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In this episode of the All Things Sustainable podcast, S&P Global Energy President Dave Ernsberger joins host Lindsey Hall to discuss how data centers, geopolitical risk and sustainability priorities are changing the global energy mix in 2026. As war in the Middle East continues, Dave explains how countries are rethinking the balance between immediate priorities — like energy security, availability and affordability — and the reality of climate change risk. In this context, Dave calls for a reframing of sustainability conversations. "The sustainability discussion will become irrelevant if it doesn't speak to the needs of the half of the world's population that needs energy in the first place," Dave says. "The leaders who are driving a conversation that is predicated on a statement like 'phase out fossil fuels' need to switch the conversation up and say: 'How do we maximize investment in clean fuels?'" Dave says investment decisions are already evolving at speed in response to continued geopolitical conflict. "I was amazed at how fast infrastructure was getting built out to maximize self-sufficiency, minimize import dependency," Dave says of a recent visit he made to the Middle East. "People aren't waiting." Dave also points to surging power demand tied to AI as a key factor reshaping global energy markets. He says S&P Global's newly announced acquisition of datacenterHawk will help fill information gaps about data center infrastructure, from the hardware inside each facility to who the investors are to how much debt is involved. "The questions that confront AI are big. The answers are highly specific and very detailed, and that's what we're driving towards with this investment," he tells us.  Further reading:   S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global For the world's largest companies, climate physical risks have a $1.2 trillion annual price tag by the 2050s | S&P Global S&P Global to Acquire datacenterHawk Connecting Global Data Center, Power and Infrastructure Markets - S&P Global Further listening:   The big blind spot software giant SAP sees in AI strategies | S&P Global What planetary health means for the private sector | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER      By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Join Deloitte's Kyle Forrest and Girish Ganesan of S&P Global as they discuss the evolving role of the Chief People Officer as it shifts from traditional HR into business transformation, AI adoption, and leadership through ambiguity.

Kevin discusses and covers the following stories: Hurricane season began on June 1, how is this season is shaping up compared to previous seasons; oil prices react to progress in a diplomatic resolution to the Iran war and potential increased traffic through the Strait of Hormuz; President Trump calls on oil companies to reduce gas prices in line with oil prices; S&P Global released their U.S Manufacturing Purchasing Managers' Index and the Institute for Supply Management released their Manufacturing Business Survey; Wabash reacts to requests from fleets for 2027 building slots; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.See omnystudio.com/listener for privacy information.

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news Iran and Oman say they have a deal on the Hormuz Strait, and the US says it is still hoping for a deal to open it up. But the US no longer has any cards, it seems. Away from all that in the US, mortgage applications fell again last week with both new loan and refinance activity falling, probably due to the continued rise in home loan interest rates and pushing them up to year-ago levels of 6.81%. Their ADP jobs report only signaled +44,000 July jobs added to private payrolls, much less than the expected low +70,000 and the low June level of +95,000. This report is the precursor to Saturday's July non-farm payrolls release where analysts expect July payrolls to have expanded +202,000. Those analysts may be in for some disappointment. The ISM services PMI for July came in little-changed at a modest-to-moderate reading, boosted by good new order levels but held back by faster rising costs. Also, jobs in the sector contracted. Meanwhile the S&P Global version of the US services PMI recovered to a similar level, reporting activity rises at their strongest rate since October 2025, job creation at highest for eight months amid an improved outlook, but much steeper rises in both input costs and selling prices. US crude oil stocks recovered somewhat last week with a rare rise. But this may have been because they are still drawing down their strategic reserves at a rate that is worrying many and now at almost an all-time low since 1983. In China, their private S&P Global (RatingDog) services PMI fell back sharply. It is still expanding, but now only just. Total activity and new business both expand more slowly. Employment rose for third month running, the longest sequence since the second half of 2024. And they recorded the weakest rise in average input prices since January. Yes, this survey is better than the contracting official version, but the fall-away was faster in this report. Singapore's retail sales rose sharply in June to be +4.0% higher than year-ago levels. Meanwhile their PMI rose faster and near its best-ever, but largely because firms there built stocks to retain resilience. Japan's services PMI expanded at a slower pace in July as cost pressures remain intense there. And Indonesia said its economic activity was +5.3% higher in June than a year ago with the expected rebound from the Q1 dip coming as expected - but slightly better than anticipated. The copper price has surged again, now at a new all-time high of US$14,825/tonne (NZ$25,000/tonne, and at $25/kg no doubt a new target for thieves.). The UST 10yr yield is now just on 4.62%, down -1 bp from this time yesterday.  The price of gold has risen to US$4253/oz, up +US$165 from yesterday. Silver is up +US$2.50 at just over US$62/oz. Oil prices are down another -US$1.50 from yesterday and now just on US$74.50/bbl in the US, while the international Brent price is now just under US$79/bbl and down -50 USc. Hormuz transits are still very constrained. There has been only one crude tanker and 6 cargo ship exiting over the past 24 hours (1 dark with transponders off) and eleven entering for new loads (6 dark), again all Iran-linked. The Red Sea activity is still low with much less than 20 either way. The Kiwi dollar is little-changed from yesterday at just over 58.9 USc. Against the Aussie we are down -30 bps at 83.4 AUc. Against the euro we have dipped -10 bps to 51 euro cents. That all means our TWI-5 starts today at 62.5 which is down -10 bps from this time yesterday. The bitcoin price starts today at US$64,698 and up +1.2% from this time yesterday. Volatility over the past 24 hours has stayed low at just on +/-0.7%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news we are now in the peak vacation season in the northern hemisphere with policy activity relatively low. But US petrol costs are high in this summer driving season. Trump continues to claim he is negotiating with Iran. Iran continues to deny any talks are taking place. Still, this stalemate is a relatively peaceful one, but one that leaves Iran and Oman holding all the cards in the Hormuz Strait. In the US, their widely-watched ISM factory PMI came in slightly better than expected with a good expansion, one marginally stronger than the S&P Global PMI result we noted yesterday. This ISM version recorded stronger new order flows and prices increasing at a slower pace. In China, their top leadership is 'vacationing' as usual at the beach resort of Beidaihe. Oddly, Xi doesn't appear to be there. Over the weekend we noted that China's official factory PMIs all turned down, and into contraction territory. The private S&P Global version has been less gloomy in the past, but yesterday's release also shows a sector slipping in July from June. But at least this alternate version is not yet contracting. And they feature rising new order levels, which is promising. India's July factory PMI is still expanding at a solid pace, but that paces has now slipped to its lowest in five years. New order intakes are rising but slower, and input cost pressures are easing there. And while we are at it, we should note that the factory PMIs for Japan, South Korea, Taiwan and Malaysia all remained quite positive and expansionary. All of these noted that cost pressures are also easing now. The Australian version is rising too, but cost pressures there are still elevated. In Australia, the Cotality Home Value Index dropped -0.7% in July from June, the sharpest monthly decline since December 2022 and accelerating from a -0.4% fall in the prior month. The drop was after higher mortgage rates, affordability pressures, and soft consumer sentiment that all hurt housing demand. Sydney and Melbourne lead the downturn, with home values falling -1.4% and -1.2%, respectively in a month. Staying in Australia, the Melbourne Institute Monthly Inflation Gauge increased materially in July, after falling in the previous two months. The increase was broad-based, with annual headline inflation of 4.0%. The monthly cost of living also increased across a range of household types. Later this week we will jet the June household spending data from the ABS and also their cost of living indicators. This MI data suggests whatever those ABS results in June, things will get worse in July. We should note that the copper price is rising again, making another tilt at the record highs it reached in May and June this year. It is now back up at US$14.330/tonne, just -2% below that record peak. At the rate it moves, it could breach that very soon. AI build-out demand, as supply constraints deepen, are driving this latest rush. Some of it is stockpiling in the expectation Trump will queer the pitch with a tariff move. In any event, the world's big mining firms are shifting away from iron ore to copper mining, chasing these riches. We could probably also note that SpaceX 'listed' at US$135/share but opened at US$160. It is now struggling to hold US$110/share today. Not helping are that 'lockup' investors and staff are now net sellers. Shorting SpaceX seems to be a growth game. We should probably also keep an eye on accounting firm KPMG. The consequences of its horror story in Australia are about to be played out, with maybe global implications. The UST 10yr yield is now just on 4.69%, down -6 bps from this time yesterday.  The price of gold has slipped to US$4033/oz, down -US$9 from yesterday. Silver is little-changed at just over US$57.50/oz. Oil prices are down -US$4.50 from yesterday and now just under US$80/bbl in the US, while the international Brent price is now just on US$83.50/bbl. Hormuz transits are still very constrained. There has been only one crude tanker and 6 cargo ship exiting over the past 24 hours (4 dark with transponders off) and five entering for new loads (2 dark), all Iran-linked. The Red Sea activity is still low at about 20 either way. That is kept low because only Chinese-bound vessels are getting Houthi exemptions. The Kiwi dollar is down -30 bps from yesterday at just over 58.6 USc. Against the Aussie we are little-changed at 83.8 AUc. Against the euro we have dipped -10 bps to 51 euro cents. That all means our TWI-5 starts today at 62.4 which is down -20 bps from this time yesterday. The bitcoin price starts today at US$63,851 and up +0.9% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/-1.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news that now we are in August, there are only 100 working days until Christmas, and less than 70 until our 2026 general election! You will need to pull your finger out to ensure your 2026 goals are on track to be accomplished. This week will see the release of a number of updates on how the July real estate market performed. More importantly, we will get the June labour market update and that is expected to show rising joblessness (to 5.4%). To be fair, labour market data are lagging indicators. In Australia, Cotality and Domain will report what they saw in their residential real estate markets. And we will get both household spending and cost of living updates for June this week, neither expected to show improvements. We should also note that their fuel excise tax suspension ended last night. From April to June the discount was 32 AUc/liter, for June and July it was 16c. Now there is no relief discount there. Globally it will be all about July PMIs (other than keeping an eye on the warmongers who all show a distinct lack of any idea on how to end the conflicts they started). In the US, the other important data will be their end of week labour market updates in their non-farm payrolls report. There is little evidence to suggest it will be a strong one and markets currently expect another month of less than +100,000 gains (+91,000) and a rising jobless rate (4.3%). We will be tracking their bond market signals closely too. And that the Trump Organisation is regarded by banks as a money-laundering entity barely raises an eyebrow these days, indicates how low the US has fallen. But also, a key background reason risk premiums are rising. In India, they will get a central bank review but no-change to their policy rate (5.25%) is anticipated. We will be tracking those PMIs too, especially in China to see if the private S&P Global versions continue to be more upbeat than the dour official versions. After four months of minor expansion, those official factory PMIs has slipped back into small contraction with a much sharper shift than was expected. After two months of minor expansion, their official services PMI also slipped back into a small contraction, also a sharper shift lower than expected. China's overall growth targets are looking less likely to be achieved the longer the year goes on. But lets not overstate these pullback signals; most countries would love to have their growth levels even at the reduced impetus. China's key issue is that new order levels are fading and exports are the key driver, not internal consumption (which is their goal). So more induced infrastructure stimulus is on the way. Korean industrial production bounced back sharply in June after the minor but unexpected dip in May. The June level was +5.8% higher than a year ago, up +2.3% from May, a heartening rebound for them. The Korean stock market bounced back sharply on Friday after the earlier dives, but they still ended the week down more than -3%. Japanese industrial production recorded a similar recovery in June, up +4.2% from a year ago, up +1.3% for the month. But that was not matched by retail sales in Japan which took a rather large tumble, down -4.1% from the strong year-ago level, up +0.5% from May. The Japanese central bank intervention support for their currency may have been significantly expensive, even if it has succeeded in halting the devaluation with a 3% recovery. Reports indicate they spent US$45 to US$50 bln on the few-days effort. It happened again on Friday, this time in a joint action with the US. And more may be coming. EU inflation came in at 2.9% in July as expected, up marginally from June's 2.8%. Australian producer prices rose +3.6% in June from a year ago, the most since early 2025 and above the anticipated +2.5% and even the 'high' Q1-2026 3.0% level. Inflation is embedding and it is a result that will focus attention by officials. In the US, even though the US Fed held its policy rate unchanged last Thursday (despite 3 dissenters wanting higher rates), markets have pushed US benchmark rates higher anyway. The UST 10 year is +27 bps higher at the end of July than at the beginning. Their 30 year benchmark is also +27 bps higher. Most of these increases came in the past two weeks, and will resonate soon for American home loan borrowers. The updated July University of Michigan sentiment survey confirmed its better July levels, and confirmed lower inflation expectations. Still, these new levels are -11% lower than year-ago levels with perceptions of current conditions -19% lower. These measures are still in the down-trend that started in 2024 even after these better July results. They noted that US consumers remain focused on pocketbook issues like purchasing power, while political or military developments remain more in the background. Also improving in July were the results of the Chicago PMI, clearly benefiting from stockpiling and reshoring still. In the current Q2-2026 earnings season reporting, 86% of S&P 500 companies have reported a positive EPS surprise and 77% of S&P 500 companies has reported a positive revenue surprise. In Canada, they reported their GDP rose modestly in June, a third consecutive rise and the fifth gain in six months as their economy gathers steam. Q2-2026 results aren't yet available but it is clear they will be quite positive, in contrast to the small dip in Q1-2026, and the weak Q2-2025 result. The UST 10yr yield is now just on 4.75%, up +1 bp from this time Saturday, up +7 bps for the week. We make that its highest since January 2025 (briefly) and prior to that October 2023. The 30 year yield is at 5.28% and a 20+ year high.  The price of gold has fallen to US$4042/oz, down -US$8 from Saturday down -US$6 for the week. Silver is down -50 USc at just over US$57.50/oz, down -US$1 for the week. Oil prices are little-changed from Saturday still at now just over US$84.50/bbl in the US, while the international Brent price is still just over US$88/bbl.  The Kiwi dollar is unchanged from Saturday at just under 58.9 USc, but up +100 bps for the week and back to early June levels. Against the Aussie we are up +10 bps at 83.8 AUc. Against the euro we unchanged at 51.1 euro cents. That all means our TWI-5 starts today at 62.6 which is also unchanged from this time Saturday, and also up +100 bps for the week. The bitcoin price starts today at US$63,293 and up +0.4% from this time Saturday, down -1.4% for the week. Volatility over the past 24 hours has been modest at just on +/-1.0%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

