https://www.spglobal.com/ratings/en/regulatory/article/sustainability-insights-chinas-energy-transition-cracking-the-profit-puzzle-of-power-storage-s101681063This report does not constitute a rating action. China's power storage sector is the missing piece to many energy puzzles. It will support the integration of wind and solar, reduce curtailment, and enhance system reliability. It will also contribute to the country's decarbonization targets. More storage should also help rated renewable power firms transition to market-based pricing. Grid firms' pumped-hydro projects have dominated energy storage. Now, battery energy storage systems (BESS) will e10 June 2026 03:28:04 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/refined-products/060926-technip-energies-airbus-safran-form-esaf-venture-at-dunkirkA consortium of industrial leaders has formed a joint venture to develop one of Europe's largest alcohol-to-jet facilities, aiming to help meet rapidly rising EU mandates and contribute to energy security. Technip Energies, Airbus, Safran and agricultural cooperative Tereos will establish Rebound to build a plant at the Port of Dunkirk, France, capable of producing 160,000 mt/year of synthetic09 June 2026 12:53:06 GMTThomas Washington ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/060826-interview-xcel-energys-renewables-rich-footprint-is-primed-for-hyperscalers-ceo-saysXcel Energy Inc. sees itself as uniquely positioned to continue leading on US power-sector emission reductions while accommodating a surge in demand from large-load customers such as data centers, Bob Frenzel, the company's chairman, president and CEO, told Platts. "We think we can do that because we have a strategic geographic advantage," Frenzel said in an interview with Platts, part of S&P08 June 2026 15:29:55 GMTZack Hale ]]>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/oil-supply-worries-economic-uncertainty-cloud-outlook-for-breakbulk-sectorProject cargo and breakbulk demand may shift toward electrification and renewables, but oil and gas still dominate despite Middle East war headwinds.01 May 2026 12:00:00 GMTEric Johnsonhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/middle-east-fuel-shock-exacerbates-rising-us-ag-export-costsThe Middle East war is driving up US ag export costs and sapping global demand, extending a slowdown after weak 2025 growth and China’s fading market.

07 May 2026 18:30:00 GMTBill Mongelluzzohttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/prolonged-middle-east-war-to-weigh-on-sputtering-us-auto-demandBuyers of automobiles and auto parts will face another level of sticker shock if the war in the Middle East extends into the summer.14 May 2026 12:00:00 GMTBill Mongelluzzohttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/ai-throwing-wrench-into-arbitrage-machine-for-forwarding-laborAI has the potential to cut freight forwarders' costs by 15-35%, boost productivity, and reshape operations, enabling higher margins and market share in logistics.28 May 2026 12:00:00 GMTEric Johnsonhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/canada-readies-legislation-overhauling-supply-chainCanadian supply chain legislation may reshape labor reform, port infrastructure and operations, boosting trade resilience and reducing freight disruption.02 June 2026 18:00:00 GMTEric Johnsonhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/us-bolsters-customs-enforcement-of-small-and-foreign-importersTrump’s executive order boosts CBP customs enforcement: higher bonds, stricter scrutiny of foreign IORs, beneficial-ownership checks, and tougher penalties.11 June 2026 12:00:00 GMTMark Szakonyihttps://www.spglobal.com/ratings/en/regulatory/article/oil-price-assumptions-raised-as-hormuz-disruption-deepens-and-inventory-buffers-erode-near-term-henry-hub-price-assumptions-lowered-s101689190S&P Global Ratings believes there is a high degree of unpredictability around the duration and scale of the Middle East war and its potential effect on commodity prices, supply chains, economies, and credit conditions. As a result, our baseline forecasts carry a significant amount of uncertainty. As situations evolve, we will gauge the macro and credit materiality of potential shifts and reassess our guidance accordingly. This report does not constitute a rating action. S&P Global Ratings recent05 June 2026 16:35:27 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/060826-wef-warns-el-nino-poses-systemic-risk-as-shipping-flags-food-and-coal-riskThe World Economic Forum has warned that an emerging El Nino weather pattern poses a systemic shock to global markets, with shipping industry analysts flagging potential disruptions to Asian coal demand and agricultural trade flows as the climate event develops through mid-2026. The WEF said in a June 5 report that El Nino should be seen as more than a weather story, warning that the 2026-27 event08 June 2026 18:58:39 GMTSamyak Pandey ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainability-insights-can-indias-sustainable-finance-market-boost-corporate-interest-s101689300This report does not constitute a rating action. What we're watching: India’s sustainable bond market is structurally shallow, with corporate issuers favoring alternative funding channels. After peaking in 2023-2024, the country’s sustainable bond issuance declined to about $2 billion in 2025 (see chart 1), with 62% of issuance being green bonds and 38% social bonds. Compared with other key emerging markets (EMs), India’s sustainable bond market has remained modest, with higher rates and h08 June 2026 10:02:00 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/060426-hydrogen-moves-from-blueprints-to-reality-as-capacity-set-to-double-hydrogen-councilThe hydrogen sector has fundamentally shifted from planning to execution, with global operational production capacity expected to double in 2026 as industrial-scale projects come online, Hydrogen Council CEO Ivana Jemelkova told Platts, part of S&P Global Energy. The milestone reflects a