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
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
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 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
Green Transition Chart Pack Green Transition Chart Pack (Jan. 2024) Our Green Transition Chart Pack has been updated with the latest data and our analysis of recent developments. Following a period of upward pressure on renewable and battery costs in recent years, the... 18th January 2024 · 1 min 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
Climate Economics Update Separating fact from myth about renewable capacity The target from COP28 to triple global renewable generating capacity this decade is encouragingly ambitious. But as our Climate Reporting Tools show, the goal will be easier to achieve in some... 14th December 2023 · 2 mins read