Research Briefing
The energy crisis has provoked a fundamental rethink of nuclear energy across Europe and many governments are now committing to...
Energy and commodities
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Displaying 1 to 20 of 300 results
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Consulting Report
AEMO publishes this Draft 2023 Inputs, Assumptions and Scenarios Report (IASR) pursuant to National Electricity Rules (NER) 5.22.8. This report...
Research Briefing
Positive developments in energy markets mean the risk of a sharp downturn in the eurozone during the winter has diminished...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Research Briefing
Despite sluggish demand growth prospects, advanced economies (AEs) automotives production growth is forecast to accelerate in 2023 as easing supply...
Research Briefing
We expect Central and Eastern Europe will start 2023 in a synchronized economic downturn, like the rest of the EU.
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
We expect Italy to avoid gas rationing this winter and next, with our key scenario showing that at the end...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
We revisit the economic impact of climate change by incorporating temperature volatility and extremes.
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