step change in project scale and maturity, with companies now building multi-hundred megawatt-scale facilities,04 June 2026 15:09:32 GMTJames Burgess ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/060326-brazilian-cbio-prices-hit-lowest-level-in-platts-seriesPlatts assessed the Brazilian Decarbonization Credit, or CBIO, at the lowest level in its historical series June 2, at Real 24/metric ton of CO2 equivalent. The series dates back to June 3, 2024, with the previous low on Dec. 16, 2025, at Real 24.5/mt. The move followed a preliminary injunction issued May 27 by Brazil's federal audit court, the TCU, suspending the effects of administrative03 June 2026 20:00:42 GMTMonique Murer ]]>https://www.spglobal.com/energy/en/news-research/latest-news/lng/060526-interview-australias-nh3-clean-energy-targeting-wah2-project-fid-by-year-end-chairmanAustralia's NH3 Clean Energy aims to take a final investment decision on its WAH2 project by year-end, with commercial ammonia-bunkering operations set to start in 2030, aiding the use of cleaner fuels to accelerate decarbonization, Chairman Charles Whitfield told Platts, part of S&P Global Energy, in an interview. The WAH2 project is NH3's flagship project to supply low-emissions ammonia. The05 June 2026 10:31:27 GMTSurabhi SahuRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/060526-watchdog-agency-finds-us-doe-may-have-wrongly-redirected-clean-energy-fundsThe Trump administration may have violated federal law by redirecting fiscal year 2025 funds away from clean energy research and development, the US Government Accountability Office concluded in a legal decision issued June 4. The DOE did not respond to a request for comment on June 5. The nonpartisan agency, known as an independent watchdog for the US Congress, issued the decision in response to05 June 2026 20:49:39 GMTZack Hale ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/060526-philippines-adds-saf-production-to-strategic-investment-priority-planThe Philippines has identified sustainable aviation fuel production as a strategic investment priority, positioning the biofuel sector to receive government incentives aimed at developing domestic manufacturing capacity and reducing reliance on imports. President Ferdinand Marcos Jr. approved the 2026 Strategic Investment Priority Plan on May 21, which places SAF production under Tier II priority05 June 2026 19:50:19 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/060526-eu-carbon-prices-retreat-as-booster-funding-details-trigger-selloffEuropean carbon prices fell in the week ended June 5 after details emerged showing the EU will fund the Emissions Trading System Investment Booster from existing allowance reserves, triggering profit-taking following a rally above key technical levels. EU Allowances were trading at Eur77.29/metric ton of CO2 equivalent ($89.99/mtCO2e) at 1152 GMT June 5, according to the Intercontinental Exchange,05 June 2026 13:02:26 GMTIrina BreileanEklavya Gupte ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/060526-uks-cph2-abandons-electrolyzer-manufacturing-after-test-incidentUK-based Clean Power Hydrogen has abandoned plans to manufacture its membrane-free electrolyzers after an incident during testing led to substantial damage to the unit, it said in a statement June 5. The incident occurred during the third and final stage of factory acceptance testing of the company's 1-MW MFE220 unit, which it reported on May 29. The electrolyzer was damaged during a standard05 June 2026 10:46:43 GMTJames Burgess ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainability-insights-shrinking-canopies-nature-loss-may-amplify-physical-risks-in-forestry-value-chains-s101666262Sectors like bioenergy and paper production face potential financial and operational risks from their dependence on forest ecosystems. The likelihood of increasingly frequent and severe climate hazards exacerbates these risks (see " Risky Business: Companies' Progress On Adapting To Climate Change ," April 3, 2024). Wildfires, for example, have burned millions of hectares of commercial forest globally (World Resources Institute 2025 Global Forest Review), leading to reduced production and asset 04 June 2026 07:20:39 GMThttps://www.spglobal.com/energy/en/news-research/special-reports/energy-transition/horizons-top-cleantech-trends-2026Discover 2026’s top energy trends: AI-driven power demand, China’s cleantech dominance, grid modernization needs, and the future of global carbon accounting.09 December 2025 00:09:00 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/060326-summits-jetbio-aims-for-a-2-billion-1-billion-liter-atj-saf-plant-in-brazilUS private equity company Summit Agricultural Group plans to invest about $2 billion to build a sustainable aviation fuel plant in Brazil, targeting a first production timeline of 2030, the company's CEO Will Moore told Platts on June 3. The facility, to be operated through a new company called JetBio, will produce 1 billion liters (around 254 million gallons or 770,000 mt) of alcohol-to-jet SAF03 June 2026 18:27:27 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052926-factbox-asia-pacific-bets-big-on-renewable-hydrogen-as-deals-infrastructure-prices-alignAsia-Pacific could become a key driver in commercializing low-carbon hydrogen and its derivatives, as firm supply agreements, emerging infrastructure buildouts, and low production costs signal the region's ambition to anchor the future global clean fuel trade. The region hosts about 795 projects with a combined projected capacity of about 35.20 million metric tons/year, including renewable-derived29 May 2026 13:58:39 GMTRuchira SinghVipul GargMark Astley ]]>https://www.spglobal.com/ratings/en/regulatory/article/secondary-markets-loan-prices-tick-up-as-new-issuance-rebounds-s101689330This report does not constitute a rating action. While S&P Global Ratings thinks investors and borrowers will continue to be sensitive to potential risks in the market, for now the loan market is building on recent momentum after a slow start to the year. The secondary loan market continued to improve in May, building upon a strengthening trend that began in April following a turbulent start to the year. Despite an uncertain backdrop, risk assets last month generally performed well as strong cor04 June 2026 17:50:04 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-44-enduring-fundamentals-in-global-private-creditIn this episode of Private Markets 360°, we welcome Matt Harvey, Global Head of Middle Market Direct Lending at PGIM. Matt discusses the dynamic landscape of private credit, explaining PGIM's core philosophy. 