Filters:
Showing 1 – 10 of 356 total results
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.
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
Client exclusive
The US grid is going through a lot at the moment: the most significant demand growth in three decades, policy barriers (challenges with permitting, transmission, and interconnection), supply chain bottlenecks to bringing new generation online, and now…
Note
Policy in China for steel decarbonization has been more muted, focusing largely on incremental plant-level emissions reductions. Regardless, the role of China looms large over any discussion of steel decarbonization.
Note
If China's exports kept rising at the same rate they are today, large trading economies with export profiles similar to China like the United States, Germany, Indonesia, and France stand to lose the most.
Note
Client exclusive
The Emissions Trading System (ETS) is the centerpiece of European Union (EU) climate policy and a key contributor to the EU’s progress in reducing covered greenhouse gas emissions by half since 2005. Despite its success, this has come with costs.
Note
Beijing has not delivered on its promised reforms to its banking system, but has instead tightened control over banks and molded them into policy tools, imposing consequences on both China's economy and its trading partners.
Note
We provide a granular, product-specific assessment of critical minerals needed for a US nuclear power plant build-out through the mid-2030s and associated key supply chain vulnerabilities.
Note
For all its success, the Advanced Manufacturing Production Credit (45X) is limited in scope, omitting technologies that have become increasingly important. This analysis models the economic impacts of expanding 45X.
Note
Trade deals with the EU and potentially the US, alongside other countries’ rising barriers to Chinese goods, offer India an opportunity to capture global export share, even as its manufacturing ecosystem remains less competitive.