# Look Forward | S&P Global

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   ![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0721_lookforward?$rectangle_large_2816X1638$)

# Look Forward

**  
Look beyond the near term and explore the trends that will shape our future with critical work focused on sustainability and climate, trade and supply chains, global realignment, the future of capital markets, technology and digital disruption and the multidimensional energy transition.**

ON THIS PAGE

-   [Latest Research](#LatestResearch)
-   [Look Forward Journal](#LookForwardJournal)
-   [Look Forward Podcast](#LookForwardPodcast)
-   [About the Look Forward Council](#About)

ON THIS PAGE

-   [Latest Research](#LatestResearch)
-   [Look Forward Journal](#LookForwardJournal)
-   [Look Forward Podcast](#LookForwardPodcast)
-   [About the Look Forward Council](#About)

## Latest Research

Fresh insights, deeper analysis, and innovative approaches are essential in a rapidly changing world. The effects of geopolitical shifts, supply chain disruptions, health crises, and climate change are rarely confined to a single sector or market.

Our clients need expertise that considers the broader context—insights you'll find from the Look Forward Council.

[Explore All Reports](/en/research-insights/special-reports)

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## Look Forward Journal

**In a rapidly changing world in which markets transform and evolve at a pace never seen before, new risks and opportunities are constantly emerging and established wisdom is continually challenged.**

As the Executive Sponsor of the S&P Global Look Forward Council, I am proud of the ongoing commitment of the Council to defining, exploring and demystifying the turbulent conditions faced by our customers. The Council brings together leading experts from across our organization to provide forward-looking perspectives on the key themes shaping markets. We leverage our unique in-house data and expertise to develop actionable insights on the future of capital markets, digital disruption, the balance between energy security and energy transition, sustainability and climate, trade and supply chain, and geopolitical shocks.  

Our series of Look Forward reports provide a deep dive into the most important topics that are transforming the global economy through the lens of these themes. From examining of a world in disruption to illuminating the shadowy private markets; exploring the rise of India to mapping the contours of rapidly evolving supply chains to tracking the progress of the energy transition, our existing reports and those still to come provide the insights we all need to made decisions with conviction.

The work of the Council exemplifies the role of S&P Global in Advancing Essential Intelligence and provides the perspectives our customers need to focus on the future.

![Yann Le Pallec](/content/dam/spglobal/global-assets/en/images/headshots/november-2024---elt-headshots/square-crop/Corp_1031_YannLePallec.jpg)

S&P Global Ratings

Look Forward Council, Sponsor

#### Yann Le Pallec

President, S&P Global Ratings

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-   Data Center Frontiers
    
-   Unlocking Africa
    
-   Future of Capital Markets
    
-   Energy at the Crossroads
    
-   Artificial Intelligence
    
-   Emerging Markets: A Decisive Decade
    
-   Multidimensional Transition
    
-   Supply Chain 2024
    
-   Funding the Future
    
-   India's Moment
    
-   Private Markets
    
-   A World in Disruption
    

   ![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1020_datacenterfrontiers_banner?$rectangle_large_2816X1638$)

Volume 12

2 December 2025

## Data Center Frontiers

The global surge in data centers is fueling AI-driven economic growth while introducing new energy, resource, and sustainability challenges.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/data-center-frontiers)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_Resources?$responsive$)

#### AI’s global resource race: Challenges and opportunities

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/global-ai-power-demand-challenges-opportunities)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1019_datacentersmacroneedle?$responsive$)

#### Data center investments are increasingly moving the macro needle

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/data-center-investment-moves-macro-needle)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_USPower?$responsive$)

#### Navigating the US data center power crunch: On-site solutions offer a faster path to power

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/navigating-us-data-center-energy-demand)

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![ The reckoning: How observation data is upending our understanding of methane emissions](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_CapitalFlows?$responsive$)

#### Optimism grows as capital flows, but what if AI promises fade?

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/data-center-risk-if-ai-promises-fade)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_Geopolitics?$responsive$)

#### Geopolitics of data centers: An AI showdown that will reshape the world

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/geopolitics-data-sovereignty-data-center-security)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_Quantum?$responsive$)

#### Disrupting the future: Quantum in data centers?

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/quantum-data-centers-disrupting-future)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1120_Sustainability?$responsive$)