In this episode of the All Things Sustainable podcast, we explore the risks and opportunities AI presents for companies in an interview with Sophia Mendelsohn.   Sophia is Chief Sustainability and Commercial Officer at SAP, one of the world's largest producers of software. She outlines how companies are leveraging AI to become more sustainable. She also explains why many executives have "a blind spot" in their AI strategy when it comes to sustainability.   "They're racing to scale the technology, and we're treating sustainability sort of as last year's hype cycle ... instead of a condition for AI growth," Sophia says. "AI's first wave of expansion was fueled by our awe of the technology, but our second wave of the expansion has to be powered and protected by our ability to reconcile AI with the physical world we're using it in."   This episode is the latest installment in our CSO Insights podcast series, where we interview Chief Sustainability Officers around the world and across industries. Listen to other episodes in this series here.  Further reading:  AI adoption is soaring, but few companies are measuring its impact | S&P Global  S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Copyright ©2026 by S&P Global  DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Artificial intelligence is accelerating demand for data center power at a pace that is reshaping the global energy agenda. In this episode of the Look Forward podcast, host Aries Poon speaks with Tony Lenoir, data center expert at S&P Global, about whether AI growth can coexist with decarbonization goals — and how hyperscalers are rethinking their energy strategies in response.

Swiss finance and innovation hub Zurich held its first Climate Week in May 2026, joining a growing global network of cities hosting climate-focused gatherings. All Things Sustainable is the official podcast of Climate Week Zurich, and in this episode, we bring you highlights, key takeaways and a look ahead to the next big events on the climate calendar.  To learn about Zurich's approach to decarbonization and climate adaptation, we sit down with the city's Director of Environmental and Health Protection, René Estermann.  "We know climate change is a huge risk," René says. "As the major economic driver in Switzerland, Zurich wants to grow its business hubs here for climate technologies, climate science, carbon management ... [and] climate finance ... to turn these risks to opportunities."  To understand how financial institutions are responding to growing calls to make the business case for sustainability, we talk to Sabine Döbeli. Sabine is CEO of Swiss Sustainable Finance, a nonprofit whose members aim to strengthen Switzerland's position as a leading worldwide center for sustainable finance.  "If you invest today to improve your factory, to have less pollution, to use less water, to have a circular process, then that of course means capex, it means investments," Sabine says. "It will pay off in the long term if you have less costs. But to prove this at every point in time is not always easy."  And we talk to Christophe Lumsden, Partner and Sustainability Lead at Ernst & Young AG Switzerland and EY's Global Climate Change and Decarbonization Leader. He says Climate Week Zurich is an example of how climate action continues to develop at a local level even as it faces pushback in parts of the world.   "Science is clear. Evidence is there. Climate change is not going away anytime soon," Christophe says. "Health repercussions are massive, human repercussions are big. So we just need to continue the movement."   S&P Global Energy is a founding partner and sponsor of the inaugural Climate Week Zurich.   Further listening  Hear the podcast interviews referenced in today's episode:  California's biggest utility talks decarbonization, climate adaptation and AI energy demands  CSO Insights: How climate adaptation is hitting the mainstream for Middle East banks  Listen to our interview with Johan Rockström, who spoke at the Climate Week Zurich Opening Ceremony:   What planetary health means for the private sector  Listen to all our interviews from Climate Week Zurich:  How Swiss food giant Nestlé tackles sustainable supply chains  Swiss private bank talks sustainable investment opportunities  How one of the world's largest insurers is building climate resilience  How retail giant IKEA built the business case for sustainability  World Meteorological Organization leader on the need for science, data and collaboration  Learn about Nature and Biodiversity data and solutions from S&P Global Sustainable1.   Copyright ©2026 by S&P Global Disclaimer  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Las acciones de Wall Street registran una evolución mixta y muestran poca confianza en las primeras horas de la sesión del viernes. Los inversores avanzan a trompicones hacia la recta final de una semana de pleno verano marcada por unos resultados empresariales dispares, las incertidumbres que se ciernen sobre la inteligencia artificial, la escalada de las hostilidades en Oriente Medio, el resurgimiento de los temores inflacionistas y la creciente probabilidad de subidas de tipos de interés por parte de la Reserva Federal. A nivel sectorial, el sector inmobiliario, las aerolíneas y el sector de viajes y ocio, valores que han sufrido fuertes caídas últimamente, disfrutaban de su momento de gloria, superando al mercado en general. El sector tecnológico en general y el de los chips en particular son los claros rezagados. Hay datos económicos de interés. La actividad en el amplio sector de servicios de Estados Unidos se acelera en julio, impulsada en parte por el gasto relacionado al Mundial y el Día de la Independencia. Pero el ritmo de crecimiento de las manufacturas se modera a su nivel más bajo desde marzo, según datos de S&P Global. Analizamos mercado esta hora y valores protagonistas con Rafael Ojeda, de Ursus 3 Capital.

