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S&P Global Commodity Insights | Blog
Apr 30, 2025
Fuel for Thought: Back to petroleum for BP as it scraps green spending plans
BP is no longer leaning into the energy transition. Faced with intense activist shareholder pressure, and under the management of Murray Auchincloss since the start of 2024, the oil and gas major has firmly reset its sights on its traditional core fossil business in a bid to keep pace with rival international firms.
By James Burgess
S&P Global Commodity Insights | Blog
Apr 29, 2025
Commodity Tracker: 5 charts to watch this week
China's steel industry is in focus after the country's manufacturing steel demand index rose to its highest in six years. Meanwhile, biofuels are in
By Staff
S&P Global Commodity Insights | Blog
Apr 29, 2025
The crucial role of pneumatic controllers in the Permian Basin
Pneumatic controllers, which act as automated regulators that control pressure and manage gas flow across production facilities, are widely used in
By Solicia Xu
S&P Global Commodity Insights | Blog
Apr 25, 2025
US corn ethanol-to-jet production outlook remains cloudy
Producing jet fuel from ethanol, commonly known as alcohol-to-jet or ATJ, has generated extraordinary interest in recent years as the biofuels
By Corey Lavinsky
S&P Global Commodity Insights | Blog
Apr 22, 2025
South Korea is expected to issue a new 3,000 GWh low-carbon hydrogen-to-power tender this year
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Apr 22, 2025
Renewables tender in India: Contracting hurdles and the rising demand for energy storage
India's renewable installed capacity reached 172 GW at the end of fiscal year 2024-25 in March. The majority of this capacity is from solar
By Ankita Chauhan and Abhyuday Tewari
S&P Global Commodity Insights | Blog
Apr 15, 2025
EU alternative aviation fuel mandates highlight synthetic fuel supply concerns
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Apr 15, 2025
Commodity Tracker: 5 charts to watch this week
State-run Chinese refiners likely to shun US crude amid trade tensions, opening opportunities for other Asian refiners to buy WTI Midland barrels.
By Insight Blog
S&P Global Commodity Insights | Blog
Apr 10, 2025
All over the map: Basin-level methane metrics reveal uneven US gas performance ahead of EU regulations
In March, the EU began private talks with US LNG firms on the terms of the EU methane emissions regulation, or EMER, a framework to monitor and reduce
By Max Mucenic
S&P Global Commodity Insights | Blog
Apr 08, 2025
Fuel for Thought: Port fees on Chinese-built ships not seen revitalizing US shipbuilding industry
The US Trade Representative's proposed plan to revitalize the US shipbuilding industry involves steep fees targeting Chinese-built ships, but no stated initiatives to invest in shipyards, recruitment and training for workers or new technology.
By Kristen Hays
S&P Global Commodity Insights | Blog
Apr 08, 2025
Tesla EV deliveries, production fall as analysts say sentiments turn 'sour'
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Apr 08, 2025
EU alternative aviation fuel mandates highlight synthetic fuel supply concerns
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Apr 08, 2025
Commodity Tracker: 5 charts to watch this week
Market attention has turned to the implications of recent Trump tariffs on commodities, including the US LNG sector. Meanwhile, OPEC+ has announced an
By Staff
S&P Global Commodity Insights | Blog
Apr 03, 2025
Playing catchup with China: The West faces uphill battle in growing cleantech supply chains
After decades of strategic investments, China has become the undisputed leader in clean technology manufacturing and dominates the associated supply
By Sam Wilkinson, Edurne Zoco
S&P Global Commodity Insights | Blog
Apr 02, 2025
China expands compliance carbon market to steel, aluminum, and cement sectors
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Apr 01, 2025
Commodity Tracker: 5 charts to watch this week
Commodity prices are in focus this week, from lithium out of Latin America to aluminum in Japan and Asia to chicken in the US. Wheat crush margins and
By Staff
S&P Global Commodity Insights | Blog
Mar 28, 2025
Global protein markets: What’s shaping the future?
The global markets for proteins are experiencing significant developments driven by geopolitics, disease outbreaks and economic factors.
By Staff
S&P Global Commodity Insights | Blog
Mar 27, 2025
Commodities calendar: Q2 2025
Trade tensions are likely to have a significant impact on commodities in Q2, as markets digest the dramatic policy shifts implemented by US President Donald Trump.
By Rosemary Griffin
S&P Global Commodity Insights | Blog
Mar 26, 2025
Gascade sources conventional hydrogen to fill first German pipeline section
Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.
By Staff
S&P Global Commodity Insights | Blog
Mar 26, 2025
Indonesia's coal conundrum: Lower HBA prices fail to ignite thermal coal interest
Uncertainties clouded trading activities in the coal market in March following the implementation of a new pricing regulation in Indonesia, one of the
By Tanya Jain
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