Insight Blog | S&P Global

Net Zero

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.

Movers and shakers

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.

Energy Transition

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

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 unexpected decision to raise production quotas amid price volatility. In biofuels, the German THG market is facing tightening supply while the European RME-FAME 0 biodiesel spread has reached a six-month low.