Tag Archives: energy transition
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
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- Thematics
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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%…
Previewing the 2024 S&P GSCI Rebalance: Big Oil’s Mojo Is Back
Long-time investors in products linked to the S&P GSCI remain keenly aware of the outsized role oil has in broad commodity performance. Reviewing the projected weights of the 2024 S&P GSCI rebalance oil is expected to remain the largest commodity in the index. WTI and Brent crude oil are projected to swap positions and collectively…
- Categories Commodities
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Tracking the Sun with Indices
How can an index measure the companies driving the continued rise of solar power? Take a custom look at how indexing works for solar with S&P DJI’s Michael Mell and MAC Solar Index’s Richard Asplund.
Hot Temperatures and a Hot Start to the Second Half of 2023 for Commodities
The S&P GSCI, the broad commodities benchmark, started the second half of the year in a blistering heat wave and rose 11% on the back of petroleum commodities, which all increased by more than 14% in July. The remaining four sectors within the S&P GSCI also rose during the month, as fears of a recession…
- Categories Commodities
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S&P GSCI Mid-Year Recap and Lithium Added to S&P GSCI Electric Vehicle Metals Index
Surging futures activity on CME Group’s lithium contract allowed for entry into the S&P GSCI Electric Vehicle (EV) Metals Index. This milestone reflects the changing nature of indices to maintain a representative share of the global commodities market. The largest and most recognizable benchmark for commodities, the S&P GSCI, reviews contract eligibility for existing and…
- Categories Commodities, Thematics
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Sustainability within the Modern Commodity Allocation – The S&P GSCI Light Energy Climate Aware Is Launched
After extensive market outreach, S&P Dow Jones Indices launched the S&P GSCI Light Energy Climate Aware to satisfy a need for a benchmark tied to sustainability and the energy transition, but with a lighter energy weighting than the new S&P GSCI Climate Aware. As can be seen in Exhibit 1, the S&P GSCI Light Energy…
- Categories Commodities, ESG
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Will the S&P GSCI Electric Vehicle Metals Outperform with Copper Leading the Way?
Recent bullish fundamentals appear to be falling in line for the electric vehicle metals space. A decade of weak metals prices has led to underinvestment by miners and refiners, as private investment and bank financing support waned. In 2022, S&P Global released a comprehensive report on copper outlining the current trending Rocky Road supply scenario…
- Categories Commodities
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Introducing the First Benchmark Commodity Index Incorporating Environmental Metrics, the S&P GSCI Climate Aware
As the world continues to focus on sustainability and the energy transition, it is understandable that market participants are seeking to incorporate sustainability considerations into their commodities portfolios. To that end, on Feb. 23, 2023, S&P Dow Jones Indices (S&P DJI) launched the S&P GSCI Climate Aware, utilizing a new environmental dataset developed in collaboration…
- Categories Commodities, ESG
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How Indexing Works for Carbon Markets
How are innovative indices tracking compliance and voluntary carbon futures markets bringing greater transparency to the energy transition? S&P DJI’s Jim Wiederhold and KraneShares’ Luke Oliver discuss how first-to-market benchmarks are democratizing access to global carbon markets.
- Categories Commodities, ESG
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alternative investments, carbon futures markets, carbon markets, commodities, compliance carbon markets, ESG, global voluntary carbon futures markets, indexing carbon markets, Jim Wiederhold, KraneShares, Luke Oliver, S&P Dow Jones Indices, S&P GSCI Global Voluntary Carbon Liquidity Weighted, voluntary carbon markets
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- Commodities, ESG
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- alternative investments, carbon futures markets, carbon markets, commodities, compliance carbon markets, ESG, global voluntary carbon futures markets, indexing carbon markets, Jim Wiederhold, KraneShares, Luke Oliver, S&P Dow Jones Indices, S&P GSCI Global Voluntary Carbon Liquidity Weighted, voluntary carbon markets