Special Reports

How do geopolitical risks affect energy prices and commodity flows, and what security flashpoints have emerged across the world recently? This analysis shows how diversity of supply, higher levels of global spare capacity and the expansion of strategic fuel reserves have helped insulate markets from the risk of supply disruptions due to war, sanctions, climate change and unrest.

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.

The Inflation Reduction Act of 2022 (IRA), signed into law by US President Joe Biden on August 16, 2022, contains an array of energy-related tax incentives aimed at combating climate change, as well as other measures aimed at reducing the federal deficit and reducing prescription drug prices. The IRA has been heralded as a massive boon for the energy transition, but is it enough to achieve economy-wide, or even power-sector carbon net-neutrality?

From humble beginnings, the Middle East's refining industry has grown into a global player, strategically located between major international markets in Asia, Africa and Europe. At a time when refineries in Europe and the US are starved of investment, Middle East operators are going through a dynamic period of expansion to corner new opportunities opening up from changing flows in global trade.