Daily Update — September 16, 2026
Mexico’s Biomethane Industry; Global Economic Outlook; and Secondaries Market Resilience
Today is Wednesday, September 16, 2026, 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.
Energy Expansion
INTERVIEW: Mexico biomethane market eyes stronger RTC pricing as volumes grow
Mexico's biomethane market is targeting stronger renewable thermal certificate pricing through larger production volumes. As the industry matures, carbon intensity and feedstock will be the two key sources of differentiation among renewable thermal certificates (RTCs), CleanCounts CEO Benjamin Gerber said in a Sept. 10 interview with Platts, part of S&P Global Energy.
"The customers that care about reducing their overall emissions are going to be very specific on the [carbon intensity] score," Gerber said. Feedstock preferences will likely affect buying decisions independently of carbon intensity, with customers potentially valuing waste, agricultural residues or landfill gas differently, Gerber added.
Economy
Listen: Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar
AI productivity gains, sovereign bond yields and the direction of the US dollar are moving through an unusually uncertain macroeconomic landscape. The Middle East war has added pressure through rising energy prices and inflation expectations, while questions surrounding central bank policies, public finances, AI investment and currency movements are complicating the global outlook.
In this episode of “The Decisive” podcast, host Kristen Hallam spoke with Ken Wattret, vice president of global economics at S&P Global Market Intelligence, to address whether a pickup in AI-driven productivity could cut inflation and monetary policy rates, why sovereign bond yields have been increasing and what a weaker US dollar could mean for the global economy.
Private Markets
Secondaries growth poised to outlast liquidity squeeze
The private equity secondaries market is set to outlast the investor liquidity squeeze. Secondaries transaction activity is on track for a third consecutive annual record, with industry observers forecasting a total deal value of over $250 billion in 2026. In the first half, the transaction value rose about 20% year over year to $121 billion, according to an Evercore report.
Limited partners have supported transaction activity by turning to secondary deals to free up capital locked in illiquid fund structures. Innovation and greater comfort with the asset class as a tool for active portfolio management has also lifted activity. Additionally, secondaries fundraising is on pace for a fourth straight year of growth. Capital commitments to secondaries funds amounted to $46.60 billion in the first half, more than half the $92.90 billion full-year 2025 total, according to With Intelligence, part of S&P Global Market Intelligence.
In case you missed it
- The output growth of advanced economies reached an over four-year high in August, continuing to outpace that of emerging markets, according to S&P Global’s latest Purchasing Managers' Index survey data.
- S&P Global Ratings’ sector review of systemic risk at European banks found that securitized loan exposure to nonbank lenders is contained, but adds operational complexity.
- Tanker operators based in Hong Kong and other non-G7 areas accounted for 70.7% of Russia's seaborne crude exports of 3.8 million barrels/day in August, up from 63.8% in July, according to S&P Global Commodities at Sea and Maritime Intelligence Risk Suite data.
Upcoming events
- AI in Banking: From Design to Implementation | September 21 (Webinar)
- European Financial Institutions Conference 2026 | September 22 (Frankfurt, Germany)
- Chemical Supply Recovery and Market Outlook post Middle East Shock | September 22 (Webinar)