Insight Blog

The essential perspective on global commodities


Commodity Tracker: 4 charts to watch this week

Prices are in focus this week, with copper topping the list amid rising investments. Solar prices in Spain are expected to bounce back after hitting historic lows earlier in the year, while Canadian wheat prices are seen firm. 1. Copper price soars despite easing supply concerns What's happening? The copper price is overshooting supply-demand fundamentals, driven by increasing money inflow from investment funds since March, according to S&P Global Commodity Insights analyst...

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27 May 2024

INDIA ELECTIONS: How the 2024 polls could impact India's top 5 steel, metals markets

India's ambitious growth plans, which require continuing investments in infrastructure, are expected to fully support the country's metals demand. Irrespective of the outcome of ongoing elections in India, no major policy changes are expected as India looks to maintain its economic priorities and keep the conversation moving on energy transition, industry sources told S&P Global Commodity Insights

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22 May 2024

Bright spots for hydrogen project development emerge amid investment delays

Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices. Clean hydrogen projects are finding a pathway to final investment decisions despite global headwinds , through careful renewable power procurement, matching hydrogen production with anchor offtake agreements and state support, while incumbent producers also have an advantage

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