Navigating Challenges: APIC 2025

S&P Global Commodity Insights continues to play a pivotal role at the Asia Petrochemical Industry Conference each year, where we engage with industry leaders to share our in-depth analysis of global petrochemical markets.

In this report, intended to coincide with APIC 2025, we assess implications for the sector of a potentially more uncertain trade environment while factoring in the global push toward greater sustainability. The focus is on Southeast Asia, and particularly Thailand, to examine how its chemical producers are responding to changing demand patterns.

Launch Report

Atlas of Food

The Atlas of Food surveys some of the world’s most important agricultural products, looking at factors affecting wheat, corn and soybean markets, and in turn meat production. Global food prices are sensitive to weather and government policy, and geopolitical upheaval has affected trade flows. Meanwhile, demographic shifts are also influencing consumption of a variety of agricultural commodities.

Launch Report

Global Upstream Mergers & Acquisition Report

In an unpredictable global environment, the M&A market remains slow, despite significant consolidation among top producers. The expected drop in oil prices will likely pressure smaller E&P companies, creating M&A opportunities for stronger entities in the industry.

Launch Report

CBAM: EU carbon tax set to disrupt commodities trading

The EU's Carbon Border Adjustment Mechanism, expected to be fully in place on Jan. 1, 2026, will have far-reaching impacts on global trade and the pace of the energy transition. Under CBAM, importers of selected energy-intensive products (iron, steel, aluminum, fertilizers, cement, electricity, and hydrogen) will have to pay a carbon tax.

Launch Report

High Impact Wells 2025

In 2025, there are a plethora of promising High Impact Wells (HIW) poised to advance the exploration narrative. Despite a recent decline in the number of New Field Wildcats (NFW) being drilled, and a subsequent reduction in newly discovered resources, there remain substantial discoveries, particularly from HIWs. These wells are critical for driving exploration, facilitating the discovery of new basins and plays, and ensuring the replenishment of resources. 

Launch Report