The rise in sovereign bond yields in Japan reflects a shift in the growth model
01/07/2025
Japan’s long-term borrowing rates have been rising structurally since 2022, against a backdrop of returning inflation, rising interest rates, ...
Etudes GSA
Agricultural exchanges: a matter of sovereignty for emerging and developing economies
22/06/2025
More and more emerging and developing countries are attempting to develop new agricultural exchanges (e.g. India, Brazil, China, Ethiopia, ...
Global rice market: recent return to normalcy threatened by heightened tensions between Pakistan and India?
11/05/2025
After two years of export restrictions, India lifted its embargo and allowed rice prices to return to normal. These ...
Four years of disruptions have profoundly reshuffled the fertilizer market
25/03/2025
The fertilizer market is emerging from four years of crisis. As prices return to historic levels, Russia has strengthened ...
The race for strategic minerals: toward a reconfiguration of supply chains?
12/03/2025
So-called “strategic” minerals, essential to the energy and digital transition, are today at the heart of a supply chain ...
Nuclear energy’s revival is still modest outside of China
21/10/2024
Thirteen years after Fukushima, nuclear power is rising again: from Japan to the United States, closed power plants reopen, ...
Rooftop solar: a key tool in the energy transition, if properly managed
17/06/2024
The unprecedented growth in photovoltaic energy – 345 to 375 GW installed worldwide by 2023 alone – is largely ...
Coal: Signs of decline despite record demand in Asia
29/04/2024
The key fuel in the Western industrial revolution of the 19th and 20th centuries, the market for coal has ...
What is the outlook for global shipping ?
03/03/2024
World shipping in 2024: fleet growth should offset the effects of geopolitical tensions in the Red Sea for container ...
Carbon capture: an uncertain outlook despite worldwide interest
26/01/2024
Carbon capture and storage (CCS) technologies remain too costly to play a sizeable role in reducing global emissions. But ...