In this week's episode of the All Things Sustainable podcast, we're exploring how Mexico is adopting and building on standards issued by the International Sustainability Standards Board (ISSB).   Mexico is one of more than 40 jurisdictions that have adopted or are in the process of adopting the ISSB's disclosure standards. To learn about Mexico's approach, we speak with Patricia Moles, a member of the Standards Issuing Committee of the Mexican Financial and Sustainability Reporting Standards Board, known as CINIF.   Patricia explains how Mexico has tailored its standards to local conditions, with a focus on material topics such as waste management, nature loss, and physical climate risks like water stress. She says Mexico created an alliance of Latin American countries to promote sustainability reporting in the region without overburdening companies.   "We face the challenge of capacity building and the capacity to react and maybe the cultural resistance," she says. "But on the other hand, the urgency is even more important in developing countries."  Patricia also explains why Mexico created specific standards for private companies. "A large, large portion of our economic activity is developed by private companies," she says. "If we omit giving these private companies the capacity to provide information for value chains, we would have severe gaps."  Want to learn more about international sustainability standards?   Listen to our podcast episode featuring the ISSB and the UK: How the UK is tackling the "alphabet soup" of sustainability disclosures  Listen to our episode featuring Canada: Why Canadian Sustainability Standards Board Chair calls sustainability disclosures "table stakes"  Read our latest quarterly tracker on ISSB adoption: May 2026 – Where does the world stand on ISSB adoption? | S&P Global  Learn about the S&P Global Corporate Sustainability Assessment, an in-depth evaluation of corporate sustainability performance.  Copyright ©2026 by S&P Global  Disclaimer  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Are AI companies becoming targets? Why is DeepSeek suddenly worth $52 billion? Is Mira Murati bringing OpenAI back to its original mission? And why has Oracle's massive AI investment led to a credit downgrade? On Hashtag Trending for Friday, July 17, 2026, host Jim Love covers four major developments shaping the future of artificial intelligence. The episode begins with growing security concerns across the AI industry. According to reporting from The Wall Street Journal, threats against AI executives are increasing, prompting companies including Palantir, Oracle, Salesforce, and Anthropic to dramatically expand executive protection. The story examines attacks and threats involving Anthropic and OpenAI CEO Sam Altman, along with growing concerns that fears over AI, jobs, copyright, the environment, and society are creating new risks for technology leaders. Next, Reuters reporting reveals that DeepSeek is now valued at approximately $52 billion. While far below the valuations of OpenAI or Anthropic, the real story is what billions in new funding could mean for China's AI ambitions. Jim explores how companies including Qwen, Kimi, and Zhipu AI could benefit if investors begin backing Chinese frontier AI models on a much larger scale. The third story looks at former OpenAI CTO Mira Murati, whose new company, Thinking Machines Lab, has released its first nearly one-trillion-parameter open-weight AI model. Jim explains why the announcement may represent a return to OpenAI's original philosophy of making powerful AI broadly available instead of concentrating control in a handful of technology giants. Finally, Oracle receives a rare credit downgrade from S&P Global, which says it underestimated the scale and financial risk of Oracle's AI investments. The rating agency also warns that Oracle's future has become heavily tied to OpenAI, making one of Silicon Valley's most conservative software companies one of its biggest AI risk-takers. If you enjoy thoughtful analysis of artificial intelligence, enterprise technology, cybersecurity, cloud computing, and digital transformation, subscribe to Hashtag Trending for new episodes every weekday. 00:00 Headlines And Intro 00:39 AI Executive Threats Rise 04:11 DeepSeek Funding Shockwave 07:04 Murati Open Weight Challenge 09:48 Oracle Credit Rating Hit 12:19 Wrap Up And Book Promo If you'd like a free Kindle copy of Jim Love's novel ELISA, watch through to the end for details. Keywords: AI news, artificial intelligence, OpenAI, Sam Altman, DeepSeek, Mira Murati, Thinking Machines Lab, Oracle, S&P Global, Anthropic, Palantir, Salesforce, AI security, executive protection, open-weight AI, frontier AI, Qwen, Kimi, Zhipu AI, enterprise AI, cloud computing, Hashtag Trending, Jim Love, technology news

In this episode of the Look Forward podcast, S&P Global experts Deepa Kumar and Gauri Jauhar examine how the Middle East conflict is stress-testing India's economy through energy dependence, trade exposure, remittances, currency pressure, inflation, and geopolitical balancing. They discuss why this shock is more multi-layered than past crises and how India's resilience is being challenged even as government support, infrastructure spending, and private-sector cost absorption continue to provide buffers. The conversation also explores how India is using the crisis to accelerate longer-term reforms in energy security, industrial policy, and global trade strategy. From diversifying oil and gas suppliers and expanding storage capacity to leveraging free trade agreements, production-linked incentives, renewables, nuclear, and domestic exploration, the episode frames the current moment not only as a test of resilience but as a potential catalyst for India's next phase of transformation.

In today's episode of the All Things Sustainable podcast, we're exploring the landscape for private investment into sustainability and climate solutions.    We talk with Christina Leijonhufvud, CEO and Co-Founder of BlueMark, a company that tracks trends in the sustainable and impact investing market. Christina describes an increasing focus on climate solutions and climate tech investing in the market. She says that while investing in climate risk adaptation and resilience has increased, there is still greater need for private capital.   "It's an underfunded part of the market, which means there is a ton of opportunity," Christina says. S&P Global is an outside investor in BlueMark.  We also talk with Matthew Nordan, Co-Founder and General Partner at Azolla Ventures, a venture capital firm that invests in early-stage climate technology companies in hard-to-decarbonize areas like industrial processes and agriculture.   Matthew explains the firm's focus on solving big problems: "We are just not going to make a difference if the things we fund are incremental," he tells us.  And we speak with Nelson Switzer, Co-Founder and Managing Partner at Climate Innovation Capital, a mid-stage venture fund that invests in technology businesses across energy, agriculture and industry to build a low-carbon, resilient economy.  Nelson says the world has entered the "fifth economic revolution" that involves the decarbonization of everything. "We have to reimagine, reengineer and redeploy almost everything we do," he tells us.  We sat down with Matthew and Nelson during DC Climate Week in Washington, where All Things Sustainable was the official podcast. Listen to our podcast coverage of DC Climate Week here.   Further listening:  Here's what you missed at London Climate Action Week  Live in London: How sustainability is evolving into a broader conversation about resilience  What planetary health means for the private sector  Copyright ©2026 by S&P Global  DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

The 8th edition of London Climate Action Week (LCAW) wrapped up June 28, and in this episode of the All Things Sustainable podcast we're talking about key takeaways with Nick Mabey. Nick is LCAW's Founder and Chair. He's also CEO and Co-Founder of global climate change think tank E3G.    In the episode, Nick explains why LCAW continued to grow in 2026 — he estimates the week included over 1,300 events across the city and more than 75,000 attendees.   "It was just a huge sense of energy and confidence in the overall project of climate action ... among the politicians, among the businesses," Nick says. "We've worked really hard to make it very clear that climate change is everybody's business."  Nick explains why risk and resilience featured heavily on the LCAW agenda in 2026.   "The structural lack of investment in resilience — whether that's resilience against climate shocks or resilience against energy shocks or resilience against food shocks — is a feature of our economies and our governance which we need to deal with urgently, because we can't afford to keep on paying the price of these disasters," Nick tells us.  We also talk to Climate Group CEO Helen Clarkson to understand how LCAW sets the scene for big upcoming events on the sustainability calendar — like Climate Week NYC in September and the UN Climate Change Conference of the Parties (COP31) in November.   Climate Group is the nonprofit that organizes Climate Week NYC in coordination with the UN General Assembly and the City of New York. Helen discusses how the Middle East conflict is leading to rising emphasis on energy security in sustainability discussions, reshaping the energy mix in some parts of the world. She also highlights the importance of framing climate as an opportunity in addition to a risk.   "Business is going to have to adapt and respond, and there's a lot of opportunity in doing that," Helen says. "I think we can see that when people come together like this."  Further listening:   Listen to our podcast coverage of London Climate Action Week in 2025: How these key summer events set the scene for COP30 in Brazil | S&P Global   Listen to our podcast interview with the new Chair of The Earthshot Prize: Climate Week Zurich: How retail giant IKEA built the business case for sustainability | S&P Global  Listen to our podcast coverage about climate and insurance:   How one of the world's largest insurers is building climate resilience | S&P Global  Why all eyes are on insurance in climate risk conversations | S&P Global  Why insurance is becoming central to climate risk conversations | S&P Global  Further reading:   How high-resolution data translates flood risk into financial risk | S&P Global  Copyright ©2026 by S&P Global Disclaimer By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).   This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

The inaugural Climate Week Zurich in May opened with a stark assessment of the health of the planet: Internationally recognized scientist Johan Rockström told the audience that the Earth has transgressed seven of nine Planetary Boundaries, pushing the planet toward the possibility of large scale and irreversible changes.   Johan is Director of the Potsdam Institute for Climate Impact Research and helped develop the Planetary Boundaries, a framework that assesses nine critical global processes that regulate the stability and resilience of the Earth. In today's episode of the All Things Sustainable podcast, Johan talks about the planet's health, the impacts of a warming world, and what this means for the business community.   "Beyond 1.5 [degrees C], science shows we may cause irreversible damage to the Earth's system," Johan says. "It's not a sustainability issue — it's about security, it's about health, it's about stability."   Johan also highlights the opportunity to take action and reverse course. "The window is still open to turn this around," he says. He points to encouraging conversations happening between business, finance and science communities at events like Climate Week Zurich and London Climate Action Week, which wraps up June 28.   "This is a signal to the world that in the midst of what many portray as assaults on science and backtracking on action, cities around the world are showing that we've turned a corner already," Johan says.   Read research from S&P Global Sustainable1 about the projected costs of climate change for businesses: For the world's largest companies, climate physical risks have a $1.2 trillion annual price tag by the 2050s | S&P Global  Read research from S&P Global about the role of climate adaptation in 2026: Why climate adaptation is key to US energy expansion | S&P Global   Learn about the S&P Global Climate Center of Excellence: Climate Center of Excellence | S&P Global]  Copyright ©2026 by S&P Global    DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

A new study from S&P Global and commissioned by U.S. Farmers and Ranchers in Action (USFRA), "Fueling Agriculture: Biofuels as the Catalyst," finds that biofuels have the potential to restore long-term profitability to American farms and drive investment in rural communities; unlock demand for sustainable feedstocks, creating a market that rewards farmers for pioneering modern farm practices; and strengthen food, economic and energy security on a global scale. It could also help motivate the U.S. Senate to pass legislation allowing year-round, nationwide sales of E15 (15% ethanol-blended fuel). In this episode of the ZimmCast, hear from USFRA CEO Kevin Burkum; USFRA vice chairman and Maryland farmer Chip Bowling; Kevin Lindemer, S&P Global Energy; Kelsey Barnes, USDA Senior Advisor for Rural Development and Biofuels; Sens. Chuck Grassley (R-IA) and Tina Smith (D-MN).  

Kevin discusses and covers the following stories: Amazon's four-day Prime Day began yesterday; New World Screwworm adds pressure on beef prices; Omdia Automotive data reported U.S. Class 8 retail sales; S&P Global released their U.S. Flash Manufacturing Purchasing Managers' Index (PMI) and their Flash Services PMI; oil prices react to the events in the Middle East, negotiations with Iran and traffic through the Strait of Hormuz, gas prices continue to fall; Kevin has the details, digs into the data, puts the information into historical perspective, offer his insights and a few opinions.See omnystudio.com/listener for privacy information.

