Strong economic fundamentals support the Gulf Cooperation Council (GCC) consumer sector, likely leading to a structural outperformance over its advanced economy peers for decades.
Sanele Mjikane
This report assesses the socioeconomic contributions Shell made in the United Kingdom in 2022. It quantifies Shell’s impact on the UK economy and society, including its £11.8 billion contribution to GDP, support for 78,000 jobs, £5.4 billion in tax payments, and investments in skills, training, and community programmes across the country.
Despite revising our labour supply projections up, the Eurozone’s rapidly ageing population will lead to a 6% decline in potential workers by 2050 from a peak in 2029. This bleak long-run outlook for labour supply will help drag Eurozone potential growth below 1% per annum by the mid-2030s.
Our report explains why the European chemical industry is undergoing a severe and sustained contraction. Structural pressures, principally high energy costs, carbon costs, regulatory and permitting burdens, are eroding competitiveness relative to the United States, China, and the Middle East.
Poor housing affordability is a long-term issue affecting the major cities across the Nordics. Residents of Stockholm, Helsinki, Oslo, and Copenhagen have consistently expressed dissatisfaction with the affordability of housing across their respective cities.
In an echo of the ’90s information and communications technology revolution, Europe lags the US when it comes to investment in AI.
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly and effectively. In The Digital Frontier series, we will evaluate the state of AI and data centre investment and explore implications for different countries, cities, and sectors.
A powerful new resource to help organisation navigate today’s complex labour markets.
European cities have faced a turbulent decade and a half as the continent has been hit with a series of shocks. From the Eurozone crisis to the war in Ukraine, with Covid 19 in between, the continent has suffered a sustained period of difficult economic conditions. But, despite these challenges, a number of cities have experienced fast rates of growth.
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has been a long way ahead in the polls for almost two years. But the shape of the new government is still uncertain – our baseline is for ANO to form a coalition with one of the centre-right parties in the current government, which will temper its fiscal profligacy.
Dieser Bericht quantifiziert die wirtschaftlichen Auswirkungen der E-Commerce-Branche und ihren Beitrag zur deutschen Wirtschaft im Jahr 2024.
This report quantifies the economic impact of the e-commerce sector and its contribution to the German economy in 2024.
The report evaluates the direct and indirect economic benefits of US funding for malaria control through two major channels: the US President’s Malaria Initiative (PMI) and the Global Fund to Fight AIDS, Tuberculosis and Malaria (GF).
We exploring the European Union’s bold initiative to tackle deforestation through the European Union Deforestation Regulation (EUDR).
As GCC governments focus on diversifying economic activity and revenue sources away from oil and gas, our analysis suggests that household spending in the region will outperform that of international peers.
Saudi Aramco’s 20-year, $11bn lease deal with Global Infrastructure Partner (GIP), a firm under BlackRock’s umbrella, for Jafurah Field Gas Plant underscores the growing international confidence in Saudi Arabia’s ongoing economic transformation.
This report examines the economic footprint of JLR in the United Kingdom in 2024. The analysis is conducted both at the national level, as well as on the West Midlands and North West regions, where JLR’s main facilities are located.
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly, and the rules of engagement have moved more toward the economic arena. In this Research Briefing, we explore the economic and political ties between Africa and China, the US, Europe and Russia as the continent navigates the new multi-polar world order.
The Bank of England’s Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August 2024.
Additional US tariffs have led us to downgrade our short-term outlook for the German economy, with this impact mostly concentrated in southern regions of the country.
