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

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

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 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

Commodities Weekly

OPEC sticks to its bullish oil demand forecast

The second consecutive monthly reduction in the International Energy Agency’s (IEA) 2024 oil demand growth forecast this week further widened the wedge between the IEA’s and OPEC’s near-term outlooks...

17th May 2024 · 5 mins read