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2026 agriculture sustainability
The 2026 outlook highlights the shift toward resilient farming and increased collaboration to address climate risks, policy changes, and sustainability. Key trends include partnerships for emission reduction, technological innovation, and emerging opportunities in Brazil and carbon markets, despite ongoing policy…
How U.S. power and LNG trends are reshaping the role of gas
Featuring: Shankari Srinivasan Join Shankari Srinivasan at the New York Market Briefing as she shares key takeaways covering how U.S. power transformation and LNG investments are shaping the future of gas. https://youtu.be/x8YwaaIOCdI
Data centers embrace natural gas for rapid power
Discover how US data centers are rapidly adopting natural gas, including virtual gas pipelines and onsite generation, to meet soaring power demands. Learn about the challenges and innovative strategies reshaping the energy landscape for hyperscalers and Big Tech. https://youtu.be/NilYAgVIXGg

CBAM: EU carbon tax set to disrupt metals trading
The European Union's Carbon Border Adjustment Mechanism (CBAM) is set to be fully implemented by January 1, 2026, and is poised to significantly influence global trade and accelerate the energy transition. The mechanism targets importers of specific energy-intensive goods, including iron, steel, aluminium, fertilizers,…
Cheatsheet: The Different Types of Fertilizers
China Merchants Energy Shipping sees robust VLCC market through 2026-28
Authors: Mia Pei, Max Lin, and Ryan How HIGHLIGHTS Strength driven by limited tanker supply, healthy demand Refining capacity tightness, Chinese inflows aid long-haul demand China Merchants Energy Shipping expects the global supertanker market to remain strong through 2026 and potentially into 2027-28, supported by a…

Major shift towards solar deals
Featuring: James Gutman The power sector’s deal flow is shifting. After years of gas‑fired assets dominating M&A, 2026 is shaping up to be the year solar steps forward. Policy stability, rising valuations, motivated sellers, and strong corporate balance sheets are all setting the stage for a wave of consolidation in one of…
Outlook 2026: Tariff-policy-generated market volatility will continue
Roger Bernard, US Senior Policy Analyst, HIGHLIGHTS US trade policy could shift, potentially dramatically, depending on US Supreme Court ruling Tariffs still a part of Trump administration focus, but tools could change New routes for tariffs are accompanied by more uncertainty 2026 is poised to unfold with a potentially…
Six stories you need to read if you’re watching metals markets in 2026
The metals sector is heading into a year defined by disruption, from trade tensions and surplus supply to the electrification boom, carbon policy shifts, and the global race for critical minerals. Each of these forces is reshaping supply chains, investment flows, and competitive positioning. Our Metals Market Movers…

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