Stories about money and markets : Monthly talks from the Economic Research department of BNP Paribas.
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The energy crisis versus the rise of AI: why emerging economies are holding their own
This latest issue of MacroWaves is devoted to the repercussions of the energy shock and the rise of AI in emerging economies. The spring of 2026 saw by mounting risks: war in Iran, the closure of the Strait of Hormuz and soaring energy prices. Yet, against all expectations, emerging economies withstood the shock remarkably well.
Lucas Plé and Hélène Drouot, both economists in the Emerging Economies team, help us understand this resilience. Why did the energy crisis not cause the economy to derail? Can the rise of artificial intelligence offset the negative impact of rising energy prices? What are the identified risks of this increased dependence on technology?
https://economic-research.bnpparibas.com/Home/en-US (https://economic-research.bnpparibas.com/Home/en-US)
EcoPerspectives - Emerging Economies | 3rd quarter of 2026, as of July 13, 2026– Economic Research – BNP Paribas (https://economic-research.bnpparibas.com/Publication/24814/en-US)
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11 Jun 2026
Conflict in the Middle East: analysis of the consequences for advanced economie
Since the outbreak of the conflict in the Middle East on 28 February, energy markets have experienced increased volatility, with a marked rise in oil and gas prices. However, our analysis indicates that the impact on advanced economies is likely to be moderate, provided that the blockade of the Strait of Hormuz does not drag on. What mechanisms are at work and what risks have been identified?
In this new episode, Lucie Barette and Marianne Mueller analyse the consequences of the current energy shock triggered by the conflict in the Middle East on advanced economies
BNP Paribas Economic Research website (https://economic-research.bnpparibas.com/Home/en-US)
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30 Apr 2026
How can Europe attain energy sovereignty?
Welcome to this new episode of MacroWaves, the podcast from BNP Paribas’s Economic Research department. In this episode, we’re joined by Pascal Devaux to discuss a crucial issue for Europe: its energy dependence. Reliance on imports highlights the European Union’s lack of energy sovereignty. This applies to both the primary energy mix and the infrastructure needed for its low-carbon transition.
The EU is making progress, however, albeit very slowly.
To what extent is the European Union dependent? What approaches could enable it to reverse the trend, or at least make progress? That is what we will explore in this episode.
https://economic-research.bnpparibas.com/Home/en-US (https://economic-research.bnpparibas.com/Home/en-US)
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