Forecast Archive

Saved integration runs plus earlier model reviews.

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Saved integration runs

Select exactly two runs to compare deltas in pressure, opportunity, and confidence.

Insurance viewer@ce.local

Insurance stress run

Saved at 20260425T133932Z

insurance in North America faces elevated climate-linked pressure, but still retains selective growth potential if capital is redirected toward resilience and supply-chain hardening.

Pressure 0.64 | Opportunity 0.56 | Confidence 0.74

Economic: FRB/US Policy Transmission, NiGEM Global Scenario

Climate: NOAA GFDL Physical Risk Lens, CMIP6 Core Ensemble

Combined: None

Insurance viewer@ce.local

Insurance stress run

Saved at 20260425T133924Z

insurance in North America faces elevated climate-linked pressure, but still retains selective growth potential if capital is redirected toward resilience and supply-chain hardening.

Pressure 0.64 | Opportunity 0.56 | Confidence 0.74

Economic: FRB/US Policy Transmission, NiGEM Global Scenario

Climate: NOAA GFDL Physical Risk Lens, CMIP6 Core Ensemble

Combined: None

2014 -> 2024 Partially Accurate

CMIP5 high-emissions manufacturing stress case

The model directionally captured hotter operating conditions and more frequent disruption, but overstated the uniformity of regional stress.

Observed outcome: Observed disruption increased, but regional volatility remained more uneven than the original scenario implied.

2019 -> 2021 Inaccurate

Early-pandemic macro baseline miss

Pre-shock macro baselines missed the scale and speed of pandemic-era distortion in labor, supply chains, and inflation dynamics.

Observed outcome: Growth collapsed then rebounded unevenly while inflation and logistics shocks persisted longer than expected.

2016 -> 2025 Partially Accurate

Legacy IAM energy transition forecast

Long-run transition direction was right, but short-run financing, mineral bottlenecks, and policy divergence were under-modeled.

Observed outcome: Transition investment accelerated, but the path was more disorderly and supply constrained than the median narrative assumed.

2018 -> 2025 Accurate

Insurance coastal exposure review

Forecasts that combined hazard concentration with insurance repricing and capital pressure were directionally strong.

Observed outcome: Premium pressure, withdrawal risk, and availability constraints all intensified in exposed regions.