Climate Economics Monthly Climate Monthly: Risks to EU carbon policy; China reforms renewables The EU’s climate policy announcements this week point to a shift in tone that suggests a lower willingness to impose costs on private firms. That poses a growing risk to the future of the bloc’s... 28th February 2025 · 4 mins read
Climate Economics Update Is the EU backsliding on climate policy? The EU’s Clean Industrial Deal and Omnibus packages mark a shift in climate policy as pushback against the costs of climate action grows. With the EU less willing to impose costs on the private sector... 27th February 2025 · 4 mins read
Climate Economics Update Emissions reduction efforts becoming fractured Whereas political pushback against the cost of climate action is hindering policy in North America and Europe, the tailwinds from China’s low-cost green technology exports are becoming more... 19th February 2025 · 3 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 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 Update Trump-shaped shadow looms large over COP29 COP29 – which is set to kick off in Baku next week – has been dubbed the ‘finance COP’ given that the top priority for negotiators will be to agree on a new climate finance pledge. However, Trump’s... 7th November 2024 · 3 mins read
Climate Economics Update What to make of the rise in global emissions New data released in the past week show that global greenhouse gas emissions rose by almost 2% y/y in 2023. Most of this increase was driven by growth in China’s emissions as its economy recovered... 12th September 2024 · 2 mins read
Climate Economics Update Injecting some nuance into high hopes for hydrogen Hydrogen could play a key role in reducing emissions in hard-to-abate sectors such as steelmaking and be a boon for countries and regions that are well placed to produce a surplus of renewable power... 10th July 2024 · 4 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
Climate Economics Update Emissions in China are close to a turning point China’s rapid uptake of clean power means that it is on track to overachieve on its target of reaching peak carbon dioxide emissions before 2030. That said, the pace of decline will be slow at first... 13th June 2024 · 4 mins read
Energy Update The timelines and trajectories of peak fossil fuel demand The green transition and the accompanying rollout of renewables means that global coal demand could peak this year, followed by oil around 2030. Meanwhile, the importance of natural gas as a... 12th June 2024 · 4 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
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
