https://www.spglobal.com/energy/en/news-research/latest-news/metals/041724-us-tariff-china-impact-trade-tension-steel-copper-aluminum-soybeans-ethane-lng-cleantechThis series takes a deep dive into the impact of the US-China trade dispute on China’s commodities sector, particularly steel, copper, aluminum, ethane, LNG, soybeans and cleantech.17 April 2025 09:00:00 GMTStaff https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-54-from-efficiency-to-resilience-navigating-a-new-era-in-private-marketsIn this episode of Private Markets 360°, we welcome Thomas Friedberger, Co-CIO of Tikehau Capital. Thomas discusses the shifting macro environment in private markets and the transition from efficiency to resilience as a new paradigm for value creation. With concerns ranging from long cycles of low growth to the evolving role of capital expenditure, Thomas offers a compelling view on how private markets must adapt to these profound changes. Thomas also shares Tikehau’s low-leverage approach an29 October 2026 05:00:00 GMTJocelyn LewisChris Sparenberghttps://www.spglobal.com/energy/en/news-research/blog/metals/102726-tight-copper-supply-ai-demand-dominate-lme-week-dialogueThe annual London Metal Exchange Week, held in London over Oct. 19-23, brought together leading stakeholders from the metals and mining industry — including company executives, government officials, traders and financiers — for high-level discussions on the outlook for global metals markets. 29 October 2026 02:48:00 GMTEuan Sadden ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102826-singapore-tightens-renewable-energy-rules-to-address-greenwashing-risksSingapore has strengthened rules around renewable electricity claims and address greenwashing risks, while also launching new efforts to "harness solar energy wherever we can," Minister of State for Trade and Industry Gan Siow Huang said Oct. 27. Speaking at the Asia Clean Energy Summit in Singapore, Gan said the revised Singapore Standard 673: Code of Practice for Renewable Energy Certificates,28 October 2026 11:31:25 GMTRachel TanAhmad afiq Muhammad zahir ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/102826-uk-plans-to-expand-cbam-to-refined-productsThe UK plans to expand the scope of its Carbon Border Adjustment Mechanism (CBAM) to cover refined products, pending a freshly opened consultation, the government said Oct. 28. The government said last year it planned to consider the expansion. "Today, I can confirm that we intend to deliver that scope expansion, subject to consultation on both the feasibility and impacts of doing so," James28 October 2026 19:39:58 GMTMatt HoischEklavya Gupte ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102726-interview-am-green-eyes-more-deals-for-3-mil-mty-renewable-ammonia-goalAM Green Ammonia (India) Pvt. Ltd. is seeking further global offtake deals as it advances a 3 million metric tons/year renewable ammonia production target, CEO Gautam Reddy told Platts, part of S&P Global Energy, following an agreement with JERA Co. Inc. announced Oct. 27. JERA and AM Green signed a binding heads of agreement under which the Japanese power generator will purchase about 70,000 mt/y27 October 2026 11:07:39 GMTRuchira SinghTakeo Kumagai ]]>https://www.spglobal.com/en/research-insights/special-reports/india-forward/reimagining-growth/turning-resilience-into-momentumPrivate investments, foreign direct investment and trade agreements will be
among the engines of India’s next growth phase.30 September 2026 12:44:00 GMTDharmakirti JoshiHanna Luchnikava-Schorsch Gross foreign direct investment (FDI) inflows were healthy at $94.5 billion in 2025-26, but net inflows only reached $7.8 billion due to repatriation by foreign investors in India and outward investments by Indian companies. India is increasingly becoming a capital importer and exporter, reflecting greater corporate maturity but reducing the amount of net foreign capital available for domestic investment. Gross foreign direct investment (FDI) inflows were healthy at $94.5 billion in 2025-26, but net inflows only reached $7.8 billion due to repatriation by foreign investors in India and outward investments by Indian companies. We expect the CAD to increase to 1.5% of GDP in the current fiscal year. Financing is likely to be smoother due to an anticipated improvement in foreign capital flows and FDI. Recent Reserve Bank of India (RBI) measures aimed at attracting foreign capital appear to be yielding results, with cumulative inflows under these schemes exceeding $72.8 billion by Aug. 21. The scheme’s success prompted the RBI to close it one month early, by Aug. 31. On a calendar-year basis, gross FDI inflows increased 22.5% to $42.4 billion between January and May 2026, outpacing the 10% growth recorded over the equivalent period in 2025, itself higher than the global average. Improved capital flows should lend stability to the currency during the current fiscal year. Sustainable growth requires stronger private investment and higher FDI To realize the vision of Viksit Bharat by 2047, India must sustain an even faster growth trajectory, which requires a significant increase in the investment rate from the current level of about 32% of GDP. The World Bank estimates that 7.8% annual growth is required to achieve the objective. Enhanced role of private investments Public and household investment have been the key drivers of overall investment in India, while private corporate investment has grown more slowly, reducing its share of total investment. While public investment in infrastructure must continue, private investment has to take the lead. The private corporate sector's ability to invest, supported by healthy balance sheets and low leverage, does not match its willingness to invest. The nature of investment within the private corporate sector is also changing. Crisil estimates that the share of emerging sectors in overall industrial investment will rise to between 25% and 27% over the next five years, from 12% in the previous five years. These sectors include defense, data centers, solar photovoltaic, batteries, semiconductors and electronics, and electric vehicles. This shift is supported by the production linked incentive (PLI) scheme and growing market demand. Crisil estimates that the share of emerging sectors in overall industrial investment will rise to between 25% and 27% over the next five years, from 12% in the previous five years. Improvements in logistics, a stable business environment and reforms that make doing business easier, such as deregulation and stronger contract enforcement, will play an important role in improving the private investment climate. Why FDI needs a deeper push India has steadily liberalized its FDI regime, including opening the insurance sector to full foreign ownership. Yet, at about 2% of GDP, gross inflows remain modest relative to regional peers and the size of the economy and are below workers' remittance inflows. Global investment is increasingly concentrated in strategic sectors and geographies. UN Trade and Development estimates that AI infrastructure, semiconductors, critical minerals, energy-transition technologies and advanced manufacturing accounted for 44% of global greenfield FDI in 2025, up from 16% in 2020. India is benefiting from this trend, with Google's $14.5 billion AI and data center commitment marking the largest announced greenfield project in developing Asia in 2025. Yet India