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China economic focus April 2026: navigating the energy crisis
As the closure of the Strait of Hormuz continues in April, 55% of China’s crude oil imports and 30% of the country’s LNG imports are at risk. In th...
China economic focus March 2026: the 15th Five-Year Plan explained
China released the 15th Five-Year Plan (2026–2030) in March with surprisingly little market fanfare, as it largely lacks the upside surprises or ag...
Conflict scenario: Iran War sparks a global race for energy security
This conflict scenario models a potential outcome where sustained geopolitical instability, whether in the Middle East or elsewhere, compels a radi...
Global economic outlook Q1 2026: pushed and pulled
Global economic growth is set to decelerate in 2026 as headwinds intensify across major markets, including the US and China. After holding steady a...
What does a faster energy transition mean for economies by 2100?
The energy transition’s economic impact will be multifaceted. Understanding the full economic story of the energy transition requires a view to the...
China economic focus January 2026: will the government save the economic downturn?
In our first edition of China economic focus in 2026, we discuss the outlook for the Chinese economy. We forecast China’s GDP growth to slow to 4.5...
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