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- BriefEconomy & Competitiveness·US-Iran Ceasefire Triggers Energy Price Collapse — A Fragile Window for D-A-CH Industry
A US-Iran halt in mutual strikes sent Brent crude and European gas prices tumbling more than 8% on Monday, offering brief relief to energy-intensive European industry. But with Hormuz still effectively closed and Washington not ruling out renewed strikes, the reprieve looks tactical rather than structural.
- BriefEconomy & Competitiveness·Mapping the 91 Economists Shaping D-A-CH Policy Debates
An SRC Analysis maps the 91 living economists driving current policy debates across the D-A-CH region. Organized by school of thought and geography, the study exposes Western-citation bias and highlights critical coverage gaps in BRICS economic thought.
- BriefEconomy & Competitiveness·Hormuz Shock, TTF Surge, and the ECB's July-23 Test — What It Means in Brief
Iran's widened retaliation against Gulf shipping has pushed European gas prices to multi-month highs even as oil prices cooled on ceasefire hopes — a divergence that shifts the risk for D-A-CH industry from oil to gas. The ECB's Thursday meeting is the first real test of whether euro-area policy can absorb a fresh energy-inflation shock.
- BriefEconomy & Competitiveness·Two Chokepoints, One Shock: Hormuz and Bab el-Mandeb Disruptions Hit D-A-CH Industry
Simultaneous disruption of the Strait of Hormuz and the Bab el-Mandeb is driving oil above $100/bbl and European gas prices up 91% year-on-year, landing directly on the energy-intensive industries already relocating out of the D-A-CH region. Monday's ifo Business Climate release is the first hard test of whether this is a cyclical spike or an accelerant of structural deindustrialization.