News

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.
Please enter the email address of the person you’d like to share the article with. The article is then sent to the recipient, and a copy of it (cc) to you. Invalid email address. Email is required.
In this report, we delve into the developments in the regulatory framework of the Spanish electricity system and explore the potential of Spain's battery energy storage systems (BESS) market. In part ...
Please enter the email address of the person you’d like to share the article with. The article is then sent to the recipient, and a copy of it (cc) to you. Invalid email address. Email is required. In ...
The EU’s new Vision for Agriculture and Food shifts the focus to strengthening the farming sector, rather than raising environmental standards. In February 2025, Christophe Hansen, the EU Commissioner ...
Generation Z is drinking less compared to prior generations. We break down what is driving the declines and assess whether lower consumption levels will persist. In the US, data suggests that ...
In line with the Churchillian tone I had struck, yesterday’s US tariffs were historic and suggest a world-wide battle. It remains to be seen in what form, with what outcome, but global bifurcation is ...
Escalating trade disruptions could threaten food security in some parts of the world and oversupply could depress farm margins in others. This report explores the potential implications of trade ...
In this report, we explore the five key transformations that will shape the global food system over the coming decade and what to watch for in each. The global food system is entering a period of ...
Due to the continuing mismatch between supply and demand, owner-occupied homes are expected to become 8.6% more expensive on average this year, followed by a slightly lower price increase of 5.7% in ...
Climate change will continue to impact banana cultivation. The EU and US markets rely on a limited number of competitive sources, and their supply could be at risk. Climate change, including more ...
This is the third report in a series focused on the shift to economic statecraft from economic policy, which we argue requires markets to now focus on ‘grand macro strategy’. We suggest readers refer ...