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Decarbonisation dominoes: carbon border adjustments could increase clarity
The European Union released the world’s first proposal for a carbon border adjustment in July. While the proposal governs EU trade, the biggest imp...
Fiscal competitiveness: when $50 is only $25
Companies are preserving capital and high grading opportunities as they work to reduce breakevens on new projects. Only the lowest cost and highest...
Global economic outlook H1 2021: the great rebound?
Covid-19 vaccination programmes are elevating expectations of a return to ‘normal’ for the global economy. Is 2021 to be the great rebound? After a...
Global economic outlook Q1 2022: soft landing
In this Insight, we outline the highlights and drivers of our macroeconomic outlook Q1 2022. The global economy is set for a soft landing in 2022 a...
Global economic outlook Q2 2022: war and inflation woes
The Russia/Ukraine war, rising inflation and China’s Covid-19 resurgence are dragging on the global economic recovery. We still envisage a soft lan...
Global economic outlook Q3 2021: industry strains in reopening surge
While the Covid-19 pandemic endures, the global economy is firmly in the recovery phase. We expect global GDP to bounce back 5.3% this year. But th...
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