Three years ago, one of the world's largest banks, Switzerland-based UBS, completed the acquisition of another major global bank, Credit Suisse.   In today's episode of the All Things Sustainable podcast, we're talking to UBS Chief Sustainability Officer and Group Historian Christian Leitz. He tells us how the combined bank is embedding sustainability into its operations, culture and strategy. Christian also explains how he brings his background as a historian to the CSO role — ensuring that clients, shareholders and employees understand the long-term context for current geopolitical volatility. "I don't want to distract from the fact that there is this noise, but I also want to do a bit of a reality check," Christian says. "There are enormously positive movements that we've seen" when it comes to the transition to a low-carbon economy.  Christian also shares his takeaways from the inaugural Climate Week Zurich in May 2026, and what to expect at London Climate Action Week, which kicks off June 20 and includes a focus on climate adaptation alongside continued mitigation.  "We need to do both, and we need to do both well," Christian says.  This interview is the latest installment in our CSO Insights podcast series, where we talk to Chief Sustainability Officers around the world and across industries. Listen to all the episodes here: CSO Insights by All Things Sustainable - YouTube   Further reading: S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Learn about the Building Bridges 2026 event: Building Bridges : Aligning Finance with Sustainability - Home  Copyright ©2026 by S&P Global  DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz explores the rapid evolution and enduring resilience of global fixed income markets. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, the conversation examines how geopolitical disruption, technological innovation, and  new market innovations and infrastructure are transforming the bond market for issuers, investors, and portfolio managers alike.  Alexandre Birry of S&P Global Ratings provides the macro-credit perspective, explaining that bond markets have remained orderly and functional despite geopolitical uncertainty, energy price volatility, and broader macro risks. He discusses the surge in tech and AI-related issuance, the growing importance of selectivity in credit markets, and the longer-term potential of infrastructure innovations such as tokenization, DeFi, stablecoins, and digital settlement rails.  Matt Chessum of S&P Global Market Intelligence unpacks the growth of global fixed income ETFs, which have expanded into a multi-trillion-dollar market by offering investors diversified bond exposure through a single tradable vehicle. Chessum explains how bond ETFs can improve accessibility, transparency, and price discovery (especially during periods of stress), while also pointing to a future in which digitalization and tokenized market infrastructure further enhance market liquidity and flexibility.  Jeffrey Johnson of Vanguard takes listeners inside the mechanics of bond index fund management, explaining why fixed income indexing is far more complex than it may first appear. With benchmarks like the Bloomberg U.S. Aggregate Bond Index containing roughly 14,000securities, Johnson describes the "art and science" of sampling, risk alignment, trading, and cost management required to closely track a benchmark. He emphasizes why low-cost bond index funds remain a critical source of diversification and ballast in uncertain markets.  Chapters:  [00:00] - Introduction to Partner Perspectives and the evolution of fixed income  [03:00] - Alex Birry on bond market resilience amid geopolitical uncertainty  [05:25] - Tech issuance, AI disruption, and the new status quo in credit risk  [07:50] - The future of bond market infrastructure: DeFi, stablecoins, and tokenization  [10:45] - Matt Chesham on how fixed income ETFs work and why they've grown so quickly  [13:20] - Structural cost advantages, diversification, and the appeal of bond ETFs  [16:00] - How bond ETFs improve liquidity, price discovery, and market access  [20:10] - ETFs in volatile markets: resilience, stress scenarios, and risk transfer  [24:10] - Looking ahead: digitalization, modular bond investing, and market evolution  [29:45] - Jeffrey Johnson on the complexity of managing bond index funds  [31:45] - Why fixed income indexing lagged equities and what's driving adoption now  [35:10] - How investors use broad and targeted bond index funds  [37:10] - The "art and science" of tracking the Bloomberg US Aggregate Bond Index  [41:20] - Why active decision-making powers passive bond portfolios  [43:20] - Why bonds remain essential as portfolio ballast in uncertain times  [45:00] - Final takeaways and the importance of collaboration across markets  This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies. 

In this episode of Partner Perspectives, a special miniseries within the Look Forward podcast, the conversation explores one of the most foundational yet rapidly evolving forces in modern investing: indexing. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this episode examines how market concentration, changing corporate leadership, and expanding index tools are reshaping the way investors access markets and build portfolios.  Tim Edwards of S&P Dow Jones Indices opens with a historical perspective on U.S. equity concentration—noting that by mid-2025 the 10 largest companies in the S&P 500 accounted for nearly 40% of the index's market capitalization, a level not seen since the mid-1960s. He explains how enthusiasm around AI, technology, and productivity has fueled today's market leaders, while also showing that concentration is not static: Over time, equity markets undergo a constant "changing of the guard," as old leaders fade and new giants rise. His core message is that broad, capitalization-weighted benchmarks remain powerful because they adapt alongside the market rather than trying to predict its future winners.  The episode then shifts to Jim Rowley of Vanguard, who traces how indexing has evolved over the last 50 years—from the first simple S&P 500 index mutual fund to today's far more targeted landscape of sector, size, style, and total-market strategies. Rowley explains how investors increasingly use "passive for active" approaches to build portfolios with precision, while emphasizing that investors should look beyond labels and understand the underlying methodology of any index they own. He also points to direct indexing as the next frontier, offering greater customization for tax-loss harvesting, ESG preferences, and factor tilts.   Chapters:  [00:00] - Introduction to Partner Perspectives and the evolution of indexing  [02:00] - Tim Edwards on concentration in the S&P 500 and why this moment matters  [04:30] - The role of AI, technology, and market optimism in today's top companies  [06:10] - Looking back to 1965: what happened to the prior top 10 giants  [08:00] - How a small number of stocks drive a large share of long-term market growth  [09:55] - The "changing of the guard" and how concentration evolves over time  [11:20] - Does underperformance by today's giants threaten the broader market?  [13:10] - Why broad cap-weighted benchmarks like the S&P 500 remain resilient  [15:20] - Jim Rowley on the launch of the first index mutual fund and why it was revolutionary  [17:10] - How index investing expanded from simple market access to targeted exposures  [18:20] - Using "passive for active" in portfolio construction  [20:00] - Why index methodology matters more than the label on the fund  [21:55] - A small-cap example: how similar index labels can produce very different outcomes  [22:50] - The future of indexing: direct indexing and portfolio customization  [24:20] - Why traditional index funds remain central in a more differentiated market  [25:00] - Key portfolio takeaways for investors and advisors  [26:00] - Final reflections and where to find the full research  This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies. 

In this premiere episode of Partner Perspectives, a special miniseries within the Look Forward podcast, host Molly Mintz examines how private markets are reshaping capital formation, portfolio construction, and long-term investment strategy. Drawing on S&P Global and Vanguard's joint research, Partner Perspectives: Unlocking Potential Ahead, this conversation explores why companies are staying private longer, how private equity has expanded in scale and influence, and what today's higher-rate environment means for returns and risk.  Vanguard's Bill Stout outlines an optimistic but measured view on private equity—emphasizing that disciplined underwriting, operational execution, diversification, and manager selection matter more than ever as the era of easy exits fades.  S&P Global's Evan Gunter and Ilja Hauerhof discuss private credit's rapid expansion, the rising trend of manager concentration, and how asset-based finance has emerged as a major growth engine. In addition, they highlight risks that are shaping this market evolution—including liquidity constraints and structural complexity—and explain why greater transparency, standardized reporting, and data-driven insights will be essential to unlocking the next phase of private market growth.   Chapters:  [00:00] - Introduction to Partner Perspectives and the future of private markets  [02:55] - Bill Stout on how capital formation has shifted from public to private markets  [05:15] - The biggest risks facing private equity in a higher-rate, slower-exit environment  [07:25] - Public vs. private equity performance, illiquidity premiums, and return dispersion  [08:50] - Why Vanguard's outlook for private equity is optimistic but measured   [10:55] - The case for manager selection and diversification across strategies, vintages, and regions  [13:25] - What's next: secondaries, democratized access, and fee compression  [16:15] - Transition to private credit with Evan Gunter and Ilja Hauerhof  [17:45] - How private credit evolved after the GFC and why private companies are getting bigger  [20:35] - Concentration risk and the growing dominance of the top five credit managers  [22:45] - Asset-based finance, fund finance, and infrastructure as the next frontier  [27:35] - Key risks in private credit: liquidity, transparency, and complexity  [32:35] - Why standardized data and clearer reporting are critical for future growth  [35:15] - Final takeaways and where to find more research from S&P Global and Vanguard  This podcast was authored by a cross-section of representatives from S&P Global and in certain circumstances external guest authors. The views expressed are those of the authors and do not necessarily reflect the views or positions of any entities they represent and are not necessarily reflected in the products and services those entities offer. This research is a publication of S&P Global and does not comment on current or future credit ratings or credit rating methodologies. 

Ahead of London Climate Action Week, we're exploring how the UK is adopting International Sustainability Standards Board (ISSB) standards.   This episode of the All Things Sustainable podcast is the latest in our ongoing series about global ISSB adoption. Sustainability-related reporting is well established in the UK, and in today's episode we speak to Sally Duckworth, Chair of the UK Sustainability Disclosure Technical Advisory Committee (TAC). The TAC was formed to provide recommendations to the UK government on adoption of the ISSB standards.   "We want to eliminate what's often called the 'alphabet soup' of fragmented reporting by promoting consistency and comparability," Sally tells us.  Sally says companies' understanding of risk has evolved in the face of geopolitical conflicts and climate-related disasters. "People now see risk with a much broader lens, looking at what's happening in their ecosystem as a whole — and clearly, sustainability forms a key part of that."  We also speak to ISSB board member Richard Barker, who explains how the UK fits into the broader global context of countries adopting ISSB standards. Richard joined us on stage for our podcast event recorded live in London on April 29,and you can hear the full interview here: Live in London: How sustainability is evolving into a broader conversation about resilience | S&P Global  Listen to our interview with the Chair of the Canadian Sustainability Standards Board here: Why Canadian Sustainability Standards Board Chair calls sustainability disclosures "table stakes"  Read our latest quarterly tracker on ISSB adoption here: May 2026 – Where does the world stand on ISSB adoption? | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

