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REview: House View's take on trade policy, data centers and underlying risks
While the world of geopolitics and macroeconomy remain active as ever, this edition focuses entirely on our House View. Manash Goswami and Rystad Energy's Chief Economist, Claudio Galimberti, sat down to dig deeper, past the report's key highlights.
Together they discussed the immediate impact of trade policies vs. longer-term changes like demography, the shifts in energy consumption and jobs as a result of data centers, and underlying risks to our short- and long-term assessments.
We look forward to joining you again for our next edition.
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Authors:
Claudio Galimberti
Chief Economist
claudio.galimberti@rystadenergy.com
Manash Goswami
Vice President, Analytics
manash.goswami@rystadenergy.com
(The data and forecasts contained in this column are Rystad Energy’s and the opinions are of the authors.)