In this issue of the Signpost Tracker, we look at dark clouds ahead for the global economy – and where the global energy industry could find silver linings of opportunity. Last week the US Federal Reserve kept interest rates on hold, as the deteriorating global economic outlook brings down US inflation forecasts. Yet as China's economy slows, urbanisation and a growing middle class are fuelling new growth for oil demand. And in the run up to the UN Climate Conference in December, the number of corporations reporting on carbon pricing has trebled – with growing anticipation of a global accord to be agreed to limit carbon emissions. Wood Mackenzie looks at these key signposts and the potential broader implications for the global energy outlook.
Table of contents
Signposts – major events impacting the Global Trends Risk Tracker
Key risks, trends, signposts – and the impact on the global energy industry
*Recent publication: Global Trends Risk Tracker: H1 2015, March 2015.
*Recent publication: Global economy Q3 2015: China slump, US energy bust, and Grexit point to 2018 downturn, September 2015.
*Recent publication: Why is oil demand holding up in China?, Sep 2015.
*Recent publication: G7 calls for the end of the fossil fuel age, June 2015.
Tables and charts
This report includes 4 images and tables including:
Global Trends Signpost Tracker: 22 September 2015: Image 1
Global Trends Signpost Tracker: 22 September 2015: Image 2
Global Trends Signpost Tracker: 22 September 2015: Image 3
Global Trends Signpost Tracker: 22 September 2015: Image 4