Tag Archives: metals
Look Again, It’s Coal Outside
Lumps of coal are typically reserved for the Christmas stocking of the worst-behaved children. With the holiday season approaching, many will be hoping instead for something a little shinier and more refined. The S&P Global Mining Reduced Coal Index follows a similar philosophy. Start with a universe of mining-related companies. Focus on those with meaningful…
- Categories Equities
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Digging Deeper: 20 Years of the S&P Metals & Mining Select Industry Index
From artificial intelligence and electrification to infrastructure spending and geopolitical competition for critical minerals, metals and mining companies sit at the center of some of the most important themes of this decade. The S&P Metals & Mining Select Industry Index tracks the performance of the companies that discover, extract and process the materials powering the…
- Categories Commodities, Thematics
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- Commodities, Thematics
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The Race for Critical Materials and the Shift to Security
From Efficiency to Security Over the past few months, two themes have dominated market attention, artificial intelligence (AI) and energy supply. Each is driven by different forces, yet both are increasingly pushing governments in a similar direction—toward supply security and reduced external dependence. Recent developments help illustrate this shift. Reports of Anthropic restricting access to…
- Categories Commodities, Thematics
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Technology Breakthroughs Meet Industrial Metals Strength
September’s S&P Thematics Dashboard was led by strong performance across technology- and industrial metals-linked themes. Quantum Technology surged 38%, while precious and industrial metals rallied sharply amid macroeconomic signals. In contrast, different discretionary spending- and resources-related themes softened. Quantum and Data Infrastructure Lead Quantum Technology was the month’s standout. IBM and HSBC claimed the execution…
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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
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Essential Metal Awakening
In a world reminiscent of “Blade Runner,” where the quest for new innovative energy technologies mirrors the search for synthetic life, essential metals have become a crucial aspect of the energy transition conversation. The S&P Global Essential Metals Producers Index can play a pivotal role in understanding this transition, as it measures the performance of…
- Categories Commodities, Thematics
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