Latest brief
Gasgrid wants to build more than 1,000 km of hydrogen pipeline, first costed at €3.5bn and later nearer €5bn, part of a roughly 4,750 km Finnish-linked corridor to Germany. Not one kilometre has reached a final investment decision, the anchor demand keeps stalling, and the promoters are still running calls for interest. A demand-first look at whether the business case is real, drawing on the A1AYN electricity-costs and hydrogen-pipelines data.
2026-05-26
Where the global vegetable oil market sits at the end of May 2026: Indonesia's B40 to B50 trajectory, Malaysia's B15 rollout from June 1, Thailand's conflicted blend policy, El Niño on the 2026 palm crop, Brent at $100, Ukrainian sunflower export disruption, India's 2025 duty reset as the demand baseline, and the food side as residual claimant. Sourced to USDA FAS, GAPKI, OECD-FAO, primary national regulations, and current market reporting.
2026-05-12
Where CBAM sits in May 2026: the live EUA price, the statutory phase-in schedule, the post-2024 European Parliament arithmetic, the competitiveness trade-offs for EU industry, and the regulatory horizon to 2030. Sourced to primary regulatory texts, IEA, IEEFA, Eurofer and the European Parliament register.
2026-03-10
Why supplier discovery remains difficult despite directories, trade fairs, and digital platforms.
2026-02-09
Historical trade trends, sectoral shifts, and future scenarios shaping EU–Thailand trade amid geopolitical fragmentation.