Climate Economics Update Rishi Sunak draws his UK climate battle lines The news that UK Prime Minster Sunak is set to further dilute the government’s climate policies demonstrates that when the political going gets tough, climate policies are the first to fall by the... 20th September 2023 · 4 mins read
Climate Economics Update Quenching global demand for water will add to costs Supplies of freshwater are likely to become scarcer over time as the world heats up and precipitation patterns change. While investment into infrastructure and boosting desalination capacity can help... 18th September 2023 · 4 mins read
Climate Economics Update Fiscal frugality collides with rising renewable costs The UK government’s failure to award any new offshore wind-power contracts in its latest procurement round ultimately stems from bean-counting stinginess and is nothing that a lot of extra government... 8th September 2023 · 4 mins read
UK Commercial Property Update Who pays for greener buildings? The UK government’s decision to block Marks and Spencer’s (M&S’) re-development of its flagship store highlights the challenges in the transition to net zero. In particular, while authorities are... 7th September 2023 · 3 mins read
Climate Economics Update Onshore wind policy U-turn doesn’t blow us away The relaxing of planning rules governing new onshore wind installations in England marks a shift away from the de facto ban that was put in place in 2015. But raising the bar for objections to land... 6th September 2023 · 5 mins read
Climate Economics Update The reshaping of the global tourism market Somewhat paradoxically, climate-driven shifts in tourist patterns could help to smooth the seasonal peaks seen in summer destinations, and some countries – particularly in northern Europe – will... 22nd August 2023 · 3 mins read
Climate Economics Update A fact-finding mission on EV emissions Given the dominance of coal in China’s energy mix, a medium-sized electric vehicle (EV) produced there currently starts life with a “carbon debt” almost twice that of an equivalent internal combustion... 15th August 2023 · 6 mins read
Climate Economics Update No ULEZ Please, We’re British Surveys show that most people in the UK want action to tackle climate change but many do not have the appetite to pay for it. And given that the fiscal firepower and political will to grease the... 14th August 2023 · 4 mins read
US Housing Market Update Unpriced climate risks in US residential property Climate change is expected to intensify the scale and frequency of flooding over the coming years. Housing markets in the US have yet to fully price in these risks, leaving many properties... 31st July 2023 · 5 mins read
Green Transition Chart Pack Green Transition Chart Pack This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 20th July 2023 · 1 min read
Climate Economics Update Cost of greener shipping won’t worry central bankers Achieving the shipping industry’s new decarbonisation ambitions would inevitably make the cost of sea freight more expensive. However, it would probably have a negligible impact on consumer prices. 11th July 2023 · 4 mins read
Climate Economics Update Key questions from our Climate Drop-In We recently held a Drop-in titled “Industry’s decarbonisation challenge – From aviation to property”, which you can view on-demand here. This Update addresses some of the questions we received during... 3rd July 2023 · 7 mins read
US Commercial Property Update Ranking metros by physical climate risks to real estate Florida and other parts of the Sunbelt (notably major cities in Texas) will likely face the most severe physical climate risk over the next 30 years. While this is unlikely to come as a major surprise... 14th June 2023 · 3 mins read
Climate Economics Update Fixing leaks in Turkmenistan will only do so much Preventing large-scale leaks of methane from Turkmenistan’s creaking infrastructure would be a welcome sign of emissions-cutting efforts broadening out from carbon dioxide to include other harmful... 8th June 2023 · 4 mins read
Climate Economics Update Aviation pins its hopes on sustainable jet fuel The aviation sector is pinning its hopes on sustainable aviation fuel to help cut its carbon footprint over the coming decades. But any ramp-up in biofuel usage would pit aviation against the needs of... 25th May 2023 · 7 mins read
Green Transition Chart Pack Renewable costs: what goes up must go down? In this new quarterly publication, the Capital Economics’ Climate and Commodities teams will track and analyse developments in the transition to a greener global economy. The sharp increases in the... 26th April 2023 · 10 mins read