#### Rapid data center growth faces sustainability challenges: Increasing emissions and water stress

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/data-center-sustainability-faces-challenges-amid-growth)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1202_suadiarabia?$responsive$)

#### The Saudi Arabia data center market: A catalyst for economic innovation

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/data-center-frontiers/saudi-arabia-data-center-market)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1016_unlockingafricabanner?$rectangle_large_2816X1638$)

Volume 11

17 November 2025

## Unlocking Africa

Endowed with abundant natural resources, including critical minerals, and a young population, Africa could play an increasingly material role in worldwide sustainable growth and the energy transition.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/unlocking-africa)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1022_lookforwardafricaeconomy?$responsive$)

#### Unlocking Africa’s economic potential for faster long-term growth

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/unlocking-africa-economic-potential-long-term-growth)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1022_lookforwardafricamlis?$responsive$)

#### The role of multilateral lending institutions in accelerating capital market development in Africa

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/multilateral-lending-institutions-capital-market-development-africa)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1021_lookforwardafricaprivatecapital?$responsive$)

#### Reinforcing private capital mobilization in Africa through blended finance

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/private-capital-mobilization-africa-blended-finance)

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![ The reckoning: How observation data is upending our understanding of methane emissions](https://spglobal.scene7.com/is/image/spglobalcom/corp_0925_africaenergytransformation?$responsive$)

#### Africa’s energy transformation calls for innovative financing solutions

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/africas-energy-transformation-innovative-financing-solutions)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1016_unlockingafricainfrastructure?$responsive$)

#### Breaking the mold: Institutional strategies for infrastructure success in Africa

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/institutional-strategies-infrastructure-success-africa)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_1021_lookforwardafricasustainability?$responsive$)

#### Sustainable finance is growing in Africa, but volumes fall short of addressing needs

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/unlocking-africa/sustainable-finance-africa-growth-challenges)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0611_futureofcapitalmarkets?$rectangle_large_2816X1638$)

Volume 10

26 June 2025

## Future of Capital Markets

Volatility and uncertainty are persistent challenges for financial markets, making it difficult to clearly visualize the future of capital markets. Still, financial markets continue to innovate and adapt, with a relentless drive to ensure that they can support and enable future business and capital needs. Private capital and digitalization advance that future by enabling a dynamic and scalable debt capital market.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/future-of-capital-markets)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0612_futureisbespoke?$responsive$)

#### Private credit promises bespoke capital

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/future-of-capital-markets/private-credit-bespoke-capital)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0612_towardtokenizedmarkets?$responsive$)

#### Accelerating value flow in financial markets through tokenization

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/future-of-capital-markets/tokenization-financial-markets-value-flow)

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![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0612_agenticai?$responsive$)

#### Beyond automation: Agentic AI and scaling fragmented financial markets

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/future-of-capital-markets/agentic-ai-scaling-fragmented-financial-markets)

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![ The reckoning: How observation data is upending our understanding of methane emissions](https://spglobal.scene7.com/is/image/spglobalcom/corp_0612_infrastructureprivatefunding?$responsive$)

#### Private capital will play a pivotal role funding the future of infrastructure

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/future-of-capital-markets/private-capital-infrastructure-funding-future)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0612_eftsaccess?$responsive$)

#### Exchange-traded funds: Expanding access to finance’s future

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/future-of-capital-markets/etfs-expanding-access-to-finances-future)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/corp_0226_lookforward9banner_2?$rectangle_large_2816X1638$)

Volume 9

4 March 2025

## Energy at the Crossroads

The energy industry is at a crossroads, with new pathways and directions emerging. This edition of Look Forward assesses the state of the energy transition and the pragmatic path forward, highlighting essential truths about the direction of global energy markets and climate change, and the potential impact of AI on optimization and innovation across energy value chains.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/volume-9-energy-at-the-crossroads)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_EnergyatCrossroads?$responsive$)

Introduction

#### Energy at the crossroads

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/energy-at-the-crossroads)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_InarguableTruths?$responsive$)

#### Inarguable truths: Searching for predetermined elements of the energy transition

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/inarguable-truths-searching-for-predetermined-elements-of-the-energy-transition)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_CleanTech?$responsive$)

#### Breaking free: Can the West build independent cleantech supply chains?

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/breaking-free-can-the-west-build-independent-cleantech-supply-chains)

