BMI Country Risk & Industry Analysis

How do the developments in the hydrogen industry over the last year highlight progress, and what additional steps are needed to reach hydrogen targets given the fall in the cost of renewable electricity and the challenges of slow financing, insufficient offtake agreements, and lack of export partnerships? This webinar offers an overview on low-carbon hydrogen production and how industry adaptation and demand will impact the industry moving forward. Register to join us here: https://ow.ly/tbIO50UeM0q #ConnectedThinking #Hydrogen #LowCarbonHydrogen #RenewableElectricity #RenewableEnergy

Dive into this month's #BestofBMI, where we discuss significant infrastructure development plans in Latin America and Sub-Saharan Africa and their impact on regional interconnectivity. We also explore governments’ commitment to a low carbon future and the key themes and political challenges the globe will be facing in the coming year. To stay ahead with the latest political, economic, and industry insights, subscribe now to receive the next edition. #ConnectedThinking #Infrastructure #EnergyTransition #CountryRisk

Sabrin Chowdhury spoke with MONEY FM 89.3 to discuss where there are opportunities in the metals market investors can still look forward to after the #Bullion fell, #copper dropped and Trump's campaign promise to impose tariffs as high as 60 percent on Chinese imports. Listen to the interview in full here: https://ow.ly/Ao3y50UcK6q #ConnectedThinking #Commodities #Tariffs #Metals

A big thank you to everyone who joined us in London on Wednesday for our 'Net Zero and Sustainability Fatigue: Long-Term Implications' event. Thomas van Lanschot, Head of Power & Energy Transition Research and Matt Miclea Sechovsky, Head of ESG Country Research delivered insightful presentations prompting fantastic interaction from our audience members. Thanks also to #OneMoorgatePlace for hosting us. We look forward to seeing you all again soon. Learn more here: ESG Country - https://ow.ly/rE7l50UcUjt Energy Transition - https://ow.ly/WESg50UcUrE #ConnectedThinking #ESG #EnergyTransition #NetZero

France's pharmaceutical industry is facing notable transitions as the country prioritizes healthcare sovereignty and reshoring efforts. Our recent article sheds light on the challenges and opportunities drugmakers face amid heightened regulatory scrutiny and economic pressures. Key views: - Heightened regulatory scrutiny due to healthcare sovereignty will complicate compliance for drugmakers. - Reshoring efforts will reduce France's dependency on foreign imports of key medicines. - Economic pressures, such as high labor and energy costs, will challenge the competitiveness of reshoring initiatives. - Government initiatives like France Relance and France 2030 will support pharmaceutical manufacturing through public-private partnerships. Read the full article here: https://ow.ly/qK0O50UbHYL #ConnectedThinking #Pharmaceuticals #France

Sub-Saharan Africa is at an inflection point, with monetary easing now underway in most markets and access to international capital back on the table. In a recent webinar, Orson Gard, SSA Analyst and Lucy Kemble, Senior Banking Analyst, discuss monetary and fiscal policy developments in Sub-Saharan Africa, along with the implications of increased bank exposure to government debt in light of monetary easing, highlight the impact of a higher interest burden on investment and growth over the medium term. Access the replay here: https://ow.ly/eVWy50Ucxro #ConnectedThinking #Africa #Banking #MonetaryPolicy #FiscalPolicy

Saudi Arabia is undergoing a significant shift in its digital transformation strategy, prioritizing domestic investments in the ICT sector. This strategic pivot is driven by the Public Investment Fund (PIF) focusing on local projects and scaling back international investments. Read the full article here: https://ow.ly/GrXk50UbHIw #ConnectedThinking #SaudiArabia #Telecommunications

Latin America's electricity trade is set to enhance regional energy security over the next decade. Our recent article highlights the critical role of hydropower, the rise of non-hydropower renewables, and the importance of regional cooperation in supporting power supply stability. Read the full article here: https://ow.ly/Mcts50UbHFb #ConnectedThinking #LATAM #Electricity

Is this world on track to reaching net zero by 2050? How are oil and gas companies shifting their strategies in response to tightening #emissions targets? Are economies across the globe effectively adapting to #climatechange? How will mitigation strategies impact the agri-food sector and food security? Join us as we answer these and more pressing questions in light of COP 29: https://ow.ly/Rwt350UbxRJ #ConnectedThinking #COP29 #EnergyTransition #NetZero

Cedric Chehab Chief Economist, will join fellow peers at the SwissCham Singapore Subcommittee Finance Roundtable, to discuss the economic and political impacts of the US election on the world and the Asia Pacific region. Register to join the discussion: https://ow.ly/2fFO50U9Scm #ConnectedThinking #AsiaPacific #Elections #Economics #PoliticalRisk