is in competition for a shrinking pool of global capital against economies with deeper manufacturing and supply chain ecosystems. The key question is whether India is securing a sufficiently large share of the investment that is shaping the next global investment cycle. Role of free trade agreements in supporting exports, manufacturing and FDI India is also rethinking its approach to free trade agreements (FTAs), which are increasingly being used to attract investment, deepen supply chain integration and strengthen India’s position in strategic sectors, rather than as instruments for tariff reduction and market access. Recently signed FTAs and those nearing completion will improve market access and could be vehicles for foreign investment. Agreements such as the India-EFTA Trade and Economic Partnership Agreement and the India-New Zealand FTA place explicit emphasis on investment promotion and commitments. With six trade deals signed over the past four years, including one with the EU to be signed later this year, India will secure FTAs covering more than half of the world's top importing economies. Improved market access can boost exports, encourage domestic private investment in beneficiary sectors and attract additional FDI. Manufacturing exports will benefit from recently signed FTAs in a phased manner, with labor-intensive sectors such as garments, leather, gems and jewelry likely to be the earliest beneficiaries, according to Crisil Intelligence. Looking forward To achieve the Viksit Bharat 2047 vision, India must sustain higher growth through increased investment, with a greater role for the private sector and foreign direct investment. Recent FTAs could enhance exports, attract foreign investment, strengthen supply chain integration and, over time, improve India's position in strategic global industries. FTAs are not an end in themselves, and they must be complemented by efforts to improve India's competitiveness. Ongoing focus on infrastructure build-out, deregulation and increased spending on research and development will be critical to improving competitiveness, durably reviving private capital expenditure, and realizing the export and investment potential of recently signed agreements. ]]>https://www.spglobal.com/en/research-insights/special-reports/india-forward/reimagining-growth/scaling-indias-e20-ambition-through-ecosystem-transformationIs India's fuel ecosystem ready for the next phase of the E20 journey? 30 September 2026 12:44:00 GMTSwati MathurAbhay Pratap Singhhttps://www.spglobal.com/en/research-insights/special-reports/india-forward/reimagining-growth/indias-power-transition-renewable-scale-to-system-strengthBy 2035, electricity will have to power a larger share of India's growth, from factories and cities to cooling systems, mobility, data centers and green hydrogen. 30 September 2026 12:45:00 GMTAshish SinglaMohd. Sahil AliJessica Jinhttps://www.spglobal.com/en/research-insights/special-reports/look-forward/charting-progress-on-saudi-arabias-vision/future-of-renewable-energy-in-saudi-arabiaSaudi Arabia is accelerating its renewables build-out to reduce reliance oil-fired generation and position itself as a producer of clean technology and renewable hydrogen. 26 October 2026 13:02:00 GMTJosefin BergJoe SteveniMatthew Hodgkinsonhttps://www.spglobal.com/energy/en/news-research/blog/energy-transition/102826-et-highlights-climate-un-us-midterm-election-india-carbon-advancesEnergy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.27 October 2026 20:05:00 GMTStaff https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/102826-india-to-boost-oil-output-expand-storage-diversify-crude-imports-to-shield-consumers-minister-puriIndia will seek to strengthen its energy security by increasing domestic oil and gas production, expanding storage and diversifying import sources, as the country prepares for continued growth in energy demand and heightened risks to global supply chains, Petroleum Minister Hardeep Singh Puri said Oct. 27. In addition, India's growing energy needs will require a diversified, multi-pathway strategy28 October 2026 00:51:57 GMTSambit Mohanty ]]>https://www.spglobal.com/energy/en/news-research/latest-news/chemicals/092326-brazil-launches-digital-backbone-for-plastic-recycling-pushBrazil has begun a digital tracking system for its reverse logistics supply chain, almost one year after signing a landmark decree requiring half of all plastic packaging to be collected and recycled by 2040. The Ministry of Environment and Climate Change published an official announcement on Sept. 22 detailing the National Reverse Logistics System, known as Sisrev-BR, as an integrated module23 September 2026 18:55:29 GMTTalissa Gomes ]]>https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/doe-jump-starts-energy-grants-for-native-tribes-hit-by-1-5b-solar-funding-cut-107235440Native tribes in 16 states were selected for grants to build small power plants and to conduct feasibility and planning for larger future projects. The awards signal a shift in the US Department of Energy's tribal grant program, observers said.23 October 2026 14:47:00 GMTKarin Riveshttps://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/102726-sodium-ions-moment-peak-energy-on-scaling-a-lithium-alternativeLithium-ion batteries accounted for about 94% of global energy storage capacity additions in 2025. Sodium-ion made up about 0.4%. Landon Mossburg, CEO and co-founder of Peak Energy, thinks the industry underestimates how fast that could change. In this episode of Energy Evolution, senior reporter Garrett Hering shares a fireside chat from the American Clean Power Association's RECHARGE: Energy27 October 2026 11:06:00 GMTGarrett Hering ]]>https://www.spglobal.com/energy/en/news-research/latest-news/coal/102626-turkeys-jan-aug-thermal-coal-imports-hit-four-year-low-amid-record-hydro-outputTurkey's thermal coal imports fell to their lowest January-August level since 2022, as record hydropower output curtailed coal-fired generation, while supply disruptions and weak plant economics also weighed on shipments, even as the fuel retained a competitive edge over gas-fired generation amid ongoing geopolitical turmoil. Total thermal coal imports in the January-August period stood at 19.926 October 2026 15:57:14 GMTVaibhav ChakrabortyHardik Verma ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/102226-factbox-us-midterms-to-shape-energy-policy-oversight-and-investment-outlookThe US midterm elections on Nov. 3 will determine control of Congress and could reshape the federal policy outlook for energy producers, utilities and project developers during the final two years of President Donald Trump's term. A continued Republican majority would give the administration more room to pursue expanded domestic production, faster permitting and environmental deregulation, though22 October 2026 15:44:44 GMTStaff ]]>https://www.spglobal.com/ratings/en/regulatory/article/credit-conditions-european-auto-suppliers-credit-outlook-defies-the-odds-s101711097This report does not constitute a rating action. S&P Global Ratings' outlook bias on European auto suppliers is positive despite challenging market conditions. We now have positive outlooks on four of the largest European auto suppliers, Forvia S.E. (BB-/Positive/--), Valeo S.E. (BB/Positive/B), Mahle GmbH (BB-/Positive/--), and ZF Friedrichshafen AG (ZF; BB-/Positive/--), following rating actions earlier this year (see