[

![ The reckoning: How observation data is upending our understanding of methane emissions](https://spglobal.scene7.com/is/image/spglobalcom/corp_0227_thereckoning:horizontal_16-9?$responsive$)

#### The reckoning: How observation data is upending our understanding of methane emissions

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/the-reckoning-how-observation-data-is-upending-our-understanding-of-methane-emissions)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_MultidimensionalNuclear?$responsive$)

#### A multidimensional nuclear resurgence: Differing drivers and challenges

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/a-multidimensional-nuclear-resurgence-differing-drivers-and-challenges)

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![The role of indexes in the energy transition](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_RoleofIndexes?$responsive$)

#### The role of indexes in the energy transition

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/the-role-of-indexes-in-the-energy-transition)

[

![Climate costs are rising, but few companies have an adaptation plan](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226.Climate?$responsive$)

#### Climate costs are rising, but few companies have an adaptation plan

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/climate-costs-are-rising-but-few-companies-have-an-adaptation-plan)

[

![AI's role in propelling the energy sector](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0226_AI?$responsive$)

#### AI's role in propelling the energy sector

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/ai-role-in-propelling-the-energy-sector)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1203_LFAI_banner?$rectangle_large_2816X1638$)

Volume 8

4 Dec 2024

## Artificial Intelligence

In today’s rapidly evolving landscape, AI is a transformative force revolutionizing business, the economy and society. In the eighth edition of Look Forward, S&P Global offers a balanced look at AI complexity by highlighting the opportunities and risks in three parts: AI and labor, AI and energy, and AI and society.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-8)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1105_AILabor?$responsive$)

#### AI and labor: Change is inevitable, but human capabilities remain essential

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/ai-and-labor)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1105_AISociety?$responsive$)

#### AI and society: Implications for global equality and quality of life

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/ai-and-society)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1105_AIEnergy?$responsive$)

#### AI and energy: The big picture

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/ai-and-energy)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1008_LookForwardVolume7?$responsive$)

Volume 7

19 Oct 2024

## Emerging Markets:  
A Decisive Decade

Emerging markets are strategically positioned to drive global economic growth through the expansion of their domestic markets and to benefit from the reconfiguration of supply chains, trade and investment.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-7)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1008_LookForward7_Introduction?$responsive$)

Introduction

#### Emerging Markets: A Decisive Decade

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/emerging-markets-a-decisive-decade)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_planningforthefuture?$responsive$)

#### Planning for the future: Growth targets for the next decade

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/planning-for-the-future-growth-targets-for-the-next-decade)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_climbtheincomeladder?$responsive$)

#### Which emerging markets will climb the income ladder?

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/which-emerging-markets-will-climb-the-income-ladder)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_competingwiththefuture?$responsive$)

#### Competing with the future: Creating supply chain competitive advantage

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/competing-with-the-future-creating-supply-chain-competitive-advantage)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_Fittingdecarbonization?$responsive$)

#### Fitting decarbonization into the power sector priorities of emerging economies

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/fitting-decarbonization-into-the-power-sector-priorities-of-emerging-economies)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_Publicdebt?$responsive$)

#### Biggest emerging sovereigns have the fastest debt growth

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/biggest-emerging-sovereigns-have-the-fastest-debt-growth)

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![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1009_LookForward7_Multilaterallendinginstitutions?$responsive$)

#### Multilateral lending institutions and private sector capital mobilization for climate action and development

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/multilateral-lending-institutions-and-private-sector-capital-mobilization-for-climate-action-and-development)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_MultidimensionalTransition?$responsive$)

Volume 6

13 March 2024

## Multidimensional Transition

The global energy system has been in continuous transition for centuries, but it is the current transition that has everyone talking.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-6)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/multidimensionaltransition_1570x890?$responsive$)

Introduction

#### Multidimensional Transition

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/multidimensional-transition)

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![](https://spglobal.scene7.com/is/image/spglobalcom/returnofenergysecurity_header_1570x890?$responsive$)

#### The return of energy security

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-return-of-energy-security)

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![](https://spglobal.scene7.com/is/image/spglobalcom/globalsouth_1570x890?$responsive$)

#### One planet, two realities: Realizing energy transition in the Global South

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/one-planet-two-realities-realizing-energy-transition-in-the-global-south)

