Global shipping after the Hormuz Shock: adaptation, diversion and congestion
08/06/2026
The Strait of Hormuz crisis is reverberating as far as the Panama Canal and the Cape of Good Hope, ...
Etudes GSA
European competitiveness in light of rising energy prices: a less severe shock than in 2022, but some key sectors are vulnerable
22/05/2026
Regardless of the scale of the energy shock caused by tensions in the Middle East, US productivity appears to ...
India’s Public Capex Push: Positive but Insufficient Effects to Strongly Boost Long-Term Growth
07/05/2026
India’s continued push toward infrastructure-led growth is expected to support long-term output, with public investment reaching historically high levels. ...
Hormuz Strait Closure: Risks for Africa’s Fertilizer and Food Supply
15/03/2026
The de facto closure of the Strait of Hormuz following the Israeli-American attack on Iran on 27 February will ...
Emerging economies in 2026: toward further central bank rate cuts and capital inflows
11/01/2026
The cycle of monetary easing observed in most emerging countries in 2025 is expected to continue in 2026. During ...
Offshore wind power: despite obstacles to its development, growth prospects remain good
23/11/2025
The development of offshore wind now seems to be slowing down. The sector is affected by the rising cost ...
Europe-China trade: a growing imbalance
02/11/2025
Europe is experiencing a marked deterioration in its bilateral trade balance with China, due to the combined effect of ...
Transition metals: despite favourable long-term demand forecasts, the nickel, lithium, and cobalt markets are experiencing overcapacity
27/10/2025
The lithium, nickel and cobalt markets are in a paradoxical situation: after experiencing a surge in prices in 2021-2022, ...
The rise of stablecoins: what effects can be expected on US government bonds and the financial stability of emerging economies?
28/09/2025
Over the past five years, the stablecoin market has experienced rapid growth. The GENIUS Act, the first legal framework ...
Biodiesel and ethanol put an ever-growing strain on food supply
27/07/2025
The share of food crops used for biofuels – 7% in 2023 – is set to grow further. Several ...