S&P Global

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Channel • 23 Shows

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Business News

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Business News

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Business News

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Business

Business

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Business

Business

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Business

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Investing

Investing

Updated 16 Feb
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Monthly
Business News

Business News

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22/05/2019

Co-Working On The Rise: A New Office Space For CMBS And REITs

Host Jim Manzi leads a discussion on the rising trend of co-working spaces with credit analysts Ana Lai, Jeevan Dhoot, and Senay Dawit, including the benefits (flexibility, free beer!), lease structures, and risks they could pose to CMBS and REITs.

22/05/2019

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20 min
27/01/2022

EnergyCents- Ep 62: Mind the gap: Asia struggles to attract net-zero investment as targets near

Asian countries will generate about 70% of the world's electricity demand growth between 2021 and 2025. And most of these markets are on track to fall short of stated net-zero targets due to lack of investment in renewables. IHS Markit Power Experts Chad Singleton and Vince Heo join EnergyCents this week to discuss the gap between certain countries' net-zero ambition and net-zero funding, and what catalysts could unlock additional investment.

27/01/2022

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41 min
16/06/2020

The road ahead for Northeast and Southeast Asian thermal coal markets

S&P Global Platts Asia thermal coal team Deepak Kannan, Fred Wang and Jenny Ma discuss key developments in Northeast and Southeast Asia region amid the coronavirus pandemic, while Platts Analytics analyst Matthew Boyle gives a peek into the outlook for coal demand and supply-demand fundamentals for the rest of 2020.

16/06/2020

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11 min
23/07/2024

Where is the clean ammonia market headed?

S&P Global Commodity Insights reporters Mark Astley and James Burgess join Chemical Week's Mark Thomas and Jameson Croteau for a discussion of the clean ammonia market. Key themes include difficulties in getting projects off the ground, the role of regulatory uncertainty and financing incentives in developing the market, and the ambiguities around whether blue ammonia is truly 'clean.'

23/07/2024

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26 min
26/12/2024

2024, A Year in Review

With 2024 rapidly coming to a close, we at The Essential Podcast decided to reflect on our favorite lessons of the year. Listen along as we walk down memory lane, reliving pieces of our most insightful conversations this year. Referenced Episodes: Better Faster Farther: Maggie Mertens and the Evolution of Women's Sports Making Sense of Chaos – An Interview with J. Doyne Farmer Overcoming AI Skepticism With Sudeep Kesh Making Sense of Oil Markets with Andy Critchlow Coronation And Collapse, The Story Of The Bond King With Mary Childs The Price of Energy Transition with Brett Christophers More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com

26/12/2024

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27 min
19/10/2023

Oil markets experience heightened volatility amid Israel-Hamas conflict

Geopolitical tensions are, once again, spooking oil markets, with the Israel-Hamas war dominating all discussions. Even with the impact of the armed conflict so far restricted to the Mediterranean, market players are increasingly concerned about the potential for escalation, which is being reflected in rising insurance premiums. In this episode of the Platts Oil Markets podcast, Andy Critchlow, the London-based head of the S&P Global Commodity Insights news team, and oil and freight reporters Nadia Bliznikova and Lei Zhong join Joel Hanley to discuss the impact of a conflict that evokes memories of major oil crises in the past. Related price assessments: AAWYZ00 - ULSD 10ppmS CIF Med Cargo PFADB10 - Clean Med-Med 30kt MR Wsc As mentioned in the episode, explore our Energy Security Sentinel™ and see how disruptions affect energy flows in the region.

19/10/2023

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21 min
17/10/2025

Iran at the Crossroads: Future Challenges and Opportunities

In this episode of the Look Forward Podcast, host Andy Critchlow welcomes Professor Anoush Eteshami, a leading expert on Iranian affairs, to discuss the complex and evolving landscape of Iran. As the nation grapples with significant internal and external challenges, including economic turmoil and geopolitical tensions, the conversation delves into the implications of these factors on Iran's future. Professor Eteshami offers valuable insights into Iran's historical context, the impact of sanctions, and the potential for reform amidst a young population yearning for change. Join us as we explore the critical crossroads Iran faces and what it means for the broader Middle East.

