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Analysis

Europe’s policies to shape offshore wind as next frontier in renewable power, says GlobalData

GlobalData sees Europe in a "supremacy" phase in offshore wind: Governments are relying on redesigned auctions, CfDs and faster approvals. Examples from Germany, France and the United Kingdom underpin this.

EnergyMarkets
Oil and gas companies remain key adopters of CCUS despite project delivery challenges, says GlobalData
Analysis Report

Oil and gas companies remain key adopters of CCUS despite project delivery challenges, says GlobalData

GlobalData reports that oil and gas companies remain key drivers of CCUS despite supply and implementation risks. Around 70% of the systems are energy-related. Many projects are stalled because of financing, regulation and infrastructure, despite impetus from 45Q, EU ETS and Canada's carbon price.

EnergyMarkets
Analysis

Ocorian study reveals significance of regulation in determining fund structures in private equity

An Ocorian study shows that regulation shapes fund structuring in private equity. North America is considered the most complex market ahead of Europe, despite recent relaxations in climate and ESG rules. Many managers consider regulatory fragmentation to be underestimated.

MarketsPrivate Equity
Balkendiagramm zur prozentualen Verteilung von Verkaufsdruck in verschiedenen Immobiliensegmenten laut JLL. Bildquelle: JLL
Analysis

JLL study: Voluntary sales dominate German real estate investment market

A JLL analysis of the German real estate investment market 2024 to mid-2026 shows that over 70% of sales are voluntary; 17% under financial pressure, 10% from insolvencies. Logistics leads voluntarily with 87%, open-ended mutual funds sell more often under pressure; More pushes expected in 2026.

Markets
Analysis Quarterly Report

APAC deal activity down 11% YoY in first seven months of 2026, reveals GlobalData

In the APAC region, the number of deals (M&A, PE, VC) fell by around 11% from January to July 2026, according to GlobalData. M&A -22%, Private Equity -25%, Venture Capital +3%. China +6%, India +1%, Japan -38%; Australia, South Korea and Singapore with double-digit declines.

MarketsPrivate Equity
Analysis

JLL: AI boom is changing the European data center landscape

JLL sees a structural change in the European data center market as a result of the AI boom. New hyperscaler projects are located on average 175 km from hubs (2022-2025: 46 km) as electricity capacities cause bottlenecks. Frankfurt remains the largest market with 970 MW, while Berlin is growing strongly.

MarketsReal EstateReal Estate
Analysis Comment

Energy policy: Rich course brings higher electricity prices to industry and consumers

The IWR criticizes the energy policy course of Federal Minister of Economics Reiche: Capacity market, EEG amendment and grid connection package shift control power to grid operators and drive up prices. From 2031, a capacity market levy will be added.

EnergyMarketsStatements
Analysis Report Survey

Lenders want to significantly expand real estate financing in Germany

A CBRE survey shows that 71 percent of lenders active in Germany are planning to grant more loans in 2026. Residential real estate remains in the lead, office rises to third place; Conditions improve slightly. 82 percent finance alternative segments, sustainability remains a key requirement.

MarketsPrivate Debt

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