28 May 2026 04:00:00 GMTChris SparenbergJocelyn Lewishttps://www.spglobal.com/energy/en/news-research/blog/crude-oil/060426-maintaining-momentum-permian-methane-emissions-intensity-contracts-23-in-2025Methane emissions intensity in the Permian Basin fell 23% in 2025 to 0.34% per barrel of oil equivalent produced from 0.44% in 2024, according to S&P Global Energy CERA analysis and Insight M data. Upstream methane intensity in the basin has sustained a downward trend since the inception of this dataset in 2022. 04 June 2026 16:01:16 GMTSolicia Xu ]]>https://www.spglobal.com/energy/en/news-research/podcasts/energycents/060426-talking-trash-neogenyx-fuels-and-the-opportunity-to-scale-landfill-rngNeogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels business and a $400 million capital commitment from HASI. Neogenyx CEO Mike Bakas joins hosts Hill Vaden and Sam Humphreys to discuss the evolution of Ameresco's RNG business and how its partnership with HASI will help scale increased04 June 2026 11:21:51 GMTSamantha HumphreysHill Vaden ]]>https://www.spglobal.com/energy/en/news-research/podcasts/energycents/060426-talking-emissions-accounting-with-carbon-measuresCarbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how applying financial accounting principles to emissions measurement can help align performance standards and help businesses differentiate04 June 2026 11:06:54 GMTSamantha HumphreysHill Vaden ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainability-insights-sustainable-finance-faq-how-transition-labels-can-help-reduce-emissions-in-hard-to-abate-sectors-s101689306This report does not constitute a rating action. To evaluate decarbonization efforts beyond the green spectrum, S&P Global Ratings considers transition finance frameworks in its "Analytical Approach: Second Party Opinions," which we revised on Jan. 29, 2026. The Loan Market Association's (LMA's), Asia Pacific Loan Market Association's, and Loan Syndications and Trading Association's joint Transition Loan Principles (TLPs) and the International Capital Market Association's (ICMA's) Climate Transi04 June 2026 07:47:14 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/shipping/060326-interview-trafigura-expands-owned-vlcc-fleet-for-less-exposure-to-time-chartersTrafigura is set to operate more VLCCs under its ownership in bids to meet growing transport demand while reducing exposure to period charter markets, where rates could stay elevated amid consolidation and evolving geopolitics, according to the trading house's top shipping executive. Andrea Olivi, global head of shipping at Trafigura, told Platts, part of S&P Global Energy, that owning a certain03 June 2026 15:49:35 GMTMax Lin ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/060326-et-highlights-asia-pacific-hydrogen-carbon-prices-does-rector-uk-eu-etsEnergy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.02 June 2026 20:05:00 GMTStaff https://www.spglobal.com/en/research-insights/podcasts/leaders/how-private-credit-took-over-wall-streetThis episode features Blair Jacobson, Co-President of Ares Management Corporation, discussing private credit investment strategies, risk management, and firm growth. He shares insights on how Ares maintains a conservative approach to avoid losses, the importance of relationships and reputation in deal origination, and the firm’s expanding areas like asset-backed credit and wealth management. Blair also touches on the evolving role of credit ratings in private markets, the firm’s involvement 02 June 2026 13:30:00 GMTJoseph Casshttps://www.spglobal.com/ratings/en/regulatory/article/credit-trends-african-corporates-rating-evolution-diverse-drivers-s101673349This report does not constitute a rating action. Rated African corporate issuers span diverse economic sectors, jurisdictional exposures, and rating levels. For analytical purposes, S&P Global Ratings considers issuers to be African if they are either headquartered in an African country, or if they source at least 50% of their earnings from operations in Africa. This definition captures issuers whose credit profiles are subject to African economic, regulatory, and sovereign risk dynamics, regard01 June 2026 14:01:52 GMThttps://www.spglobal.com/ratings/en/regulatory/article/sector-review-defense-sector-outlook-revisions-reflect-improved-prospects-s101688425This report does not constitute a rating action. S&P Global Ratings recently revised the outlooks on four large investment-grade U.S. defense companies to positive from stable. The actions reflect our view of strength in broader defense and commercial aerospace industry demand as well as company-specific factors that we believe could support sustained improvement in credit measures. Defense contractor rating actions Company Previous Current General Dynamics Corp. A/Stable/A-1 A/Positive/A-1 Lock29 May 2026 13:45:49 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/refined-products/052926-interview-idemitsu-to-bolster-refining-pursue-lng-commits-to-hydrogen-saf-presidentJapan's Idemitsu Kosan aims to rebalance its business portfolio over the next five years, bolstering its foundation refining business and pursuing new LNG and North American gas trading businesses, while remaining committed to shaping its hydrogen, ammonia and SAF businesses, President Noriaki Sakai told Platts, part of S&P Global Energy, May 29. "Various initiatives are underway, but to put it29 