DeNexus Highlights Growing Gap in Cyber-Physical Insurance Coverage for Critical Infrastructure

According to a recent LinkedIn post from DeNexus, the company is drawing attention to what it describes as a significant coverage gap between traditional cyber insurance and property insurance for operational technology and critical infrastructure. The post references a presentation at S4x26 by Neil Arklie on closing the “cyber-physical risk capital gap” and promotes DeNexus’s March newsletter as a deeper dive into this theme.

The newsletter topics highlighted in the post include the evidence chain from cyber incident to financial consequence, a case study of an energy-sector attack in Poland, and commentary on cyber reinsurance pricing trends, which are cited as down about 32% even as individual loss events grow. Additional sections are said to cover implications of the U.K. Cyber Security and Resilience Bill and a field guide on OT cyber incidents causing property damage, suggesting DeNexus is positioning its analytics and insights around emerging risk-transfer challenges.

For investors, the emphasis on uninsured or underinsured cyber-physical exposures may underscore a growing addressable market for specialized risk modeling and insurance solutions targeting critical infrastructure operators. If DeNexus’s tools help bridge the gap between cyber and property coverage, this focus could enhance its relevance to insurers, reinsurers, and large industrial clients seeking to price, transfer, or mitigate OT risk more precisely over time.