chart 1). We expect that the companies' profitability and cash conversion wi21 October 2026 15:07:50 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/020326-infographic-europes-renewable-ppa-volumes-set-to-rebound-as-prices-adjust-to-market-realitiesSigns of saturation in European PPA markets became clear in 2025, as contracted volumes fell to a six-year low, while average market prices remained significantly below the minimum required to offset project costs for new renewable assets, so-called PPA breakeven estimates. S&P Global Energy data indicates that the gap between the prices needed to get a project financed and buyers' payment03 February 2026 14:46:47 GMTGabriel Lorca AicardiAndreas Franke Editor: Karla Sanchez ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/031326-infographic-india-boosts-renewable-capacity-even-as-grid-market-challenges-persistIndia is one of the world's fastest-growing renewable energy markets, driven by policy support, abundant capital availability and rapidly rising electricity demand. Clean energy installed capacity, which achieved record-high additions in the country in 2025, is expected to increase further by 2030, with growth momentum anticipated to continue despite some challenges. Grid bottlenecks, curtailment13 March 2026 14:14:30 GMTRuchira Singh Editor: Ankit Ajmera ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/031626-infographic-middle-east-fertilizer-shock-tightens-spring-nutrient-supplyThe outbreak of conflict in the Middle East on Feb. 28 has rapidly driven up global fertilizer prices, with the region's role as a major exporter amplifying market volatility. Granular urea prices have surged 38.8% during the critical spring application season — from below $500/mt in late February to $680/mt by March 13. Ammonia logistics have also been strained, as vessel delays and halted16 March 2026 08:18:39 GMTJeffrey McDonald Editor: Meghan Gordon ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/040226-infographic-brazilian-i-rec-sector-grows-sharply-risks-excess-supplyBrazil's supply of International Renewable Energy Certificates has shown significant growth over the last five years, with one of the world's largest renewable energy matrices. I-RECs are globally used instruments that certify that the generation of 1 megawatt-hour of electricity comes from a renewable source, such as a solar, wind, biomass or hydroelectric power plant. They provide a credible way02 April 2026 17:15:51 GMTFelipe Peroni ]]>https://www.spglobal.com/energy/en/news-research/latest-news/shipping/041526-infographic-electrification-strengthens-chinas-shield-from-middle-east-oil-lng-shocksChina faces disruptions to oil and LNG supplies originating from the Middle East. Nevertheless, the country is increasingly able to withstand supply shocks caused by transit interruptions in the Strait of Hormuz due to greater electrification, substantial crude oil reserves, expanding wind and solar power generation, available coal capacity and growing domestic gas production.15 April 2026 08:22:38 GMTStaff ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102326-heidelberg-materials-pauses-major-ccs-project-at-german-cement-plantCement giant Heidelberg Materials will pause its GeZero carbon capture project at its Geseke, Germany cement plant due to insufficient economic conditions, Heidelberg said. The German-based building materials producer began work on the project in 2023 and received €191 million from the EU's Innovation Fund to support it. Heidelberg said the project would make its facility the first fully23 October 2026 17:54:21 GMTAnthony Rizkala ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102326-inpex-starts-feed-work-on-bonaparte-ccs-project-in-australiaJapan's INPEX Corp. said Oct. 23 it has started front-end engineering design work on its operated Bonaparte Carbon Capture and Storage Project in the Bonaparte Basin, about 250 kilometers offshore from Darwin, Australia. "Achieving FEED entry is a significant milestone and provides a clear demonstration of progress toward a final investment decision on the Bonaparte CCS Project, which has the23 October 2026 04:15:15 GMTTakeo Kumagai ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/102326-interview-uniper-exec-sees-europe-winter-gas-supply-secure-price-risks-remainEurope is not expected to face natural gas or LNG shortages this winter, even as the continent contends with high prices amid the sustained disruptions linked to the ongoing war in the Middle East, the chief commercial officer for gas and LNG at German energy company Uniper told Platts, part of S&P Global Energy, in an interview on Oct. 22. "We will not have a physical shortage of LNG or gas,"23 October 2026 11:53:26 GMTMatt Hoisch ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/102326-lme-week-overhyped-ai-economic-pressures-could-chill-copper-demand-growthExpectations surrounding copper consumption in AI data centers, much like projections of copper demand surge in India, may prove to be overstated, experts warned at the Triland Global Metals Outlook hosted by Triland Metals during LME Week Oct. 19-23. Referring to a recent statement by market analyst Andy Home, Bruce Alway, director of metals research at London Stock Exchange Group Data &23 October 2026 19:31:48 GMTKatya Bouckley ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/102226-rising-electricity-bills-strain-us-households-ahead-of-midterms-surveyConsumers are concerned about and strained by rising energy prices across the US, according to a report highlighting increasing utility bills and views on data centers. A Consumer Reports survey, released Oct. 21, found that 81% of US respondents who have lived in the same home for at least three years said their electricity bills increased during that time. Among those, approximately three in22 October 2026 20:32:04 GMTKirsten Errick ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101926-eu-commits-34b-to-77-net-zero-technology-projectsThe European Commission has selected 77 net-zero technology projects to receive €3.4 billion in funding from its Innovation Fund, with grants for a wide range of sectors, including renewables, energy-intensive industries, cleantech manufacturing, critical raw materials processing and carbon capture and storage. The grants, financed by revenue from the EU Emissions Trading System, span 23 countries19 October 2026 15:29:45 GMTJames Burgess ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/101526-herculean-effort-needed-for-clean-power-2030-as-uk-doubles-down-on-planUK Energy Secretary Miatta Fahnbulleh has doubled down on efforts to reach the 2030 clean power targets, but called for pragmatism to keep energy affordable for all, while system operator NESO said a "Herculean effort" was still needed despite some progress towards the target set two years ago by the government. The clean power mission calls for at least 95% of GB electricity demand to be covered15 October 2026 10:04:29 GMTAndreas Franke ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/102326-how-indian-states-are-reshaping-the-data-center-landscapeIndia's data center capacity is projected to reach 26.3 gigawatts by 2031-32 from less than 2 GW today, according to a written reply submitted to the Rajya Sabha, the upper house of the Indian parliament, on July 27 by Minister of State for Power Shripad Naik. 23 October 2026 05:55:19 GMTMohd. Sahil Ali ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/102226-fortera-to-build-first-commercial-scale-low-carbon-cement-plant-in-missouriCalifornia-based green cement producer Fortera plans to build its first commercial-scale facility in Ste. Genevieve, Missouri, the company said Oct. 22. In September, Fortera signed a partnership with Mississippi Lime Company (MLC) to develop its plant. Under the newly announced plans, Fortera will build a 300,000 mt/year cement plant at MLC's Ste. Genevieve production site. The facility is22 October 2026 18:16:01 GMTAnthony Rizkala ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102026-interview-saf-scale-up-needs-investor-push-dubai-airports-ceo-warnsThe head of Dubai Airports has warned that sustainable aviation fuel will remain a marginal energy source for the global aviation industry unless a major injection of capital into production infrastructure breaks a self-reinforcing cycle of high costs and weak demand. Dubai Airports CEO Paul Griffiths told Platts in an interview that SAF currently accounts for barely 1% of global jet fuel20 October 2026 13:03:59 GMTJames BurgessThomas Washington ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/102226-eu-parliament-backs-3-year-delay-to-methane-importer-obligationsThe EU's parliament voted Oct. 22 to back a three-year delay on importer requirements under the EU's methane emissions regulation. The parliament is seeking a longer window than the European Commission, which called for a one-year delay earlier this month. The parliament handled the matter under its urgent procedure, which allows for priority consideration of proposals. The measure passed with 34122 October 2026 14:33:34 GMTMatt Hoisch ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102226-qantas-announces-a30m-partnership-for-australian-carbon-credit-unitsQantas announced an A$30 million partnership with Greening Australia and Conscious Investment Management to restore cleared land in South Australia, with the first project targeting nearly 800 hectares on Barngarla Country on the Eyre Peninsula, Hayley Alchin, Qantas executive manager for climate strategy, finance and reporting, said Oct. 20. "We cannot do this alone," Alchin said, announcing the22 October 2026 03:21:45 GMTHimanshu Chauhan ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/101526-one-year-eu-methane-law-delay-unlikely-to-shift-lng-prices-analystsThe European Commission's push to delay importer requirements under a landmark law regulating methane emissions is unlikely to sway LNG prices significantly in the near-term as Europe approaches what is expected to be a challenging winter, market watchers told Platts, part of S&P Global Energy. The EC released an official proposal Oct. 14 to postpone requirements that importers bringing oil,15 October 2026 13:32:10 GMTMatt HoischCorey Paul ]]>https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/doe-energy-efficiency-rebates-delayed-as-winter-heating-season-begins-106906796Most states are awaiting word from the US Department of Energy on whether their programs to help homeowners save on energy costs can take effect. The $8.8 billion energy rebate program was paused for review in February 2025.15 October 2026 13:22:00 GMTKarin Riveshttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101926-global-low-carbon-gas-shift-needs-carbon-pricing-i-rec-tokyo-speakersThe decarbonization of natural gas markets will require both a robust attribute certification infrastructure and significantly higher carbon prices, speakers at the International Renewable Energy Certificates Day Japan conference in Tokyo said on Oct. 16, with implications for LNG trade flows, gas pricing and energy security across Asia. Travis Caddy, Director of Xpansiv, and Takeo Kikkawa,19 October 2026 09:05:21 GMTRachel TanAhmad afiq Muhammad zahirAliana zulaika YeongYing Ting Lew ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101926-i-rec-standards-government-alignment-key-to-scaling-sustainable-supply-chains-foundation-saysBuilding globally interoperable attribute tracking standards while respecting national policy frameworks are the twin pillars needed to scale environmental certificate markets and unlock sustainable supply chains, executives from the I-TRACK Foundation said at I-REC Day Japan in Tokyo Oct. 16. Jared Braslawsky, executive director, and Roble Rosenheim, director of Global Partnerships and APAC19 October 2026 06:07:28 GMTRachel TanAhmad afiq Muhammad zahir ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102126-un-report-sets-out-pathway-to-return-to-15-c-warming-by-2100-after-overshootThe world must cut greenhouse gas emissions by 18% within four years to limit the worst effects of climate change, and return warming levels to 1.5 C above pre-industrial levels by 2100 after overshooting this century, the UN warned on Oct. 21, with the pace of reductions now required exceeding targets set by the Intergovernmental Panel on Climate Change. The UN Environment Programme's Emissions21 October 2026 14:38:48 GMTJames Burgess ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/102126-indian-carbon-market-advances-verification-as-first-credit-issuance-nearsIndia's carbon market is advancing through the verification of greenhouse gas emissions from obligated industrial entities, with carbon credit issuance expected as the next step, according to two carbon verifiers and a policy expert. The Bureau of Energy Efficiency, which administers India's Carbon Credit Trading Scheme, published a list of 18 Accredited Carbon Verification Agencies empanelled21 October 2026 15:50:48 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/102126-lme-week-aluminum-sector-sees-power-costs-key-to-riding-electrification-trendsAs industry leaders gather in London for one of the world's largest metals events, S&P Global Energy Platts presents the LME Week thought leadership series, examining the forces redefining global metals markets and shaping the outlook for 2027 and beyond. This feature examines how producers are responding to rising aluminum demand through capacity expansions and recycling investments amid an21 October 2026 01:01:27 GMTKatya Bouckley ]]>https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/102026-shipowners-warn-fuel-transition-could-slip-beyond-2030-as-methanol-demand-remains-uncertainRegulatory uncertainty and limited shipbuilding capacity could delay the wider adoption of alternative marine fuels beyond 2030, shipping executives said Oct. 20, while orders for methanol-capable vessels may not translate directly into demand for the fuel. Speaking at the tenth Annual International Shipping Forum in Pudong, Shanghai, Safe Bulkers president Loukas Barmparis said ambiguity over20 October 2026 10:15:43 GMTMia Pei ]]>https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/electrification-advocates-aga-at-odds-over-heat-pumps-role-in-affordability-106806976Heat pumps made up 58% of space-heating equipment shipped in the first half of 2026, according to the Building Decarbonization Coalition, but the American Gas Association says more customers prefer natural gas furnaces.15 October 2026 11:48:00 GMTParker Leipzighttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/glencore-deal-government-support-drive-pe-investment-in-critical-raw-materials-106750447Global private equity and venture capital investment in critical raw materials reached $9.43 billion in the first nine months of 2026, boosted by a large deal and