Europe’s transition, and what that means for credit markets. He also discusses the UK economy, where policy uncertainty tests investor confidence ahead of the Budget.

Episode metadata supplied by the publisher feed · Published Nov 19, 2025

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AI, Energy, and Credit Resets

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