Skip to Content Skip to Menu Skip to Footer

Daily Update — March 3, 2025

EU Electrification; NVIDIA Earnings; and the Growth of Private Credit

Today is Monday, March 3, 2025, and here’s your curated selection of essential intelligence on global markets from S&P Global. Subscribe to be notified of each new Daily Update.

Subscribe

Energy Transition & Sustainability

EU aims to produce more clean energy, electrify to bring down energy prices

The European Union is ramping up its efforts to increase clean energy production and electrify its energy mix as part of a comprehensive strategy to reduce energy prices. This initiative aims to tackle the dual challenges of energy security and affordability, particularly in light of the recent energy crisis exacerbated by geopolitical tensions. The EU plans to promote electrification across various sectors, expanding the use of renewable energy sources and relaxing EU state aid rules for nuclear energy.

 

Key proposals include enhancing grid infrastructure to support greater integration of renewables and encouraging member states to invest in green technologies. The EU is also advocating for regulatory measures to facilitate a cleaner energy system, including streamlining permitting processes for renewable projects. By focusing on these areas, the EU hopes to create a more resilient energy market that can withstand future shocks while meeting its climate objectives.

Generative AI

Next in Tech | Ep. 206: NVIDIA quarterly earnings

Of the many companies in the AI wave, NVIDIA has been at the core of infrastructure and a darling of the markets. NVIDIA’s market performance is driven in part by its consistency. Melissa Otto, head of TMT research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to explore the sentiment around the company’s upcoming earnings. The enthusiasm for AI has driven expectations higher and higher, and NVIDIA has delivered. 

 

To learn more about AI’s role in markets, join S&P Global Market Intelligence’s upcoming webinar “Beyond the Numbers: How AI is Transforming Financial Data Visualization.”

Private Markets

The Rapid Rise of Private Credit

The private credit market has surged in popularity, becoming an increasingly important asset class for investors seeking higher yields. This growth is driven by factors such as the low interest rate environment and the search for alternative investments. Private credit provides borrowers, particularly middle-market companies, with access to capital that might be more challenging to secure through traditional financial institutions.

 

Funds in this space have expanded their strategies to include a broader range of financing options, such as direct lending, distressed debt and mezzanine financing. Investors are attracted to potential high returns and portfolio diversification, although they must weigh the associated risks, including lower liquidity and credit risk. As the market continues to evolve, understanding the dynamics of private credit will be crucial for investors and borrowers.

In case you missed it

  • Trade Tensions: This collection page explores how challenges and disruptions in global trade are increasingly influenced by geopolitical tensions, supply chain issues and shifting trade policies.
  • Mom's Recipe: Sectors, Stocks and Size: Sectors can perform variably under different market conditions, allowing investors to benefit from a well-rounded portfolio. By focusing on large-cap, midcap and small-cap stocks, investors can capture growth opportunities while managing risk.
  • Trump Tariffs Could Hit Automakers Hard. What's Next?: The implications of Trump-era tariffs on the automotive industry are significant, particularly regarding supply chains, production costs and pricing strategies.

Upcoming events