It's the India News Brief's 20th edition! This time, we're exploring trends across India’s agriculture, chemicals and metals markets, from rice export prospects and Asia’s ethanol goals to upstream oil and gas reforms and bunker fuel demand. This edition also features India’s plans to expand steelmaking while lowering carbon intensity, investments in renewable ammonia and developments in the petrochemicals sector. Subscribe to receive notifications for each new edition of the India News Brief, and drop us a comment to let us know what you'd like to read about in the next editions.
S&P Global Energy
Oil and Gas
New York, NY 10014 142,121 followers
We empower superior decisions through comprehensive intelligence.
About us
We provide the market insights so you can make informed trading and business decisions. We’re the leading independent provider of information and benchmark prices for commodities and energy markets.
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https://www.spglobal.com/energy
External link for S&P Global Energy
- Industry
- Oil and Gas
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, NY 10014
- Founded
- 1909
- Specialties
- Commodities, Oil, Energy, Commodity, Metals, Agriculture, Steel, Sugar, Grains, Biofuels, Petrochemicals, Shipping, Coal, Electric Power, Natural gas, crude oil, brent, refined oil, lng, and dry freight
Updates
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Registration is now officially open for individual seats and corporate tables. On December 3, 2026, commercial executives and technical directors will gather in New York for Global Energy Awards. When asked to describe the trajectory of global energy, leaders across power, oil and gas, infrastructure, and finance point to one reality: physical execution and capital discipline. Reserve your table at #PlattsGEA now https://okt.to/eRMjJD
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S&P Global Energy reposted this
Believe. We're counting down to Interact New York 2026, and there's no better way to close out the day than with Brendan Hunt, Executive Producer and Actor in the Apple TV series Ted Lasso, joining us as our keynote speaker. From the writers' room to the stage, Brendan brings a perspective on storytelling, culture and connection that fits right in with a day built around the conversations shaping the future of financial markets. Join us on October 27 at Convene, 30 Hudson Yards, New York City. View the agenda and register: https://okt.to/1pu5Hx #InteractNY #PrivateMarkets #Fintech #spglobal
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S&P Global Energy reposted this
In today's Energy Transition Highlights: 🔷 US solar imports 🔷 Cooking methodologies 🔷 Global climate finance gap 🎙️ Podcast >> Inside CBAM's first year: what traders, importers and policymakers learned Every Tuesday, S&P Global Energy Platts editors curate key developments in renewables, energy storage, carbon pricing and more. Join the discussion in the comments and subscribe to the Energy Transition Highlights newsletter to stay updated.
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S&P Global Energy reposted this
Had a lot of fun discussing #SMR and #advanced #nuclear with Gerard Reid and Laurent Segalen. The more I look at this space, the more fascinating I find it. There are some brilliant technologies and engineering ideas being developed. But ultimately, the best #reactor will not necessarily be the most advanced one. It will be the one that can actually be built repeatedly, on time and at a cost customers are willing to pay. We are only beginning to find out whether that can happen. If you’re working in this space or simply curious about it, reach out. I’d be very happy to have a chat. S&P Global
🎙️251. Fission Impossible: the SMR Gamble #spotify https://lnkd.in/ditGthT #applepodcast https://lnkd.in/dhTv48S Last year, the nuclear industry experienced something close to a gold rush. SMRs — Small Modular Reactors — became the hottest story in energy. Private capital poured in, valuations exploded, and the industry produced a collection of truly bombastic promises. The backdrop is undeniably powerful: electrification is accelerating, geopolitics are reshaping energy markets, and the world needs reliable, 24/7 clean power. Nuclear has rarely enjoyed such formidable tailwinds. So, what could possibly go wrong? Gerard Reid and Laurent Segalen bring in Andrei Utkin, Associate Director at S&P Global Energy, to separate the nuclear opportunity from the hype. The problem? The Western nuclear supply chain has struggled to deliver large reactors on time and on budget this century. Governments