Consulting Report
This report assesses the socioeconomic contributions Shell made in the United Kingdom in 2022. It quantifies Shell’s impact on the...
Consulting Report
This report assesses the socioeconomic contributions Shell made in the United Kingdom in 2022. It quantifies Shell’s impact on the...
Research Briefing
In 2026, we anticipate global industrial value-added output to grow just 1.9%, the slowest pace of growth since the global...
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Research Briefing
China is unlikely to achieve full chip self-sufficiency any time soon because of high technological hurdles in producing advanced manufacturing...
Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Consulting Report
In this report, we study the economic and societal impact of the branded clothing retail industry, including its value chain...
Consulting Report
In an ambitious global investigation with Proxima, we delivered insights into supply chain risk across different industrial sectors in major...
As demand grows for critical minerals like cobalt, copper, and lithium, African nations are navigating opportunities and risks—from boosting local...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.