Daily Update — September 24, 2025
Company Emissions Growth; India’s Data Center Market; and Machinery Price Pressures
Today is Wednesday, September 24, 2025, and here’s your curated selection of Essential Intelligence on global markets from S&P Global. Subscribe to be notified of each new Daily Update.
Energy Transition & Sustainability
Sustainability Insights: Global Company Emissions Grow, Intensities Decline
Globally, absolute greenhouse gas emissions from companies did not fall between 2016 and 2023. The growth of companies headquartered in China and India has driven the overall global trend since 2016, with significant long-term growth in Scope 1 and 2 greenhouse gas emissions — consistent with overall trends in total greenhouse gas emissions from the global economy.
However, there has been a decline in emissions over the past three years, following a post-COVID-19 peak, suggesting a potential slowdown in company emissions, including from those in China and India. Nevertheless, we see significant industry group and regional dispersion. Companies headquartered in some regions, particularly the EU, already show absolute declines in the long term.
Artificial Intelligence
Will India become a leading global data center market?
India’s digital landscape is undergoing an unprecedented transformation, characterized by rapid growth in data consumption through increased internet penetration, digital transactions, e-commerce, online services and social networking sites. The adoption of advanced and emerging technologies such as cloud computing, AI and the internet of things is stimulating this growth. The transformation is driving significant investments and development in digital infrastructure, such as data centers, supporting the expanding digital economy.
Local and global technology firms have announced investments of more than $32 billion in the last two years to expand data center infrastructure in India. Over 95% of the data center capacity increase in India in the next five years is expected to come from leased facilities, retail and wholesale, and the rest from hyperscalers for dedicated AI infrastructure.
Global Trade
Listen: Gear Up for Price Pressures in Machinery and Equipment | The Decisive
In this episode of “The Decisive” podcast, S&P Global Market Intelligence senior economist Maxwell Clarke joined host Kristen Hallam to discuss machinery and equipment pricing amid tariff and demand fluctuations.
Clarke examined how recent tariff policies, particularly in the US, are creating upward price pressures on machinery and equipment, and analyzed the broader implications for global markets.
In case you missed it
- The price of ammonia delivered to northwest Europe surged to its highest level in 2025 as production disruptions across major supply hubs created a shortage of spot cargoes.
- The EU proposed further clampdowns on Russia's foreign oil buyers, major energy companies and new shadow tankers in its 19th sanctions package.
- Cyberattacks that utilize social engineering are a significant threat to organizations and can circumvent sophisticated security systems, as shown by the recent series of incidents targeting entities using the Salesforce platform.
Upcoming events
- When Market Risk Triggers a Credit Crisis: Inside A Private Company’s FX-Derivative Fallout | September 25 (Webinar)
- Betting on LLM’s Intelligence: How Contextual Understanding Drives Outperformance | September 25 (Webinar)
- CERAWeek 2026 | March 23–27, 2026 (Houston)