Insight Blog

The essential perspective on global commodities


08 Feb 2023

CBAM, ETS reform to impact fertilizer trade

A version of this article was first published on Sustainable Fertilizers , a quarterly newsletter from S&P Global Commodity Insights’ Fertecon. New rules agreed upon in December 2022 to reform the EU Emissions Trading System and launch a new Carbon Border Adjustment Mechanism could have a seismic impact on the global fertilizer trade, potentially changing the rules of the game for both European producers and those who supply the region

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Commodity Tracker: 5 charts to watch this week

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

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31 Jan 2023

EV sales momentum to face challenges in 2023, but long-term expectations unaffected

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

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