Climate Economics Update “New Three” Chinese exports = must-watch data Amid increasing concerns in the west over China’s dominance in the production of solar panels, electric vehicles, and lithium-ion batteries – dubbed the “New Three” – China’s exports of green... 14th March 2024 · 0 mins read
Climate Economics Update Central banks contemplate climate mission creep Recent comments by one of the six members of the ECB’s Executive Board have reignited debate over the appropriate role for central banks in tackling climate change. Against this backdrop, we are re... 29th February 2024 · 7 mins read
UK Commercial Property Update Green premium helps drive refurbishment boom The latest crane survey reported the highest volume of London office starts on record. In part that reflects a refurbishment boom as developers retrofit their buildings to meet MEES standards and... 28th February 2024 · 3 mins read
Energy Update Carbon price not out of the woods yet This Update marks the launch of our EU carbon price forecasts and coverage, including an in-depth mini-series on key market and price dynamics, and an accompanying dashboard to track market drivers... 22nd February 2024 · 0 mins read
Climate Economics Update Regional data lift lid on Canada’s climate credentials To mark the addition of Canada to our Regional Climate Databank, this Update takes a closer look at the sub-national climate-related data in the country. In view of the wider interest, we are also... 5th February 2024 · 4 mins read
Climate Economics Update Weak demand to keep lid on EU carbon price in 2024 The downward trend in the EU carbon price since early 2023 has been driven by lower demand for pollution permits on the back of industrial weakness and growth in cleaner energy sources. With energy... 17th January 2024 · 4 mins read
Climate Economics Update Clearing the air on the economics of pollution Given the thick smog covering parts of South Asia, forcing schools to shut down and disrupting activity, this Update takes a closer look into the economics of air pollution. In light of the... 8th January 2024 (Updated 18th November 2024) · 3 mins read
Commodities Update COP28 & long-run energy demand The high profile announcements from COP28 around renewable capacity pledges and fossil fuel usage are ambitious, but strike us as either overly optimistic or vague. While we think renewable energy... 21st December 2023 · 4 mins read
Climate Economics Update What to watch on the climate front in 2024 As 2023 draws to a close, this Update looks at three key climate themes to watch in 2024. In short, one should look beyond the inevitable climate-related rhetoric in the run-up to looming elections... 20th December 2023 · 4 mins read
Climate Economics Update Separating fact from myth about renewable capacity The target from COP28 to triple global renewable generating capacity this decade is encouragingly ambitious. But as our Climate Reporting Tools show, the goal will be easier to achieve in some... 14th December 2023 · 2 mins read
Climate Economics Update IMF climate funds to help “mobilise” private finance The extension of climate-related financing by the IMF to vulnerable emerging market economies (EMs) demonstrates how the Fund is factoring in macroeconomic and financial stability risks stemming from... 11th December 2023 · 3 mins read
Climate Economics Update Lessons from Brazil’s first sovereign ESG bond Brazil’s first sovereign ESG bond arrived last month amid much fanfare, but the reality is that any “ESG premium” looked fairly limited to us. And we think ESG bond premia, in general, will likely... 4th December 2023 · 4 mins read
Global Economics Update Key risks for 2024 In this Global Economics Update, we describe eight of the biggest risks to our economic forecasts for 2024. The unusual nature of this cycle and uncertainties surrounding the transmission of monetary... 30th November 2023 · 6 mins read
Climate Economics Update Putting COP-season into perspective With COP-season upon us once again, this Update offers a brief guide to this year’s spectacle. In short, with the incentives for countries to act in their self-interests as strong as ever, the... 29th November 2023 · 4 mins read
Climate Economics Update Key insights from our new CE Climate Reporting Tools Our new set of CE Climate Reporting Tools covers all of the macroeconomic elements needed to navigate climate change and the green transition. This powerful and extensive collection of interactive and... 21st November 2023 · 0 mins read
Climate Economics Update Approaching peak-pessimism for clean energy equities The underperformance of wind and solar equities since early 2021 has largely been driven by higher interest rates, which disproportionately affect the cost of renewables projects. But while the days... 2nd November 2023 · 3 mins read
