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Costs of electricity generation: System costs matter

May 25, 2023

Costs of electricity generation: System costs matter

Region:

Germany Monitor

Topic:

Sectors and resources, Sustainability

Analyst:

The costs of electricity generation of different energy sources are often debated. Often, however, no distinction is made as to which specific costs are meant. While renewable energies have marginal costs close to zero and very competitive levelized costs of electricity, a high and increasing share of weather-dependent renewables leads to system costs. They result, for example, from the provision of back-up power plants and the falling average capacity utilization of all existing power plants. We discuss the different types of costs of power generation and note that investments in renewables are easier to realize than the construction of new back-up power plants. [more]

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More documents contained in "Germany Monitor,Germany Monitor Household finance"

Bank deposits in Germany: Highly sticky

April 21, 2023

Region:

Topic:

Banking and financial markets

Analyst:

Heike Mai, Jan Schildbach

Germany Monitor

1

Recent tensions in the US and European banking sectors have brought traditional deposits and their stability as the most important refinancing instrument into focus. [more]

2023 Housing market outlook: Price dip and interest rate peak ahead. Significantly higher prices likely in the long term. Refurbishment costs are taken into account

April 21, 2023

Region:

Topic:

Analyst:

Germany Monitor

2

The boom is over. Five key arguments lead us to expect only a price dip. Negative real interest rates, inflation protection through real estate, rising rental growth and most importantly a high fundamental supply shortage. [more]

Semiconductors or petroleum – which is traded most?

November 23, 2022

Region:

Topic:

Digital, Macroeconomics

Analyst:

Hermann P. Rapp, Jochen Moebert

Germany Monitor

3

Semiconductors rank first as the most traded goods in global trade statistics in 2020, representing 15% of total global trade in goods. [more]

3SM: A structural semiconductor sales model

November 1, 2022

Region:

Topic:

Digital, Sectors and resources

Analyst:

Hermann P. Rapp, Jochen Moebert

Germany Monitor

4

Global sales of semiconductors reached an all-time high in 2021. [more]

Digital awakening for Germany: Digital Strategy of the Federal Government 2022-2025

October 25, 2022

Region:

Topic:

Digital, Economic and european policy

Analyst:

Hermann P. Rapp

Germany Monitor

5

Digital policy has become increasingly important in recent years. With its digital strategy, the German government has presented an agenda for which a digital budget is to be adopted in the Bundestag in November 2022. [more]

Outlook for the German residential property market 2022 and beyond. Base case: Rising overvaluations, end of the cycle in the near future, subdued price corrections

May 10, 2022

Region:

Topic:

Analyst:

Germany Monitor

6

We expect the German residential property market cycle to come to an end during the current decade. A combination of our different approaches suggests that, despite the uncertainties, the cycle will probably end in 2024. [more]

Extraordinary semiconductor cycle triggered by one-time events, cyclical and geopolitical effects

May 5, 2022

Region:

Topic:

Digital, Sectors and resources

Analyst:

Hermann P. Rapp, Jochen Moebert

Germany Monitor

7

In 2021, global sales in the semiconductor industry reached an all-time high of USD 556 bn. [more]

German energy supply at a historical turning point

March 25, 2022

Region:

Topic:

Sectors and resources, Sustainability

Analyst:

Germany Monitor

8

Despite many years of expansion of renewable energies, Germany is – as most other industrialised countries in the world are – still dependent on fossil fuels. [more]

Economic-technological revolution through Quantum 2.0: New super technologies are within reach

December 17, 2021

Region:

Topic:

Digital, Sectors and resources

Analyst:

Hermann P. Rapp

Germany Monitor

9

Quantum 2.0 super technologies will massively change the way we live and work. Quantum has the potential to shape a new economic era. The vision of Quantum 2. [more]

Supply chain disruptions: Still a risk to the economy and inflation in 2022

October 8, 2021

Region:

Topic:

Macroeconomics, Sectors and resources

Analyst:

Eric Heymann, Jochen Moebert

Germany Monitor

10

Never since reunification have industrial companies in Germany complained as much about material bottlenecks as they do at present. [more]

Outlook for the German residential property market 2021 and beyond: House price cycle could end in 2024

March 24, 2021

Region:

Topic:

Analyst:

Germany Monitor

11

Our analysis suggests that the nationwide price cycle will come to an end this decade. Despite all the uncertainty, we believe the cycle is likely to end in 2024. The fundamental supply shortage should ease off in the coming years. [more]

Germany in the next decade: Ambition and potential

March 9, 2021

Region:

Topic:

Economic and european policy, Germany's super election year 2021, Macroeconomics

Analyst:

Barbara Boettcher, Marion Mühlberger, Ursula Walther

Germany Monitor

12

At the onset of this decisive election year, Germany finds itself confronted with an increasingly multipolar world, a weakened liberal, rule-based world order and rapid technological change. [more]

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