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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Global shipping after the Hormuz Shock: adaptation, diversion and congestion
8 June 2026
The Strait of Hormuz crisis is reverberating as far as the Panama Canal and the Cape of Good Hope, while new transshipment hubs are emerging in the Indian Ocean and the Mediterranean. This shift from a logic of efficiency to resilience at any cost could endure. It is also prompting Gulf countries to build infrastructure bypassing the strait.
European competitiveness in light of rising energy prices: a less severe shock than in 2022, but some key sectors are vulnerable
22 May 2026
Regardless of the scale of the energy shock caused by tensions in the Middle East, US productivity appears to be less affected than that of European companies. However, even in the event of a prolonged conflict, energy expenditure as a percentage of turnover in the EU would remain well below 2022 levels, unlike in the United States.
India’s Public Capex Push: Positive but Insufficient Effects to Strongly Boost Long-Term Growth
7 May 2026
India’s continued push toward infrastructure-led growth is expected to support long-term output, with public investment reaching historically high levels. However, its impact remains limited, with only modest gains in potential growth and insufficient effects to achieve high-income status without stronger productivity improvements.
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.