https://www.spglobal.com/energy/en/rss/latest-energy-transition-headlinesEnergy Transitionhttps://www.spglobal.com/energy/en/news-research/latest-news/energy-transition/092426-carbon-market-volatility-surges-as-ai-policy-shifts-reshape-us-canada-pricingCompliance carbon markets across the US and Canada are facing a wave of volatility and structural change, as panelists at the International Emissions Trading Association's North America Climate Summit pointed to the disruptive impacts of AI-driven electricity demand, regulatory reforms, and the uncertain pace of industrial decarbonization. The Regional Greenhouse Gas Initiative, the oldestElectric Power, Natural Gas, Energy Transition, Carbon, Emissions2026-09-24T21:32:11Zhttps://www.spglobal.com/energy/en/news-research/latest-news/agriculture/092426-petrobras-saf-plant-delays-deepen-as-brazils-2027-mandate-loomsPetrobras is set to delay the start-up of all three of its dedicated sustainable aviation fuel plants by one year, pushing back a combined capacity of 45,000 barrels/day as Brazil's state oil company prepares a revised five-year business plan and with less than four months before the country's first binding SAF emissions targets take effect. The delays, disclosed by Petrobras Director ofAgriculture, Energy Transition, Refined Products, Biofuels, Renewables, Emissions, Vegetable Oils, Oilseeds, Jet Fuel2026-09-24T19:26:29Zhttps://www.spglobal.com/energy/en/news-research/latest-news/metals/092426-european-recyclers-to-fight-proposed-eu-metal-waste-export-ban-cmaThe Circular Metal Association — which represents metal recyclers in Europe and Germany — said the European Commission was treating recycled metals differently from other waste streams and that it intended to fight proposed export restrictions, according to a statement emailed to Platts Sept. 24. The draft delegated act under the Waste Shipment Regulation, published by the European CommissionMetals & Mining, Energy Transition, Non-Ferrous, Ferrous, Renewables2026-09-24T17:45:24Zhttps://www.spglobal.com/energy/en/news-research/latest-news/refined-products/092426-interview-dhl-sees-sharp-saf-price-gap-between-voluntary-and-compliance-marketsEurope's sustainable aviation fuel mandate has resulted in a two-tier market, with compliance markets commanding a significant premium, an official at DHL told Platts Sept. 24. The compliance cost passed through by fuel suppliers under the EU's SAF mandate is running at two to three times the price achievable in the voluntary market — sometimes at the same airport and from the same supplier, TimAgriculture, Refined Products, Energy Transition, Biofuels, Jet Fuel, Renewables2026-09-24T16:57:16Zhttps://www.spglobal.com/energy/en/news-research/latest-news/electric-power/092426-path-to-net-zero-politics-of-mineral-security-to-shape-miners-effortsThis is the fourth in a multi-part series on net-zero efforts across industries. The previous article can be found here. A major push by Western nations and their trading partners to secure critical mineral supply chains is reshaping the mining sector's net-zero efforts, experts told Platts, part of S&P Global Energy. Western nations have been working to reduce their reliance on China-dominatedMetals & Mining, Energy Transition, Electric Power, Non-Ferrous, Carbon, Emissions, Ferrous, Renewables2026-09-24T13:30:27Z