are nevertheless pushing ahead — rightly so. We are particularly interested to see how GE Vernova Hitachi Nuclear Energy’s reactor in Ontario and Rolls-Royce SMR in the UK perform. These projects have government backing, established supply chains, and decades of nuclear experience. Whatever the final cost — which, for reasons that remain remarkably consistent, always seems to rise — these SMRs are likely to happen. But the fascinating story is the private SMR market. It counts roughly 50 developers, 130 designs, 20 publicly listed companies, and over $10 billion in private and corporate capital. Yet only a handful of technologies are approaching commercial deployment. Some have reached the stock market: NuScale Power, Oklo Inc, X-energy, and NANO Nuclear Energy Inc. (NASDAQ: NNE). Their share prices peaked around twelve months ago. Since then? Down 50% to 80% from their highs. Perhaps public markets are tiring of an industry that has delivered extraordinary promises — but comparatively few reactors. Meanwhile, executives and early shareholders at some companies have cashed out hundreds of millions of dollars. Then comes the economics. With nuclear CAPEX estimated at $15–20/W — your guess is probably as good as ours — and brutally long lead times, nuclear must compete with hydro at around $10/W, gas at roughly $4/W (up from $1/W), wind at $2–5/W, and solar plus batteries at around $0.40/W. That is an uncomfortable competitive landscape. And we haven't even discussed fuel. Russia still controls roughly 40% of the conventional nuclear fuel supply chain — and effectively 100% of the HALEU capacity required by some advanced SMR designs. Laurent then tackles another abused acronym: FOAK — First Of A Kind. What does it really mean? All this — and much more — in our yearly deep dive into nuclear: the technology, economics, geopolitics, promises, and the increasingly uncomfortable gap between them.
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AI pilots are everywhere. What is actually working? Join S&P Global and Google Cloud in-person at Google London to explore how capital-markets firms are combining AI agents, trusted data and human expertise to move from experimentation to practical application. See live demonstrations and exchange perspectives with industry peers over networking and refreshments. Complimentary attendance. Limited places. Register here: https://okt.to/CtJbBo #CapitalMarkets #EnterpriseAI #AgenticAI
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S&P Global Energy reposted this
In the base-case scenario, gasoline demand in India's transport sector continues to rise into the 2040s as economic growth, rising household incomes and continued urbanization drive increased passenger vehicle ownership. Despite increasing adoption of EVs, the expansion of the light-duty vehicle fleet and relatively low car ownership per capita compared with developed economies support ongoing growth in gasoline consumption. Explore our full collection of research: https://okt.to/k0E4nh
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S&P Global Energy reposted this
In the base-case scenario, gasoline demand in India's transport sector continues to rise into the 2040s as economic growth, rising household incomes and continued urbanization drive increased passenger vehicle ownership. Despite increasing adoption of EVs, the expansion of the light-duty vehicle fleet and relatively low car ownership per capita compared with developed economies support ongoing growth in gasoline consumption. Explore our full collection of research: https://okt.to/k0E4nh
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#WeekendRead: Download the latest edition of Insights Magazine and explore: - how Asia's top refiners have redefined supply security by Gawoon Philip Vahn - the impact of the Middle East war on LNG markets by Phoebe Davies - the UAE's new oil era by Lauren Holtmeier and Claudia Carpenter This issue also includes exclusive interviews: Mitsui O.S.K. Lines, Ltd.'s Takeshi Hashimoto speaks with Mia Pei 裴雨昕 and Reliance Industries Limited's Debangsu Ray with Sambit Mohanty. Don't miss insights from Atul Arya on why this energy crisis is different, plus more articles here: https://okt.to/mLykF8
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The resumption of Russian diesel exports could bring some relief to a constrained European market, but uncertainty remains high. S&P Global Energy’s Gary Clark, Sophia Aung and Elza Turner unpack how the lifting of Russia’s diesel export ban and the return of supply could reshape market balances. 🎙️Full podcast here: https://okt.to/OiSntc
