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Carbonomics: Tariffs, deglobalization and the cost of decarbonization Goldman Sachs Research has updated its Carbonomics cost curve which considers over 100 different applications for decarbonization tech across key emitting sectors, reflecting technological innovation and a growing push for local supply chains and tariffs. CarbonomicsTariffs, deglobalization and the cost of decarbonization
What advanced AI means for China’s economic outlook The emergence of new artificial intelligence models in China could drive faster development and adoption of the technology in the country than previously projected, according to Goldman Sachs Research. Should AI gain traction, it could boost productivity and GDP growth in the world’s second-largest economy. China’s AI advancement has accelerated since our researchers examined, in 2023, the potential impact of generative AI on the...
How much will rising defense spending boost Europe’s economy? March 6, 2025 Defense spending by European Union member states is set to increase significantly in the next two years. The shift will have a positive — but limited — impact on GDP growth, Goldman Sachs Research economists Niklas Garnadt and Filippo Taddei write in a report. The team’s baseline assumption is that the EU will gradually increase its...