growing government support to de-risk investment in the sector.15 October 2026 08:46:00 GMTNoreen Izabel JazulRicha NoriegaNeel Hiteshbhai Bharuchahttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/private-equity-investment-in-drone-tech-surges-as-manufacturing-scales-up-106892028Private equity and venture capital investment in drone technology is set to surpass records, with transaction value totaling $13.16 billion in the first nine months of 2026.14 October 2026 09:20:00 GMTKarl Angelo VidalShambhavi Guptahttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/global-private-equity-exit-volume-falls-17-4-in-q3-as-valuation-gap-persists-106574498Global private equity and venture capital exit volume fell 17.4% year over year to 724 transactions in the third quarter as buyers and sellers remained divided over valuations and the durability of earnings.08 October 2026 09:01:00 GMTNoreen Izabel JazulNeel Hiteshbhai Bharuchahttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/10/private-equity-leans-more-heavily-on-earnouts-in-exit-deals-106500734Earnout provisions may help push exit deals across the finish line, but private equity sellers rarely get the full payout.05 October 2026 09:40:00 GMTDylan ThomasShambhavi Guptahttps://www.spglobal.com/ratings/en/regulatory/article/credit-faq-warehouse-shopping-how-sp-global-ratings-analyzes-middle-market-clo-warehouse-lines-s101710285This report does not constitute a rating action. Middle market collateralized loan obligations (MM CLOs) have seen remarkable growth in recent years, and middle market warehouse lines have expanded alongside them. At the start of 2020, just before the arrival of the COVID-19 pandemic, S&P Global Ratings had ratings on 86 MM CLO transactions and five warehouse line transactions. By mid-2026, those figures had increased sharply: we now rate more than 330 U.S. MM CLOs and 47 U.S. middle market ware07 October 2026 15:09:47 GMThttps://www.spglobal.com/ratings/en/regulatory/article/abs-frontiers-are-direct-lending-feeder-funds-clos-in-disguise-s101703325This report does not constitute a rating action. RNFs are feeder funds that typically invest into a single limited partner (LP) interest in a master fund, creating tranched exposure to the LP interest through the issuance of one or more classes of debt and a residual equity component. By obtaining credit ratings on the debt instruments, certain institutional investors--such as insurance companies--may benefit from lower regulatory capital charges compared to direct equity investments in the unde22 September 2026 15:11:19 GMThttps://www.spglobal.com/energy/en/news-research/blog/energy-transition/102126-et-highlights-us-solar-imports-cooking-methodoligies-global-climate-financeEnergy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.20 October 2026 20:05:00 GMTStaff https://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/102126-how-much-new-gas-capacity-does-the-texas-grid-needThe Texas grid experienced record electricity demand in summer 2026 while posting some of the lowest power prices in nearly a decade. That might be good for customers, but it makes for a tough investment environment for those wanting to build a gas plant. With surging demand projections and increasingly extreme weather swings, many believe Texas needs significant new dispatchable generation,21 October 2026 04:57:02 GMTDan Testa ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101526-adb-japan-back-am-greens-renewable-ammonia-plant-in-indiaThe Asian Development Bank and Japan's government have signed financing agreements with AM Green Ammonia (India) Pvt. Ltd. to help build one of the world's largest plants to make ammonia using renewable energy in India, ADB said Oct. 15. The project converts a former ammonia and urea plant from natural gas-fueled production to renewable-powered renewable ammonia, with a capacity of about 1.115 October 2026 14:36:32 GMTRuchira Singh ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/102026-democrats-may-gain-platform-but-lack-power-to-shift-ev-fuels-policy-analystsDemocratic control of Congress after the November US midterm elections would give the party a larger platform to promote electric vehicles and challenge President Donald Trump's energy policies, but it is unlikely to meaningfully accelerate US EV adoption or a broader fuel transition before the 2028 presidential election. Congressional Democrats could hold hearings, investigate administration20 October 2026 18:40:02 GMTEamonn Brennan ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/102026-eu-lawmakers-vote-to-create-raw-materials-agency-to-cut-reliance-on-chinaThe European Parliament has voted to strengthen the bloc's Critical Raw Materials Act (CRMA), backing the creation of a dedicated EU agency and a €2 billion fund designed to reduce Europe's dependence on foreign suppliers of minerals essential to the clean energy, defense and digital transitions. The amendments, adopted by 470 votes to 83 with 108 abstentions, are designed to accelerate20 October 2026 14:18:35 GMTAnnalisa Villa ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/102026-environment-committee-seeks-100-million-additional-free-allocations-under-eu-etsLawmakers overseeing the review of the EU's carbon market voted to extend free allocations given to industry to prevent carbon leakage, the European Parliament said Oct. 19. Members of Parliament voted in favor of softer fallback benchmarks for the 2026-2030 period, resulting in an additional 100 million free allocations under the EU Emissions Trading System. The Committee on the Environment,20 October 2026 10:13:09 GMTIrina Breilean ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/101926-virginia-governor-seeks-rate-freeze-more-bill-credits-in-dominion-nextera-dealVirginia Governor Abigail Spanberger is calling for a six-year freeze on residential electricity rates and additional customer bill credits as conditions of state regulatory approval of NextEra Energy Inc.'s planned acquisition of Dominion Energy Inc. Without these ratepayer benefits and other binding commitments, Spanberger said the Virginia State Corporation Commission should reject the proposed19 October 2026 22:21:07 GMTDarren Sweeney ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/102026-eu-weakens-call-for-ban-on-arctic-oil-and-gas-drillingThe European Union has watered down calls for a ban on Arctic oil and gas drilling, following intense lobbying from key supplier Norway, but continues to call for hydrocarbons to be left in the ground, according to an updated strategy document. In its previous plan, the 2021 Joint Communication on the EU Arctic Policy, the EU said it would pursue an international ban on new drilling in polar20 October 2026 13:55:41 GMTCharlie Mitchell ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainable-finance-faq-how-sp-global-ratings-supports-credibility-and-transparency-in-transition-financing-s13159413Sustainable finance is not only about financing activities and investments that are already compatible with a low-carbon, climate resilient future, considered "green," and aligned with the Paris Agreement. It is also about financing activities and investments that are not yet compatible with a low-carbon, climate resilient future but contribute to a reduction of greenhouse gas emissions. There are various interpretations of what constitutes transition financing. Broadly speaking, this refers to 02 July 2024 