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Special Reports

S&P Global Commodity Insights Special Reports showcase our key insights across a variety of important subjects affecting oil, shipping, natural gas, petrochemicals, electric power, coal, metals and agriculture markets.
February, 2023

North Sea Emissions Uncovered

  • The North Sea is one of the world’s most significant oil and gas producing regions. With an estimated 21 billion barrels of oil equivalent reserves the basin after almost 50 years of development continues to be an important supplier of crude for European refiners and the continent's most reliable source of natural gas to guarantee energy security.
    As the world accelerates its ambition to achieve net zero, there is growing interest in understanding the relative greenhouse gas (GHG) competitiveness of upstream oil and gas. This insight explores the range and character of the GHG intensity of North Sea production. It is the first in a series of analyses of new emission datasets from S&P Global Commodity Insights.

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January, 2023

Chemical Trends H1 2023: Challenges abound as markets brace for another rough year

  • S&P Global Commodity Insights takes a closer look at the trends shaping key chemical markets in the months ahead. After grappling with logistical issues, war, low demand and oversupply in 2022, the market’s focus has pivoted to the easing of COVID-19 restrictions in China, with participants looking for signs the demand-supply balance is getting back on track in the first half of 2023.

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November, 2022

COP27: Advancing Climate Objectives Amidst Conflict

  • S&P Global Commodity Insights reviews the expectations and outcomes of COP27 and our participation in key discussions at the event, on carbon markets and future energy scenarios. We also present a critical methane roadmap for Egypt, designed as a template for other countries eager to move from climate commitment to climate action.

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September, 2022

Energy in the new era

  • Energy security, affordability and sustainability: a trilemma that has only intensified following the Russia-Ukraine war. This report, published to coincide with S&P Global Commodity Insights’ APPEC 2022 event, explores the interplay between energy transition and energy security, ranging over topics from oil and refining to carbon markets, sustainable shipping and hydrogen.

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July, 2022

Energy Security Sentinel™

  • An interactive editorial project exploring the changing relationship between geopolitical risk and the price of crude. This analysis shows how diversity of supply, higher levels of global spare capacity and the expansion of strategic fuel reserves have helped to insulate markets from the risk of supply disruptions in the Middle East and beyond.

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