Report
All economic debate in Europe is going to revolve around the energy transition
Europe’s rapid energy transition is going to have major effects: Capital destruction and necessary massive increase in investment; Higher energy prices and loss of purchasing power; Change in the nature of jobs; Steering of production towards products required for the transition (equipment for renewable energies, networks, nuclear, etc.). All economic policies will therefore be affected for reasons that we explain: public investment policy, monetary policy, redistributive policies, training and upskilling policies, industrial policy. The return on capital, income distribution and the role of government will be profoundly affected.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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