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Renewables take the center stage this week, focusing on China and US capacity additions. S&P Global Commodity Insights editors are also monitoring US steel mills' offer prices, nature-based carbon credits, as well as US wheat exports. 1. China to account for the world's largest renewables capacity additions in 2023 What's happening? In recent years, China accounted for roughly one-third of global renewables capacity and more than 70% of Asia's
Electric vehicle sales grew about 36% on the year in 2022, according to S&P Global Mobility estimates. The momentum, however, is at risk in 2023 due to several factors: the end of China's subsidies, Europe's energy crisis and the consequent inflation, and recession fears in the US. China is by far the largest market for EVs. The country's new energy vehicle sales should have reached 6
This week, S&P Global Commodity Insights editors take a closer look at French nuclear production, the widening arbitrage between Asian and European LNG prices, Indian wheat supply and prices, and more. 1. Slow recovery in French nuclear generation leaves Europe exposed to gas prices What's happening? French nuclear production reached an all-time low of 279 TWh in 2022
