Commodities Focus What to make of Trump’s National Energy Emergency? The declaration of a National Energy Emergency underlines President Trump’s aspiration to extend the US’s dominance in global energy markets, and his willingness to use the US’s clout as leverage will... 23rd January 2025 · 17 mins read
Climate Economics Update A nuanced take on renewable rollout outperformance On the face of it, the fact that the world is installing more renewable electricity generating capacity than seemed likely just a few years ago is encouraging for the green transition. That said, one... 13th January 2025 · 5 mins read
Climate Economics Update Trump’s word on climate is not the be-all and end-all Whilst Donald Trump is threatening to slam the brakes on the green transition in the US, state-level officials have the tools to continue making progress on the climate front. This Update uses our... 9th January 2025 · 4 mins read
Climate Economics Monthly States to defy Trump; COP29 wrap-up; EV crossroads Trump’s election victory means that states will have to take the lead on climate policy to push the green transition forward, as progress on the federal level looks unlikely. Meanwhile, weakness in... 29th November 2024 · 5 mins read
Climate Economics Focus Transition impacts in the spotlight The fact that climate mitigation policies can manifest themselves in a range of macroeconomic outcomes will make it difficult for central bankers to know how to respond appropriately. Meanwhile, the... 27th November 2024 · 15 mins read
Climate Economics Update Insufficient climate finance risks supply hit in EMs The failure of COP29 to deliver on ambitious climate finance targets means that developing economies still lack sufficient low-cost finance for climate adaption. That leaves them reliant on debt-based... 27th November 2024 · 3 mins read
Event Drop-In: US climate policy under Trump: The IRA, Musk and 'drill, baby, drill' 1733324400 What will a second Trump presidency mean for the green transition? Should investors and companies expect an across-the-board rollback on regulation?
Climate Economics Update What have we learnt about Trump’s climate policy? Unsurprisingly, a second Trump presidency will support oil and gas production while rolling back environmental regulations. The fate of the Inflation Reduction Act is less certain, given that the... 22nd November 2024 · 5 mins read
Climate Economics Update One US deficit that won’t worry Trump President-elect Trump’s distaste for trade deficits surely does not extend to worrying about the US’s large-scale import of carbon emissions through trade flows. The global imbalance between importers... 14th November 2024 · 3 mins read
Climate Economics Monthly Central bankers’ climate predicament; COP29 in Baku The range of challenges facing central banks associated with the green transition were discussed at length in several reports published by the Network for Greening the Financial System last month... 31st October 2024 · 5 mins read
Climate Economics Monthly Draghi on green policies; UK farewell to coal power Mario Draghi’s report on EU competitiveness, published this month, provided food for thought on the EU’s decarbonisation strategy. Meanwhile, with the imminent closure of the Ratcliffe-on-Soar coal... 30th September 2024 · 4 mins read
Climate Economics Update Notes from LSE Environment Week Ahead of COP29 in November, discussions have been taking place at events in London and New York this week on all things climate. We attended the LSE’s Environment Week to hear the thoughts of... 26th September 2024 · 3 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
