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
Europe Economics Update Key questions about EU trade defences against China The anti-dumping duties that the EU is likely to impose on Chinese imports in the coming months will have little macroeconomic impact. But more goods will be targeted in the next couple of years with... 30th April 2024 · 4 mins read
Climate Economics Update Green tech to stay central to China overcapacity fears The rapid expansion in China’s manufacturing capacity of green technology is a symptom of the country’s investment-led growth model and so there is no reason to believe that any change in tack is... 23rd April 2024 · 3 mins read
Climate Economics Update China green export volumes close to a record high Despite another large y/y fall in green technology export values from China in March, falling solar panel and battery prices mean that China’s export volumes of the so-called “New Three” were close to... 22nd April 2024 · 2 mins read
Green Transition Chart Pack Green Transition Chart Pack (Apr. 2024) Recent increases in natural gas prices in Europe have predictably been mirrored in the EU carbon price, which has risen from a 31-month low of €52 per tonne in February to €71 at the time of writing... 18th April 2024 · 1 min 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
Climate Economics Update What to watch on the climate front in 2024 As 2023 draws to a close, this Update looks at three key climate themes to watch in 2024. In short, one should look beyond the inevitable climate-related rhetoric in the run-up to looming elections... 20th December 2023 · 4 mins read
China Economics Weekly Emerging industries won’t replace property The leadership's recent promotion of "new-type industrialisation" has led to suggestions that emerging new manufacturing sectors like green technology could take the place of property as drivers of... 29th September 2023 · 5 mins read
Europe Economics Weekly China EV investigation, ECB done with hikes The European Commission’s decision to launch an investigation into Chinese EV subsidies underlines policymakers’ resolve to slow China’s rapid ascent in the market. But any measures taken are unlikely... 15th September 2023 · 6 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
