Key Analysis

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Clouds On The Horizon For Solar

The recent solar boom in the UK may appear to be positive news for the UK's solar industry on the surface; however, we maintain our view that this level of growth is unsustainable over the long term...

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Asia Wind: Breezing To The Top

Wind energy is increasingly important in Asia, with the region being the fastest growing market in the world. We identify some of the countries in the region that are driving this growth, and look at...

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Chinese Building European Market Share

We expect that rising levels of Chinese infrastructure investment in Central, Eastern and South-eastern Europe to persist over the coming years. China has begun targeting the region's infrastructure...

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Global Cement: Key Views Playing Out

Our core views for the global cement industry are playing out, with the four largest cement producers remaining reliant on developed markets for growth, whilst their exposure to emerging markets...

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