07:58:19 GMThttps://www.spglobal.com/ratings/en/regulatory/article/credit-faq-will-callable-capital-be-a-game-changer-for-the-mli-asset-class-s13177899In 2022, a G-20 expert panel review published a report "Boosting MDB's Investing Capacity," which included a recommendation to incorporate uplift from callable capital into multilateral development banks' (MDB) capital adequacy frameworks as one approach that can support increasing lending headroom. S&P Global Ratings responded to these recommendations (see "A Closer Look At The G-20 Expert Panel Review Of MLIs' Capital Adequacy Frameworks," Oct. 11, 2022) and noted that callable capital could b22 July 2024 14:12:12 GMThttps://www.spglobal.com/energy/en/news-research/blog/crude-oil/102026-ctracker-canada-pacific-propane-pacific-aluminum-uk-clean-power-china-safAsian refiners are paying record premiums for Canadian heavy crude amid diversification of supply. US propane exports reached an all-time high in September, while Pacific alumina prices face downward pressure from Chinese supply expansion. The UK targets 2030 clean power goals amid rising prices and China's sustainable aviation fuel plant sees overseas demand. 20 October 2026 10:37:29 GMTStaff ]]>https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/102026-ibc-2026-saf-bankability-hinges-on-feedstock-security-long-term-offtake-amid-cost-pressureBankability of sustainable aviation fuel projects will depend on secure feedstock supply, long-term offtake agreements and competitive production economics to attract financing, with policy mandates alone unlikely to provide sufficient investment certainty, panel speakers said at the 2026 International Bioenergy Conference in Singapore Oct. 20. Panelists discussing project bankability said20 October 2026 11:35:47 GMTJenson Ong ]]>https://www.spglobal.com/ratings/en/regulatory/article/sustainable-finance-newsletter-q3-2024-s101607392Light green shades continue to increase in prevalence, reflecting both the frequency of new green building projects and the rising importance of transition financing.05 November 2024 16:58:05 GMThttps://www.spglobal.com/ratings/en/regulatory/article/abridged-supranationals-interim-edition-2024-multilateral-lending-institutions-sector-updates-s13177876It's been almost two years since the expert panel review presented their review of multilateral development banks (multilateral lending institutions or MLIs in S&P Global Ratings' terminology) capital adequacy frameworks. A handful of MLIs have been actively exploring and responding to these recommendations, which we believe will over time reshape the sector. The African Development Bank (AfDB) issued hybrid capital notes for US$750 million to various commercial investors in January 2024. The Wo12 July 2024 16:27:17 GMThttps://www.spglobal.com/ratings/en/regulatory/article/project-finance-why-ratings-above-the-sovereign-are-uncommon-s13169028Market participants have recently been questioning whether project finance transactions can have a higher rating than that on the respective sovereign, particularly in low- and middle-income countries. Although S&P Global Ratings can rate project finance transactions above the level of the sovereign foreign currency rating, it is uncommon. This is because of the nature of the contracts in project finance, which can't always anticipate the country-specific circumstances that will unfold when a so04 July 2024 14:51:23 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/metals/101226-india-maps-steel-expansion-low-carbon-shift-through-2047India is planning to more than double its steelmaking capacity over the next two decades while cutting the industry's carbon intensity and strengthening raw material security, marking a broad shift in the country's steel growth strategy under the draft National Steel Policy Vision 2047. The draft targets crude steel capacity of 604 million metric tons/year by 2047, up from 220 million mt/year in12 October 2026 02:08:37 GMTPrachee Suman ]]>https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/101326-oversight-utility-bills-loom-large-under-a-divided-us-government-scenarioThe Trump administration's energy agenda could face aggressive congressional scrutiny if Democrats regain control of one or both chambers next year, even as lawmakers seek to pursue bipartisan options to address rising US utility bills. With neither party expected to secure a filibuster-proof Senate majority in the November midterm elections, issues such as data-center power demand, ratepayer13 October 2026 19:17:17 GMTZack HaleMaya Weber ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101926-inpex-sumitomo-osaka-cement-test-ship-co-capture-technologyINPEX Corp and Sumitomo Osaka Cement Co. have begun demonstration testing of a calcium-based carbon capture system initially designed for large vessels, the companies said in a joint statement Oct. 19. The Ca-Looping technology, which the two Japanese companies have jointly researched since August 2023, converts COâ‚‚ into calcium carbonate that can be transported under ambient temperature and19 October 2026 09:14:06 GMTAngelica Garcia ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/101626-lme-week-metals-industry-weighs-copper-squeeze-tariffs-export-controlsThe annual LME Week kicks off in London on Oct. 19, bringing together leading stakeholders from the metals and mining industry, including company executives, government officials, traders and financiers. Over the course of the week, delegates will discuss the myriad of challenges and opportunities facing global metals markets. Among the topics expected to feature heavily at this year's conference16 October 2026 15:21:19 GMTEuan Sadden ]]>https://www.spglobal.com/energy/en/news-research/latest-news/metals/101926-india-cements-to-secure-11-mw-of-renewable-power-through-zenataris-stake-acquisitionIndia Cements Ltd. has entered into energy supply and share subscription agreements to acquire a 3.62% equity stake in Zenataris Renewable Energy Pvt. Ltd., the cement producer and supplier said in a statement Oct. 16. India Cements said it will invest up to 209 million rupees ($2.5 million) in the Hyderabad-based renewable energy developer, strengthening its renewable energy portfolio. The19 October 2026 08:38:06 GMTJia lun Ong ]]>https://www.spglobal.com/ratings/en/regulatory/article/credit-trends-ratings-on-global-fertilizer-industry-largely-stable-despite-strait-of-hormuz-conflict-s101710752This report does not constitute a rating action. The ongoing effective closure of the Strait of Hormuz and China’s continued nitrogen- and phosphate-based fertilizer export restrictions are creating structural supply deficits. Deteriorating farmer affordability, driven by high nitrogen and phosphate costs relative to softening grain prices, is eroding global demand measurably. Urea prices have normalized since the highs in April, but phosphate economics remain challenged due to a severe global16 October 2026 15:17:41 GMThttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101626-eu-leaders-urge-faster-carbon-market-reform-to-curb-price-volatilityEU leaders have called on lawmakers to speed up reform of the carbon market's key supply management mechanism and an updated assessment of a new emissions trading scheme, as Brussels seeks to balance climate ambitions against mounting pressure to shore up industrial competitiveness. The conclusions from the Oct. 15-16 European Council summit, adopted in the early hours of Oct. 16, direct the16 October 2026 12:03:25 GMTEklavya Gupte ]]>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.15 September 2026 13:30:00 GMTMax LinRowan Staden-CoatsAbhishek AnupamSophie ByronEsther NgMegan GildeaSantiago Canel Soriahttps://www.spglobal.com/energy/en/news-research/blog/energy-transition/101626-eu-institutions-split-on-scope-of-cbam-expansionThe EU's Carbon Border Adjustment Mechanism (CBAM) entered its definitive phase in January, applying potential carbon costs to imports of steel, aluminum, cement, fertilizer, electricity and hydrogen based on their embedded emissions. 