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Macroeconomics, risk and global trends reports
Carbon Management: how have our 2026 predictions fared so far, and what comes next?
As we near the mid-point of the year, we take stock, look back at our predictions for carbon policy, carbon markets and CCUS from the end of last y...
China economic focus May 2026: the Middle East war scenarios
In the May China economic focus, we analyse how the Chinese economy will be impacted based on the global GDP scenarios from our Horizons: “Strait t...
Ledgers vs legacy: shaping the future of emissions accounting in oil and gas
Carbon accounting is in flux. The GHG Protocol is mid-revision, regulations are shifting across the EU and US, and a new industry-backed initiative...
Global economic outlook Q2 2026: global economy faces historic energy shock
A prolonged closure of the Strait of Hormuz is now the greatest single risk to the global economy. Our base case outlook assumes a brief Middle Eas...
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...
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