Climate Economics Update Injecting some nuance into high hopes for hydrogen Hydrogen could play a key role in reducing emissions in hard-to-abate sectors such as steelmaking and be a boon for countries and regions that are well placed to produce a surplus of renewable power... 10th July 2024 · 4 mins read
Asia Economics Update La Niña poses downside risks to inflation in SE Asia A La Niña could bring with it favourable growing conditions for crops in South East Asia, and help to put downward pressure on food prices across the region. It adds to the reasons to think the... 8th July 2024 · 3 mins read
More Debt Is Better Than More Billion-Dollar Climate Disasters “Kicking the fiscal can down the road on measures that could accelerate the green transition will probably lead to greater macroeconomic and fiscal adjustments further down the line,” Capital... 4th July 2024 · Bloomberg
Climate Economics Monthly Key highlights from June This Monthly looks at some of the key climate-related developments in June, including the narrowing wedge between the EU and UK carbon prices, and what Nobel Prize-winning climate scientist Claudia... 28th June 2024 · 4 mins read
Commodities Outlook Commodity prices to fall back We forecast most commodities prices to fall next year – despite falling interest rates and faster global GDP growth – as numerous supply constraints ease and a crunch in Chinese construction begins to... 27th June 2024 · 21 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
Latin America Economics Update What La Niña means for Latin America There is a growing chance of a La Niña weather pattern taking hold in the second half of this year. While the economic effects would depend on its severity and length, La Niña events tend to coincide... 20th June 2024 · 5 mins read
Climate Economics Update EMs are a growing market for Chinese green exports The continued divergence between export values and export volumes of the “New Three” underlines the downward pressure on prices from the rapid expansion in manufacturing capacity in China. Meanwhile... 20th June 2024 · 2 mins read
Climate Economics Update Fiscal constraints working against the green transition The tightening of fiscal constraints is putting pressure on politicians to pare back green investment ambitions. But kicking the fiscal can down the road on measures that could accelerate the green... 18th June 2024 · 3 mins read
Commodities Update A primer on the EU’s deforestation regulation The EU Deforestation Regulation (EUDR) will rejig the way commodity imports enter the EU when it comes into force later this year and could lead to premiums for compliant commodities over non... 17th June 2024 · 3 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 Update Emissions in China are close to a turning point China’s rapid uptake of clean power means that it is on track to overachieve on its target of reaching peak carbon dioxide emissions before 2030. That said, the pace of decline will be slow at first... 13th June 2024 · 4 mins read
Energy Update The timelines and trajectories of peak fossil fuel demand The green transition and the accompanying rollout of renewables means that global coal demand could peak this year, followed by oil around 2030. Meanwhile, the importance of natural gas as a... 12th June 2024 · 4 mins read
Latin America Economics Update Mexico’s energy sector at a turning point? Mexican President-elect Claudia Sheinbaum’s strong environmental credentials mean that a shift away from fossil fuels and towards renewables is likely during her tenure. We doubt that she’ll fully... 10th June 2024 · 5 mins read
Commodities Update Attention turns towards the return of La Niña A return of La Niña could provide some respite for those commodity producers who have been hit hardest by El Niño. But it could also pose problems for others – not least in South America – and so... 6th June 2024 · 3 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
