SPGI · 10-Q · 2026Q3 · Full report

Energy Market Demand Trends

S&P Global Inc. · 2026-10-28 · Importance 25 · Surprise 32

Energy revenue increased 6% in the third quarter and 5% for the first nine months of 2026, supported by continued demand for market data and market insights products. Expanded offerings to existing customers under enterprise use contracts contributed to growth. Consulting demand and conference revenue also increased, while higher attendance at CERAWeek contributed to nine-month conference growth. Platts and CERA both contributed to growth, and usage-based royalties from Platts data licensing rose with increased trading volumes across commodity sectors in the first quarter.

Key facts

• Platts and CERA both contributed to Energy revenue growth in the third quarter of 2026. source
• Energy conference revenue growth included increased attendance at CERAWeek in 2026. source
• Platts and CERA both contributed to Energy revenue growth in the nine months ended September 30, 2026. source
• Q3 2026 Energy revenue increased primarily because of continued demand for market data and market insights products, supported by expanded offerings to existing customers under enterprise use contracts. source
• Energy revenue increased primarily due to continued demand for market data and market insights products, supported by expanded offerings to existing enterprise-use-contract customers. source
• Energy usage-based royalty sales rose due to increased trading volumes for Platts-based contracts across all commodity sectors in the first quarter of 2026. source