May 2026 12:59:20 GMTTakeo KumagaiAkihiro Gotoda ]]>https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/052926-latvia-saf-plant-to-use-kbr-tech-target-2030-start-upNorSAF will use KBR's proprietary PureSAF technology at what is planned to become Northern Europe's largest sustainable aviation fuel production facility, amid escalating EU mandates requiring a minimum 6% SAF blend at airports by 2030, according to a statement released May 28. NorSAF, a leading SAF producer in the Baltics, has licensed the technology for a new plant in Latvia expected to produce29 May 2026 11:37:26 GMTThomas Washington ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052926-ohmium-insolare-to-deliver-4-mw-green-hydrogen-project-for-nlc-indiaOhmium International and InSolare Energy will collaborate for a 4-megawatt renewable hydrogen project for NLC India, for use in power generation, industries and mobility, Ohmium said in a statement late May 28. The plant, situated in Neyveli, Tamil Nadu, with an estimated renewable hydrogen production capacity of up to 700 metric tons/year, aligns with the country's carbon-neutrality and energy29 May 2026 10:52:31 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/052526-indias-renewable-energy-tender-market-5-key-trends-in-fy-2025-26India achieved its target of having non-fossil fuel sources account for 50% of its total installed power generation capacity in fiscal year 2025-26 (April-March), ahead of its FY 2030-31 schedule. This target was announced by the Indian government at the 26th UN Climate Change Conference (COP26) in 2021. However, there is still a long way to go to achieve its target of having 500 gigawatts of25 May 2026 11:25:10 GMTAbhyuday Tewari ]]>https://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/052826-beyond-molecules-the-rise-of-environmental-commoditiesIn this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders. The conversation explores Europe's strategic pivot toward domestic energy sources, the explosive growth potential of biomethane as a gas substitute, and the surge in demand for renewable certificates driven by AI data centers -- alongside the28 May 2026 17:01:29 GMTEklavya Gupte ]]>https://www.spglobal.com/ratings/en/regulatory/article/sf-credit-brief-us-private-credit-clo-insights-2026-another-month-of-stable-performance-software-declines-as-a-proportion-of-new-credit-estimates-s101687729This report does not constitute a rating action. U.S. private credit remains in focus as headlines questioning software sector concentrations, rising default risks, and the broader resilience of middle market lending have underscored the need to look beyond the noise and into the data. S&P Global Ratings is publishing this report to provide key metrics on the credit-estimated companies with loans in U.S. middle market collateralized loan obligations (MM CLOs), as well as CLO performance indicato27 May 2026 19:07:55 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/052626-interview-vema-targets-sub-6-saf-offtake-in-2029-using-geological-hydrogen-ceo-saysGeologic hydrogen produced by stimulating naturally occurring underground reactions rather than electrolysis could deliver sustainable aviation fuel at prices well below the current $6-$8/gallon market range and green methanol competitive with the $1,200-$1,500/metric ton decarbonized methanol market, Pierre Levin, CEO and co-founder of Canada-based Vema Hydrogen, told Platts in an interview. The26 May 2026 20:01:17 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/052726-et-highlights-us-lithium-ion-battery-norway-eu-methane-australia-data-center-power-demandEnergy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.26 May 2026 20:05:00 GMTStaff https://www.spglobal.com/energy/en/news-research/podcasts/commodities-focus/052726-indias-renewable-hydrogen-projects-face-cost-delay-risks-from-global-conflictsIndia has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydrogen and ammonia for both domestic industrial use and large-scale exports to buyers seeking to secure future supplies of low-carbon fuels. However, recent geopolitical tensions, particularly in the27 May 2026 08:06:19 GMTVipul GargRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/052526-acelen-secures-15-billion-for-brazil-saf-biorefinery-projectAcelen Renewables secured $1.5 billion in financing to begin construction of a renewable fuel biorefinery in Bahia, Brazil, marking one of Latin America's largest sustainable aviation fuel projects as the country positions itself as a key supplier in global biofuels markets. The financing was arranged by a consortium supported and led by HSBC and the International Finance Corp., which includes ten25 May 2026 09:29:07 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052626-stockholm-emerges-as-key-buyer-of-removal-credits-with-bioenergy-carbon-capture-dealThe city of Stockholm has emerged as the world's fifth-largest buyer of permanent carbon removal credits after signing a 15-year agreement with Stockholm Exergi for 50,000 mt/year, marking a significant expansion of the Swedish capital's climate strategy as it races to meet ambitious 2030 targets. The deal, signed through the city's group company, Stockholm Stadshus AB, will help offset26 May 2026 10:14:19 GMTEklavya Gupte ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051826-ecosperity-week-iea-urges-balanced-transition-credits-for-early-southeast-asia-coal-exitsTransition credits must strike a balance between power system reliability and carbon credit integrity to enable early coal plant retirements in Southeast Asia, where relatively young coal fleets are crucial for energy security, the International Energy Agency said in a report released May 15 at GenZero's Climate Summit, during the Ecosperity Week 2026 event in Singapore. The report, "Financing the18 May 2026 14:57:54 GMTHimanshu Chauhan ]]>https://www.spglobal.com/en/research-insights/special-reports/india-forward/strategic-imperativesIndia is set to become the world’s third-largest economy by 2031, and