Research
QuintAxis's archive of analysis, research notes and deep dives on energy, economics and geopolitics.
- Energy · EconomicsDraft · test content
The energy bill returns to the heart of European inflation
The rebound in gas and crude oil squeezes industrial margins and complicates the last mile of disinflation. We analyse how the energy shock transmits to industry, prices and European monetary policy.
September 18, 20268 minEurope - Geopolitics · Infrastructure · IndustryDraft · test content
The Red Sea, one year on: the route Europe hasn't recovered
Freight keeps diverting around the Cape of Good Hope and the surcharge is now structural. A year after attacks began, Asia-Europe trade has not returned to its usual route.
September 15, 20266 minEurope · Asia · Middle East - EconomicsDraft · test content
The ECB's autumn dilemma: cutting without reigniting prices
Markets are pricing in a rate pivot that core inflation hasn't yet validated. The European Central Bank faces an autumn in which every data print will carry more weight than usual.
September 14, 20265 minEurope - Energy · InfrastructureDraft · test content
The grid: the bottleneck holding back the transition
Renewable capacity is being installed faster than the grid can absorb it. Congestion and connection queues have become the main technical brake on Europe's energy transition.
September 11, 20267 minEurope