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S&P Global Energy Special Reports address a range of topics affecting energy and commodity markets, from oil, fuels and shipping to energy transition, agriculture and chemicals.
Global food prices are sensitive to weather and government policy in a few key regions. This updated report highlights those markets and explores the relationship between fertilizer, crops, meat and seafood.
Chemicals pivot from market shocks to strategic resilience
S&P Global Energy special report examines Japan’s shift to high-value chemicals, Middle East conflict's impact on Asian petrochemicals and strategies to build resilience and thrive amid disruption.
Chemical markets did their best to weather a storm of uncertainty in 2025, as global overcapacity, concerns over consumer demand, and tariffs and other trade barriers, often implemented at short notice, combined to create a challenging and changing landscape.
The market enters 2026 still battling these headwinds, unsure of what obstacles and opportunities the new year will bring. In this report, S&P Global Energy examines how key chemical markets will confront capacity rationalization, shifting trade flows, and macroeconomic uncertainty in 2026, and what these developments mean for the pursuit of sustainability.
The global oil and gas industry in 2025 found itself at a pivotal juncture, navigating a landscape shaped by evolving market dynamics, technological advancements, and shifting strategic priorities. Despite a continued decline in overall exploration activity, the sector remained steadfast in its commitment to building high-quality portfolios. This strategy still does leave opportunities to grow via the drill bit, especially in the form of High Impact Wells (HIWs).
In 2026, the upstream oil and gas sector stands at a strategic crossroads, where financial discipline, technological innovation, and shifting global dynamics are converging to reshape the industry’s future. Large-cap companies with strong balance sheets and scale are emerging as leaders, driving a flight to quality and accelerating consolidation, while national oil companies (NOCs) recalibrate their international ambitions. Read the report to discovery the key markers for the year ahead