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 impact of the pandemic on traffic levels in Australia?

How has inflation affected Transurban's revenue and tolls?

What is the current unemployment rate in Australia and its significance for Transurban?

What are the key areas where skilled migration is needed in Australia according to the speaker?

What is considered the biggest risk for Transurban's business at the moment?