Sustainability reporting is becoming more important, but the different goals, frameworks and regulations create confusion. This introduction to sustainability reporting outlines the important points that companies should pay attention to.
Fears of a Russian invasion of Ukraine linger despite recent possible de-escalation. RaboResearch has modelled the macroeconomic impact of three war scenarios. Worryingly, we see a high risk/reward scenario for Russia rather than just downside or for a more violent world order.
The economic impacts of a CO2 tax on combustion vary strongly across sectors, countries and scenarios. Yet, for overall Dutch GDP, it may not matter much whether the tax is introduced only in the Netherlands or also in the EU, EFTA and UK.
The current crisis in the Ukraine brings latent problems for the German economic model to the fore. We argue that there are four options for Germany: Muddling on, engaging with the West, strategic autonomy within Europe and engaging with the East.
Flexibility is a key element in electricity markets dominated by wind and solar PV energy. Besides investing in renewables, we must also invest in assets offering sustainable flexibility such as demand response applications and storage.
The new lockdown measures in the Netherlands will mostly hit consumer spending. But consumer confidence was already in decline before these measures were announced.
Economic Comment Dutch version
Hard economic data usually comes available at quite some lag. To gauge the economic impact of COVID-19 we look at more timely economic indicators that are readily available. Data on traffic jams, international flights, and restaurant bookings are released sooner and more frequently. This helps us to better monitor the economic situation during the COVID-19 crisis.
Developing economies are more vulnerable to new virus strains due to lower vaccination coverage, slower pace of vaccination and the nature of their vaccines. Global economic recovery and rising interest rates by major central banks increase pressure on domestic policymakers and country balance sheets.