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2026 Commodities Outlook by S&P Capital IQ
Two years into the generative AI revolution, the mismatch between data center power requirements and supply has reached a critical point. This has led to growing interest in thermal energy options as evolving federal policy reshapes the energy sector.
Momentum continues for the nuclear industry, gas turbine orders are at their highest levels in nearly 25 years and coal unit retirement plans are being delayed.
Jan 122 min read


Green Hydrogen in the European Union: State of the Art, Evolution and Consumption (2020–2025)
In the last five years, green hydrogen has moved from a niche idea to a cornerstone of the European Union’s vision for decarbonisation. Although still in its early stages, this energy carrier — produced through electrolysis powered by renewable electricity — is shaping up as a critical tool for reducing carbon emissions in hard-to-abate sectors such as heavy industry, long-distance transport and chemical manufacturing.
Jan 95 min read


The Business Case for Integrity
The business case against corruption serves as a call to action from the International Chamber of Commerce (ICC), the United Nations (UN) Global Compact and Transparency International, urging all businesses to keep integrity at the top of the agenda and emphasising that doing the right thing matters now more than ever.
Jan 51 min read


Biofuels in the European Union: How Consumption Evolved Between 2020 and 2025
Over the past five years, biofuels have continued to play a relevant role in Europe’s energy transition. Although often overshadowed by the rapid growth of electrification and renewable sources such as solar and wind power, biofuels remain essential in sectors like transport. Between 2020 and 2025, their consumption in the European Union reflected both the progress achieved and the tensions inherent in a transforming energy system.
Dec 29, 20254 min read
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