특별 보고서

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.

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 pressure is on for governments and industry leaders to accelerate global climate action at this year’s UN Climate Change Conference in Dubai. Can they come together and deliver greater ambition in policy based on a first global carbon stocktake? This special interactive report looks at the key issues facing the climate and commodity markets at COP28.

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?