Transurban CEO on Traffic Recovery

The video discusses the return of traffic and freight levels to pre-pandemic conditions, with Australia seeing a full recovery and the US slightly lagging. It highlights the impact of inflation and supply chain issues on Transurban's business, noting that inflation-linked tolls benefit the company in the short term. The discussion also covers the effects of interest rates and economic factors like unemployment on demand. The company expresses a desire to expand in North America while acknowledging the need for skilled migration to support development projects in Australia. Long-term growth and unplanned maintenance are identified as key business risks.

What has been the trend in freight levels compared to pre-pandemic times?

• Freight levels have decreased by 10%

• Freight levels are 7% above pre-pandemic levels

• Freight levels are 20% below pre-pandemic levels

• Freight levels have remained the same

How does inflation impact Transurban's toll revenues?

• Inflation causes toll revenues to fluctuate unpredictably

• Inflation decreases toll revenues

• Inflation has no effect on toll revenues

• Inflation increases toll revenues due to inflation-linked tolls

What is the biggest issue for Transurban as an urban toll road company?

• Traffic congestion

• Environmental regulations

• Unemployment levels

• High fuel prices

What is a key focus for Transurban's long-term strategy?

• Reducing operations in Australia

• Increasing presence in North America

• Investing in renewable energy

• Expanding into South America

What is identified as a major need for Australia's economy?

• Increased tourism

• Higher taxes

• More public holidays

• Skilled migration