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
Climate Economics Focus Modelling market fundamentals and price dynamics This second report of a three-part mini-series establishes a framework for assessing the outlook for the EU carbon price. It sets out our approach for modelling the fundamental price of an EU carbon... 22nd February 2024 · 10 mins read
Climate Economics Focus A primer on the EU’s emissions trading scheme This first report of a three-part mini-series explains what an emissions trading scheme (ETS) is and how the ETS has evolved since its introduction in 2005. It then explores how reforms to the ETS... 22nd February 2024 · 13 mins read
Latin America Economics Focus Will Chile seize the green transition opportunity? Chile is frequently identified as one of the main beneficiaries of global efforts to put economies on a greener footing, but we doubt that the country will reap the full benefits of this trend. Chile... 6th February 2024 · 21 mins read
Climate Economics Update Regional data lift lid on Canada’s climate credentials To mark the addition of Canada to our Regional Climate Databank, this Update takes a closer look at the sub-national climate-related data in the country. In view of the wider interest, we are also... 5th February 2024 · 4 mins read
Climate Economics Monthly Polluter-pays principle to become more mainstream Amid a flurry of news and action in carbon markets in recent months, this note examines the details and implications of developments around the world. 31st January 2024 · 5 mins read
Latin America Economics Weekly El Niño’s mixed blessings, Argentina’s FX reserves, Pemex Projections released this week highlight that El Niño-related rainfall will provide some relief to Argentina’s key agricultural sector, with bumper corn and soy harvests likely. Higher agricultural... 19th January 2024 · 5 mins read
