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Found 28 results.

Filtered by Subscriptions: Climate Economics Use setting Climate Economics

Clean tech race to hit EU coal and gas demand

The EU’s Net-Zero Industry Act announced last week aims to keep the manufacture of clean technologies within the EU and shows that global fracturing will take place within blocs as well as between blocs over the coming years. But the bigger picture is …
Coal

Energy

Natural Gas

Climate

Euro-zone
24th March 2023
Perma-summer time would do little to cut energy use

With the clocks set to go forward in the UK and EU this weekend, it’s worth noting that the practice of “preserving” daylight has its roots in saving energy: the policy was first implemented by Germany in WW1 to free up coal stocks and was re-adopted in …
Climate

Global
24th March 2023
In other news from Switzerland …

In ordinary times, today’s launch of the Intergovernmental Panel on Climate Change’s (IPCC) sixth synthesis report in Interlaken would have been the most high-profile news event to emerge from Switzerland. As it happens, amid the drama of the Credit …
Climate

Global

Switzerland
20th March 2023
What next after Credit Suisse?

While the Credit Suisse rescue might draw a line under that particular institution’s problems, it is clear that confidence in the financial sector overall is still extremely fragile. So regardless of whether more financial institutions run into trouble, …
Banks

Money and Credit

Global
20th March 2023
A re-drawing of the emissions map

This inaugural Climate Economics Outlook establishes our bottom-up long-term forecasts for greenhouse gas emissions for the world’s largest polluters. These forecasts will serve as a baseline for future analysis of the impacts of alternative climate …
Climate

Global
6th March 2023
Peak methane on the horizon; IPCC in synthesis mode

The common-sense place to start The release of the 2023 version of the Global Methane Tracker by the International Energy Agency (IEA) last week once again highlighted how carbon dioxide (CO 2 ) emissions are far from the only challenge on the climate …
Climate

Global
28th February 2023
Decarbonising UK residential – the biggest challenge?

Energy Performance Certificates (EPCs) are the main benchmark for environmental standards in UK housing. There is evidence that they are improving efficiency in new-builds and new regulations will enforce change on rental properties, but this progress …
Real Estate

Housing

Housing Policy

Climate

Europe

UK

G10
27th February 2023
Long Run Drop-In: Fracturing and the global economy and markets through 2050

The war in Ukraine. Ageing populations. Rising temperatures. Investors are having to grapple with a formidable range of uncertainties around the long-term outlook for the global economy and markets. Their challenge is compounded by the fracturing of the …
GDP and Activity

Long-run themes and issues

Politics and Institutions

Global
22nd February 2023
Upward pressure on renewables costs to be transitory

A combination of higher interest rates and rising raw material prices have interrupted the long-term declines in the costs of renewables and battery power, and could push costs up further in the near term. However, such pressures will dissipate as policy …
Climate

Commodities

Energy

Cobalt

Nickel

Global
16th February 2023
The curious case of China’s climate credentials

There is a touch of the Dr Jekyll and Mr Hyde about China’s climate credentials, with its well-documented record of burgeoning emissions and reliance on coal standing in stark contrast to its increasing influence over the supply of green technology. The …
Climate

Long-run themes and issues

Asia-Pacific

China

Emerging Asia
31st January 2023
Central banks contemplate climate mission creep

Central bankers let their hair down Climate change was front and centre of the discussions earlier this month when a host of heavy-hitters from the world of central banking descended on Stockholm for an International Symposium on Central Bank …
Climate

Monetary Policy

Global
26th January 2023
Dutch offices unlikely to fall over EPC cliff-edge

The recent commencement of stricter office EPC legislation in the Netherlands has raised concerns that Dutch office valuations may be on the edge of a regulatory precipice, given the large proportion of non-compliant stock. However, we think the …
Real Estate

Commercial

Office Property

Property and Sustainability

Climate

Europe

Euro-zone

Netherlands
13th January 2023
The key battlegrounds for cutting property emissions

A large part of the real estate sector’s carbon footprint is related to electricity production and so will shrink over time as the use of renewables continues to expand. The biggest challenges to reducing property sector emissions will be in emerging …
Climate

Property and Sustainability

Global
9th January 2023
Assessing the knock-on impacts of the EU’s “CBAM”

Following on from our recent background note on the EU’s Carbon Border Adjustment Mechanism (CBAM) and the signing off on the tool by EU Ministers over the weekend, this Update examines which countries may be most affected by the eventual introduction of …
Climate

Europe

Global
20th December 2022
“CBAM” edging closer to existence

While today’s agreement on the EU’s “Carbon Border Adjustment Mechanism” leaves vital questions unanswered, it is a step towards the valid goal of making users pay for the emissions that they consume – wherever such emissions are produced. This Update …
Climate

Europe

Euro-zone

Global
13th December 2022
Oh no, not another COP…

International efforts to halt and reverse nature loss dovetail with aims to reduce net greenhouse gas emissions by protecting and expanding so-called carbon sinks, such as forests. But this is only one part of the de-carbonisation puzzle and does not …
Climate