17/10/2025

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41 min
18/02/2025

Agentic AI Impacts

The next phase of the AI wave is the arrival of agentic AI – where agents can take action on a user's behalf. That's enough of a big deal, but when the head of a tech giant says agentic is going to replace most SaaS applications, something different might be afoot. Analysts Sheryl Kingstone and Chris Marsh return to the podcast to look at the realities of this suggestion with host Eric Hanselman. Agents could become the new user interface for enterprise data, but there are a set of challenges in making this work. On the one hand, one of the largest issues with autonomous action, accountability for actions taken, is far from settled in both regulatory and legal frameworks. On the other, much of enterprise information is still held in systems where it may be difficult for an agent to reach. Agentic AI could provide a gateway to the myriad of systems that run the modern business. Opening access to data and the ability to aggregate across an organization could be tremendously powerful. Capturing the business logic that is often embedded in SaaS systems is difficult, but the shift to decoupling through API's and the expansion of systems of delivery could open the door to agentic progress. More S&P Global Content: Big Picture for Generative AI in 2025: From Hype to Value Webinar: The Big Picture on GenAI and Market Impacts For S&P Subscribers: 2025 Trends in Data, AI & Analytics Credits: Host/Author: Eric Hanselman Guests: Chris Marsh, Sheryl Kingstone Producer/Editor: Kyle Cangialosi and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

18/02/2025

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28 min
29/12/2025

DRAM makers prioritize AI data center demand, sparking automotive semiconductor shortage

As we approach 2026, the automotive industry is bracing for yet another potential crisis: a shortage of dynamic random access memory (DRAM) chips. This anticipated shortage will not be quite as dramatic as the 2021 crisis—which prevented more than 10 million cars from being built that year—but could potentially be more disruptive and long-lasting than the 2025 Nexperia incident. DRAM is found in the compute-heavy systems in cars, namely in cockpit and in ADAS/Autonomy systems. However, major DRAM manufacturers are increasingly reallocating their wafer capacity toward high-bandwidth memory (HBM) for AI data centers. The profitability and demand for HBM far exceed those of traditional automotive applications, leaving automakers increasingly vulnerable to an automotive supply chain crunch that could rival the previous shortages. In this episode of Fuel for Thought, we dive deeper into the shortage and explain what automakers need to do in order to adapt. Speakers: Jeremie Bouchaud, Executive Director, Supply Chain and Technology, S&P Global Mobility Guido Vildozo, Associate Director, Consulting, S&P Global Mobility (Host)

29/12/2025

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28 min
25 FEB

Beyond Volatility: Inside the Hidden Risks and Rewards of Crypto Markets

In this episode of Masters of Risk, host Stewart Webster sits down with Ali Hassan, investor, entrepreneur, and founder of Perceptive Capital, to dissect the accelerating institutional movement into digital assets. Ali reflects on the early misconceptions surrounding Bitcoin and crypto and shares how risk frameworks have evolved as the market matures, infrastructure hardens, and regulatory uncertainty fades. Their discussion spans the full risk universe: exchange fragility, leverage, custody, smart‑contract vulnerabilities, the role of Decentralized Finance (DeFi) in global financial inclusion, and the growing belief that Bitcoin represents one of the most asymmetric return opportunities of our time. Stewart and Ali also look ahead to 2045, exploring which digital assets will survive, which will vanish, and what a world built on programmable money might mean for investors. A compelling roadmap for anyone seeking clarity in a rapidly shifting financial ecosystem. Credits: Host: Stewart Webster Guest: Ali Hassan Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr and Caitlin Bray

25 Feb

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28 min

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