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1028 (31-40)
April 7, 2022
Next in our series of concise interviews ‘Q&A with...’ we talk to the Telecommunications Services team. They share their insights into whether European ‘telcos’ should do better with rising interest rates, how they fare in times of heightened geopolitical risks and if the sector can do better in its own right rather than as a defensive. [more]
April 1, 2022
Analyst:
In the next in our series of concise interviews ‘Q&A with...’ we talk to Rob Sanders, Head of European Technology Hardware Research. Rob shares his insights into when he believes chip shortages might end and how rising input prices are affecting the semiconductor sector. [more]
March 25, 2022
Region:
Analyst:
Despite many years of expansion of renewable energies, Germany is – as most other industrialised countries in the world are – still dependent on fossil fuels. Germany imports close to 70% of its energy resources with Russia currently the most important supplier of fossil fuels. Germany aims to reduce its dependency on energy imports from Russia as fast as possible and plans to massively expand renewable energies but will also invest in LNG infrastructure to diversify gas supply. The short-term risk of being cut off from Russian gas and oil supply is more pronounced in the heating market and less severe in the electricity sector. A faster expansion of renewables is a consequence of the current energy crisis, but no short-term solution given limitations on the supply side. [more]
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