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Europe's heatwaves threaten insurers' earnings, S&P says

Created at 25 Aug · 4:11 AM1 source↑ Market-relevant
IN SHORT

Europe's intense heatwaves could impact insurers' earnings due to increased claims from heat-related deaths and worsening health conditions, according to S&P. The rating agency noted that rising temperatures, combined with an aging population, create a significant risk for life, health, and reinsurance companies.

Key Numbers

21.6%share of EU population aged 65 and over in 2024
6.1%share of EU population aged 80 and over in 2024
9,000excess deaths during June heatwave among those 65 and over
2,877excess deaths in UK from May and June heatwaves

Who's Involved

S&P
rating agency warning of insurer earnings impact

↳ Why This Matters

The increasing frequency and intensity of heatwaves, coupled with demographic shifts, pose a growing financial risk to the insurance sector, potentially leading to higher premiums for policyholders and impacting the stability of insurance companies.

Key facts

  • Europe's heatwaves are expected to increase insurance claims related to heat-related deaths and health conditions.
  • S&P warns that these events could impact the financial performance of life, health, and reinsurance companies.
  • The combination of rising temperatures and an aging European population creates a significant risk for insurers.
  • Older individuals are particularly vulnerable to heat stress, leading to higher mortality rates during heatwaves.
  • Increased treatment and hospitalizations due to heat-related health issues may also affect insurers' financials.
  • While current company ratings are unaffected, S&P notes that this could change in the medium to long term.

Europe's prolonged heatwaves are poised to affect insurers' earnings as claims related to heat-induced mortality and deteriorating health conditions are expected to rise, according to rating agency S&P. The rating agency highlighted that the combination of extreme summer temperatures and Europe's aging demographic creates a significant risk for life, health, and reinsurance companies. Older individuals are particularly vulnerable to heat stress, leading to a surge in life insurance claims and increased demand for medical services. S&P noted that approximately 9,000 of the excess deaths recorded during a recent heatwave were among those aged 65 and over, with rising heat exacerbating underlying health issues. Beyond direct mortality, the report indicated that worsening health conditions and subsequent increases in treatment and hospitalizations could also weigh on re/insurers' financial performance. While current company ratings have not yet been impacted, S&P stated that this could change in the medium to long term as heatwaves become more frequent and intense, and Europe's population continues to age. The agency indicated it would continue to monitor the effects on rated re/insurers.

Frequently asked questions

The primary concern is a rise in claims related to heat-related deaths and the exacerbation of existing health conditions, which could strain insurers' financial resources.

Life and health insurers, as well as reinsurers who provide financial protection to primary insurers, are expected to be most affected.

An aging population means a larger segment of the population is more vulnerable to heat stress, increasing the likelihood of heat-related mortality and health complications.

Yes, S&P suggests that insurers may pass on increased payout costs to customers through higher premiums.

What Happens Next

01S&P will continue to monitor the impact of heatwaves on rated re/insurers.
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How It Developed

Europe's heatwaves are increasing claims for insurers.
S&P warns of potential impacts on life, health, and reinsurance companies.
Rising temperatures and an aging population exacerbate health risks.
Excess deaths during heatwaves are disproportionately affecting older individuals.
Deteriorating health conditions and increased hospitalizations may affect insurer financials.
Extreme summer temperatures becoming more frequent could impact company ratings.
S&P will continue to monitor the impact on rated re/insurers.

Sources

T1
Europe’s heatwaves threaten insurers’ earnings, rating agency S&P saysThe Guardian

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