GSA experts regularly produce studies, analyses, and briefings for decision-makers and observers in the economic and financial world. Explore them here.
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Hormuz Strait Closure: Risks for Africa’s Fertilizer and Food Supply
15 March 2026
The de facto closure of the Strait of Hormuz following the Israeli-American attack on Iran on 27 February will have direct repercussions for Africa’s agricultural and food markets. The Gulf states are major suppliers of fertiliser to the continent, accounting for 16.7% of its imports in 2024, and as much as 25% for nitrogen fertilisers. The impact is mainly concentrated in East and Southern Africa.
Emerging economies in 2026: toward further central bank rate cuts and capital inflows
11 January 2026
The cycle of monetary easing observed in most emerging countries in 2025 is expected to continue in 2026. During the first part of the year, favorable financial conditions should support capital inflows, which will also be boosted by the growing expertise of central banks in emerging countries.
Offshore wind power: despite obstacles to its development, growth prospects remain good
23 November 2025
The development of offshore wind now seems to be slowing down. The sector is affected by the rising cost of materials, interest rates, and tensions with the U.S. administration. Yet floating wind thanks to new emerging markets offer positive prospects.
Europe-China trade: a growing imbalance
2 November 2025
Europe is experiencing a marked deterioration in its bilateral trade balance with China, due to the combined effect of an increase in imports and a decline in exports. This deterioration, which affects most industrial sectors, reflects a loss of competitiveness that the European Union is attempting to halt.
Transition metals: despite favourable long-term demand forecasts, the nickel, lithium, and cobalt markets are experiencing overcapacity
27 October 2025
The lithium, nickel and cobalt markets are in a paradoxical situation: after experiencing a surge in prices in 2021-2022, fuelled by expectations of exponential demand linked to electric vehicles and energy storage, the trend has reversed.