FEATURED RESEARCH
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics. To view examples of the work Onyx performs for clients, explore our Capabilities Illustrations.
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US Industrial Policy: CHIPS Act and IRA

July 2024

Analysis of the impacts and upcoming election risks due to these pivotal pieces of legislation passed in the United States in 2022.

2024 Midpoint Trade and Geopolitical Update

July 2024

Midyear update to key trade and geopolitical trends, with a focus on elections, risk management and assessing the long-term picture for supply chains.

2024 Midpoint Economic Update

July 2024

Midyear update to our outlook on global economic trends, particularly with respect to the US, the EU, and China.

Internationalization of Chinese companies

June 2024

A spike in Chinese exports is fueling concerns in advanced economies even as Chinese companies are investing abroad.

Southeast Asia-5 Future Capacity and Industry Specialization

June 2024

Supply chain diversification to Southeast Asia-5 countries prompts capacity concerns; focus on labor productivity and industry specialization emerge as key strategies.

Europe Elections, National Policy and US Relations

May 2024

With EU Parliament elections in June, national-level policy factors, and transatlantic relations with the US, Europe policy comes into focus for 2024-2025.

Supply Chain Diversification to Southeast Asia

April 2024

Supply chain diversification to five key Southeast Asia nations is underway, but completely replacing China poses challenges.

Macro Outlook April 2024

April 2024

Our global macro outlook update including forecasts for global growth and economic conditions in the US and European Union.

Logistics and Warehousing in Europe After Brexit

March 2024

Brexit has influenced how firms are setting up their EU and UK production, operations, and location or expansion of warehouses based on the end market dynamics.

CHIPS and Science Act - Analysis of Impacts

March 2024

An overview and updated analysis of the CHIPS act that was passed in 2022 - how it aims to impact US industrial policy through investments in the semiconductor industry

Vietnam - Outlook for Manufacturing and Logistics Infrastructure

March 2024

Analyzing how strong investment flows are interacting with the manufacturing labor environment, and a review of the logistics infrastructure policies and planned development

South China Sea - Geopolitical Analysis and Scenarios

March 2024

An assessment of this maritime area, analyzing the geopolitical factors and potential escalation path for this key shipping corridor

Reducing Scope 3 Emissions

February 2024

Analysis of the tradeoffs and alternatives to meet Scope 3 goals, and how government policy is impacting strategic plans for global companies

Logistics Outlook 2024

January 2024

Assessing medium-term cost pressures along with logistics infrastructure by various countries, including India, Mexico and Vietnam

Electric Vehicle Automotive Market Outlook

January 2024

Our EV automotive outlook assesses competition, market share and industrial policy, along with geopolitical variables such as mining of critical minerals

Turning Point: Outlook for 2024

December 2023

Our outlook for 2024 assesses the global economic picture, supply chain considerations, and looming geopolitical risks.

Automotive Outlook - The Road Ahead for Production and Demand

November 2023

Our automotive outlook assesses the key global production factors facing automakers and parts suppliers, amidst consumer demand uncertainties.

Chinese Auto Firms Follow Tesla to Mexico

July 2023

Auto and auto parts makers setting up nearer Tesla’s main EV market —North America —must navigate challenges to avoid U.S. barriers.

2023 China Outlook - Growth Faces Macro and Geopolitical Challenges

May 2023

Our China Outlook assesses how China’s leadership will attempt to manage long term vulnerabilities while undergoing a bumpy economic rebound from lockdowns in the previous year.

2023 Tech Outlook - The Messy Middle of Globalization

March 2023

Our technology outlook lays out our geopolitical and macroeconomic forecasts and long-term considerations for the technology industry in the year ahead.

2023 Global Outlook – A Year of Transitions

February 2023

With the first Onyx Global Outlook, you will find our geopolitical and macroeconomic forecasts for the year ahead, alternative scenarios, and long-term considerations.