Global
30th November 2022
“Food vs. Fuel” is back, but needn’t raise alarm

Global biofuel production unlikely to ramp up anytime soon … … as governments instead prioritise EVs as the future of green transport. As such, elevated food prices shouldn’t be exacerbated by biofuels competing for crops. Global food prices are at …
Commodities

Agriculturals

Climate

Global
28th November 2022
Keeping track of green technology trade flows

China’s dominance in the supply of some key materials needed for the green transition means that tracking imports of certain goods from the country can offer a timely, albeit imperfect, window into the rollout of renewable technology elsewhere – …
Climate

Global
25th November 2022
Methane emissions are in policymakers’ crosshairs

The “global” pledge to cut methane emissions by 30% this decade is a worthy aim, but the fact that the world’s biggest emitters have not signed up is far from helpful, and many of the obvious ways to reduce emissions should happen in spite of …
Climate

Global
16th November 2022
Five questions and answers on “climate finance”

The most measurable climate pledge made to date has been on climate finance – specifically the commitment by advanced countries to provide $100 billion each year to the emerging world by 2020 to fund adaptation and mitigation. With COP27 underway, this …
Climate

Politics and Institutions

Global
7th November 2022
Managing expectations ahead of COP27

Ahead of the start of COP27 in Egypt on Sunday, this Update explains why one should take the rhetoric of such events with a pinch of salt and focus instead on firm political actions and economic drivers. “COP” stands for ‘Conference of the Parties’ and, …
Climate

Global
1st November 2022
Europe’s renewables push to stoke “greenflation”

Although the energy crisis in Europe has dealt a blow to the EU’s near-term green ambitions, a combination of economic incentives, NextGenEU funding, and geopolitical expediency will cause the bloc to re-double its decarbonisation efforts. However, …
Climate

Inflation

Monetary Policy

Europe

Euro-zone
21st October 2022
Climate Drop-In: Forget COP27 – Economic and market forces will drive the green transition

We don’t think COP27 is likely to achieve much. At the heart of our new Climate Economics coverage is the idea that economic and market forces – far more than government diktat – will drive the green transition. As the challenge of tackling climate change …
GDP and Activity

Climate

Energy

Long-run themes and issues

Europe

Euro-zone

Global
20th October 2022
Deforestation a key issue in Brazil’s election

Environmental policy is one channel through which Brazil’s presidential election has global implications. The country is the single largest source of deforestation in the world and, with deforestation often leading to cattle ranching, Brazil plays an …
Climate

Politics and Institutions

Latin America

Brazil
17th October 2022
From inflation crisis to financial crisis?

Central banks have the tools to deal with liquidity crises arising from rising interest rates and falling asset prices. Instead, the bigger threat is that higher interest rates produce large and simultaneous falls in asset prices that threaten the …
Monetary Policy

Inflation

Global
11th October 2022
Primer on our dedicated Climate Economics research

The purpose of this Focus is to introduce our new dedicated Climate Economics research. It is split into three sections. This first looks at how our coverage will be structured and what topics we will focus on. The second introduces our Climate Databank …
Climate

GDP and Activity

Energy

Long-run themes and issues

Global
10th October 2022
Climate Economics

Climate Economics …
Climate
3rd October 2022
Drop-In: Spotlight – Economic fracturing, commodities and climate change

Drop-In: Spotlight – Economic fracturing, commodities and climate change …
GDP and Activity

Commodities

Energy

Industrial Metals

Long-run themes and issues

Global
29th September 2022

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Clean tech race to hit EU coal and gas demand

Perma-summer time would do little to cut energy use

In other news from Switzerland …

What next after Credit Suisse?

A re-drawing of the emissions map

Peak methane on the horizon; IPCC in synthesis mode

Decarbonising UK residential – the biggest challenge?

Long Run Drop-In: Fracturing and the global economy and markets through 2050

Upward pressure on renewables costs to be transitory

The curious case of China’s climate credentials

Central banks contemplate climate mission creep

Dutch offices unlikely to fall over EPC cliff-edge

The key battlegrounds for cutting property emissions

Assessing the knock-on impacts of the EU’s “CBAM”

“CBAM” edging closer to existence

Oh no, not another COP…

“Food vs. Fuel” is back, but needn’t raise alarm

Keeping track of green technology trade flows

Methane emissions are in policymakers’ crosshairs

Five questions and answers on “climate finance”

Managing expectations ahead of COP27

Europe’s renewables push to stoke “greenflation”

Climate Drop-In: Forget COP27 – Economic and market forces will drive the green transition

Deforestation a key issue in Brazil’s election

From inflation crisis to financial crisis?

Primer on our dedicated Climate Economics research

Climate Economics

Drop-In: Spotlight – Economic fracturing, commodities and climate change