Tag Archives: energy transition
Building the Future: How China Leverages Energy and Infrastructure to Supercharge Artificial Intelligence
China’s vast development of renewable energy and infrastructure is more than just an engineering feat. It is the foundation for the age of artificial intelligence. From solar farms to high-speed rail and 5G networks, these investments provide the power and connectivity needed to operate AI at scale. The impact of these advancements is reflected by…
- Categories Sustainability, Thematics
- Other Tags
Carbon Credits: Playing the Diversification Game
As financial markets respond to the ongoing energy transition, market participants are exploring ways to address the related risks and opportunities. Indices can provide insights to these factors. In this context, the S&P Global Carbon Credit Index, which turned six years old on July 25, 2025, emerges as a potential tool for enhancing diversification and…
- Categories Sustainability, Thematics
- Other Tags
- Categories
- Sustainability, Thematics
- Other Tags
Precious Metals Shine across August Thematics
August’s S&P Thematics Dashboard captures a market in motion—from precious metals rallying to multi-year highs to energy and technology themes. With the ongoing macro-political uncertainty in the backdrop, Silver (up 18%) reached a 14-year high, with Gold up 16% on dovish Fed expectations and a weaker U.S. dollar.1 This momentum extended across the metals complex,…
- Categories Thematics
- Other Tags
- Categories
- Thematics
- Other Tags
AI, Energy and Everything in Between: Thematics in July 2025
Building on the launch of the inaugural S&P Thematics Dashboard, the July edition analyzes the monthly performance of a broad set of themes to uncover key market dynamics. Designed as a thematic market lens, the dashboard—developed in collaboration with Theia Insights—offers rich perspectives on market performance by leveraging nearly 200 themes shaping the global economy….
- Categories Thematics
- Other Tags
- Categories
- Thematics
- Other Tags
Understanding Energy Transition and Sustainability Reporting
How are indices and data-driven insights helping market participants navigate the evolving energy transition landscape? S&P DJI’s Maya Beyhan and S&P Global Sustainable1’s Patil Mesrobian join the CFA Institute’s Jeanette Tawk for a closer look at the expanding toolkit for assessing potential energy transition risks and opportunities.
- Categories Sustainability, Thematics
- Other Tags
- Categories
- Sustainability, Thematics
- Other Tags
Bricks of Transition
The world is undergoing significant changes as it navigates the energy transition, marking a shift toward innovative and more efficient energy sources. In this evolving context, indices can play a crucial role by offering diverse measurements that represent various facets of the energy transition.1 Buildings, which account for a substantial portion of global energy consumption…
- Categories Sustainability, Thematics
- Other Tags
Carbon Countdown
The energy transition represents a crucial market force with the potential to revolutionize our world. Over the two decades from Jan. 31, 2005, to Jan. 31, 2025, the S&P 500® demonstrated a significant decarbonization, evidenced by a 73.9% decrease in its weighted average carbon intensity, as illustrated in Exhibit 1.1 This material decrease highlights a…
- Categories S&P 500 & DJIA, Sustainability
- Other Tags
Exploring the Growing Thematics Landscape
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
- Categories Thematics
- Other Tags
2024 World Economic Forum: Key Themes to Watch
The author would like to thank Vidushan Ragukaran and Ari Rajendra for their contributions to this blog. The 2024 World Economic Forum (WEF) that took place at Davos-Klosters in mid-January attracted over 60 heads of state and government leaders. There was a consistent emphasis on AI and cybersecurity risk governance, a renewed focus on…
- Categories Thematics
- Other Tags
- Categories
- Thematics
- Other Tags
Material Change in a Material World
As our climate changes, so do our ways of producing and consuming energy. A global effort is underway to replace fossil fuels with renewables in our energy matrix.1 This planned energy transition’s speed, scope and scale of impact on the global economy is unparalleled in our history.2 North America’s unique position of contributing nearly 18%…
- Categories Sustainability, Thematics
- Other Tags