Special
Er zijn grote verschillen te zien in de economische groei van regio’s na een jaar van herstel. Vooral regio’s met veel horeca en een grote vrijetijdssector groeien hard.
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PPAs are on the rise in Europe, as such contracts are an increasingly popular way of financing the deployment of renewables. However, the growth in this market is not hurdle free. High power market volatility pushes players to rethink their strategies.
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The economy of the United Kingdom experiences a ‘European’ demand shock but also has ‘American’ labour shortages. Weak growth and high inflation is the result. Meanwhile, there is a constant threat of a trade war with the European Union.
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Metropoolregio Groningen heeft unieke kansen om haar economie duurzaam te versterken en de brede welvaart voor haar inwoners te vergroten. Hiertoe staat de regio voor acht opgaven, die alle te maken hebben met het creëren van nieuwe energie en sterkere chemie tussen de partijen in het ecosysteem waarin bedrijven, overheden en kennisinstellingen samenwerken.
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A recession seems inevitable for the US: even if the economy is able to absorb the exogenous shocks to the supply side, the response of the central bank to the wage-price spiral will cause a recession from within.
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EU leaders have agreed to ban all Russian seaborne oil imports. The ban, amid already high inflation, intense supply chain pressure and tightening financial conditions, will push the Eurozone into a recession.
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On June 12 and 19, the French will go to the ballot boxes for the legislative elections. Polls indicate that Macron’s center coalition is set to win a majority, but this is far from certain. If he isn’t able to secure a majority, his hands will be tied to a significant extent.
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Another revision to our Eurozone forecast brings into question the timing of peak inflation and how fast it will decline afterwards. Commodities and supply chains cannot fully explain recent inflation surprises, suggesting that some of this may be structural.
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The EU is further tightening the thumbscrews on Russia. In this updated scenario analysis we take a closer look at the economic impact of an energy import ban. A decline in Eurozone GDP over the next four quarters seems all but given now.
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It’s hard to underestimate the relevance of stationary energy storage for the energy transition. This note outlines what stationary energy storage is, shows various storage technologies and predicts where the market will boom in coming years.
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Door de oorlog in Oekraïne zijn de prijzen van energie en sommige andere belangrijke inputs voor de industrie gestegen. Daarnaast krijgt de Europese industrie te maken met langere levertijden en mogelijk tekorten. Duitsland en Italië zijn relatief kwetsbaar.
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The Ukraine war has sparked another supply chain crisis. EU industry will be impacted via higher prices of both energy and non-energy commodities, lengthened delivery times of inputs and possibly shortages. Germany and Italy are relatively vulnerable.
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Yield curve inversions are often seen as warning signals of a recession, but a statistical analysis suggests that these signals should be interpreted with care. We provide the thresholds that would indicate a probability of a recession higher than 50%.
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Als de invoer van Russisch gas stokt, komt onze gasvoorziening zonder verlaging van de vraag eind 2022 in de knel. De gasprijzen nemen dan sterk toe, waardoor de inflatie stijgt tot 7 procent in 2022 en 4 procent in 2023. Dit raakt zowel burgers als bedrijven.
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The current energy crisis has highlighted the geopolitical risks associated with our dependence on Russian gas. The EU aims to become fully independent from Russian energy, but replacing Russian gas fully is easier said than done.
