Pub Date : 2026-03-13DOI: 10.1016/j.eneco.2026.109280
Yao Shi, Ioannis C. Moutzouris
{"title":"The economics of shipping decarbonisation: Carbon, production, and allocative efficiencies","authors":"Yao Shi, Ioannis C. Moutzouris","doi":"10.1016/j.eneco.2026.109280","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109280","url":null,"abstract":"","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"93 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147448454","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-13DOI: 10.1016/j.eneco.2026.109288
Hei Kan Lou, Michael G. Pollitt, David Robinson, Angel Vargas Arcos
{"title":"The Iberian exception: What was the cost of distorting electricity markets during the 2021–23 European energy crisis?","authors":"Hei Kan Lou, Michael G. Pollitt, David Robinson, Angel Vargas Arcos","doi":"10.1016/j.eneco.2026.109288","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109288","url":null,"abstract":"","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"27 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-13","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147448453","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-12DOI: 10.1016/j.eneco.2026.109285
Chengcheng Zhu, Lingchun Hou, Weiguang Cai, Yanhui Yu, Yuan Liu
{"title":"Assessing the impact of subsidy policies on hydrogen production technology innovation: Evidence from international energy agency countries","authors":"Chengcheng Zhu, Lingchun Hou, Weiguang Cai, Yanhui Yu, Yuan Liu","doi":"10.1016/j.eneco.2026.109285","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109285","url":null,"abstract":"","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"13 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-12","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147448455","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-11DOI: 10.1016/j.eneco.2026.109281
Claudia Kettner, Julia Bock-Schappelwein, Daniela Kletzan-Slamanig, Mark Sommer, Paul Pfaffenbichler, Olivia Gold, Mathias Kirchner, Eva Wretschitsch, Nathalie Spittler, Lukas Kranzl, Andreas Müller
{"title":"Socially fair decarbonization pathways for housing and mobility – Insights from a multi-model analysis for Austria","authors":"Claudia Kettner, Julia Bock-Schappelwein, Daniela Kletzan-Slamanig, Mark Sommer, Paul Pfaffenbichler, Olivia Gold, Mathias Kirchner, Eva Wretschitsch, Nathalie Spittler, Lukas Kranzl, Andreas Müller","doi":"10.1016/j.eneco.2026.109281","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109281","url":null,"abstract":"","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"53 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-11","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147447119","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-09DOI: 10.1016/j.eneco.2026.109272
M. Iqbal Ahmed, Adeel Faheem, Quazi Fidia Farah
This paper examines how household gasoline price expectations influence readiness to spend on durable goods, with particular attention to periods when short-term interest rates are constrained by the zero lower bound (ZLB). Using microdata from the Michigan Survey of Consumers, we estimate ordered probit models across both normal and ZLB conditions. The results show that higher gasoline price expectations significantly reduce spending readiness during normal periods, while at the ZLB the estimated effects are smaller and statistically insignificant. We also explore potential mechanisms, including discretionary income, precautionary savings, uncertainty, and operational costs, and find that the influence of expectations is concentrated in normal interest-rate environments. Our results suggest that gasoline price expectations significantly constrain household spending in normal times, but lose traction at the zero lower bound, implying that the policy relevance of energy price shocks depends on the prevailing interest-rate environment.
{"title":"Do gasoline price expectations affect household readiness to spend at the ZLB? Evidence from Michigan survey data","authors":"M. Iqbal Ahmed, Adeel Faheem, Quazi Fidia Farah","doi":"10.1016/j.eneco.2026.109272","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109272","url":null,"abstract":"This paper examines how household gasoline price expectations influence readiness to spend on durable goods, with particular attention to periods when short-term interest rates are constrained by the zero lower bound (ZLB). Using microdata from the Michigan Survey of Consumers, we estimate ordered probit models across both normal and ZLB conditions. The results show that higher gasoline price expectations significantly reduce spending readiness during normal periods, while at the ZLB the estimated effects are smaller and statistically insignificant. We also explore potential mechanisms, including discretionary income, precautionary savings, uncertainty, and operational costs, and find that the influence of expectations is concentrated in normal interest-rate environments. Our results suggest that gasoline price expectations significantly constrain household spending in normal times, but lose traction at the zero lower bound, implying that the policy relevance of energy price shocks depends on the prevailing interest-rate environment.","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"31 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-09","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147392305","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-02DOI: 10.1016/j.eneco.2026.109213
Julian Geis, Fabian Neumann, Michael Lindner, Philipp Härtel, Tom Brown
{"title":"Price formation in a highly-renewable, sector-coupled energy system","authors":"Julian Geis, Fabian Neumann, Michael Lindner, Philipp Härtel, Tom Brown","doi":"10.1016/j.eneco.2026.109213","DOIUrl":"https://doi.org/10.1016/j.eneco.2026.109213","url":null,"abstract":"","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"52 1","pages":""},"PeriodicalIF":12.8,"publicationDate":"2026-03-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147359878","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Pub Date : 2026-03-01Epub Date: 2026-02-25DOI: 10.1016/j.eneco.2026.109214
Anthony Garratt , Ivan Petrella , Yunyi Zhang
This paper investigates the information content of oil market forecasts produced by the U.S. Energy Information Administration (EIA). We evaluate the maximum informative forecast horizons for EIA projections of world and U.S. oil demand, supply, inventories, and prices. Our results show that U.S. forecasts are systematically more informative than their global counterparts, with content horizons extending up to six quarters for most U.S. variables. The information content embedded in EIA forecasts reflects both the agency’s ability to track evolving market conditions and, particularly at short horizons, the incorporation of information that goes beyond simple trend extrapolation.
{"title":"The predictive content of U.S. Energy Information Administration oil market forecasts","authors":"Anthony Garratt , Ivan Petrella , Yunyi Zhang","doi":"10.1016/j.eneco.2026.109214","DOIUrl":"10.1016/j.eneco.2026.109214","url":null,"abstract":"<div><div>This paper investigates the information content of oil market forecasts produced by the U.S. Energy Information Administration (EIA). We evaluate the maximum informative forecast horizons for EIA projections of world and U.S. oil demand, supply, inventories, and prices. Our results show that U.S. forecasts are systematically more informative than their global counterparts, with content horizons extending up to six quarters for most U.S. variables. The information content embedded in EIA forecasts reflects both the agency’s ability to track evolving market conditions and, particularly at short horizons, the incorporation of information that goes beyond simple trend extrapolation.</div></div>","PeriodicalId":11665,"journal":{"name":"Energy Economics","volume":"156 ","pages":"Article 109214"},"PeriodicalIF":14.2,"publicationDate":"2026-03-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147351234","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"经济学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}