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![](https://spglobal.scene7.com/is/image/spglobalcom/globalorder_1570x890?$responsive$)

#### A shattered global order: Hard truths for energy and climate

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/a-shattered-global-order-hard-truths-for-energy-and-climate)

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![](https://spglobal.scene7.com/is/image/spglobalcom/decarbonizing_1570x890?$responsive$)

#### Decarbonizing road transportation: When will we get there?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/decarbonizing-road-transportation-when-will-we-get-there)

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![](https://spglobal.scene7.com/is/image/spglobalcom/gas_1570x890?$responsive$)

#### The role of gas in the energy transition

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-role-of-gas-in-the-energy-transition)

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![](https://spglobal.scene7.com/is/image/spglobalcom/permianmethane_1570x890?$responsive$)

#### Permian methane: The good, the bad and the ugly

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/permian-methane-the-good-the-bad-and-the-ugly)

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![](https://spglobal.scene7.com/is/image/spglobalcom/cop28_1570x890?$responsive$)

#### Is the COP28 pledge to triple renewables capacity by 2030 a surmountable challenge?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/is-the-cop28-pledge-to-triple-renewables-capacity-by-2030-a-surmountable-challenge)

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![](https://spglobal.scene7.com/is/image/spglobalcom/hydrogennewambitions_1570x890?$responsive$)

#### Hydrogen: New Ambitions and Challenges

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/hydrogen-new-ambitions-and-challenges)

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![](https://spglobal.scene7.com/is/image/spglobalcom/carboncapture_1570x890?$responsive$)

#### Making carbon capture, utilization and storage attractive in reaching net-zero

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/making-carbon-capture-utilization-and-storage-attractive-in-reaching-net-zero)

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![](https://spglobal.scene7.com/is/image/spglobalcom/carbonmarkets_1570x890?$responsive$)

#### A tale of two carbon markets

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/a-tale-of-two-carbon-markets)

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![](https://spglobal.scene7.com/is/image/spglobalcom/ai_1570x890?$responsive$)

#### Energizing innovation: Exploring AI’s impact on the energy industry

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/energizing-innovation-exploring-ai-s-impact-on-the-energy-industry)

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![](https://spglobal.scene7.com/is/image/spglobalcom/materials_1570x890?$responsive$)

#### The materials transition: Ensuring we build with low-carbon materials

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-materials-transition-ensuring-we-build-with-low-carbon-materials)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_SupplyChain2024?$responsive$)

Volume 5

21 Feb 2024

## Supply Chain 2024

During the COVID-19 pandemic, the world realized that supply chains are fragile and can have significant national strategic implications, especially at a time when geopolitical competition is on the rise.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-5)

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![](https://spglobal.scene7.com/is/image/spglobalcom/supplychain2024_hero_1570x890?$responsive$)

Introduction

#### Supply Chain 2024

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/supply-chain-2024)

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![](https://spglobal.scene7.com/is/image/spglobalcom/supplychainpolitics_header_1570x890?$responsive$)

#### Supply chain politics: National security meets economic growth

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/supply-chain-politics-national-security-meets-economic-growth)

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![](https://spglobal.scene7.com/is/image/spglobalcom/footingthebill_hero_1570x890?$responsive$)

#### Footing the bill: Paying for resilience

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/footing-the-bill-paying-for-resilience)

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![](https://spglobal.scene7.com/is/image/spglobalcom/decarbonization_hero_1570x890?$responsive$)

#### Decarbonization and development: Logistics network investments

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/decarbonization-and-development-logistics-network-investments)

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![](https://spglobal.scene7.com/is/image/spglobalcom/labor_hero_1570x890?$responsive$)

#### Labor: A critical component of supply chains under growing pressure

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/labor-a-critical-component-of-supply-chains-under-growing-pressure)

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![](https://spglobal.scene7.com/is/image/spglobalcom/evs_hero_1570x890?$responsive$)

#### Deep Dive: Electric vehicles and batteries

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/deep-dive-electric-vehicles-and-batteries)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_FundingtheFuture?$responsive$)

Volume 4

10 Jan 2024

## Funding the Future

As we look ahead to 2030, the world faces unprecedented, accelerated and multifaceted transitions. With global debt potentially reaching $336 trillion, can we afford to confront the global challenges of climate, and who has the capacity to pay?