S&P Global says it won't change its rules to allow SpaceX and other mega IPOs to enter the index early. Then the CEO of Docusign on results and why the stock is moving lower despite upbeat guidance. Plus, New York Giants linebacker Kayvon Thibodeaux teaming up with JPMorgan to help college athletes navigate NIL deals and the money that comes with it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As U.S.-Iran talks show little sign of progress, commercial traffic through the Strait of Hormuz remains sharply reduced, raising concerns about global energy markets and supply chains. Geoff Bennett speaks with energy analyst Daniel Yergin, vice chairman of S&P Global, for more on what a prolonged disruption could mean around the world. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Earlier this year, we took the show on the road for our first episode of the All Things Sustainable podcast recorded live in London. We sat down in front of an audience with three guests to understand the direction of travel for sustainability, climate and the energy transition: What has changed in 2026, where are the challenges and where are the opportunities?    Today, we're bringing you highlights from that April 29 event. Sonja Gibbs, who is Managing Director of Global Markets and Policy at the Institute of International Finance (IIF), explains how sustainability is evolving into a broader conversation about business resilience that includes topics as wide-ranging as climate adaptation, innovation, infrastructure and energy security.    The IIF is a global network of financial institutions, and Sonja says that for many members, sustainability is "more integrated across business lines than so much of a separate silo."  The Iran war is contributing to this shift by bringing issues of energy security and energy affordability to the fore. "The Middle East conflict just highlights how fragile our global energy system is," Sonja tells us. "What it's leading to is really hard questions about what is the optimal energy mix in different countries and different regions."  Guest Steve Howard calls this "the next phase of the energy transition," in which renewables serve as a platform for business model innovation.    Steve is Vice Chairman of Sustainability at Singapore-based Temasek, a global investment firm with a net portfolio value of US$324 billion as of March 2025. He says that even while some business and government leaders shift attention toward energy security and affordability, they can't lose sight of the opportunities in sustainability.  "We know that tackling climate change gives us good economic growth," Steve says. "We also know an inclusive economy where you bring people out of poverty creates the best, widest economic growth. We all have to invest into that future."  And to understand the landscape for standards and reporting amid this geopolitical conflict and rising climate risks, we speak with Richard Barker, a member of the International Sustainability Standards Board (ISSB). Richard explains how the ISSB is focusing on adoption and implementation of its existing standards while setting new standards at a pace that makes sense for markets.   "In order to have a standard that works in a capital market context, it needs to be global and it needs to be mandatory," Richard says. At the same time, he says, "It's really important for us in this evolving world of sustainability reporting that we don't go faster than the market." Further listening:   How food and beverage giant PepsiCo uses AI for its 'era of resilience' | S&P Global  How Swiss food giant Nestlé tackles sustainable supply chains | S&P Global  Further reading:   May 2026 – Where does the world stand on ISSB adoption? | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

In this episode of the Look Forward podcast, host Aries Poon is joined by Carlos Pascual, Head of Geopolitics and International Affairs at S&P Global's Energy Division, to examine the Middle East conflict through a wider geopolitical lens. Drawing on decades of experience in diplomacy, energy security, and international affairs, Carlos explains why this crisis matters far beyond the region.

June 3, 2026: Most people use a data center dozens of times a day and have no idea what it is. Today I'm changing that. I break down exactly what data centers are, what "compute" actually means, why every new AI model needs exponentially more of it, and how short we currently are as a country — using real numbers from Goldman Sachs, FERC, RAND, and others. Then I take on the five biggest myths driving the backlash: that new data centers waste water, that they're an energy disaster, that they kill jobs, that taxpayers are funding Big Tech, and that they destroy communities. I debunk every single one with sourced data — because the misinformation around data centers is doing real damage to America's AI future. These buildings currently account for 80% of US economic growth according to S&P Global, they're funding the nuclear renaissance, and they're the front line in a race with China that we cannot afford to lose. This is the episode I'd send to anyone who thinks data centers are the enemy.

