Climate Economics Update Green tech to stay central to China overcapacity fears The rapid expansion in China’s manufacturing capacity of green technology is a symptom of the country’s investment-led growth model and so there is no reason to believe that any change in tack is... 23rd April 2024 · 3 mins read
Climate Economics Update China green export volumes close to a record high Despite another large y/y fall in green technology export values from China in March, falling solar panel and battery prices mean that China’s export volumes of the so-called “New Three” were close to... 22nd April 2024 · 2 mins read
Middle East & North Africa Economics Weekly Iran-Israel tensions, Gulf floods, Egypt’s preliminary budget The ratcheting up of tensions between Iran and Israel has raised concerns about a broader regional conflict. For now, it seems unlikely that the Gulf states will get drawn in unless there is a serious... 18th April 2024 · 6 mins read
Green Transition Chart Pack Green Transition Chart Pack (Apr. 2024) Recent increases in natural gas prices in Europe have predictably been mirrored in the EU carbon price, which has risen from a 31-month low of €52 per tonne in February to €71 at the time of writing... 18th April 2024 · 1 min read
Africa Economics Update The economic effects of the drought in southern Africa El Niño is causing severe drought across much of southern Africa, which is likely to weigh on GDP, push up inflation and strain balance sheets. South Africa has also suffered water shortages, albeit... 4th April 2024 · 4 mins read
Climate Economics Update Governments can accelerate green jobs shift While the number of “green” jobs in the UK rose strongly in 2022, it’s worth noting that green workers were still outnumbered by estate agents! Market forces are facilitating the transition to a... 2nd April 2024 · 3 mins read
Climate Economics Monthly Five highlights from March This Monthly looks at five highlights from the Climate Economics service in March, including the launches of our New Three Export Indices and our second annual Climate Economics Outlook. 28th March 2024 · 5 mins read
Climate Economics Outlook Updating our emissions forecasting framework This second edition of our annual Climate Economics Outlook updates our long-term emissions forecasting framework to incorporate our latest macroeconomic and energy views. Note: You can create your... 26th March 2024 · 14 mins read
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
Emerging Markets Economics Focus EM winners and losers from the green transition The green transition will deal a significant blow to EM oil producers that have failed to save their windfalls (Nigeria, Colombia, Angola), but boost the export revenues of economies such as Chile and... 4th March 2024 · 14 mins read
Latin America Economics Weekly Mexico’s election campaign, Brazil’s G20 damp squib Campaigning for Mexico’s election on 2nd June officially kicks off today. The presidential front-runner, Claudia Sheinbaum, will probably continue the social policies of her predecessor but is likely... 1st March 2024 · 7 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
Climate Economics Monthly Five highlights from February This Monthly looks at five highlights from the Climate Economics service in February, including the addition of Canada to our Regional Climate Databank, and the launch of our coverage of the EU carbon... 29th February 2024 · 5 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 Focus Forecasting near-term moves in the carbon price This final report of a three-part mini-series establishes a framework for assessing the outlook for the EU carbon price. It takes an in-depth look at the various factors that typically drive the EU... 22nd February 2024 · 7 mins read