Europe
Follow key economic developments from Europe and the eurozone, with local expertise on national economies, politics, food and agribusiness, the energy transition, sustainability, and more.
Global outlook: Energy shock slows economic growth around the globe
War in the Middle East has upended global energy markets. This affects the entire global economy.
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
The great electrification: Insights, gaps, and investment implications through scenario analysis
A comparative scenario review revealing electrification as a structural trend in the EU energy system, with all pathways showing rapid acceleration beyond 2030.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Bank of England: Dire Straits
The Bank of England kept policy unchanged at 3.75%, but stands “ready to act” as the economy confronts yet another supply shock. Its monetary policy is in dire straits.
The ECB plays Forbidden Words
We expect the ECB to leave the deposit rate unchanged at 2.00%. Beyond March, the outlook is very binary, and tied to developments in the Middle East.
Conflict in the Middle East: Impact on global food and agribusiness
Disruptions in the Middle East are driving volatility in energy, inputs, and trade, with far reaching consequences for global food systems.
Exclusive Unwrapped: Plastic packaging matters | March 2026
Geopolitical tensions, evolving regulation, and weakening recycling economics are colliding to reshape plastic packaging supply chains, costs, and compliance worldwide.
Data center growth in Europe expands to emerging markets
Structural constraints in electricity systems and supporting infrastructure will increasingly shape data center growth in Europe.
Housing Market Quarterly: House prices will rise slightly this year
Prices of existing owner-occupied homes will rise only slightly this year. The wave of ex-rental sales and more housing construction are providing relief on the Dutch
Global fertilizer markets feel impact of conflict in the Middle East
The current conflict in the Middle East is disrupting global fertilizer markets, raising prices and tightening supply across global agriculture.
The impact of the Middle-East conflict on the European economy
In this special we look at the potential impact of the conflict in the Gulf region on European growth and inflation.
