S P Global Energy

U.S. refiners are running at capacity as global fuel supply crunches tighten

America's fuel-makers are maxed out trying to fill gaps in global fuel supply, while sodium-ion batteries and a depleted Strategic Petroleum Reserve reshape ene

Data center energy demand is forcing a redesign of power grids, and emerging markets like Andhra Pradesh are already building the institutions to manage it

Global data center spending could hit $7 trillion by 2030. Here's how grid operators and state utilities are structuring for what comes next.

P&G absorbs a $1 billion war-cost hit and signals a flat-to-3% EPS growth year ahead

Procter & Gamble expects a $1B cost hit from the Iran conflict, guiding fiscal 2027 adjusted EPS to flat-to-up 3%, roughly $7 at the midpoint.

Grid energy in 2026: connection backlogs, AI load growth, and the infrastructure race reshaping enterprise power

From $3.17T in global clean energy investment to 14-year data center connection waits, grid constraints are now the defining operational risk for energy buyers.

Energy demand is outrunning the clean energy build: what operators need to know in 2026

Global energy demand grew faster than clean energy additions in 2025, keeping fossil fuels at 86% of supply even as renewables spending hits $2.2T in 2026.

Energy transition market set to nearly double to $6 trillion by 2032, with Asia-Pacific driving growth

The global energy transition market is projected to reach nearly $6 trillion by 2032, growing at 11.1% annually, as utilities, industrials, and governments scal

EIA slashes oil price forecast 14% after U.S.-Iran deal reopens Strait of Hormuz

The EIA cut its 2026 Brent crude forecast to $82/b from $95, as a June 18 U.S.-Iran MOU reopens the Strait of Hormuz and eases a five-month supply crisis.

Clean energy investment hits $2.2 trillion in 2026, nearly doubling fossil fuel spending

Global energy investment reaches $3.4T in 2026, with clean energy outpacing fossil fuels nearly two to one, per the IEA's latest report.

Solar hit 8.7% of global power in 2025, but fossil fuels still grew alongside it

The Energy Institute's 75th Statistical Review shows renewables breaking records while global fossil fuel demand also rose, complicating energy procurement stra

S&P Global Energy expands price reporting role in London chemicals market

S&P Global Energy is hiring an Associate Price Reporter for chemicals in London, signaling continued investment in commodity price discovery for enterprise buye

US Strategic Petroleum Reserve hits lowest oil level since 1983 as supply risks stack up

SPR stocks have fallen to their lowest point in over four decades, just as Hormuz tanker strikes, OPEC+ output questions, and Iran supply disruptions tighten th

Energy transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity

The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.

Energy transition market approaches $3.2 trillion in 2026 as grid bottlenecks emerge as the critical constraint

The global energy transition market hits $3.17T this year, growing at 11.1% CAGR, but 1,650 GW of renewable capacity is stuck waiting for grid connections.

Renewables surpass coal, oil, and gas as the largest source of new global energy supply in 2025

Ember data shows renewables led global energy supply growth in 2025, with solar up 30% and clean power meeting all new electricity demand.

Solar surpasses coal globally as US installations keep climbing in 2026

Solar power has crossed a milestone, outgenerating coal worldwide in H1 2026, even as US policy shifts toward fossil fuels.

Clean energy investment tops $2 trillion as data centers and security concerns reshape power procurement

Global clean energy investment crossed $2 trillion for the first time in 2024, with data center demand and energy security concerns accelerating the shift.

Microsoft, Google, Amazon, and Meta Are Now Energy Companies. The Rest of the Enterprise World Needs to Catch Up.

Amazon, Meta, Google, and Microsoft accounted for 49% of all global clean power purchase agreement volumes in 2025. They are not buying energy anymore. They are building energy infrastructure. Every enterprise buyer that shares a grid with them needs to understand what that means.

Global energy investment surges while Washington retreats from climate action

From Norwegian gas fields to Bulgarian battery farms, capital keeps flowing into energy projects even as U.S. climate policy unravels.

AI demand, nuclear strategy, and grid innovation reshape the global energy sector

From Ukraine's AI-powered grid to Canada's nuclear push, energy operators are racing to meet surging power demand driven by AI infrastructure.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership

2.5 GW collaboration will work to advance world's first gas-plus-nuclear plant planned for Texas

Safe Infrastructure Could Put Nuclear Energy on the Fast Track Towards Global Adoption

Nations are betting on safer nuclear infrastructure to unlock widespread energy adoption and meet climate commitments faster