global uncertainty is necessitating a recalibration of the country’s strategic options. It must straddle the line between self-sufficiency and diversification.26 May 2026 09:00:00 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052526-ecosperity-week-carbon-markets-face-governance-risks-seen-in-financial-marketsCarbon markets are now grappling with the same governance, legal, and financial risks that have long challenged global financial markets, industry experts at Innovate4Climate during Ecosperity Week in Singapore said during a May 22 panel, raising questions about market integrity and long-term viability. One of the prominent themes throughout the discussion was that integrity now sits at the center25 May 2026 10:37:54 GMTDonavan Lim ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/052526-animal-protein-trade-realigns-amid-china-quotas-asf-and-tariff-shiftsThe animal protein trade is realigning in 2026 due to import restrictions, disease outbreaks, rising demand and supplier shifts.
Brazil expects increased demand for poultry from China as it reopens its market.
The beef trade focuses on China, which imposes import quotas for 2026 and a 55% tariff on any excess.
African swine fever in Europe is impacting pork supply, with the EU being the world’s second-largest pork exporter.
After the US Supreme Court struck down country-specific tariffs, I24 May 2026 18:30:00 GMTSampad Nandyhttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052226-dutch-draft-blending-obligations-to-allow-biomethane-imports-from-eu-countriesThe long-awaited Green Gas Blending Obligation Act has been submitted to the lower house of the Dutch parliament, Tweede Kamer, for official reading on May 26. The new bill, signed by Climate and Green Growth Minister Stientje van Veldhoven, was submitted May 21 and outlines the renewable gas blending obligations that Dutch suppliers must comply with. The rules require annual reductions in22 May 2026 14:58:54 GMTIrina Breilean ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051226-heidelberg-to-supply-green-cement-for-major-wind-farm-project-in-bulgariaRenewable energy developer CWP Europe has signed a preliminary agreement with Heidelberg Materials Devnya for carbon-neutral cement to construct a wind farm in Bulgaria, the companies said. The wind project represents an investment of over Eur300 million ($352 million) and is projected to be Bulgaria's largest wind farm, according to CWP. Heidelberg Materials Devnya, the Bulgarian business unit of12 May 2026 18:08:58 GMTAnthony Rizkala ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/051326-german-cabinet-approves-gas-plant-tender-heating-reform-draft-lawsGermany's coalition government on May 13 approved a reform of the heating law as well as the new Electricity Supply Security and Capacity Act (StromVKG), paving the way to tender support for 9 GW of new gas-fired power plants this autumn. Approval of the two draft laws is a major step forward for energy minister Katherina Reiche, one year after taking over from Robert Habeck. The focus of the13 May 2026 13:36:46 GMTAndreas Franke ]]>https://www.spglobal.com/ratings/en/regulatory/article/private-credit-fundamentals-remain-resilient-s101685515This report does not constitute a rating action. Since the beginning of 2026, challenges facing borrowers in the direct lending market have grown. These include a wave of investor redemption requests for nontraded business development companies (BDCs), concerns for the software sector as investors continue to assess the impacts of potential AI disruption, and the war in the Middle East. These add to the macro and trade-policy uncertainties already confronting the market heading into 2026. These 21 May 2026 15:27:06 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/052126-ecosperity-week-asia-pacific-carbon-market-optimism-contrasts-with-eu-caution-vcmiAsia-Pacific views climate action and carbon markets as an economic opportunity despite regulatory costs, contrary to the EU seeking delays in emissions regulations and being wary of aggression toward climate action amid competitiveness concerns, Mark Kenber, executive director of the Voluntary Carbon Markets Integrity Initiative, told Platts, part of S&P Global Energy, in an exclusive interview21 May 2026 13:47:51 GMTHimanshu Chauhan ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051426-hormuz-crisis-exposes-structural-energy-flaw-pushes-electrification-case-etcThe closure of the Strait of Hormuz triggered a historic disruption to fossil fuel supplies, and should accelerate clean energy deployment, with governments and markets responding to disrupted oil and liquefied natural gas flows by fast-tracking renewable electricity, electric vehicles and heat pumps rather than locking in new fossil fuel infrastructure, the Energy Transitions Commission said in a14 May 2026 23:10:12 GMTJames Burgess ]]>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/eroding-connections-expose-canada-ports-shippers-central-bankCanada’s ports are less connected globally than a decade ago, exposing the country’s shippers to more supply chain risk, its central bank says.21 May 2026 12:00:00 GMTMichael Angellhttps://www.spglobal.com/ratings/en/regulatory/article/european-and-north-american-private-credit-and-middle-market-comparison-q1-2026-s101686879The creation of European middle-market collateralized loan obligations (CLOs) is still in its infancy, with only four vehicles priced (and one being marketed this month), trailing the more mature U.S. market.20 May 2026 18:46:31 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/052026-strait-of-hormuz-closure-may-trigger-severe-food-price-crisis-faoThe Strait of Hormuz closure could trigger a "severe" global food price crisis in the next six to 12 months, the UN Food and Agriculture Organization said in a statement May 20. The Strait of Hormuz, a critical artery for global energy and fertilizer trade, handles about 30% of global urea exports and significant volumes of ammonia and phosphates, making