Informes especiales

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.

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.

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.

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.