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Regional Outlook
The Competition for Electric Vehicles Heats Up
Electric vehicle ownership is on the rise. The trend was already underway in the 2020s, but the energy crisis triggered by the war in Iran breathed new life into the industry. China, the United States and Europe are competing for primacy accordingly. The automotive industry…
Read More →Structural Developments
The US Looks for Its Own Rare Earths
From the rock to the nuclear warhead, wars have always been fought with available technologies, and these technologies all required components that were, to varying…
Read More →Geoeconomic Transformations
The Geoeconomics of Water
A heat wave tore through Europe in June. It came alongside official reports that El Nino- and ENSO-linked weather patterns are becoming more disruptive. Low…
Read More →Graphic of the Month
A Slow De-Dollarization
The Month Ahead
Key Questions Shaping the Coming Month
July will be shaped by a convergence of trade, security and energy developments that could influence the trajectory of the global economy in the second half of the year. How will the NATO summit in Ankara influence defense spending, industrial mobilization and the balance of responsibility inside the alliance? The NATO summit on July 7-8 will matter for the global…
Read More →US Energy Prices, European Economic Contraction
U.S. Economy What happened: Rising gasoline prices in the United States last month pushed inflation to its highest level in three years. Consumer prices rose 4.2 percent in May compared to the same period last year, up from 3.8 percent in April, according to the…
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