In this new EPTDA Market Insights we cover the following:
Redburn Power Transmission Monthly Index (PTMI) June 2020: European short-cycle, June did not improve versus May as hoped
While the headline YoY% order and revenue declines in June are materially better than those seen in May, these do not take into account the significant positive working day impact of two more days this June and two less days this May versus 2019.
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ITR Economics Market Forecast
Europe’s Annual Industrial Production to fall to levels last seen in late 2010. ITR’s forecast was revised downward due to the impact of COVID-19 and the oil supply-demand imbalance. The annual production forecast was revised downward by 10.2% and 10.1% for 2020 and 2021, respectively. Read more >
Oxford Economics Industry Outlook
For EPTDA, Oxford Economics report covers detailed analysis of Manufacturing Output, Construction Output, Service Sector Output, Value of Industrial Production per country, overall Industrial Production as a share of GDP, and top 10 fastest-growing and slowest-growing sectors per country. Read more >
EU Monitoring: COVID measures by EU
Logistics firms and supply chain industry overall have been directly affected by the COVID-19 pandemic. Because they facilitate trade and commerce and help businesses get their products to customers, supply chain disruptions to the sector caused by the pandemic could, therefore, impact competitiveness, economic growth, and job creation. Read more >