Navigating 2025: Key Economics and Sustainability Trends Image

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The world is becoming more volatile and uncertain. This creates opportunities in commodity markets, but also challenges in navigating these trends and shocks.
(Recorded 22 January)

Agenda:

  • Trade - what does Trump 2.0 mean?
  • Green tech - will China's dominance continue?
  • China - can it rebalance its economy?
  • BEV market - the transition in Europe will get back on track.
  • Green policy - there is a risk of roll-back.
  • Grid - will become increasingly important, particularly the question of who will pay
  • Industrial competitiveness - we expect a recovery in IP but energy concerns will play into competitiveness. 

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