In this episode of the All Things Sustainable podcast, we talk to PepsiCo to understand how one of the world's biggest food and beverage companies is building resilient food systems.  PepsiCo products are sold in more than 200 countries and territories, and Executive Vice President and Chief Sustainability Officer Jim Andrew explains how the company works with its global farmer network to create long-term value. This is a challenge in a food system facing increasing stress from climate change, resource constraints and geopolitical uncertainty.  "All these things are hitting — food, water, energy, supply chains — all at once. And so what used to be the occasional rare disruption now really shows up all the time," Jim says. "So what we're preparing for here at PepsiCo is what I call the 'era of resilience.'"  Jim says AI is part of that resilience strategy, from helping farmers reduce their use of chemicals for pest control to making PepsiCo's plants and vehicle fleets operate more efficiently.   "For us, AI is not just a technology choice," Jim says. "It helps us align the resources that we rely on with sustainable long-term business growth — and those two things really have to go together."  This interview is the latest installment in our CSO Insights podcast series, where we talk to Chief Sustainability Officers around the world and across industries. Listen to all the episodes here: CSO Insights by All Things Sustainable - YouTube  Further listening:  Climate Week Zurich: How Swiss food giant Nestlé tackles sustainable supply chains | S&P Global   What's next for sustainable food systems | S&P Global  Infrastructure, food, finance: The complex picture for sustainability in Asia-Pacific markets | S&P Global  Copyright ©2026 by S&P Global      DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).   This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Ward Ching and Aaron Olson of Aon about their recent session at RISKWORLD 2026 and the book they co-authored, Strategy and Change: Finding Opportunity in Disruption Through Insight, Choice, and Risk. They discuss the dizzying, disruptive transformation in today's market, where conventional risk management frameworks, tools, and solutions have become increasingly ineffective. They explore technological innovation in terms of the new powers of next-generation microprocessors and the accompanying robustness of machine learning-based analytics. Aaron explains how he built an AI analysis agent over a weekend. Aaron and Ward discuss their book and how to use it to help you and your organization navigate disruption. Listen for insight on how to use disruption without being disrupted in the risk ecosystem.   Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. Our topic is strategy and change in a world full of innovation and disruption, and we will be joined by our guests, Aaron Olson and our friend Ward Ching of Aon, but first… [:45] RIMS Virtual Workshops. The next RIMS-CRMP Exam Prep will be held on June 9th and 10th. The next RIMS-CRMP-FED Exam Prep with AFERM will be held on June 16th and 17th. Links to registration are in this episode's notes. [1:01] Webinars. On May 28th, Zurich returns with "From Underwriting To Risk Management: What To Expect From The Growing Demand For Data Center Construction." Register for webinars at RIMS.org/Webinars or through the links in this episode's show notes. [1:17] Folks, RIMS is back on YouTube. Our handle is @RIMSOfficialChannel. We've got plenty of videos there, including RIMScast, RIMScast Canada video podcasts, and other informative and entertaining content from RIMS. Subscribe to the channel today! [1:36] On with the Show! Our guests today are, respectively, the Executive Vice President at Aon Corporation and a Managing Director at Aon Corporation. They are Aaron Olson, making his debut on RIMSCast, and our good friend Ward Ching, also a former RIMS-CRMP Commissioner. [1:52] They presented a session at RISKWORLD 2026, titled "Strategy and Change: Understanding Disruptive Innovation Through Insight, Choice and Risk." They recently published a book, Strategy and Change: Finding Opportunity in Disruption Through Insight, Choice, and Risk. [2:11] We will talk about the risk management practices, philosophies, and frameworks that went into the book and the session, what it took for Mr. Olson to build an AI agent, and how you can assess whether this is the sort of business decision for your organization. Let's get to it! [2:32] Interview! Aaron Olson and Ward Ching, Welcome to RIMScast! [3:12] Aaron says Ward and he work together at Aon, and they work with risk managers around the world. They also do some academic work. Ward, at USC, Marshall School of Business, and Aaron, at Northwestern, just outside Chicago. [3:25] Aaron says that for 20 years, he's been working as a member of the faculty there, part-time, teaching on the topic of the intersection of strategy and leadership. [3:38] About 10 years ago, Aaron did some research and published a book focused on the intersection of strategy and leadership. He looked at different companies and examples to learn how individuals lead strategy. [3:55] Ten years later, Aaron and Ward talked about it regarding the clients they work with and the challenges risk managers working in those organizations face. In the last 10 years, the world has gotten a lot more complicated and volatile, and is facing more and more risk. [4:16] Aaron and Ward decided to do some new work. This time, it's not strategy and leadership; it's strategy and disruptive change. [4:27] They looked at what lessons they could learn from COVID, from the supply chain, and from the unpredictable rising cost of doing business. What can we do about that? [4:42] How can companies be successful? How can risk managers be successful? What is the changing, evolving role of risk in the midst of that?  [4:53] Ward says one of the interesting things is that disruption has always been part of the economic environment. It is now a hyper-important part of economic decision-making in every industry vertical. [5:12] Ward's research in the disruptive innovation space started with a paper for RIMS that he did with Paul Walker several years ago on the issue of enterprise risk management tools and capabilities. Paul and Ward did the research, looking at all the tools. [5:38] Then February 2020 rolled around, and the world went completely dark. Everybody predicted that there was exposure to a pandemic, but nobody had any thought of how it would go from ranking number 25 or 50 on risk registers to number one, overnight. [6:14] Paul and Ward asked each other what was underneath this. Why did all of our tools fail? They found an interesting literature base around disruptive innovation. Ward says a lot, if not all, of our core disruptive events throughout history started with a technological innovation. [6:38] Aaron and Ward went further, looking at all the disruption in the marketplace now: new silicon chips, our speed toward AI, agentic AI, the things we can do now with data that we couldn't do or see five years ago. That's creating a very interesting, disruptive environment. [7:10] Disruption needs to be considered as part of the decision calculus for most organizations. Similarly, disruption is a new risk issue that has not been well understood, measured, or evaluated in the past. That's what Ward and Aaron were trying to look at. [7:30] In the book and at RISKWORLD, Ward and Aaron looked at it from several perspectives: How is disruption creating advantage? How is disruption creating new opportunities? How is it changing the way we think about risk, risk management, and risk mitigation? [7:58] Aaron says one of the things we uncovered as we got into this was that going back 10 years ago, on any given day, your average executive was maybe dealing with one crisis or issue coming at them. [8:14] Aaron says that today, an executive coming into the office or dialing in on Zoom is probably dealing with two or three simultaneous challenges, and that has a compounding effect. Technology is an accelerant and also an amplifier. [8:37] The combination of speed and severity means that organizations deal with an external environment that has multiple concurrent risks. Then you have internal execution risks, and they, too, are more complicated. [8:52] Take AI, as an externality, but also inside. All kinds of new risks are surfacing as AI is changing workflows, processes, and the nature of people's jobs and work. That is a level of complexity we have not had to deal with in most of our professional lifetimes. [9:12] Ward says most of the tools that we use to mitigate those risks are now obsolete. When you look at a heat map, it is point-specific. You look at various risks along a series of axes. These point-specific numbers or locations don't answer the question, "So what do you do?" [9:59] You understand where the risk might be, on a frequency, severity, or likelihood scale, but if you were the CFO, you would be asking, "What investment do I have to make to move something that's at an extraordinarily high, or even uninsurable space, into someplace more acceptable?" [10:18] Those comparative static tools don't give you enough information to make significant decisions, especially now that a problem may have adjacencies that impact a decision, so that needs to be broader in terms of its context and execution. A lot of those tools don't work now. [10:41] A Quick Break! There are so many other wonderful RIMS events coming up in 2026. The 2026 Florida RIMS Educational Conference will be held from July 28th through August 1st at the lovely Ritz-Carlton in Naples, Florida. A link to the event is in this episode's show notes. [11:02] Register now for the Second Annual RIMS Texas Regional Conference, which will be held from August 10th through 12th at the Grand Hyatt on the San Antonio River Walk. Advance rates are available through June 5th. [11:16] The 11th Annual Chicagoland Risk Forum will return to the Old Post Office on Thursday, September 24th, 2026, in Chicago. Visit ChicagolandRiskForum.org for more information. [11:29] The RIMS Western Regional Conference will be held from October 4th through the 7th in Seattle, Washington. Registration is open, and you can also submit a session. Visit RIMSWesternRegional.com and the link in this episode's show notes for more information. [11:46] Save the dates October 18th through the 21st. We will be in Quebec City to celebrate the 50th Live RIMS Canada Conference. Booth sales are already open. Early-bird registration will open in June. [12:01] Visit RIMSCanadaConference.ca for more information. Also, remember to check out RIMS.org/Canada for our spinoff show, RIMScast Canada, hosted by National Conference Committee Chair, Aaron Lukoni. [12:15] The RIMS ERM Conference 2026 will be held on November 18th and 19th in Columbus, Ohio. Details will follow on RIMS.org. [12:24] Let's Return to our Interview with Ward Ching and Aaron Olson! [12:33] Aaron built the strategy agent at Aon. Aaron shares how it was done. He was a one-man team on this project. Aaron tells about vibe coding. He took a routine that he and Ward have been doing for years, and he realized that an agent could do some of that work.  [13:36] Aaron and Ward have been working together for a couple of years. On the academic side, they wrote a book and codified some of the work they do with their clients. Aaron says they took a framework and turned it into a simple worksheet. [13:53] Aaron now uses that worksheet to prepare for clients. It's an analysis tool for what is going on in that client's industry, what key issues they need to deal with, and what insights, decisions, and risks Aaron will discuss with them. [14:09] As Aaron started to look at agents, he realized that he didn't have to do all that work himself. [14:16] Aaron uses ChatGPT. There's an ability within ChatGPT to create a Custom GPT. It asks you to follow a set of instructions. It isn't coding, just guidance. [14:36] Aaron wrote out his guidance, uploaded his worksheet, and constructed prompts. A prompt is a good question to ask. Aaron preloaded some good prompts to get an agent. [14:52] Aaron, Ward, and others use this agent, which they call the Strategy and Change Diagnostic. They input the client's name and problem, the type of conversation they want to have with the client, the situations they are focusing on, and the present disruptive changes. [15:16] Aaron asks the agent, "What are the things we should be focusing on?" It comes back with a lot of the work Aaron would have had to think through himself. It's pulling on the logic he taught it and pulling real-time, relevant financial information from the internet. [15:43] Aaron says it would have taken a team of people working for months to get the same result. We're living in a different world. [15:52] Ward says that Aaron can change the persona of the agent. The agent is looking at it from one point of view. It can look at it from a different point of view or a competing point of view. All of those will generate additional insights into what the client's issues might be. [15:14] Aaron built the Strategy and Change Diagnostic over a weekend and refined it by trying it out with some real situations. Aaron thinks this type of agent is in the future for all of us. [16:27] Ward says, Strategy and Change: Finding Opportunity in Disruption Through Insight, Choice, and Risk, and the recent RISKWORLD 2026 session, cover disruption and disruptive innovation in a clinical way, and case studies, new tools, and responsibilities that are coming out.  [16:54] Ward talks about the necessary skills. Many people in risk management are asking what skills and capabilities they need to be successful going forward. That's a big issue. What is the impact of AI? What is the impact on data analysis and on the types of things they need to do? [17:19] Risk professionals wonder if they should be coders, actuaries, or engineers. Ward says, the answer is yes. They need to be all of those, going forward. That's a big issue in question. [17:28] Justin says an editorial strategy shift at RIMS is that it's no longer just about identifying risk. It's how to leverage it to do your job better. It's what you need to know now to enable you to succeed later. It's not just about the "what." It's about the "why" and the "how." [17:52] Another Quick Break! The Spencer Educational Foundation's Risk Manager on Campus application period is now open, and it will close on June 30th. Grant awardees, colleges, and universities are typically notified in September. [18:14] The Course Development Grant application deadline for Interval Number 2 will be on June 15th, 2026. Award notifications will be sent out in late July. [18:27] General Grant applications are open, and the application deadline is July 30th. Internship Grant applications open on August 15th and close on October 15th. [18:39] Links to each of these grants are in this episode's show notes. Visit SpencerEd.org for more information. [18:48] The Spencer 2026 Funding Their Future Gala will be held on Thursday, September 17th, from 6:30 to 10:00 p.m. at a different venue this year. It will be at the fabulous Waldorf Astoria in New York City. [19:03] Sponsorship opportunities and benefits are available now. A link to the Funding Their Future Gala is in this episode's show notes. [19:12] Be on the lookout for some of the honorees and Spencer Board members to join RIMScast in June and July. [19:21] Let's Conclude Our Interview with Ward Ching and Aaron Olson!! [19:32] Aaron says this is the second book he has written and the first book he has written with Ward. They enjoyed the opportunity to bring together some things they had been doing in their respective professional backgrounds. [19:46] The book is an investigation into what is driving us to live in a world that's more complicated and faster-moving, where risk is different, and we need to work differently because of it. [20:01] They go into practical things with three different lenses on the issues we all face in a world of disruptive change. The lenses are insight, choice, and risk. They get to the practical aspects of what that means for us. [20:15] They address success in a world that's more complicated, is moving faster, and has a lot more volatility that's not going away. They use case examples. They look at real organizations. What happened to GE over the last decade? How did they navigate changes in their industry? [20:35] How did S&P Global evolve from a very different business a decade ago? They were McGraw-Hill, the publisher. These are real companies that have faced real challenges, and they've taken proactive approaches that have evolved the way they do business. [20:52] The book brings it down to individuals and how you lead through that kind of change. There are practical things and a few tools to use. [21:05] Ward adds that it points to some additional literature to think about. [21:09] Clayton Christensen at Harvard did a lot of interesting work associated with the innovator's dilemma, in which he was asking the question, "How do organizations that have been innovative throughout their lifespans, when they continue to be innovative, fail?" [21:28] Ward says it has to do with disruptive elements in the marketplace. It raises the question of how you, in risk management, can help the organization think slightly disruptively to help it push through the biases and barriers that might cause it to have difficulties going forward. [21:40] The issue of understanding disruptive innovation is part of the new toolkit that the next generation of risk professionals is going to have to have, sharpened up, with a strong acumen around, to help their organization succeed going forward. [22:09] Those are some of the more subtle elements of the book. It also talks about a risk ecosystem as opposed to separate distinct property and casualty, wealth, well-being, and more. [22:27] They're not in separate locations; they're in an ecosystem. The data is showing us how they interact with each other. New skills, new capabilities, and new perspectives are highlighted in the book. [22:44] Special thanks again to Aaron Olson and Ward Ching of Aon for joining us here on RIMScast! Remember to check out their book Strategy and Change: Finding Opportunity in Disruption Through Insight, Choice, and Risk. It is available worldwide right now. [22:57] If you are looking for the slides from their RISKWORLD 2026 presentation, open up the RIMS Events app and go to the Attendees Service Center. Also visit RIMS.org/ASC. Navigate over to their names, and you should find it. [23:13] Be sure to check out the links in this episode's show notes for the past appearances of our friend Ward Ching. [23:20] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [23:48] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [24:07] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [24:24] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [24:41] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [24:54] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [25:06] Practice good risk management, stay safe, and thank you again for your continued support!   Links: RIMS Canada Conference — Oct. 18‒21, 2026 | Quebec City | Registration Opens in June RIMScast on YouTube! Spencer Educational Foundation — Scholarships and Grants | Open Calls and Timelines. RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | July‒Sept. 2026 Cohort | Led by James Lam 2026 Florida RIMS Educational Conference | July 28‒Aug. 1 | Register Now RIMS Texas Regional Conference 2026 | Aug. 10‒12 in San Antonio | Register Now! ChicagoLand Risk Forum | Sept. 24, 2026 RIMS Western Regional Conference — Oct. 4‒7, 2026 | Seattle, WA | Register Today and Submit an Educational Session! RIMS Risk Management magazine | Contribute RIMS Now RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Video Series Featuring Joe Milan! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS-CRMP Stories RIMScast Canada — Episodes Now Live RISK PAC | RIMS Advocacy RISKWORLD 2026 Presentations Available via Attendee Service Center — www.RIMS.org/Asc — and via the RIMS Events App Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep | June 9‒10 RIMS-CRMP-FED Exam Prep with AFERM | June 16‒17, 2026 Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops   Upcoming RIMS Webinars: From Underwriting To Risk Management: What To Expect From The Growing Demand For Data Center Construction | May 28 | Presented by Zurich RIMS.org/Webinars   Related RIMScast Episodes: "Live from RISKWORLD 2026!" "RIMS Risk Manager of the Year Jeff Bray" "James Lam on ERM, Strategy, and the Modern CRO" "Rethinking the Impact of Disruption on ERM Tools and Processes with Ward Ching and Dr. Paul Walker" "Disruption and the Digital Age with Ward Ching"   Sponsored RIMScast Episodes: "AI-Scale, Risk Ready: Engineering Controls for the New Data Center Boom" (New!) | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Facing Into Risk: Navigating the New Risk Landscape" (New!) | Sponsored by AXA XL "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Manny Padilla!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guests: Ward Ching, Managing Director, AON Adjunct Professor of Risk Management, Marshall School of Business, University of Southern California   Aaron Olson, EVP, Enterprise Client Group, Exec Sponsor, University Partnerships, AON Lecturer, Northwestern University   Production and engineering provided by Podfly.

