Table of Contents
Look Forward: Unlocking Africa
Africa's resources and young population make it vital for global sustainable growth. Unlocking its potential requires green finance, stronger capital markets and regional integration.
Look Forward: Data Center Frontiers
The promise of generative AI depends on many factors, none more critical than the proliferation of data centers powering AI computation and the corresponding surge in energy required to fuel the world’s digital infrastructure.
Decarbonizing Aviation: Scale-Up Costs Biggest Challenge to Progress
Aviation’s net-zero goal faces high SAF costs, policy gaps, and financial strain, underscoring the need for further research into sustainable solutions.
S&P Global Sustainability Quarterly Third-Quarter 2025 Special Edition
Research in this edition of S&P Global's sustainability research journal explores the intersection of climate risk, resilience and the energy transition.
AI for accessibility and accessibility for AI
AI can expand access to work, community, and opportunity—especially for people with disabilities—by prioritizing accessibility through inclusive design, edge AI, and equitable education.
Developments in the Middle East
Follow the latest news and insights on the impact of recent U.S. and Israeli strikes on Iran, including implications for Middle East energy infrastructure, shipping routes, market access, global supply chains and energy flows.
AI and education: Embracing the disruption
AI can enhance individuals' access to society and work by improving the usability of digital content and physical environments, enabling individuals, particularly those with disabilities, to participate more fully in their communities.
AI and labor: Change is inevitable, but human capabilities remain essential
The adoption of AI promises to fundamentally alter the education sector in terms of the skills and talent that need to be developed, how the education system teaches, and how students learn.
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Table of Contents
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Europe’s Energy Vulnerabilities
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Listen: Meg Gentle
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Battery storage to drive
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Ratings & Benchmarks
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Credit Ratings are opinions about Risk
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AI won’t solve its own energy problem
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Underwriting the Digital Backbone
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Developments in the Middle East
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Look Forward: Unlocking Africa
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Artificial Intelligence Insights
Europe’s Energy Vulnerabilities; Assessing Wildfire Risk With AI; and US Dollar Rally
Today is Monday , 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.
Listen: Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport
Low-carbon fuels could work in today’s engines, pipelines and refineries without rebuilding the entire energy system.
Battery storage to drive lithium demand growth globally
Metals markets are increasingly being shaped by policy as much as by fundamentals. This is the fourth of our 6-part series that explores how climate regulation, industrial policy, trade policy, and strategic investments are influencing supply, demand and price across steel, iron ore, and critical minerals.
Ratings & Benchmarks
We partner closely with market participants to develop ratings and benchmarks that are the market-standard sources for measurement, evaluation and comparison, helping people make assessments, manage risk and identify opportunities.
Credit Ratings are opinions about Risk
Credit Ratings foster the development and smooth functioning of capital markets by providing transparent information and insight to market participants.
AI won’t solve its own energy problem – and that might be fine
AI infrastructure is power-constrained today. The question is whether efficiency gains within the AI ecosystem — and across the broader economy — can eventually offset what AI consumes. But does it actually need to?
Underwriting the Digital Backbone: Navigating Risk and Growth in Data Center Insurance
As demand for AI, cloud, and digital infrastructure accelerates, insurance lines tied to data centers are becoming a strong area for expansion. However, growth opportunities must be weighed against limited historical data and a rapidly evolving, complex risk environment.
Developments in the Middle East
Follow the latest news and insights on the impact of recent U.S. and Israeli strikes on Iran, including implications for Middle East energy infrastructure, shipping routes, market access, global supply chains and energy flows.
Look Forward: Unlocking Africa
Africa's resources and young population make it vital for global sustainable growth. Unlocking its potential requires green finance, stronger capital markets and regional integration.
Artificial Intelligence Insights
Gain insights into artificial intelligence (AI) trends and its transformative impact with AI fundamentals, AI applications, and AI governance and regulations.