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Report
In our updated global outlook, we find that clean electricity makes substantial progress, but slower change in other sectors limits the decline in global emissions.
Data Insight
Autos and materials remained the key drivers of new investment activity. New investments in overseas real estate projects surged to a 9-year high.
Note
Expanding transmission capacity in the US has the potential to help mitigate rising electricity prices while supporting electricity reliability, especially under conditions that add extra strain on the grid.
Note
We model key components of the Bipartisan American Affordability and Jobs Act (BAAJA) and their impacts on the US energy system, electricity prices, and greenhouse gas emissions.
Report
Chemicals are a top priority in China’s broader drive for industrial competitiveness and supply chain self-sufficiency. This report explores the causes and ramifications of China’s expansive chemicals buildout.
Note
The latest outbound investment controls indicate that the high-stakes nature of tech competition with China will impose hard limits on Trump's transactionalism.
Note
Client exclusive
Democrats are favored to win the House and possibly the Senate in the US midterm elections on November 3. Democrats have outlined a legislative strategy challenging Trump on issues ranging from tariffs and affordability, to tech, to Taiwan.…
Report
India is building AI compute faster than it can use it as the country experiences a data center boom built on generous policy support. This makes India central to US AI export strategy and economic security alignment, despite its non-aligned mantra.
Note
We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing capacity with projected annual deployment.
Note
Simulating the Board of Trade's proposed tariff cuts using a leading trade model, we estimate that annual global US goods exports could rise by $10.3 billion and global Chinese goods exports could rise by $11.0 billion relative to the status quo.