War in the Middle East and the shutdown of Qatari LNG exports have effectively removed roughly 20% of global LNG supply. This is focusing attention on the vulnerability of North Asia’s energy-intensive technology cycle.
Adric Kam
Commercial real estate development pipelines across Asia-Pacific are contracting structurally. Falling supply over the next two-three years is creating a window for operating fundamentals to improve.
The boom in data centres in the UK is set to fuel a strong demand for energy. We recently forecast that total electricity demand from data centres in the UK could grow fivefold over the next five years.
As AI accelerates and global tech companies commit billions to new cloud and data-centre projects in the UK, the country is cementing its role as a leading AI hub.
The UK is experiencing a remarkable growth in its digital infrastructure. Data centres—the facilities that house the servers and computing equipment powering everything from cloud storage to artificial intelligence (AI)—are expanding at an unprecedented rate and fuelling energy demand.
The UK’s data centre sector is expanding rapidly as digitalisation, cloud computing, and artificial intelligence (AI) drive surging demand for high-performance computing infrastructure.
Our Global Rebalance scenario explores a gradual movement from a unipolar, dollar-based system to one with two centres of economic and financial gravity – the US and China – driven by weaker US policy credibility and Chinese structural reforms.
As governments across Asia race to build digital economies, the question of where data lives has become one of the region’s most economically consequential policy debates.
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Our Megatrends Scenarios model a range of long-run global scenarios. In the Q3 update, these include Tech Revolution, Secular Stagnation and Fractured World, exploring the impact on a wide array of macroeconomic and financial indicators across 84 economies.
Airbnb’s platform connects hosts across Asia Pacific (APAC) with travellers from around the world. Oxford Economics was commissioned by Airbnb to quantify its economic footprint in 10 APAC markets in 2024.
We recently created a heatmap of daily and weekly data to gauge how the US economy is fairing in real time, and tourism, including international, is one of the metrics.
We previously identified four core megatrends – demographics, technology, institutions, and globalisation – as the key drivers shaping the long-term outlook.
This infographic presents our Megatrends Scenarios model, which outlines various long-term global scenarios.
Global economic growth has been slowing during the past decade, especially when compared to the pre-2008 trend. This deceleration is largely driven by long-term structural shifts, including ageing populations that reduce the labour supply, declining productivity growth, and a significant slowdown in global trade growth.
Oxford Economics releases its first Megatrends Scenarios service, providing critical insights into the future of the global economy.
This report examines the contributions of the on-demand service industry to Indonesia’s economy, quantifying its economic impact and highlighting the socio-economic value the industry creates for gig workers and small businesses.
Vietnam’s economy has been the region’s outperformer in 2024, with full-year growth likely at 6.7% y/y. In 2025, we think Vietnam will continue to outperform its peers, growing by 6.5%.
In Oxford Economics’ Singapore office, overlooking the historic Singapore river, we count as our neighbours the Asian headquarters of most the world’s major multinational companies.
This “winter” marks my fifth year in Asia, after moving from London to Singapore to help build Oxford Economics’ consulting business in the Asian market.
