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November 21, 2019
Region:
Analyst:
As German policymakers plan to do without nuclear power, coal and lignite in the future, natural gas remains the last traditional source for power generation. And since Germany targets complete climate neutrality by 2050, natural gas will also be a transitional source of energy – nothing more and nothing less. The completion and operation of Nord Stream II is clearly in line with the declared goals of German energy policy. Nord Stream II will improve supply security and pipeline gas, such as that delivered by Nord Stream II, is more environmentally friendly than LNG. [more]
November 20, 2019
Analyst:
Trading volumes in foreign exchange instruments have increased significantly across the board in 2019 compared to the last global FX survey three years ago. Surprisingly, the pivotal role of London as the main trading location was reconfirmed, despite fears around the impact of Brexit. Yet a general move to central clearing might challenge this after the UK leaves the EU. [more]
November 20, 2019
Analyst:
An increasing number of European countries have set zero net emission targets and the ambition to rapidly lower greenhouse gas emissions is growing. Although there has been significant investor focus on the power and transport sectors, there has been very limited attention on how to decarbonise the residential and industrial sectors. [more]
November 4, 2019
Region:
German exports and global trade have been moving in lockstep recently and more or less grinded to a halt in yoy terms. We found that the Bundesbank’s leading indicator for global industrial production leads German exports by 4 to 5 months. Recent declines in this indicator do speak against a recovery in German exports before the end of Q1 2020, despite recent signs of stabilization in German foreign order intake. (Also included in this issue: house prices in Germany, labour market, automotive industry and German politics) [more]
November 1, 2019
Region:
Between 2000 and 2018, German net energy imports declined by almost 12%. Oil and nuclear energy imports were down considerably as oil heating becomes less popular and the German government has decided to give up nuclear energy. In contrast, net natural gas imports are trending upwards. Coal imports did not start to decline until 2016 and were still considerably higher in 2018 than in 2000 because domestic coal mining was abandoned. Germany’s dependence on energy commodity imports has not declined much over time. In 2018, almost 71% of the necessary energy commodities were imported (2000: 72.6%). [more]
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