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-4)

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![](https://spglobal.scene7.com/is/image/spglobalcom/fundingthefuture_1570x890?$responsive$)

Introduction

#### Funding the Future

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/funding-the-future)

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![](https://spglobal.scene7.com/is/image/spglobalcom/globaldebt2030_1570x890-1?$responsive$)

#### Global debt 2030: Can the world afford a multifaceted transition?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/global-debt-2030-can-the-world-afford-a-multifaceted-transition)

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![](https://spglobal.scene7.com/is/image/spglobalcom/endofwashingtonconsensus_1570x890?$responsive$)

#### End of the Washington Consensus

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/end-of-the-washington-consensus)

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![](https://spglobal.scene7.com/is/image/spglobalcom/climateadaptionneeds_1570x890?$responsive$)

#### Investment in climate adaptation needs have high returns on growth

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/investment-in-climate-adaptation-needs-have-high-returns-on-growth)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/netzero_1570x890?$responsive$)

#### The multidimensional path to net-zero

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-multidimensional-path-to-net-zero)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/ev_1570x890?$responsive$)

#### The journey to further EV adoption

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-journey-to-further-ev-adoption)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/aging_1570x890?$responsive$)

#### The challenges of aging: Fast and slow

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-challenges-of-aging-fast-and-slow)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/genai_1570x890-1?$responsive$)

#### Can generative AI create a productivity boom?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/can-generative-ai-create-a-productivity-boom)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_IndiasMoment?$responsive$)

Volume 3

3 Aug 2023

## India's Moment

Our world is in the midst of an unprecedented period of transition and uncertainty, but one fact that unites all observers is that India faces a defining opportunity to capitalize on this moment.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-3)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/indiaflag_1570x890?$responsive$)

Introduction

#### India's Moment

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/india-s-moment)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/macro-outlook-hero-1570x890?$responsive$)

#### India’s Future: The Quest for High and Stable Growth

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/india-s-future-the-quest-for-high-and-stable-growth)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/demographicdividend_1570x890?$responsive$)

#### India’s Demographic Dividend: The Key to Unlocking Its Global Ambitions

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/india-s-demographic-dividend-the-key-to-unlocking-its-global-ambitions)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/cooperationcompetitionhero_1570x890?$responsive$)

#### Cooperation and Competition: India’s Evolving Center-State Dynamics

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/cooperation-and-competition-india-s-evolving-center-state-dynamics)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/energy-climate-hero-1570x890-v2?$responsive$)

#### India’s Energy Transition: More Energy, Fewer Emissions

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/india-s-energy-transition-more-energy-fewer-emissions)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/mobility-hero-1570x890?$responsive$)

#### Bigger and Greener: The Changing Landscape of Indian Mobility

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/bigger-and-greener-the-changing-landscape-of-indian-mobility)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/manufacturing-hero-1570x890?$responsive$)

#### 'Make In India' Manufacturing Push Hinges on Logistics Investments

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/make-in-india-manufacturing-push-hinges-on-logistics-investments)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/agriculture-hero-1570x890?$responsive$)

#### Future Farming: Agriculture’s Role in a More Sustainable India

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/future-farming-agriculture-s-role-in-a-more-sustainable-india)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/capitalmarkets_hero_1570x890?$responsive$)

#### Unlocking India’s Capital Markets Potential

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/unlocking-india-s-capital-markets-potential)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/digitalstartups_1570x890?$responsive$)

#### Startups Riding Digital Infrastructure Could Transform Indian Economy

](https://www.spglobal.com/en/research-insights/special-reports/look-forward/startups-riding-digital-infrastructure-could-transform-indian-economy)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/sustainabilityindia_1570x890?$responsive$)

#### With Physical Climate Risks Increasing in India, Adaptation Strategies Take Priority

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/with-physical-climate-risks-increasing-in-india-adaptation-strategies-take-priority)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_PrivateMarkets?$responsive$)

Volume 2

18 April 2023

## Private Markets

While public markets remain essential to the global economy, many companies today have grown to dominant market positions without ever engaging with public financing.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-2)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/stillwatersrundeeplf_rc_870x540?$responsive$)

#### Private Markets: Still Waters Run Deep

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/private-markets-still-waters-run-deep)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/risingtothechallenge_1570x890?$responsive$)

