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2026 Sustainability Outlook by S&P Capital IQ
As geopolitical and policy volatility reshape global priorities, sustainability-minded companies and investors must look beyond quarterly cycles to ensure long-term prosperity. Our 2026 Sustainability Outlook delivers essential intelligence on climate risk, decarbonization, adaptation, and the evolving landscape of corporate commitments, empowering you to make confident decisions in uncertain times.
Jan 202 min read


The Return of Venezuela and the End of Latin America’s Fragmented Energy Order
The United States’ renewed intervention in Venezuela is not just a geopolitical event — it is a market signal. For energy traders, investors, and risk managers, the key question is not whether Venezuelan barrels will immediately return to the market, but how this move reshapes expectations, pricing dynamics, and capital flows across Latin America.
Jan 198 min read


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
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