it a key chokepoint for agricultural20 May 2026 13:51:00 GMTSampad NandySamyak Pandey ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainability-insights-when-nature-sends-the-bill-austrias-disaster-fund-shields-states-from-rising-costs-s101671043This report does not constitute a rating action. Floods triggered by Storm Boris in 2024 were Austria's most damaging weather event in at least two decades, highlighting the growing financial toll of climate hazards. Assessing how physical climate hazards affect state’s creditworthiness requires an understanding of climate risk exposure and the fiscal responsibilities across levels of government for disaster-related costs. S&P Global Ratings’ analysis reveals a complex interplay between fede21 May 2026 08:44:12 GMThttps://www.spglobal.com/ratings/en/regulatory/article/industry-report-card-solar-and-wind-performance-beyond-resource-availability-emerging-threats-to-expectations-s101681175This report does not constitute a rating action. Chart 1 S&P Global Ratings has affirmed ratings on most wind (89%) and solar (77%) assets since March 6, 2025, and our outlooks are largely stable in the renewable energy sector. Managing risks of an inability to store and or fully transmit this power curtailed power prices or turned them negative remains a key factor. (This report does not include hybrid solar and wind entities). A decline in actual solar generation versus P90 expectations is an 20 May 2026 17:16:34 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/us-israel-iran-war-provokes-shipping-lane-shiftsGlobal supply networks may feel the impact through a mixture of energy market disruptions, airfreight challenges and container freight shipping network interruptions.03 March 2026 17:10:00 GMTInes NastaliChris RogersVania Alvarez MurakamiEric Oakhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/hormuz-closure-project-logistics-supply-chainThe near-total closure of the Strait of Hormuz amid the war in the Middle East will haunt global breakbulk and project markets, experts say.24 April 2026 12:00:00 GMTCarly Fieldshttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/red-sea-shipping-reopensRed Sea shipping resumes amid reduced Houthi attacks, but renewed threats create uncertainty for shippers. Capacity increases may impact freight rates.20 February 2026 14:10:00 GMTInes Nastalihttps://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/051926-how-the-war-in-iran-is-accelerating-asias-energy-transformationIn this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy transition. Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the19 May 2026 16:36:12 GMTEklavya GupteRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/051526-world-steel-review-cbams-article-6-embrace-comes-with-strings-and-forms-attachedThe European Commission's draft rules on recognizing third-country carbon pricing under the bloc's Carbon Border Adjustment Mechanism represent a pragmatic but tightly controlled opening that could accelerate investment in Article 6 of the Paris Agreement while creating new compliance challenges. The widely anticipated implementing regulation, published May 13 and open for consultation until June15 May 2026 17:34:38 GMTStaff ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/052026-et-highlights-hormuz-electrification-article-six-cmab-singapore-carbonEnergy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.19 May 2026 20:05:00 GMTStaff https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/the-most-wanted-exposure-lp-allocation-intent-and-unicorn-ai-deal-concentration-in-private-marketsCapital continues to flow decisively toward artificial intelligence (AI), with limited partners (LPs) signaling stronger allocation intent to the AI theme than to any other across private markets. 05 May 2026 04:00:00 GMTIlja HauerhofDaniel J. Sandberghttps://www.spglobal.com/ratings/en/regulatory/article/double-whammy-hits-global-auto-volumes-s101685388This report does not constitute a rating action. Chart 1 Tough market conditions in China and U.S. tariffs have left a mark on the global auto industry. Both weigh on an already subdued outlook for 2026. As a result of the Middle East war, we have revised our volume forecasts (see table 1). While our ratings are unaffected for now, the auto industry remains on edge, as competitive pressures and high supply chain costs coincide with mounting inflation-driven demand risk. Trade tariffs and intensi19 May 2026 14:08:51 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051826-xpansiv-ramps-up-hourly-energy-matching-as-tech-giants-demand-stricter-rulesRenewable marketplace and infrastructure provider Xpansiv is ramping up solutions for hourly matching in energy certifications, as it sees growing demand for stricter rules of origin from tech companies and other end users. "Some companies are seriously thinking about hourly matching of energy consumption and certificates, and generators want to be able to serve these customers," senior vice18 May 2026 18:23:11 GMTFelipe PeroniSidney Dumars ]]>https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/oil-price-shocks-are-testing-resilience-across-methodologies-among-sp-smallcap-600-indicesThe war in the Middle East and the subsequent surge in oil prices have been key drivers of volatility across U.S equity segments as inflation expectations risk de-anchoring. 