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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy
Natasha Bracken

Natasha Bracken

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Newsroom Fellow

Iran war drives US inflation to three-year high

The higher prices are likely to maintain pressure on the US Federal Reserve to raise interest rates this year.
People shop at Zabar’s supermarket in New York City.
Jeenah Moon/Reuters

2026 World Cup could be the hottest and dirtiest ever

Climate change and the risk of extreme heat could affect players’ performances in the largest World Cup ever.
Friendly match between Peru and Spain in Mexico ahead of the World Cup.
Eloisa Sanchez/Reuters

Rising trade barriers could reshape China’s clean tech investments

Tariffs, localization requirements, and other trade barriers abroad are making a pure export strategy trickier to sustain.
Drone view shows electric vehicles (EV) for export and containers sitting at a port in Shanghai.
China Daily via Reuters

Global clean-energy trade reaches record high

New data suggest Donald Trump’s tariffs on the energy transitions sector did little to stifle clean energy trade.
An employee works on the production line for solar panels.
China Daily via Reuters

Ferrari unveils new EV model

The company’s share price crashed 6% after the Luce was revealed.
Ferrari’s new EV model.

EVs, hybrids to hit 30% of car sales in 2026: IEA

EV sales are soaring on the back of the Iran war and ever-falling battery prices.
BYD’s electric vehicle factory.
Rafael Martins/Reuters

Surge in crackdown on environmental defenders, report finds

The Business and Human Rights Resource Centre documented nearly 800 incidents drawn from publicly available sources.

Global investments in clean tech manufacturing drop

Global investments in clean technology manufacturing peaked in 2023 and have since dipped 42% to $155 billion in 2025, a Rhodium Group report found.

US hiring beats expectations despite Iran war

The US added 115,000 jobs in April.

Trees counter half of the world’s urban heating, study finds

The cooling effect of trees, however, is concentrated precisely where it’s less needed.

Oil prices remain high over fragile Iran-US ceasefire

Fighting between Washington and Tehran resumed in and around the Strait of Hormuz.

UAE’s OPEC exit deals major blow to oil cartel

Abu Dhabi argued the move would allow it to act more independently in its “long-term strategic and economic vision.”

Oil surges to highest level in 4 years on Iran fears

President Donald Trump warned the US blockade on Iranian ports could last for months.

Green fertilizer plant to break ground in Paraguay

Atome will construct a 260,000-ton-per-year plant in Villeta, the first industrial-scale facility of its kind.

Chinese solar exports hit record high in March

Countries most exposed to the effective closure of the Strait of Hormuz scrambled to find alternative energy sources.

Oil back up above $100 as US-Iran peace talks falter

US President Donald Trump indefinitely extended a ceasefire with Iran, but vowed to maintain a blockade on Iranian ports.

Climate investment shifts toward infrastructure, report finds

Capital is increasingly moving away from experimental, higher-risk bets towards mature technologies deployed by established players, according to report.

Iran peace talks up in air as ceasefire deadline looms

The White House announced Vice President JD Vance will lead the US delegation for the secind round of negotiations.