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 Monthly UK government scores a climate own goal While the Women’s World Cup ultimately ended in disappointment for English supporters, it’s somewhat fitting that climate policy is increasingly being made into a political football. The failure in... 31st August 2023 · 6 mins read
Latin America Economics Weekly Panama Canal, Brazil’s fiscal framework, Ecuador’s vote Panama's economy will bear the brunt of the disruption at the Panama Canal caused by a severe drought. But given the Canal's importance to global trade, there are also likely to be global implications... 25th August 2023 · 6 mins read
India Economics Focus Mapping India’s energy demand and emissions The government’s ambition of developing a globally-competitive manufacturing sector, combined with relatively slow progress on shifting away from using coal for electricity production, means India... 23rd August 2023 · 12 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
Europe Economics Update Minor risk to inflation outlook from extreme weather Extreme weather phenomena in Europe as well as worldwide, including El Niño, could push up food and energy prices. But we think that these only pose a very small upside risk to our inflation forecasts... 4th 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
Climate Economics Monthly El Niño + global warming = long-term EM headache “The Boy” is back Much ink has been spilled – not least by ourselves – on the potential impacts of the return of El Niño conditions on commodities and economies. It’s fair to say that some of the... 27th July 2023 · 6 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
Latin America Economics Update El Niño presents mixed risks for Lat Am The likelihood of an El Niño event over the second half of the year raises the risk that activity is disrupted, inflation falls more slowly than we currently expect, and central banks’ monetary easing... 13th July 2023 · 3 mins read
Global Economics Update El Niño risks concentrated in EMs The likelihood of an El Niño event in the second half of this year adds to upside risks to global inflation and downside risks to activity. For the advanced economies, higher prices of agricultural... 12th July 2023 · 5 mins 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
Middle East & North Africa Economics Weekly Saudi oil, UAE energy & mortgages, Morocco GDP The announcement by Saudi Arabia that it will roll over its voluntary 1mn bpd oil output cut through August has led us to downwardly revise our GDP growth forecast for this year. The UAE has been much... 6th July 2023 · 8 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
