Global Economics Update

Green tech and chips will remain key battlegrounds

Several advanced economies have raised tariffs on imports of green technologies and semiconductors from China to address their growing trade deficits in these goods and tackle a perceived strategic...

3rd September 2024 · 5 mins read

Climate Economics Monthly

Canada EV tariffs; Is Trump warming to EVs?

While Canada's tariffs on Chinese-made electric vehicles are unlikely to have a major impact on China's green exports, it is another example of broader global fracturing between China and the West...

30th August 2024 · 4 mins read

Climate Economics Update

A new high for China green exports despite EV tariffs

China’s electric vehicle exports rose strongly in July despite EU tariffs coming into force. This, alongside the continued surge in battery exports, lifted our measure of China’s green export volumes...

20th August 2024 · 2 mins read

Climate Economics Monthly

Key highlights from July

This Monthly looks at some of the key climate-related developments in July, including the latest climate policy changes made by the new UK government, the effect of overcapacity on Chinese solar...

31st July 2024 · 4 mins read

Climate Economics Update

China green exports hit a new record high

Increases in solar panel and battery exports propelled our proprietary measure of China’s green export volumes to a record high in June. Given the rapid expansion in Chinese manufacturing capacity...

22nd July 2024 · 2 mins read

Climate Economics Focus

How big a blow would Trump deal to green policy?

A return of President Trump to the White House would be a shot across the bows for global efforts to reduce emissions – particularly as he would almost certainly withdraw the US from the Paris...

25th June 2024 · 13 mins read

Middle East & North Africa Economics Weekly

Morocco’s EVs to fuel auto boom, Aramco issuance

The EU’s tariffs on EV imports from China may encourage Chinese firms to raise investments into Morocco, whose auto sector is growing rapidly on the back of expansion plans from both Chinese and...

13th June 2024 · 7 mins read

Climate Economics Monthly

Key highlights from May

This Monthly looks at some of the key highlights from the Climate Economics service in May, including our coverage of US tariffs on Chinese-made green technology and recent price movements in the EU...

31st May 2024 · 3 mins read

Commodities Weekly

OPEC sticks to its bullish oil demand forecast

The second consecutive monthly reduction in the International Energy Agency’s (IEA) 2024 oil demand growth forecast this week further widened the wedge between the IEA’s and OPEC’s near-term outlooks...

17th May 2024 · 5 mins read

Europe Economics Update

Key questions about EU trade defences against China

The anti-dumping duties that the EU is likely to impose on Chinese imports in the coming months will have little macroeconomic impact. But more goods will be targeted in the next couple of years with...

30th April 2024 · 4 mins read

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

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

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