09 April 2026 06:30:00 GMTPatricia Medinahttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/051326-1250-mw-chpe-transmission-line-into-nyc-reaches-commercial-operation-earlyThe 1,250-megawatt Champlain Hudson Power Express transmission line reached its commercial operational date on May 13, making it officially available for scheduling transactions. The line can supply roughly 20% of New York City's power demand at full capacity. "The good news is that because we finished testing early, we are able to participate in the May energy market, which is great for New York13 May 2026 18:52:04 GMTJared Anderson ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051426-interview-hydrogen-push-should-not-lose-momentum-once-energy-crisis-cools---hydrogen-association-of-indiaGeopolitical tensions in the Middle East and the resulting volatility in energy markets have given renewed urgency to global conversations around energy security and alternative fuels. While fluctuations in crude oil prices may temporarily influence investment priorities, experts at Hydrogen Association of India believe the global hydrogen transition is being driven by much deeper structural14 May 2026 12:55:21 GMTDonavan Lim ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/051826-india-eu-eye-collaboration-to-build-energy-supply-chains-port-infrastructure-modiIndia is accelerating efforts to build resilient energy supply chains by collaborating with global partners to soften the blow from geopolitical conflicts and the energy crisis that are threatening economies across the globe, Indian Prime Minister Narendra Modi said May 16. "First came COVID-19, and then came wars, and now an energy crisis. This is turning out to be a decade of disasters. If18 May 2026 01:55:35 GMTSambit Mohanty ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/051526-singapore-airlines-warns-full-impact-of-middle-east-fuel-shock-still-to-comeSingapore Airlines Group has warned that the full impact of the Middle East fuel shock will weigh on its earnings in the next financial year, as elevated jet fuel prices are billed on a delayed basis and broader macroeconomic conditions could affect demand amid a prolonged crisis. The remarks come even as SIA posted strong FY2025/26 results for the year ended March 31, when its fuel hedging15 May 2026 09:46:46 GMTMia PeiShu ling Lee ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051526-cbams-article-6-embrace-comes-with-strings-and-forms-attachedThe European Commission's draft rules on recognizing third-country carbon pricing under the bloc's Carbon Border Adjustment Mechanism represent a pragmatic but tightly controlled opening that could accelerate investment in Article 6 of the Paris Agreement while creating new compliance challenges. The widely anticipated implementing regulation, published May 13 and open for consultation until June15 May 2026 12:00:34 GMTEklavya GupteIrina BreileanBen Carding ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051526-japans-idemitsu-invests-in-us-carbon-removal-firm-crewJapan's Idemitsu Kosan has invested in US-based CREW Carbon through its corporate venture capital arm, the Japanese refiner said May 15, as the companies explore deploying carbon dioxide removal technology at wastewater treatment facilities globally. The collaboration will investigate using CREW's Wastewater Alkalinity Enhancement technology at facilities in Japan and other Joint Crediting15 May 2026 05:14:47 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051126-kawasaki-mb-energy-daimler-truck-sign-up-for-liquid-hydrogen-supply-chain-in-europeKawasaki Heavy Industries, MB Energy and Daimler Truck have signed a joint development agreement to establish a liquid hydrogen supply chain to Europe via the Port of Hamburg, targeting commercial operation by the early 2030s, the companies said May 11. The agreement, which expands upon an existing memorandum of understanding for a Japan-Germany hydrogen supply chain, will leverage the companies'11 May 2026 11:52:44 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/051326-australia-shortlists-renewable-hydrogen-projects-for-funding-amid-budget-cutsThe Australian Renewable Energy Agency has shortlisted seven renewable hydrogen projects for the second round of the Hydrogen Headstart program, according to a May 13 announcement, a day after spending cuts to the flagship initiative. ARENA has invited the projects to submit full applications for funding from the program, which received a revised allocation of A$1 billion ($660 million) in the13 May 2026 06:44:53 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/060324-interactive-platts-global-bunker-fuel-cost-calculatorThe Platts global bunker fuel cost calculator shows how Platts price assessments for methanol, ammonia, LNG, bioblends and conventional oil-based fuels can be used to calculate the cost of marine fuels around the world, taking into account the EU Emissions Trading System and adjusted for energy density to put them on an equal footing.14 May 2026 13:30:00 GMTMax LinRowan Staden-CoatsAbhishek AnupamSophie ByronEsther NgMegan GildeaSantiago Canel Soriahttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/120121-gas-rally-to-have-enduring-effect-on-european-power-beyond-near-term-platts-analyticsEuropean power prices are forecast to ease from current record levels starting in 2023, but the current rally in gas will have enduring effects on the forward curve, according to S&P Global Platts Ana01 December 2021 09:58:00 GMTAndreas Frankehttps://www.spglobal.com/energy/en/news-research/podcasts/oil-markets/012921-asia-cold-spell-fuel-oil-crude-lng-demandThis episode examines the impact of a cold spell in Asia on fuel oil, crude, and LNG demand, highlighting market responses. Learn more.29 January 2021 12:55:00 GMTEric YepAndre LambineTakeo KumagaiRajesh Nairhttps://www.spglobal.com/market-intelligence/en/news-insights/research/european-energy-insights-october-2021European Energy Insights October 2021 covers energy market trends, pricing dynamics, and regional supply-demand conditions.10 November 2021 18:30:00 GMT Learn more about Market Intelligence Request Demo ]]>https://www.spglobal.com/energy/en/news-research/latest-news/coal/032321-australia-flooding-tightens-regional-thermal-coal-supply-supports-pricesFlooding in eastern Australia tightens thermal coal supply, bolstering prices as mining operations and supply chains face significant disruptions.23 March 2021 11:46:00 GMTNeka LiauJessie LiWeng Yi-LeCarina Li and Eric Yephttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/033122-geopolitical-risk-dominates-outlook-for-europes-energy-carbon-markets-in-q2Gas one incident away from