SPGI · News · 20260917N

Macroeconomic Factors Impact

S&P Global Inc. · 2026-09-17 · Importance 14 · Surprise 24

S&P Global’s September 17 energy study said most future global energy-demand growth is expected to come from emerging markets and developing economies. The study concluded that limiting global temperature rise to 2 degrees Celsius by the end of the century remains possible but increasingly challenged, while more ambitious climate targets are increasingly out of reach. S&P Global PMI data indicated that renewed energy and supply-chain price pressures could keep inflation elevated into 2027 despite some cooling in official inflation measures. The company’s daily update also identified AI-driven power demand and geopolitical events as factors reshaping the balance among energy security, affordability, and sustainability.

Key facts

• S&P Global PMI data suggests stubborn inflation may persist into 2027 due to renewed upward price pressures in energy and supply chains. source
• S&P Global Energy's study states that holding global temperature rise to 2 degrees Celsius by end of century remains possible, though increasingly challenged. source
• S&P Global Energy's study finds that most of future global energy demand growth will come from emerging markets and developing economies (EMDEs). source