GSA experts regularly produce studies, analyses, and briefings for decision-makers and observers in the economic and financial world. Explore them here.
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Four years of disruptions have profoundly reshuffled the fertilizer market
25 March 2025
The fertilizer market is emerging from four years of crisis. As prices return to historic levels, Russia has strengthened its position as leading exporter, to the detriment of Europe, while China is focusing on its domestic market. New players are emerging, such as Saudi Arabia, now hot on Morocco’s heels, and Laos, a future potash giant.
The race for strategic minerals: toward a reconfiguration of supply chains?
12 March 2025
So-called “strategic” minerals, essential to the energy and digital transition, are today at the heart of a supply chain largely dominated by China. Faced with China, Western countries are trying to redefine their supply chains, and mining countries are trying to move up the value chain by developing local refining capacities.
Nuclear energy’s revival is still modest outside of China
21 October 2024
Thirteen years after Fukushima, nuclear power is rising again: from Japan to the United States, closed power plants reopen, and the pipeline of new reactor projects is growing. Outside China, however, this revival remains timid, and the industry is confronted to the unprecedented growth of renewables.
Rooftop solar: a key tool in the energy transition, if properly managed
17 June 2024
The unprecedented growth in photovoltaic energy – 345 to 375 GW installed worldwide by 2023 alone – is largely driven by decentralised installations on the roofs of homes or commercial and industrial buildings.
Coal: Signs of decline despite record demand in Asia
29 April 2024
The key fuel in the Western industrial revolution of the 19th and 20th centuries, the market for coal has changed considerably in just a few years.