The rapid expansion of AI-driven data centers is putting unprecedented pressure on energy supply, emissions and water availability. At the start of 2026, S&P Global named AI and data center growth as a top sustainability trend to watch, and it was a dominant theme at both Climate Week Zurich and CERAWeek 2026 in Houston, where the conference title was "Convergence and Competition."  In this episode of the All Things Sustainable podcast, we explore how the tech and energy industries are converging to meet the growing power demands of AI while also protecting the planet and local communities. In three interviews from the sidelines of CERAWeek, we ask how companies can deliver reliable energy to power AI without sidelining affordability, emissions, water and community concerns.   Arshad Mansoor, President and CEO of the Electric Power Research Institute (EPRI), explains how the research organization is convening stakeholders across the energy ecosystem to meet growing energy demand.   "Without convergence, without the stakeholders coming together to solve critical policy issues, technical issues, regulatory hurdles, we will not be able to bring speed to power," Arshad says.     We talk to Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), the cloud-computing and technology services subsidiary of Amazon. She discusses why one of the world's largest hyperscalers takes a "multipronged" approach to powering AI infrastructure that balances grid reliability and sustainability.   "We have to play both sides of the coin," Alexis says. "We have customers that are reliant on our cloud services every single day, and so we have to be a reliable partner for them. At the same time, our first choice will always be carbon-free energy and making sure that we have a steady supply."   And we sit down with Lydia Krefta, Senior Director of Electrification and Decarbonization at one of the largest US utilities, Pacific Gas and Electric Company. PG&E operates in the heart of Silicon Valley, and Lydia explains how the utility is managing the build-out needed for both electrification and data centers.  Lydia also highlights a less-discussed bottleneck in the AI build-out: human capital. Even where capital and technology exist, utilities still need enough skilled workers to plan, permit and construct the infrastructure required to meet surging demand.  Further reading and listening:  Beneath the surface: Water stress in data centers | S&P Global  CSO Insights: California's biggest utility talks decarbonization, climate adaptation and AI energy demands | S&P Global    S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In this episode of the All Things Sustainable podcast, we're examining global uptake of standards created by the International Sustainability Standards Board (ISSB).   The ISSB launched in 2021 to create standardized sustainability reporting rules, establishing its first two standards in 2023. Since then, around 40 jurisdictions have either adopted ISSB standards or are planning to adopt them in future.    Canada was one of the early adopters, and in today's episode we speak to Wendy Berman, Chair of the Canadian Sustainability Standards Board (CSSB), which formed in 2022. Wendy explains the challenges Canadian companies face in adopting sustainability standards in a tense geopolitical environment and her expectations for greater global convergence in sustainability reporting.   "Despite these headwinds, we're not seeing any significant pullback in Canadian companies on their journey to full implementation of these standards," Wendy says. "They see sustainability issues as mainstream business risks and opportunities, and they're advancing on their journey."   She also explains how the CSSB is working with the ISSB to embed the interests of Canada's Indigenous peoples into sustainability standards. "It's important to have Indigenous rights, interests and voices heard by the ISSB," Wendy says.   We'll be back in upcoming podcast episodes to explore how other jurisdictions are adopting ISSB standards. In the meantime, you can read our latest quarterly tracker on ISSB adoption: May 2026 – Where does the world stand on ISSB adoption? | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Learn what happens when the executive accountable for data strategy is also the executive accountable for the business results that depend on it. Saugata Saha, President of S&P Global Market Intelligence and Chief Enterprise Data Officer at S&P Global, shares how he manages one of the world's largest financial data estates while driving business outcomes across public and private markets. He breaks down the four pillars of S&P Global's data strategy, the federated organizational model that connects data teams to business value, and why capturing ROI from AI requires deliberate workflow transformation. Key Moments Why Data Strategy Must Follow Business Strategy (04:57): Saugata challenges the idea that data and business strategy can run in parallel. Market trends, customer pain points, and existing capabilities must come first. Building an AI-Ready Financial Data Estate (15:10): Scale alone does not create intelligence. Saugata explains why semantic layers and graph databases are the hard work behind connected financial data. How AI Compresses Post-Acquisition Data Integration (18:29): Manual reconciliation of millions of records is no longer the only path. Discover how AI entity matching accelerated post-acquisition integration. The Federated Model That Connects Data to Value (22:49): Most large organizations either over-centralize data teams or leave them too embedded to scale. Saugata outlines the federated model that actually bridges both. Rethinking AI Productivity: From Marginal to Transformative (28:29): Most AI programs stop at training and tooling. Saugata explains why deliberately redesigning workflows is the missing step between AI investment and real ROI. Key Quotes “Data strategy and business strategy have to be very tightly connected. And if they're not, that's when value capture does not happen. In fact, I would go so far as to say data strategy actually follows from business strategy.” - Saugata Saha “Stop treating data as an afterthought or byproduct, but start thinking about data as a key ingredient for value creation and competitive advantage.” - Saugata Saha “We don't want everybody to become 10% more productive, because that's a little squishy. We want 10% of the people to become a hundred percent more productive so they can do other things.” - Saugata Saha “If a company can really use data at scale for better decision making, better client service, [and] better outcomes, that creates a lasting edge over the competition.” - Saugata Saha Mentions S&P Global Agrees to Acquire With Intelligence from Motive Partners for $1.8 Billion, Establishing Its Leadership in Private Markets Intelligence The Data & AI Chief: Why a Federated Data Team is Crucial for Business Value, with Dow Private Companies Wait Too Long to Go Public The Lex Fridman Podcast Guest Bios  Saugata serves as President of S&P Global Market Intelligence, leading the division's efforts to deliver essential insights and intelligence to clients worldwide. He is also S&P Global's Chief Enterprise Data Officer, responsible for driving innovation and excellence in the company's enterprise data strategy. Saugata is a member of S&P Global's Executive Leadership Team, contributing to the strategic direction and growth of the organization. Before joining S&P Global, Saugata was a consultant at McKinsey & Company's New York office, where he advised clients on strategy, mergers and acquisitions, corporate finance, and operational improvements across various industries, with a strong focus on financial services. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

All Things Sustainable is the official podcast of the inaugural Climate Week Zurich taking place May 4-9, and all week we've brought you special daily episodes from Zurich.    In our final episode of the week, we're talking to Celeste Saulo, Secretary-General of the World Meteorological Organization (WMO). The WMO is a specialized agency of the United Nations based in Geneva, Switzerland, that facilitates worldwide cooperation on monitoring and predicting changes in weather, climate, water and other environmental conditions.   Celeste says Climate Week Zurich is helping raise awareness of the need to build climate resilience in the public and private sectors through collaboration and data sharing.  "If we speak about food security, you speak about climate; if you speak about water security, you speak about climate; if you speak about transportation and logistics and security associated with aviation or marine operations, you're also speaking about weather and climate," Celeste says. "The quality of climate information is not guaranteed unless every player plays an active role."   Celeste explains how the WMO is building consensus at a time when geopolitical tensions are high.   "We need to trust science," she tells us. "Scientists are also needed to provide objective information for decision-makers. It's not for scientists to decide on what to do, but it's for scientists to provide the right level of knowledge for those that are going to take decisions."   Learn about the S&P Global Climate Center of Excellence: Climate Center of Excellence | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

All Things Sustainable is the official podcast of the inaugural Climate Week Zurich taking place May 4-9, and all week we're bringing you special daily episodes from Zurich.   In our fourth episode of the week, we're talking to a leader who spent 30 years working for Swedish retail giant IKEA: Jesper Brodin. Jesper recently retired after eight years as CEO of Ingka Group, the primary operator of IKEA's global home furnishing stores, and in March 2026 he was named Board Chair of The Earthshot Prize.  Climate Week Zurich includes a focus on how sustainability can build competitive advantage, and in our interview Jesper explains how his career continuously showed him that companies can embrace sustainability without sacrificing economic benefits, quality or affordability.  "It actually is a good business to be a good business," he says.    To navigate geopolitical headwinds, Jesper says sustainable businesses need to strike the right balance between near-term and long-term thinking. "I think a long-term view gives you perspective. Then I think you should operate with a short-term anxiety and drive," Jesper says. "Governments and presidents will come and go, but the issues about climate change and about resource scarcity will remain."    William Prince of Wales launched The Earthshot Prize in 2020 to find and scale innovative solutions to the world's biggest environmental challenges by 2030. Listen to our previous interviews with an Earthshot Prize winner and finalist here:   How Earthshot Prize winner Coral Vita tackles reef restoration | S&P Global  Climate Week, meet Fashion Week | S&P Global  The All Things Sustainable podcast will be back with more special coverage from Climate Week Zurich tomorrow, so please stay tuned.  Learn more about events S&P Global is hosting during Climate Week Zurich: Climate Week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

All Things Sustainable is the official podcast of the inaugural Climate Week Zurich taking place May 4-9, and all week we're bringing you special daily episodes from Zurich. In our third episode of the week, we're talking to Zurich Insurance Chief Sustainability Officer Linda Freiner. Zurich Insurance is one of the world's largest insurers, serving over 82 million customers in more than 200 countries and territories across multiple types of insurance, including property & casualty and life insurance.   Linda explains how the insurance industry is evolving to address climate change. She says climate mitigation and adaptation are both needed to build systemic resilience amid compounding global crises.  "You can no longer look at climate risk on its own, or geopolitical risk on its own, or social risk on its own. They're all interconnected and they're all compounding," Linda says. "As an insurance company, it's our job to help our customers navigate those risks and build the right resilience measures in place to be able to withstand the shocks." This interview is the latest installment in our CSO Insights podcast series, where we talk to Chief Sustainability Officers around the world about how they're navigating the sustainability landscape. Linda says the CSO role has "changed tremendously" in recent years. Now, she says, "it's about the focus on execution. We have set all the big commitments. We have put out the plans."   The All Things Sustainable podcast will be back with more special coverage from Climate Week Zurich throughout the week, so please stay tuned.  Learn more about events S&P Global is hosting during Climate Week Zurich: Climate Week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Listen to all the episodes in our CSO Insights series: CSO Insights by All Things Sustainable - YouTube  Listen to previous episodes of the All Things Sustainable podcast about insurance and climate:  Why all eyes are on insurance in climate risk conversations | S&P Global   Why insurance is becoming central to climate risk conversations | S&P Global  What the LA wildfires show about climate change and the future of insurance | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

