Sunday Executive Summary
Europe’s manufacturers stand at a crossroads: high power costs, ETS allowances phasing out by 2034, and 2026 CBAM import levies, forcing firms to model carbon
June 15, 2025
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Europe’s manufacturers stand at a crossroads: high power costs, ETS allowances phasing out by 2034, and 2026 CBAM import levies, forcing firms to model carbon
General Thoughts: US farmer sentiment has surged, but beneath the optimism lie structural pressures, including crop price weakness, lower margins, and a volatile demand setting,
Consensus Asia consumer price inflation expectations for 2023 have fallen in May relative to the US and Eurozone, suggesting it will benefit from lower inflation
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