#### Rising to the Challenge: Slowing Investment Cycles Test Private Equity Strategies

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/rising-to-the-challenge-slowing-investment-cycles-test-private-equity-strategies)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/timetoadjusthesails_lf_rc_870x540?$responsive$)

#### Private Lending: Time to Adjust the Sails

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/private-lending-time-to-adjust-the-sails)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/etborninthedark_lf_rc_870x540?$responsive$)

#### The Energy Transition – Born in the Dark

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-energy-transition-born-in-the-dark)

   ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_1030_AWorldinDisruption?$responsive$)

Volume 1

13 Jan 2023

## A World in Disruption

The disruptions at play are reshaping the global economy, capital markets and geopolitical order for the long term. Both challenges and opportunities will emerge from this period of profound transformation.

[Read the Full Journal](/en/research-insights/special-reports/look-forward/look-forward-volume-1)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/aworldindisruption_lf_870x540?$responsive$)

Introduction

#### A World in Disruption

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/a-world-in-disruption)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/pragmaticworldlf_rc_870x540?$responsive$)

#### A Pragmatic World (Re)Order

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/a-pragmatic-world-re-order)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/lowerforlongerlf_rc_870x540?$responsive$)

#### The End of Lower for Longer: A Post-COVID Silver Lining?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-end-of-lower-for-longer-a-post-covid-silver-lining)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/energytransitionlf_rc_870x540?$responsive$)

#### Energy Transition: Gaps in the Pathways

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/energy-transition-gaps-in-the-pathways)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/commoditysupercyclelf_rc_870x540?$responsive$)

#### The World Isn’t in a Commodity Supercycle, but It Should Be

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-world-isn-t-in-a-commodity-supercycle-but-it-should-be)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/womenceoslf_rc_870x540?$responsive$)

#### Women CEOs Model a Diverse Future

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/women-ceos-model-a-diverse-future)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/globaldebtlf_rc_870x540?$responsive$)

#### Global Debt Leverage: Is a Great Reset Coming?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/global-debt-leverage-is-a-great-reset-coming)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/crunchtimelf_rc_870x540?$responsive$)

#### Crunch Time: Can Adaptation Finance Protect Against the Worst Impacts From Physical Climate Risks?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/crunch-time-can-adaptation-finance-protect-against-the-worst-impacts-from-physical-climate-risks)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/evrevolutionlf_rc_870x540?$responsive$)

#### The EV Revolution – Moving From Oil Age to Battery Age?

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-ev-revolution-moving-from-oil-age-to-battery-age)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/supplychainslf_rc_870x540?$responsive$)

#### Risk Will Define Supply Chains for Years To Come

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/risk-will-define-supply-chains-for-years-to-come)

[

![](https://spglobal.scene7.com/is/image/spglobalcom/tokenizedfuturelf_rc_870x540?$responsive$)

#### Toward a Tokenized Future

](https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/toward-a-tokenized-future)

---

## Look Forward Podcast

In today's rapidly shifting markets, success depends on anticipating what's next. The professionals who excel are those who can spot emerging trends before they fully materialize. The Look Forward Podcast delivers exactly that—insights to help you prepare for tomorrow's opportunities and challenges. We bring you expert perspectives on macroeconomic trends, capital markets, energy transition, and global trade, with a sharp focus on what these developments mean for the decisions that will shape your tomorrow.  
  
Subscribe On: **[Apple](https://podcasts.apple.com/us/podcast/look-forward/id1505605787) | [Spotify](https://open.spotify.com/show/0aTK0ZLJ4hawsxGnhqTJe4) | [YouTube](https://www.youtube.com/watch?v=tC0ayL6gH-E&list=PLIS_PT5g7Ehk-Xmyxd4IZcTR4-7O8nmEH)**

[![Look Forward | Episode 22: AI, Energy, and Geopolitics: Insights from Davos 2026](https://spglobal.scene7.com/is/image/spglobalcom/corp_0722_lookforwardpodcast?$responsive$)