fresh spikes Low nuclear, hydro weaken power resilience Demand downside risk for carbon market Already dazed from months of extreme volatility, Europe's energy markets enter31 March 2022 13:42:00 GMTStuart ElliottAndreas FrankeFrank Watsonhttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/080521-german-gas-generation-falls-35-coal-rebounds-as-margins-divergeGerman gas fired power generation fell in July as record high European gas hub prices further eroded margins, while hard coal generation almost exceeded gas fired generation and lignite topped the Ger05 August 2021 15:29:00 GMTThomas SchumacherNeil HunterAndreas Frankehttps://www.spglobal.com/energy/en/news-research/blog/energy-transition/043026-indias-power-and-renewables-market-demand-stalls-capacity-risesIndia's power sector reached a turning point in fiscal year 2025-26 (April 2025-March 2026), as record renewable capacity additions of 51 GW coincided with the first annual contraction in electricity demand since the pandemic. 30 April 2026 06:58:38 GMTGautam Sood and Md. Jawed Alam ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102621-updated-climate-commitments-still-falling-short-of-global-temperature-goals-unepNew and updated climate commitments from governments still fall short of the effort needed to reach the goals of the Paris Agreement on climate change, the United Nations Environment Program said in a26 October 2021 14:42:00 GMTFrank Watsonhttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/021722-crude-benchmarks-continue-to-rise-on-ukraine-russia-tensionsCrude price benchmarks climbed Feb. 16, with Dated Brent rising above $100/b, supported by continued tensions along the Ukrainian border.17 February 2022 00:12:00 GMTStaff and Eric Yephttps://www.spglobal.com/market-intelligence/en/news-insights/research/essential-energy-insights-october-2021Essential Energy Insights October 2021 covers energy market developments and supply-demand dynamics across global oil, gas, and power sectors.11 October 2021 18:30:00 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/120821-germanys-new-government-to-speed-up-transition-via-fit-for-65-decarbonization-planGermany's new coalition government under Chancellor Olaf Scholz plans to speed up Germany's energy transition to achieve a 65% cut in CO2 emissions by 2030 on 1990 levels.08 December 2021 14:48:00 GMTStaff and Eric Yephttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/122421-commodities-2022-ill-timed-year-of-european-plant-closures-clashes-with-gas-crisisExplore the challenges of European plant closures in 2022 amid a gas crisis, analyzing the implications for energy supply and market dynamics.24 December 2021 09:00:00 GMTAndreas Frankehttps://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/032526-ontario-power-generation-leads-the-north-american-race-to-build-advanced-nuclearWhen it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing the first of four small modular nuclear reactors at its Darlington facility, with the first 300-megawatt unit scheduled to complete construction and connect to the grid by 2030. The other three reactors are scheduled to be25 March 2026 21:00:15 GMTDan Testa ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/061120-limited-support-for-blue-hydrogen-in-germany-green-potential-capped-by-resGovernment backs green hydrogen, CFDs a lifeline for blue hydrogen Electrolysis to supply a sixth of 2030 demand due to power constraints Uniper CEO in national hydrogen council representing all secto11 June 2020 12:04:00 GMTAndreas Frankehttps://www.spglobal.com/market-intelligence/en/news-insights/research/essential-energy-insights-september-2021Chile's early bet on clean energy paid off. Now the government has offered up the country as a hydrogen laboratory to the world, with a goal of becoming one of the top three exporters by 2040.12 September 2021 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/european-energy-insights-september-2021European Energy Insights September 2021 highlights energy sector performance, commodity movements, and market developments in Europe.10 October 2021 18:30:00 GMT Learn more about Market Intelligence Request Demo ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/123021-german-reactors-at-grohnde-brokdorf-gundremmingen-to-end-production-dec-31German reactors at Grohnde, Brokdorf and Gundremmingen with a combined capacity of 4.2 GW are to end production on Dec. 31, with the units to be disconnected from the grid during the evening, transpar30 December 2021 12:28:00 GMTAndreas Frankehttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/010522-dutch-2021-gas-fired-output-falls-as-coal-gains-bigger-share-in-power-mixGas fired power production in the Netherlands fell in 2021, as coal gained a larger share in the power mix, an analysis by S&P Global Platts showed Jan. 5.05 January 2022 16:25:00 GMTKira Savcenkohttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/093021-re-balancing-of-europes-gas-power-markets-seen-unlikely-in-q4Gas stores at historically low levels French nuclear more robust on year CO2 auction supply to fall 30% on year A rapid re balancing of the European gas market looks an unlikely prospect in Q4 2021 as30 September 2021 14:26:00 GMTStuart ElliottAndreas FrankeFrank Watsonhttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/122120-scottishpower-sets-up-hydrogen-business-targets-industry-transport-foodScottishPower has set up a dedicated green hydrogen business with first projects launched next year to focus on high temperature industrial processes, heavy transport and food and drink sectors, the I21 December 2020 11:20:00 GMTHenry Edwardes-Evanshttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/092721-analysis-shift-in-energy-policy-in-spotlight-for-japans-leadership-changeJapan's impending leadership change, which would typically not change the course of its energy policy, is in the spotlight due to a potential major shift in focus after the ruling Liberal Democratic P27 September 2021 06:30:00 GMTTakeo Kumagai