Horizons Clean Energy Pulse

The Horizons Clean Energy Pulse by S&P Global Energy Horizons is a comprehensive market intelligence report that tracks 69 distinct indicators to assess the momentum of the global clean energy expansion.

To provide a holistic view of the energy transition, these indicators span a wide range of critical domains, including:

• Macroeconomics & Policy: Physical climate trends, macroeconomic environment, and international/national climate policies.
• Markets & Investment: Corporate climate commitments, environmental and carbon markets, and investor trends across the energy and utility sectors.
• Technologies & Supply Chain: Deployment of renewable power and energy storage, low-carbon hydrogen, CCUS (carbon capture, utilization, and storage), electric vehicles (EVs), and biofuels.
• Commodities & Emerging Signals: Commodity and component pricing, cleantech supply chains, and emerging trends like AI-driven power demand and advanced nuclear technologies.

Every indicator in the report is evaluated to answer one core question: “Does this signal suggest an acceleration (bullish) or a deceleration (bearish) of the clean energy expansion?”

Because the energy transition is complex, no single indicator is sufficient to determine the overall pace of the market. Many signals have conflicting direct and indirect implications. By evaluating a diverse set of indicators together, S&P Global analysts provide a directional, judgment-driven view of the market's true momentum.

No, this graphic offers a high-level summary of our findings. The full data, comprehensive analysis, and underlying metrics of the Horizons Clean Energy Pulse are exclusive to clients of S&P Global’s services related to clean energy expansion (Clean Energy Technology, Carbon and Scenarios, and Biofuels and Bioenergy).

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The report is an essential resource for professionals navigating the global energy transition, providing actionable, data-driven insights for:

• Investors and Asset Managers: Capitalize on transition-linked equity performance, track capital flows, and monitor M&A activities and valuations across the energy, utility and renewables sectors.
• Investment Bank Coverage Managers: Receive timely industry insights across sectors that enable you to spot deal opportunities, deepen client relationships, and pitch winning strategies to executives.
• Corporate Sustainability & Procurement Leaders: Stay ahead of evolving corporate climate commitments (such as SBTi frameworks), carbon market trends, and clean energy procurement strategies like corporate PPAs.
• Energy, Power, and Utility Executives: Monitor near-term project pipelines for solar PV, battery energy storage systems (BESS), low-carbon hydrogen, and CCUS, while tracking emerging power demand drivers like AI data center load growth.
• Supply Chain & Manufacturing Professionals: Navigate cleantech supply chain risks, monitor critical component and commodity price volatility (e.g., lithium, copper, and solar modules), and track regional EV and biofuel market dynamics.
• Policymakers & Regulatory Analysts: Track global climate policy developments, including Paris Agreement NDCs, EU ETS carbon market revisions, and regional interventions impacting clean energy deployment.