May 18, 2022

The war in Ukraine and new lockdowns in China have significantly deteriorated the balance of risks for companies. The shockwaves are visible in the extended supply-chain disruptions and transportation bottlenecks, as well as high input costs and shortages, notably for energy and commodities but also labor.

May 16, 2022

What drives people to wake up every morning and go to work? With labor markets turning from loose to (extremely) tight, we decided to check the pulse of workers in France, Germany, Italy, the UK and the US. In April, we interviewed 1,000 people in each country to find out about their attitudes to work and how they value their jobs.

May 11, 2022

The EU can easily manage an immediate embargo on crude oil imports from Russia. Within two months or so, OPEC members could step up crude oil production to the levels of H2 2018 (which implies +3.3 Mbb/d vs. Q1 2022) and Norway, the US and the UK could add another +0.5 Mbb/d to global output.

May 10, 2022

The global electric vehicle (EV) market is booming: Sales more than doubled in 2021 and market share reached around 8%. This positive momentum is likely to continue, with estimated growth of +50% in 2022.

May 04, 2022

Inflation is back with a vengeance in the Eurozone, sending the cost of living to record highs. Aside from pandemic-related base and one-off effects, snarled-up global supply chains have failed to keep up with post-pandemic demand.

May 02, 2022

The starting shot for Germany’s green transformation, the Easter package announced last month calls for a near tripling of electricity generation from renewables by 2030.