16 October 2026 06:56:18 GMTMax Mucenic ]]>https://www.spglobal.com/en/research-insights/podcasts/look-forward/what-private-markets-are-telling-us-about-the-future-of-investingIn this episode, host Aries Poon is joined by Jocelyn Lewis and Chris Sparenberg, hosts of S&P Global's Private Markets 360° podcast to discuss their series namesake, Private Markets. Together, the trio to unpacks why Private Markets continues to gather so much attention, as well as the themes that have emerged throughout 2026 and beyond.15 October 2026 17:00:00 GMTAries Poonhttps://www.spglobal.com/ratings/en/regulatory/article/credit-faq-assessing-europes-fiscal-trade-offs-amid-rearmament-push-s101704108This report does not constitute a rating action. Russia’s invasion of Ukraine in 2022 ended Europe’s longstanding reliance on the post-Cold War peace dividend and brought security to the forefront of the continental policy agenda. The conflicts in Russia and Ukraine and more recently the Middle East have strained transatlantic relations and prompted European policymakers to prioritize strategic autonomy. Consequently, efforts to bolster domestic defense capabilities are gaining momentum. Mos15 October 2026 13:51:35 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-51-davidson-kempners-approach-to-navigating-dislocation-in-private-marketsIn this episode of Private Markets 360°, we welcome Melanie Levine, Partner and Global Head of Client Partnerships and Business Development at Davidson Kempner. Melanie shares her insights on how Davidson Kempner differentiates itself in the competitive landscape, the impact of current market trends on investor allocations, and what lies ahead for private markets. Melanie also discusses her journey to Davidson Kempner, from being the second hire on the fundraising team to co-managing the client18 September 2026 04:00:00 GMTJocelyn LewisChris Sparenberghttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-52-how-public-private-convergence-is-reshaping-asset-managementIn this episode of Private Markets 360°, we welcome Laura Kirk, Head of Private Investments Capital Formation and Investor Relations at Wellington Management. Laura discusses her career journey from Goldman Sachs to Wellington; the firm’s organically built private markets platform; and its approach to capital formation, fundraising, and client relationships. She also explores the evolving landscape for private markets, including public-private convergence, wealth-channel access, evergreen veh24 September 2026 04:00:00 GMTJocelyn LewisChris Sparenberghttps://www.spglobal.com/market-intelligence/en/news-insights/podcasts/private-markets-360/private-markets-360-episode-53-navigating-real-estate-debt-in-evolving-marketsIn this episode of Private Markets 360°, we welcome Glenn Grimaldi, CEO of Naftali Credit Partners. Glenn discusses his journey from traditional banking to private credit and shares insights into the evolution of real estate debt markets. He explores Naftali Credit’s rational and disciplined investment approach, its focus on sectors such as multifamily in gateway markets, and how the firm identifies value and manages risk. Glenn also discusses institutional investor engagement and the outlook15 October 2026 04:00:00 GMTJocelyn LewisChris Sparenberghttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/101226-shougang-langze-sinopec-units-team-up-on-50000-mty-china-saf-projectShougang Langze, a Hong Kong-listed steelmaker, has signed a cooperation framework agreement with two Sinopec-affiliated institutions to convert industrial waste gas into sustainable aviation fuel, a deal that could open a new domestic feedstock pathway for China's nascent SAF supply chain. The agreement Oct. 12 reported by multiple local media outlets brings together Shougang Langze, Sinopec12 October 2026 15:44:38 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/092926-india-scores-52-on-saf-readiness-as-demand-financing-lag-feedstock-potential-rsbIndia has sufficient feedstock and technical potential to meet its emerging sustainable aviation fuel targets, but weak demand certainty, limited financing and fragmented supply chains leave the country only moderately prepared for commercial deployment, the Roundtable on Sustainable Biomaterials said Sept. 29 in a new report. India scored 52% in the RSB's assessment of readiness across nine areas29 September 2026 17:01:46 GMTSamyak Pandey ]]>https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/092326-china-launches-100000-mtyear-negative-carbon-saf-project-in-xinjiangChina's Dongde Energy launched a 100,000 metric ton/year negative-carbon sustainable aviation fuel project, which uses captured industrial carbon dioxide as the primary feedstock, according to multiple local media reports on Sept. 23. The project, backed by a total investment of 11 billion yuan, marks the transition of China's negative-carbon aviation fuel demonstration project from planning to23 September 2026 16:03:06 GMTSamyak Pandey ]]>https://www.spglobal.com/ratings/en/regulatory/article/emerging-markets-monthly-highlights-high-energy-costs-and-tighter-policy-pose-risks-s101712414Expectations of further tightening by the Federal Reserve have tested the resilience of capital flows to emerging markets in September. Flows into emerging market debt turned negative in September for the first time since March, when the outbreak of the Iran war triggered capital outflows. If the recent strengthening of the U.S. dollar persists, it could continue to weigh on emerging market capital flows in the coming months.14 October 2026 14:13:44 GMThttps://www.spglobal.com/en/research-insights/podcasts/look-forward/partner-perspectives-decoding-concentration-risk-index-design-and-the-next-era-of-choiceIn this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard’s joint research, Partner Perspectives: Unlocking Potential Ahead, this episode examines how market concentration, changing corporate leadership, and expanding index tools are reshaping the way investors access markets and build portfolios.17 June 2026 15:00:00 GMTAries Poonhttps://www.spglobal.com/en/research-insights/podcasts/look-forward/partner-perspectives-inside-the-forces-driving-resilience-and-expansion-in-private-marketsIn this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard’s joint research, Partner Perspectives: Unlocking Potential Ahead, this conversation explores why companies are staying private longer, how private equity has expanded in scale and influence, and what today’s higher-rat16 June 2026 15:00:00 GMTMolly Mintzhttps://www.spglobal.com/en/research-insights/podcasts/look-forward/partner-perspectives-precision-in-a-shifting-bond-landscapeIn this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard’s joint research, Partner Perspectives: Unlocking Potential Ahead, the