All Things Sustainable is the official podcast of the first-ever Climate Week Zurich taking place May 4-9, and all week we're bringing you special daily episodes from Zurich.   In our second episode of the week, we're talking to Switzerland-based EFG International, a global private banking and asset management group. We sit down on the sidelines of Climate Week Zurich with Melanie Beyeler, the bank's Global Head of Sustainable Investing.   Melanie outlines the landscape for sustainable finance and where she sees continued investment opportunities. "If you listen to the market chatter, you might think that sustainable investing is out of fashion, there is hardly any demand left — but then if you look at the data, you get a very different picture," she says. "For us, sustainable investing starts with a very practical question: What will the world need more of in the future, and which companies are well-positioned to provide it?"  Melanie says companies need to treat sustainability as a strategic management tool to build value.  "If sustainability is only done for the photo opportunity, for the annual report, you will always struggle to justify the cost," she says. "But if it's used to make the business more efficient, more resilient, better prepared for the future — then the case becomes much, much stronger."  The All Things Sustainable podcast will be back with more special coverage from Climate Week Zurich throughout the week, so please stay tuned.  Learn more about events S&P Global is hosting during Climate Week Zurich: Climate Week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

All Things Sustainable is the official podcast of the first-ever Climate Week Zurich taking place May 4-9, and all week we're bringing you special daily episodes from Zurich.   In our first episode of the week, we're talking to the world's largest food and beverage company: Nestlé. Switzerland-based Nestlé has around 271,000 employees and sells food and snacks, coffee, petcare and nutrition products in 185 countries.   To learn how the company is managing sustainability across its global supply chain, we sit down  with Benjamin Ware, Global Head of Climate and Sustainable Sourcing. Benjamin describes how Nestlé is enhancing its supply chain traceability, how it is using nature-based solutions to address emissions, and how it works with farmers to improve sustainability outcomes alongside productivity.   "Climate change has to be put in balance versus food security and economical social development," Benjamin says.   The All Things Sustainable podcast will be back with more special coverage from Climate Week Zurich throughout the week, so please stay tuned.  Learn more about events S&P Global is hosting during Climate Week Zurich: Climate Week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

The second annual DC Climate Week took place April 20-26, and in this episode of the All Things Sustainable podcast we're exploring two key themes that are front and center in Washington, DC: the proliferation of data centers, and diminished federal support for science and research.  All Things Sustainable was the official podcast of DC Climate Week and in today's episode we sit down with some of the week's speakers to unpack the climate implications of both topics.    DC is where federal regulations and laws are passed, and DC Climate Week co-founder C'pher Gresham explains how developments in the nation's capital often reverberate across the US and globally.  We talk with Brandon Jones, President of the American Geophysical Union, a professional society for earth and space scientists. He says waning support for science is causing major ripple effects throughout society that will require courage, connection and creativity to solve.  "We have to rethink how we're going to engage to make sure we have the future that we want and we need," Brandon says.  AI and data center demand were another big area of focus during DC Climate Week. The Northern Virginia communities around DC are home to rapid data center growth, and Udit Garg tells us how this could impact the energy transition. Udit is Senior Vice President of Research & Development at Arcadia, a global utility data and energy solutions platform. He says the current process for permitting energy and electric transmission infrastructure needs to be fixed to allow projects to come online faster to meet growing energy demand.  And we speak to Xan Fishman, Vice President of the Energy Program at DC-based think tank the Bipartisan Policy Center. Xan says energy permitting reform is one area that could garner bipartisan support in Congress.  Further listening:   California's biggest utility talks decarbonization, climate adaptation and AI energy demands  The rise of billion-dollar US weather and climate disasters | S&P Global  All Things Sustainable is the official podcast of the inaugural Climate Week Zurich May 4-9. Learn more here: Climate week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).   This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

The average price of gas in the U.S. hit a wartime high of $4.30 on Thursday, according to AAA. Bloomberg's Michael Regan breaks down the latest numbers. And, the closure of the Strait of Hormuz has sent global energy prices skyrocketing and led to oil and gas shortages in parts of the world. Economic historian, author and S&P Global vice chairman Daniel Yergin says the Hormuz oil shock will lead to a new global balance of power. He joins us.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

In this episode of the Oil Markets Podcast from S&P Global Energy, host Jeff Mower dives into first-quarter earnings from major oil and gas service companies, including SLB, Baker Hughes, and Halliburton. Joined by S&P Global editors Binish Azhar, Sheky Espejo, and J. Robinson, the panel explores the sector's strategic pivot toward energy infrastructure and generation amid geopolitical uncertainties. Why are US shale producers still focused on completions despite high oil prices? How are surging diesel prices and record-low natural gas prices at the Waha hub driving the industry shift from diesel-powered frack spreads to natural gas and electric fleets? How is next-generation fracking technology being deployed in Argentina's Vaca Muerta? Are Pemex payments stabilizing in Mexico? Is there reason for cautious optimism surrounding Venezuela's future production goals? Join us for a wide-ranging conversation on these topics and more.

Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by S&P Global experts Aneesh Prabhu, Ashutosh Singh, and Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments. Related Research: Look Forward: Energy Futures Upstream is back … but different Has the electrotech age arrived? More Look Forward: Look Forward Homepage

In this episode of the All Things Sustainable podcast, we're talking to the Chief Sustainability Officer of one of the largest utilities in the US — Pacific Gas and Electric Company (PG&E).  PG&E is a combined natural gas and electric utility serving more than 16 million people across 70,000 square miles in Northern and Central California. During San Francisco Climate Week 2026, we sat down with Aaron Johnson, who took on the CSO role at the start of the year.  Aaron explains PG&E's long-term decarbonization strategy and the utility's investments in adaptation measures to address climate hazards like wildfire and sea level rise, which are priorities in PG&E's California markets.    He also discusses growing energy demand from data centers to power booming AI usage — a topic that is front and center in the San Francisco Bay Area and Silicon Valley. Aaron says PG&E is seeking to attract data center load to PG&E's service territory while driving down costs for customers.   Across all these topics, Aaron explains how PG&E is balancing sustainability, affordability and energy security.   "I don't think it's an either/or," he says. "They all come together. The organizing principle for us as a company is that triple bottom line concept of people, planet and prosperity."  This interview is the latest installment in our CSO Insights podcast series, where we talk to Chief Sustainability Officers around the world about how they're navigating the changing sustainability landscape. Listen to all the episodes here: CSO Insights by All Things Sustainable - YouTube  Further reading:   How high-resolution data translates flood risk into financial risk | S&P Global  Why climate adaptation is key to US energy expansion | S&P Global  Upcoming events:   The All Things Sustainable podcast will be live in London April 29. Learn more and register to attend: Sustainable1 Summit 2026: Turning Uncertainty into Opportunity | S&P Global  All Things Sustainable is the official podcast of the inaugural Climate Week Zurich May 4-9. Learn more here: Climate week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Copyright ©2026 by S&P Global    DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.   Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).   This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.  

On Earth Day, Lisa Friedman, reporter covering climate policy and politics at The New York Times, talks about her reporting on how EPA administrator Lee Zeldin has drastically changed the mission of the EPA, and more related environmental and climate news.Photo: Environmental Protection Agency Administrator Lee Zeldin is shown during CERAWeek by S&P Global in Houston Wednesday, March 25, 2026. (Melissa Phillip/Houston Chronicle via Getty Images)    

Switzerland's largest city is hosting its first-ever Climate Week, and All Things Sustainable is the official podcast. In this episode, we preview what to expect from the inaugural Climate Week Zurich May 4-9.   Zurich is a global banking and financial hub, and Climate Week Zurich Managing Director Johannes Pokorny explains how the city plans to convene financial institutions, business leaders, policymakers and the public across hundreds of events to scale climate action.   "At Climate Week Zurich ... we're not talking too much about what should be happening in 20 years, but really more about what should happen now," Johannes says.  Nic Meyer, Chair of the Climate Week Zurich board, tells us how the gathering is taking inspiration from Climate Week events gaining momentum around the world. He says Climate Week Zurich will focus on building the business case for sustainability.   "If you're going to build change, you ultimately need to convince the CFO and the board and the stockholders, the shareholders, that there's a dollar behind this," Nic says. "Governments alone can't do this. So businesses have to step up."  S&P Global Energy is a founding partner and sponsor of the inaugural Climate Week Zurich and will be hosting events throughout the week. Learn more here: Climate week Zurich 2026 : Turning Uncertainty into Opportunity | S&P Global  Other upcoming events:  The All Things Sustainable podcast will be live in London April 29. Learn more and register to attend: Sustainable1 Summit 2026: Turning Uncertainty into Opportunity | S&P Global  Register to attend DC Climate Week | 20-26 April 2026, where All Things Sustainable will be the official podcast.  Copyright ©2026 by S&P Global   

Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future.   In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary's perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible “bumps in the road” for the energy transition. This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference. Related content:  (Subscriber content) QatarEnergy expects 3-5 years to repair LNG facilities after strikes  (Subscriber content) Iran war disrupting supply chains more so than COVID: Saudi finance minister  (Subscriber content) Crude exports from inside Strait of Hormuz plunge 70% since onset of war: CAS

Eric Johnson, Senior Technology Editor at the Journal of Commerce (JOC), part of S&P Global, is the guest on this episode of the Freightvine podcast. Eric leads coverage and analysis of technology's impact on global logistics and trade. He is co-chair of the annual Inland Distribution Conference and founder of TPM Tech, the technology-focused event held in conjunction with TPM - the Transpacific Maritime conference. Our conversation covers many different converging pressures currently affecting freight markets and global supply chains. First, we analyze how fuel cost pressures impact domestic supply chains, and the particular vulnerability of small carriers operating without long-term contract protections or fuel surcharge mechanisms comparable to larger fleets. Second, we explore the broader economic implications of energy supply constraints beyond diesel pricing, including the effects on raw materials, manufacturing inputs, and less visible supply chain dependencies. Third, we examine the ongoing uncertainty surrounding US tariff policy, including the sometimes hidden or mostly forgotten operational burden this creates for customs compliance. This has become even more complex with the looming and currently undefined tariff refund processes. We also address structural questions about freight contracting practices, the role of technology in market efficiency, and current applications and limitations of artificial intelligence in logistics operations. Throughout the conversation, Eric provides context on how current market dynamics compare to previous cycles, and what patterns suggest about medium-term industry trajectories. Whether you work in carrier operations, shipper logistics, or policy development, this episode offers substantive analysis of factors affecting your operations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials from around the world. This CERA Week was as noticeable for its last minute absences, doom-scrolling, braves faces and some swagger both from big oil and big clean tech. Nick Kumbleben of Greenmantle gives us his take on the vibe and key discussion points.

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global's Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh D'Amaro's first day as Disney CEO. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.