energy latest publications

September 30, 2021

China | What’s behind the recent electricity crunch?

All eyes on China's electricity crunch. We analyze the reasons, the authorities' possible actions and economic impact of the recent power shortage.

August 23, 2021

Mexico | Discriminatory treatment and obstacles to competition

The measures taken by the Ministry of Finance and Public Credit and the Tax Administration Service represent discriminatory treatment of private companies with anti-competitive effects.

March 18, 2021

Colombia | Colombian electricity sector: challenges and opportunities

We conducted a diagnosis of the Colombian electricity sector, identifying the challenges and opportunities that result, thanks to the country's potential and the international context, to promote an energy transition based on Non-Conventional Renewable Energy Sources and mitigate some of the sector's risks.

December 15, 2020

U.S. | Natural gas in the long-term: facing two paradigms

As news of the vaccine unfolds, and it becomes more evident that the Covid-19 pandemic could be controlled sometime next year, attention will shift back to climate change as one of the most pressing crises of our time. Across the world, the pressure to reduce greenhouse gas emissions is mounting.

July 3, 2020

Turkey | June CPI reinforces a worsening outlook

Consumer prices increased by 1.13% in June, remaining significantly above both the consensus and our expectation (0.6% vs. 0.45%). Thus, also led by the negative base effects, annual inflation accelerated to 12.62% from 11.39% in May.

May 20, 2020

Mexico | YoY headline inflation volatility kicks in driven by the rebound in energy prices

We expect headline inflation to post a 0.00% HoH change in the first half of May, thereby increasing to 2.5% YoY from 2.2% in the second half of April. We anticipate a 0.09% HoH core inflation increase (3.60% YoY, unchanged from 3.61% in the previous fortnight).

May 4, 2020

Turkey | Annual CPI realized at 10.9% in April

Consumer prices increased by 0.85% in April, higher than both the consensus and our expectation (0.6%). Though, annual inflation continued to decelerate to 10.94% from 11.86% in March on top of favorable base effects led by energy prices. We expect consumer inflation to be 7.5% at the end of 2020.

October 22, 2018

Slowdown: Temporary or permanent?

Spain’s GDP growth remains strong, although we have seen moderation relative to previous years. While it is always tempting to seek a single culprit, this seems to be rather the combined result of various factors. Some of these are temporary, but others are here to stay.