Bio-Chemicals 2025

Operating as a central component of global stakeholders' sustainability goals and planning, bio-chemical and polymer markets have seen consistent interest across the first half of the decade. Despite this, uncertainty regarding the future commoditization of the sector remains a dominant theme amidst weak global chemical market dynamics and concerns surrounding scale and affordability.

In this special report, S&P Global Commodity Insights examines the current state of bio-chemical markets and fundamentals, from feedstocks to derivative polymer sectors, covering sector sentiment and outlook, interviews with key industry players, and the required measures to ensure the sectors growth moving forward. 

Launch Report

Beyond the Energy Transition

In 2025, S&P Global Commodity Insights reimagined our long-term energy and climate scenarios to address the complexities of modern energy markets. The new scenarios highlight governance and technological progress as critical drivers of future energy pathways and emphasize the need for strategic planning to navigate a volatile world where contradictory trends can and will coexist. 

Launch Report

Atlas of Food

The Atlas of Food surveys some of the world’s most important agricultural products, looking at factors affecting wheat, corn and soybean markets, and in turn meat production. Global food prices are sensitive to weather and government policy, and geopolitical upheaval has affected trade flows. Meanwhile, demographic shifts are also influencing consumption of a variety of agricultural commodities.

Launch Report

Global Upstream Mergers & Acquisition Report

In an unpredictable global environment, the M&A market remains slow, despite significant consolidation among top producers. The expected drop in oil prices will likely pressure smaller E&P companies, creating M&A opportunities for stronger entities in the industry.

Launch Report

CBAM: EU carbon tax set to disrupt commodities trading

The EU's Carbon Border Adjustment Mechanism, expected to be fully in place on Jan. 1, 2026, will have far-reaching impacts on global trade and the pace of the energy transition. Under CBAM, importers of selected energy-intensive products (iron, steel, aluminum, fertilizers, cement, electricity, and hydrogen) will have to pay a carbon tax.

Launch Report