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By: Michael Lewis, Steffen Kutscher
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
Whether or not there will be a reversal in the trend depends on the development of long-term inflation and whether the Federal Reserve manages to maintain its credibility
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
By: Dr. Sebastian Kring
A Practitioner’s Perspective
Does the historically high gold-oil ratio once again indicate a major macro shift?
At least in terms of its demographic outlook, the U.S. is already well on its way to becoming far less exceptional than it was just a few years ago.
By: Jason Chen, Dirk Schlüter
How sensitive are forecasts to prices?
Exploring the IP Playbook: From Japan to China
Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
Less uncertainty at the price of higher tariffs
The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.
By: Vincenzo Vedda
It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.
After years of stagnation, digitalisation is leading to a significant increase in electricity demand
