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 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 Chart Pack Commodities Chart Pack (Oct. 2024) It’s too soon to say whether the Iranian missile strikes on Israel are the start of a conflict that will eventually result in oil supply being affected or if oil prices will drop back as the... 3rd October 2024 · 1 min read
Commodities Outlook Soft demand + extra supply ⇒ lower prices We expect most commodity prices to fall next year and our forecasts are generally below consensus. The biggest upside risk to our energy price forecasts stems from the potential for an escalation in... 24th September 2024 · 24 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
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 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
Commodities Update History rhyming, but won’t repeat, for EU natural gas Developments in Ukraine have once again emerged as a key driver of EU natural gas prices. But a combination of lower gas use and the sourcing of alternative supplies in Europe means that the situation... 12th August 2024 · 4 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 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 Monthly Key highlights from June This Monthly looks at some of the key climate-related developments in June, including the narrowing wedge between the EU and UK carbon prices, and what Nobel Prize-winning climate scientist Claudia... 28th June 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
