Oxford Analytica

The fourth edition of our LinkedIn newsletter is out! This month, we ask how organizations can achieve net-zero when the path to a net-zero economy is paved with uncertainties. Read our article to find out 👇 And don’t forget to sign up to Oxford Analytica Insights, to get each edition directly to your inbox! #energytransition #netzero

GRAPHIC ANALYSIS — Eastern US states are expected to face a nuclear power crunch, with alack of recent requests to extend the operational licences of reactors threatens a fall in nuclear generation capacity. Impacts: ⚡ Increased electricity demand from data centres and AI development will add to pressure on existing generating capacity. ⚡ Only California’s Diablo Canyon plant has so far had a renewal request resubmitted following an increase in power demand. ⚡ The nuclear sector’s almost total reliance on imported uranium concentrate may become problematic in an extended trade war. ⚡ A second licence renewal, extending operational life from 60 to 80 years, is now possible (five applications are under review) but costly. For more insights on navigating the complexities of the global political economy, request a free trial of the Oxford Analytica Daily Brief. https://lnkd.in/eQhVpM7v #nuclearpower #electricity #datacenter #AI

VIDEO ANALYSIS — Populist politicians who respect the bond market are practicing the art of budget juggling — reallocating rather than expanding spending to fund their priorities. But as Nicholas Redman, Oxford Analytica Editor-in-Chief & Director of Analysis, explains, while the short-term rewards are clear, the long-term costs of hollowing out the state can be far harder to undo. #geopolitics #bondmarket #populism

This week, Oxford Analytica was thrilled to join the Dow Jones family, together with our colleagues at Dragonfly. Oxford Analytica and Dragonfly will operate as part of Dow Jones Risk & Compliance, complementing its existing product suite with proprietary geopolitical risk and security intelligence. The strategic acquisition is the latest in a series aimed at building Dow Jones’s portfolio of specialized news, data, analysis and events for business professionals. Read more here: https://lnkd.in/eSFjCZwe

VIDEO ANALYSIS — Gulf Cooperation Council equity markets saw strong capital inflows in 2024, but momentum may slow in 2025 as global conditions weaken, impacting investor confidence, especially in Saudi Arabia. 🌎 Here, Warwick Knowles, Oxford Analytica, Middle East Analyst, examines how the United Arab Emirates' evolving role as a regional issuance hub could shape investment flows. #investments #markets #UAE #GCC #middleeast

VIDEO ANALYSIS — The U.S. has signaled a shift in its approach to Afghanistan by lifting bounties on key Taliban figures and holding direct talks with officials in Kabul. 🗣️ Oxford Analytica’s Dr. Joydeep Sen, Deputy Director & Senior Analyst, Asia Pacific, analyzes what this move means for Washington’s evolving engagement with the Taliban, including the potential conditions tied to future cooperation. #washingtondc #afghanistan #geopolitics #asiapacific

GRAPHIC ANALYSIS — EU defence spending disparities will persist, as high-debt southern states remain reluctant to rearm. Impacts: ✅ Despite quite robust voter support for defence spending in Spain, the government is restricted by the demands of smaller parties. ✅ Public support for defence spending in Western EU states could diminish further if there is a peace deal to end the war in Ukraine. ✅ GDP growth will rise in states that hike defence spending via domestic orders. ✅ The United Kingdom and EU will likely reach a defence pact, which could be announced in May. ☑️ For more actionable analysis of emerging trends and developments in the global political economy, sign up for your free trial of the Oxford Analytica Daily Brief: https://lnkd.in/eQhVpM7v #macroeconomics #EU #unitedkingdom #defensespending

Tatia Bolkvadze, our Cybersecurity and Technology analyst, visited King's College, Cambridge to discuss tech and geopolitics with Audrey Tang, the former Digital Minister of Taiwan, and Professor William Hurst, Chong Hua Professor of Chinese Development at the University of Cambridge and Co-Director at the Centre for Geopolitics. The event addressed issues related to Taiwan's cybersecurity, semiconductor supply chain, and AI amid ongoing geopolitical tensions. The event was organised by Centre for Geopolitics and King's Politics, and co-moderated by the latter's chair, Arthur Wong. #cybersecurity #technology #geopolitics #AI #supplychains

GRAPHIC ANALYSIS — Three years after Russia’s full-scale invasion, Ukraine’s already poor demographic prospects have worsened. Impacts: ▪️ The already comparatively low birth rate and high death rate are likely to worsen, even if the war ends soon. ▪️ The prospects for a post-war economic recovery will be limited by labour market shortages. ▪️ Only a comprehensive and stable peace deal will encourage the return of up to 6 million refugees who have left Ukraine since February 2022. ▪️ In a pessimistic scenario, Ukraine’s population could shrink to fewer than 10 million by the end of the century. 📧 For more geopolitical insights into Ukraine and other regions around the world, sign up for your free trial of the Oxford Analytica Daily Brief. https://lnkd.in/eQhVpM7v #ukraine #population #geopolitics

Tatia Bolkvadze, Oxford Analytica's Cybersecurity and Technology Analyst, is in Geneva for the inaugural Global Conference on AI, Security and Ethics 2025, where global leaders are tackling the ethical and existential risks of artificial intelligence in military and national security. Despite setbacks in past commitments, there’s cautious optimism that international collaboration can shape effective oversight. 👇 Watch Tatia’s full update here. #AISE25