Rico Luman

The Middle East conflict is set to dent airline profits in Q1 - and likely Q2. Middle Eastern carriers will take the biggest financial hit, but most airlines will feel the squeeze, especially those without fuel hedges, writes @RicoLuman. think.ing.com/articles/iran-…

European transport in 2026: A capacity reset, replacement waves, and the electrification push. Written by @RicoLuman. think.ing.com/bundles/europe…

The EU has dropped a ban on new combustion-engine cars from 2035 after pressure from the region's auto sector. Here's @RicoLuman's take on what it means for the industry: think.ing.com/opinions/easin…

Returning to the Red Sea route is a logical move for container shipping. But when it happens, expect not just disruption but severe market pressure. think.ing.com/articles/retur…

Trade uncertainty is undermining business confidence, delaying investment, and evoking memories of pandemic-related disruptions for supply chain partners. think.ing.com/articles/perma…

Tariffs and geopolitical uncertainty will greatly impact the shipping industry this year, though not all effects will be negative, says our @ricoluman. think.ing.com/bundles/shippi…

Tariffs and geopolitical uncertainty will greatly impact the shipping industry this year, though not all effects will be negative, says @ricoluman. These are the factors that will shape the sector in 2025 🚢👇 think.ing.com/bundles/shippi…

China's shipbuilding market share has surged in recent years and the US is trying to curb the country's dominance. But US importers will likely bear the brunt of new fees on Chinese carriers and ships if they come into effect. More here: think.ing.com/articles/us-at…

The global car market is chugging down the slow lane and is unlikely to pick up this year. There are regional differences. While China and the US experienced low growth in 2024, the European auto market fared even worse... More here: think.ing.com/articles/globa…

China continues to outpace the rest of the world when it comes to car electrification. The diverging picture between East and West is evident in the rapidly growing market share of new Chinese brands. BYD and Geely are now among the top 10 car groups. think.ing.com/articles/globa…

Most car makers with a significant market share in Europe are nowhere near the 2025 CO2 target, which means action is needed. Here's what we think is likely to happen now think.ing.com/articles/co2-t…

European road haulage is slightly picking up after a serious downturn. Economic stagnation – especially in Germany – will, however, limit growth, writes @RicoLuman. More here: think.ing.com/articles/why-r…

The European market for electric trucks will gear up in 2025 on the back of CO2 regulations for manufacturers and the start of production in larger series. More from @RicoLuman's trucks and trailers outlook for 2025 here: think.ing.com/articles/europ…

De belofte van de Europese #batterij-industrie - Northvolt - zit in zwaar weer. Maar als het helemaal mis gaat, zijn we jaren terug in de ontwikkeling van een EV-battery #supplychain ѐn in 'strategische autonomie' die Europa wil opbouwen. Lees dit: fd.nl/bedrijfsleven/… #ING

The European #car #industry faces multiple challenges and looming US import tariffs add to that. Reflections on @CNBC today: cnbc.com/video/2024/11/… #ING @ING_Economics

We are revising our EUR/USD forecast lower following the Republican clean sweep... We can expect a lower profile for EUR/USD. think.ing.com/articles/new-p…

Additional import tariffs on Chinese electric #cars are a mixed bag for car makers. An adverse spiral of trade measures looms, cost will go up and European players should accelerate their EV journey anyway to meet CO2 targets @ING_Economics #ING cnbc.com/video/2024/10/…

Some great comments from our sector economist @RicoLuman on why Europe’s carmakers have every reason to be concerned about the scale of the financial penalties.

Sustainable aviation fuels offer a greener future for aviation. But the costs are high, production is limited and the infrastructure is challenging. Here's where the industry is right now and where it could be headed ✈️ think.ing.com/bundles/sustai…

European airlines are at the forefront of global sustainable aviation fuel blending on flights, but still need to move quickly to meet the EU’s ambitious targets... think.ing.com/articles/europ…