conversation examines how geopolitical disruption, technological innovation, and new market innovations and infrastructure are transforming the bond market for issuers, investors, and portfolio 18 June 2026 15:00:00 GMTMolly Mintzhttps://www.spglobal.com/en/research-insights/podcasts/look-forward/ai-energy-paradox-balancing-innovation-with-sustainabilityArtificial intelligence is accelerating demand for data center power at a pace that is reshaping the global energy agenda. In this episode of the Look Forward podcast, host Aries Poon speaks with Tony Lenoir, data center expert at S&P Global, about whether AI growth can coexist with decarbonization goals — and how hyperscalers are rethinking their energy strategies in response.31 July 2026 15:00:00 GMTAries Poonhttps://www.spglobal.com/en/research-insights/podcasts/look-forward/pressure-points-liquidity-complexity-and-the-rise-of-private-creditPrivate credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Director for Structured Finance, and Evan Gunter, Managing Director and Head of Private Markets Research, to unpack where the real pressure points lie.17 August 2026 15:00:00 GMTMolly Mintzhttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101426-eu-carbon-pricing-must-stay-affordable-or-system-fails-says-vitol-ceoEurope's carbon pricing framework is under mounting pressure to balance decarbonization ambitions with energy affordability, as geopolitical shocks to gas supply and rising consumer costs test the political durability of the EU Emissions Trading System, Russell Hardy, CEO of Global commodity trader Vitol, said Oct. 14. Speaking at the Carbon Forward conference in London, Hardy warned that carbon14 October 2026 12:57:08 GMTEklavya GupteIrina Breilean ]]>https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/101426-ec-releases-proposal-to-delay-methane-import-requirements-by-one-yearThe European Commission has released a proposal Oct. 14 to delay importer requirements under the EU's landmark methane emissions regulation by one year. The proposal follows recent comments from EC President Ursula von der Leyen and Energy Commissioner Dan Jorgensen that the commission would make such a move amid sustained market turmoil linked to the Middle East war. "Europe's ambition in the14 October 2026 14:13:49 GMTMatt Hoisch ]]>https://www.spglobal.com/energy/en/news-research/blog/energy-transition/101426-et-highlights-japan-decarbonization-brazil-ppa-ai-power-india-cop-31Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.13 October 2026 20:05:00 GMTStaff https://www.spglobal.com/energy/en/news-research/blog/crude-oil/091426-insight-conversation-takeshi-hashimoto-mitsui-osk-linesGeopolitical risks, decarbonization and artificial intelligence (AI) have been reshaping the shipping industry more than ever. For Mitsui O.S.K. Lines Ltd. (MOL), the recent Middle East conflict underscored the importance of resilience in the age of disruption. MOL Chairman Takeshi Hashimoto speaks with S&P Global Energy Editor Mia Pei on how the company navigated the crisis, the challenges of14 September 2026 13:33:20 GMTMia Pei ]]>https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/101326-japan-to-provide-p-ampi-compensate-cargo-hull-cover-for-crude-oil-products-lng-transportJapan is set to provide protection and indemnity cover and partially compensate cargo and hull insurance payments for the transportation of crude oil, oil products and LNG, as part of a bill approved by the Cabinet on Oct. 13, a senior official at the Ministry of Economy, Trade and Industry said. The bill is one of three approved by the Japanese Cabinet earlier Oct. 13 to enhance the security of13 October 2026 10:10:55 GMTTakeo Kumagai ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101326-entsog-slashes-2040-european-clean-hydrogen-demand-outlook-by-a-thirdEurope's gas grid operator group ENTSOG has dramatically cut its forecasts for European hydrogen demand in its latest Ten-Year Network Development Plan, with projected consumption in 2040 now running nearly one-third below the level assumed just two years ago -- a revision that reflects delayed project investment timelines, sector consolidation and a reality check for the continent's energy13 October 2026 07:55:03 GMTJames Burgess ]]>https://www.spglobal.com/energy/en/news-research/latest-news/shipping/101326-imo-seeks-net-zero-framework-deal-as-support-grows-for-ghg-standardsInternational Maritime Organization member states are seeking to compromise on the Net-Zero Framework, with more consensus forming around regulating marine energy's greenhouse gas emissions intensity, a senior official of the UN agency said Oct. 13. In October 2025, IMO member states voted to delay the framework's adoption by a year amid strong opposition from the US and Middle Eastern oil13 October 2026 17:37:23 GMTMax Lin ]]>https://www.spglobal.com/energy/en/technology-ai-research-insights/special-reports/2026-trends-in-data-center-services-infrastructureDiscover the ten key trends that 451 Research analysts anticipate across data center services and infrastructure in 2026.23 January 2026 11:26:00 GMThttps://www.spglobal.com/energy/en/news-research/podcasts/energy-evolution/101326-inside-cbams-first-year-what-traders-importers-and-policymakers-learnedIn this week's episode of Energy Evolution, host Eklavya Gupte takes stock of the EU's Carbon Border Adjustment Mechanism nearly a year into its definitive phase, and asks a pointed question: Is it working? To answer this, he is joined by Alwyn Hopkins, director and sustainability leader for Industrials and Energy at EY UK; Dan Maleski, director at the EY Global Tax Center of Excellence; and Irina13 October 2026 17:12:36 GMTEklavya GupteIrina Breilean ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/100926-china-eyes-global-carbon-market-role-via-article-6-framework-wbcsd-executiveChina is cautiously positioning itself for a larger role in international carbon trading, with the Article 6 framework of the Paris Agreement emerging as a potential bridge between its domestic emissions markets and a global system, said Dominic Kailashnath Waughray, Executive Vice President, World Business Council for Sustainable Development (WBCSD). "Article 6 provides a framework for09 October 2026 11:26:43 GMTDonavan Lim ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/100826-global-electrification-nuclear-push-emerge-as-key-to-energy-security-ieas-birolGlobal energy trade is experiencing a rapid shift toward electrification, renewable energy and nuclear power, in response to energy supply disruptions caused by geopolitical conflicts, International Energy Agency's executive director Fatih Birol said Oct. 8. In his video remarks at the Innovation for Cool Earth Forum conference in Tokyo, Birol described the disturbances as "the largest energy08 October 2026 06:50:43 GMTRuchira SinghTakeo Kumagai ]]>https://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/101226-philippines-warns-of-climate-finance-gap-threatening-vulnerable-nationsThe Philippines has called on United Nations member states to convert climate forecasts into concrete preparedness measures ahead of COP31, warning that a widening gap between adaptation finance pledges and actual needs threatens development gains across vulnerable economies. Speaking at the Pre-COP31 plenary discussion in Nadi, Fiji, Oct. 9, Climate Change Commission Vice Chairperson and12 October 2026 08:53:25 GMTAngelica Garcia ]]>