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 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
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 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 Update Chinese green export volumes remain at strong levels Whilst export values of the “New Three” fell for the sixth consecutive month in y/y terms in April, export volumes remained close to their record peak. Meanwhile, the sharp drop-off in China’s exports... 20th May 2024 · 2 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
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
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
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
Middle East & North Africa Economics Weekly Saudi’s Civil Code, Saudi solar & nuclear, Egypt-Israel gas Saudi Arabia’s new Civil Code should help to remove some of the uncertainty in commercial law and marks another step on the path to raising foreign investment. Meanwhile, a new raft of solar projects... 16th November 2023 · 7 mins read
Climate Economics Update Approaching peak-pessimism for clean energy equities The underperformance of wind and solar equities since early 2021 has largely been driven by higher interest rates, which disproportionately affect the cost of renewables projects. But while the days... 2nd November 2023 · 3 mins read
