Special Dutch version
The EU Taxonomy is a new ‘green language’ that helps to identify sustainable investments. Large public-interest companies within the EU will soon be required to report which part of their turnover and expenditure is in line with this.
Economic convergence is a prerequisite for a stable Eurozone in the long run, but this may be hard to achieve. In the short term it might be more rewarding to investigate the possibilities of narrowing the gap in competitiveness.
The corona crisis has caused major social, economic and political upheaval and has increased uncertainty about the future. We use scenario analysis to shed light on where countries around the world may be headed next.
While we currently expect a V-shaped recovery for the global economy, there is a clear risk of a more U-shaped or even L-shaped recovery. There could also be effects on global growth beyond the 2021 horizon. We expect annual structural growth (up to 2030) in the US to drop from 1.6% to 1.4%. For the Netherlands, structural growth is set to decline from 1.3% to 1.1%.
This technical report looks at the role that novel power-to-gas, repowering and storage technologies, including hydrogen, synthetic methane storage and batteries, may play in the transition to a low-carbon electricity system in the Netherlands.
Economic Report Dutch version
The Dutch government is reportedly considering borrowing for an investment fund to support economic growth. This is a shift from the debt-averse political consensus in the Netherlands. It could increase pressure on Germany to do something similar.
Prime Minister Johnson has asked the Queen to suspend Parliament. While it was an explosive move, confrontation between Johnson and Parliament has always been inevitable. The EU has been betting on the UK parliament to intervene, but the window has narrowed. The risk of a no-deal Brexit is obviously rising, but secondary to the risk of a general election.
Special Dutch version
This report shows that the US is more exposed to disruptions to bilateral intermediate trade flows than China. In addition, also exporters and consumers in third countries such as the Netherlands feel the pinch from a disruption in supply chains between China and the US.
The US-China trade war will probably accelerate a shift of foreign production out of China. Our new ‘Where Will They Go index’ shows that Thailand, Malaysia, Vietnam, Taiwan and India are likely to benefit from this production relocation.
A Q&A on the Pan-European Pension Product (PEPP), a new voluntary personal pension product that will be offered in the EU from 2023.