Podcast

Jan 29, 2026

### Look Forward | Episode 22: AI, Energy, and Geopolitics: Insights from Davos 2026

Look Forward 29 January 2026 Look Forward | Episode 22: AI, Energy, and Geopolitics: Insights from Davos 2026 By Molly Mintz Amid geopolitical friction, economic uncertainty, and rapid technological disruption, the World Economic Forum’s Annual Meeting in Davos convenes global leaders around a “spirit of dialogue.” In this episode of the Look Forward Podcast, host Molly sits down with S&P Global Ratings Chief Global Economist Paul Gruenwald and S&P Global Energy Chief Strategist Atul Arya, fresh to Switzerland, to unpack what mattered most—and what it signals for 2026. Together, they explore how AI is “moving the macro needle” through a data-center investment boom, and whether the next phase will deliver the productivity gains markets are already pricing in. They also dig into AI’s less-discussed constraint: power—from turbine shortages and transmission bottlenecks to rising electricity prices and the collision between hyperscalers’ speed and the power sector’s slower build cycle. The conversation covers to energy markets and geopolitics, including why recent shocks haven’t yet upended oil pricing, why the debate has shifted from energy transition to energy expansion, and how LNG and trade balances are becoming increasingly intertwined. Additionally, the interview covers how Davos attendees expressed attention to the erosion of trust in the global world order and why a more fragmented approach may become the status quo. Look Forward A changing world requires new insights, new analysis, and new approaches. Our clients require expertise and analysis that looks at the big picture. Explore More

](/en/research-insights/podcasts/look-forward/ai-energy-geopolitics-insights-from-davos-2026)

-   [
    
    Podcast - Dec 18, 2025
    
    #### Look Forward | Episode 21: 2025, A Year in Review
    
    
    
    ](/en/research-insights/podcasts/look-forward/2025-a-year-in-review "content-link")
    
-   [
    
    Podcast - Dec 04, 2025
    
    #### Look Forward | Episode 20: Emerging Payment Trends for 2026
    
    
    
    ](/en/research-insights/podcasts/look-forward/emerging-payment-trends-for-2026 "content-link")
    
-   [
    
    Podcast - Nov 20, 2025
    
    #### Look Forward | Episode 19: Powering the Future: Data Centers at the Crossroads of AI and Sustainability
    
    
    
    ](/en/research-insights/podcasts/look-forward/powering-the-future-data-centers-at-the-crossroads-of-ai-and-sustainability "content-link")
    
-   [
    
    Podcast - Nov 18, 2025
    
    #### Look Forward | Episode 18: Unlocking Africa's Potential: Navigating Credit Dynamics and Sustainable Growth
    
    
    
    ](/en/research-insights/podcasts/look-forward/unlocking-africas-potential-navigating-credit-dynamics-sustainable-growth "content-link")
    
-   [
    
    Podcast - Nov 13, 2025
    
    #### Look Forward | Episode 17: COP 30 Preview: Insights on Climate Action and Energy Transition
    
    
    
    ](/en/research-insights/podcasts/look-forward/cop-30-preview-insights-on-climate-action-and-energy-transition "content-link")
    

---

## About the Look Forward Council

In today’s rapidly evolving world, challenges like geopolitical tensions, supply chain disruptions, global health crises, and climate change are deeply interconnected—impacting markets in complex and far-reaching ways. Meeting these challenges requires broad, cross-sector analysis and fresh thinking that moves beyond traditional silos to see the bigger picture.

The S&P Global Look Forward Council brings together leading experts from across our organization to deliver research that illuminates long-term trends and transformative market shifts. Covering areas from capital and commodity markets to energy and sustainability, the Council provides the forward-looking intelligence our clients need to navigate uncertainty and make confident, informed decisions.

###### S&P Global 2025 Key Themes

A Fragmented World

   ![](https://spglobal.scene7.com/is/image/spglobalcom/2025-Research-themes?$responsive$)

### Look Forward Council Members

![Atul Arya, Ph.D.](/content/dam/spglobal/global-assets/en/special-reports/india-forward/volume-1/headshots/Atul%20Arya.jpg)

S&P Global Energy

Look Forward Council, Co-Chair

#### Atul Arya, Ph.D.

Senior Vice President and Chief Energy Strategist

---

![Alexandra Dimitrijevic](/content/dam/spglobal/global-assets/en/images/people/corp_0724_AlexandraDimitrijevic.jpeg)

S&P Global Ratings

Look Forward Council, Co-Chair

#### Alexandra Dimitrijevic

Global Head of Research and Development

---

![Yann Le Pallec](/content/dam/spglobal/global-assets/en/images/headshots/november-2024---elt-headshots/square-crop/Corp_1031_YannLePallec.jpg)

