Special Reports

The security and affordability of energy supplies is again high on the agenda for governments, consumers and companies. This report explores the challenges facing Europe as it reconfigures its energy mix and supply-demand balance following the upheavals of COVID-19 and war in Ukraine; the emergence of a new divide between the industrial and developing countries; and the evolving transnational governance framework for energy security.

The role of biofuels in energy transition is growing, as they can help decarbonize hard-to-abate transport sectors, but more supply is needed to keep the world on track with net-zero goals. S&P Global Commodity Insights explores how regional policies are driving adoption and evolving technology is widening the feedstock pool, as well as supply and demand outlooks across transport sectors.

Freight costs are rising globally due to tightened logistics at key chokepoints like the Panama Canal and Red Sea. Recent transit restrictions at the Panama Canal sparked by drought have pushed shipowners to opt for longer voyages, resulting in tighter supply, increased costs and delayed deliveries. Follow along in the report to see the impacts of these shifts and the decisions ship operators must make when facing weeks-long delays or war-torn regions.

Clean energy technology investments in 2024 will rise by 10%-20% compared with 2023, S&P Global Commodity Insights forecasts. This report identifies the top trends to watch in the sector – from competition among solar and storage manufacturers to record offshore wind capacity auctions and growing interest in low-carbon hydrogen as a feedstock.