Climate Economics Update Tariff front-running holds up China green tech exports China’s exports of the “New Three” held up in November, although this was solely due to the strength of lithium-ion battery exports to the US as firms prepare for the imposition of tariffs. Looking... 20th December 2024 · 2 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 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 China green exports shrug off tariffs China’s green export volumes rose in October and were just 3% shy of the record high reached in August. Chinese battery makers could be hit hard by President-elect Trump’s tariff proposals. But the... 20th November 2024 · 2 mins read
Climate Economics Update EU tariffs still not weighing on China's EV exports Following a record high in August, our proprietary measure of China’s green export volumes edged down in September. Meanwhile, China’s exports of EVs to Europe surged despite the recent EU tariffs... 22nd October 2024 · 2 mins read
Commodities Update Taking stock of the two-speed electric vehicle rollout While electric vehicle (EV) rollouts in Europe and the US have stalled and are set to remain sluggish over the next few years, the uptake of EVs in China has surged beyond expectations. So, for all... 9th October 2024 · 4 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
Commodities Update New China stimulus won’t lift commodity demand While the announcement of new stimulus measures by Chinese officials coincided with increases in many commodity prices, the package does not materially alter the outlook for China’s commodity demand... 25th September 2024 · 2 mins read
Climate Economics Update China green exports hit another fresh high Our proprietary measure of China’s green export volumes continued to rise in August to a new record high. Given that the EU tariffs have so far barely made a dent into China’s electric vehicle exports... 20th September 2024 · 2 mins read
Commodities Update Thoughts on the oil market sell-off The sell-off in oil markets so far in September, which gathered pace on Tuesday, has largely been driven by market concerns over demand. Although investors are correct to be worried about the... 11th September 2024 · 3 mins read
Global Economics Update Green tech and chips will remain key battlegrounds Several advanced economies have raised tariffs on imports of green technologies and semiconductors from China to address their growing trade deficits in these goods and tackle a perceived strategic... 3rd September 2024 · 5 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
Climate Economics Update China green exports hit a new record high Increases in solar panel and battery exports propelled our proprietary measure of China’s green export volumes to a record high in June. Given the rapid expansion in Chinese manufacturing capacity... 22nd July 2024 · 2 mins read