S&P Global Ratings

Look Forward Council, Sponsor

#### Yann Le Pallec

President, S&P Global Ratings

---

![Dan Bennett](/content/dam/spglobal/global-assets/en/images/people/corp_0725_danbennett.jpg)

S&P Global Market Intelligence

#### Dan Bennett

Head of Technology, S&P Global Enterprise Data Organization

---

![Anoop Desai](/content/dam/spglobal/corporate/en/images/general/experts/434789858-1219-cu-aut-anoopdesai-headshot-400x400.jpg)

S&P Global Mobility

#### Anoop Desai

Executive Director, Sustainable Mobility

---

![Tim Edwards](/content/dam/spglobal/global-assets/en/images/people/edwards-tim-200x200.jpg)

S&P Dow Jones Indices

#### Tim Edwards

Managing Director and Global Head of Index Investment Strategy

---

![Francesco Federico](/content/dam/spglobal/global-assets/en/images/authors/Federico_Francesco.jpg)

S&P Global

#### Francesco Federico

Chief Marketing Officer

---

![Ken Fredman](/content/dam/spglobal/corporate/en/images/general/KenFredman.jpeg)

S&P Global

#### Ken Fredman

Head of Editorial, Design and Publishing

---

![Paul Gruenwald](/content/dam/spglobal/mi/en/images/event-images/Paul-Gruenwald-357x357.png)

S&P Global Ratings

#### Paul Gruenwald

Global Chief Economist

---

![Lindsey Hall](/content/dam/spglobal/s1/en/images/general/headshot/Lindsey-Hall-Headshot.png)

S&P Global Energy

#### Lindsey Hall

Global Head of Sustainability Thought Leadership

---

![Dharmakirti Joshi](/content/dam/spglobal/global-assets/en/special-reports/india-forward/volume-1/headshots/Dharmakirti%20Joshi.jpeg)

S&P Global

#### Dharmakirti Joshi

Chief Economist, Crisil

---

![Shelley Kerr](/content/dam/spglobal/global-assets/en/images/people/Shelley_Kerr.png)

S&P Global Energy

#### Shelley Kerr

Head of Emerging Markets Benchmarks

---

![Alexandra Krief](/content/dam/spglobal/corporate/en/images/general/AlexandraKrief.jpg)

S&P Global Ratings

#### Alexandra Krief

Global Head of Business Enablement R&D

---

![Divya Mankikar](/content/dam/spglobal/s1/en/images/esg/climate-speakers/Divya-Mankikar.jpg)

S&P Global Sustainable1

#### Divya Mankikar

Global Head of Market Insights

---

![Orla O'Brien](/content/dam/spglobal/global-assets/en/images/authors/corp_0112_OrlaOBrien.jpg)

S&P Global

#### Orla O'Brien

Global Head of Public Relations

---

![Carlos  Pascual](/content/dam/spglobal/global-assets/en/images/segments/organisation/people/carlos-pascual.jpg)

S&P Global Energy

#### Carlos Pascual

Head of Geopolitics & International Affairs

---

![Chris Rogers](/content/dam/spglobal/global-assets/en/images/general/rogers-headshot-bw-2842x2996.jpg)

S&P Global Market Intelligence

#### Chris Rogers

Head of Supply Chain Research

---

![Shankari Srinivasan](/content/dam/spglobal/corporate/en/images/general/experts/Shankari-Srinivasan-400x400.jpg)

S&P Global Energy

#### Shankari Srinivasan

Vice President, Energy

---

![Nathan Stovall](/content/dam/spglobal/mi/en/images/events/mi_headshot_nathan-stovall_100x100.jpg)

S&P Global Market Intelligence

#### Nathan Stovall

Director, Financial Institutions Research

---

![Natznet Tesfay](/content/dam/spglobal/global-assets/en/images/segments/organisation/people/121222-natznet-tesfay.png)

S&P Global Market Intelligence

#### Natznet Tesfay

Head of Insights & Analysis

---

![Ruth Yang](/content/dam/spglobal/global-assets/en/images/segments/organisation/people/2399259-4.jpg)

S&P Global Ratings

#### Ruth Yang

Global Head of Private Markets Analytics and Thought Leadership

---

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## Subscribe to S&P Global's Research & Insights

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