$SPGI S&P Global Tape Reports
Per Ticker.id: $SPGI S&P Global Tape Reports — 15 podcast mentions across 5 podcasts (30 days), latest 2026-08-21 08:56 UTC.
Welcome to Energy Evolution, a podcast where we examine the forces shaping how we power, fuel, and electrify our future. I'm your host, Ekalavya Gupta, and in today's episode, We're exploring what may be the EU's most consequential energy policy of the decade, a plan to nearly double the bloc's electrification rate in just 14 years. On July 17th, the European Commission unveiled its EU Electrification Action Plan, a blueprint targeting 46% electrification by 2040. Now, if successful, this would slash the bloc's fossil fuel import bill by €260 billion annually, cut gas imports by over 70%, and reduce crude oil imports by 40%. Now, the EU Energy Commissioner, Dan Jorgensen, has framed the ambition starkly in a speech when the plan was unveiled. He said, it took us from the Stone Age until now to get to 23%, and now we want to double it in 14 years. The challenge? Well, Europe's electrification rate has remained stubbornly flat at around 23% in recent years, despite 70% of the bloc's electricity now coming from homegrown clean energy sources. Reaching 46% would require not only doubling that figure, but fundamentally changing the trajectory. In most EU member states, electricity costs households 3 times more than gas. And electricity is taxed more heavily than fossil fuels. Now, to unpack this policy and the broader implications for Europe's energy future, I'm joined by two colleagues at S&P Global Energy who've been tracking the continent's electrification journey from the front lines. We're joined by Coralie Laurentson, Director of European Gas, Power and Carbon Policy at CERA, and Andreas Frank, who is the editorial lead on European power markets in the Platts News team. Now, together we'll explore why electrification has become Europe's defining energy priority, touching on energy security, industrial competitiveness, and climate ambition all at once. And we'll explore which sectors are likely to electrify fastest. We'll also ask the harder questions. Can Europe electrify while keeping power affordable and competitive? And what role will subsidies play and for how long? Let's go straight to that conversation. Coralie, Andreas, welcome to the Energy Evolution podcast. Now to start off with, is this plan realistic and why is electrification a key part of Europe's climate and energy policy mantra?
Ekalavya Gupta — Energy Evolution · Europe's electrification challenge: Can ambition meet reality? · 2026-08-25So that's all for this episode. As you can hear from today's guests, the stakes couldn't be higher. Europe's industrial competitiveness, energy sovereignty, and climate credibility all hinge on whether this electrification gambit can deliver affordable, reliable, clean power at the scale required. Thanks so much to Cordelia and Andreas for walking us through this complex and consequential policy shift. I know both will be tracking the EU's electrification journey closely in the months and years ahead. And now, listeners, thank you for joining us on Energy Evolution. I'd like to recognize the rest of our Energy Evolution podcast team, including Camilla Nashurt, Karen Wilbrecht, Drew Engblom, and Dan Testa. And a big thank you as well to our producer, Tanavin Menard from The 199 Agency and the S&P Global Energy Digital Content team. Now, please don't forget to subscribe to Energy Evolution on your favorite podcast platform. And if you've got an idea for future topics or guests, please email us at energyevolution@spglobal.com. Thank you for listening.
Ekalavya Gupta — Energy Evolution · Europe's electrification challenge: Can ambition meet reality? · 2026-08-25Normally I don't like to talk about bonds because you don't want to hear about bonds. There are a few things more boring than the bond market. Unfortunately, it's very important now that long-term interest rates are on the rise, even as the federal government— Treasury Secretary Bess, I sure wish they weren't— Over the past 6 months, longer-term Treasury yields have been marching steadily higher. A lot of stuff priced off them, so to speak, like mortgage rates. The 10-year briefly fell below 4% in February. It's now up to 4.7%. The 30-year has gone from 4.6% at the end of February to above 5.3% at its highs last week and just over 5.2% today. These are levels we haven't seen since before the financial crisis, and that raises real issues. Now, some of that's thanks to the war with Iran. The on-again, off-again hostilities keep pushing up the price of oil, and higher energy prices spread throughout the whole system. As you know, it's a key source of inflation. When inflation is too high, the Federal Reserve can't cut short rates for heaven's sake and may even be compelled to raised them through increasing the federal funds rate. We're now seeing that reality reflected in long rates, too. At the same time, the tech titans have started borrowing so much money to build data centers that it's impacting the entire fixed income space. As more incremental dollars go to shares and bonds from hyperscalers, Treasury yields have to creep higher in order to stay competitive. According to a recent analysis by S&P Global, worldwide bond issuance was up 11% in the first half of the year. Including nearly tenfold increase in bond issuance from the hyperscalers. That's crazy. It's not stopping. We've been dealing with these two issues now for a while. Then last week, suddenly we were forced to grapple with an old worry that tends to go in and out of style on Wall Street. The national debt. Now, aside from a brief period in the '90s, our government has spent like a drunken sailor for practically my entire life. And it keeps getting worse. Nobody in the business cares when interest rates are low, but when interest rates go too high, the cost of that federal borrowing goes through the roof and investors get mighty nervous. Now, we've seen that fear ramping up this month.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Around 90% of their crude oil export market. These neighboring countries rely on each other, says Kevin Byrne with S&P Global Energy.
Elizabeth Troval — Marketplace · Does Canada need new energy partners? · 2026-08-24Chrystia Freeland is now a Bloomberg Wall Street Week contributor. You can catch our full conversation with her this evening at 6 Wall Street time on Bloomberg Radio and Television. Infowars founder Alex Jones has won a Texas appeals court order to cut his $50 million payment to parents of the Sandy Hook shooting victims to $1.5 million. Jones was ordered to pay that Texas judgment and a $1.4 billion verdict in Connecticut for claiming the 2012 elementary school mass shooting was faked. Both verdicts drove Jones into bankruptcy, and the Supreme Court declined to overturn the judgment in Connecticut. Federal authorities are investigating a plane crash that killed all 8 people on board near a military airstrip in Alaska. The FAA says the incident involved a Cessna 411 near an airstrip that supplies a remote military radar station. A preliminary report from the National Transportation Safety Safety Board is expected within 30 days. On Wall Street, stocks are rising, and a revival of risk appetite has Bitcoin on track for its best week in more than 3 years. Right now, the S&P 500 is up 0.5%, the Dow Jones Industrial Average is 0.75% higher, and the Nasdaq Composite is up 0.4%. Bitcoin's up nearly 7%, close to $78,000 a token. A gauge of business activity hit its highest pace in more than 4 years this month. Stronger demand and a rosier outlook fueled more hiring as the S&P Global Composite PMI jumped to 56 in August. Anything above 50 indicates expansion. Shares of Broadcom are higher by 1%. Bloomberg News has learned the company's in talks to raise more than $60 billion in debt for an AI chip financing deal that could benefit Anthropic, among others. Ryan Gould is one of the reporters who broke this story for Bloomberg.
Nathan Hager — Bloomberg News Now · Iran President Urges War's End, Ground Beef Tariff Relief, More · 2026-08-21Yes, these are August preliminary S&P Global PMIs, all 3— manufacturing, service, composite. In a couple weeks, they'll get fine-tuned a bit. We're expecting a number just below 54 in the headline, comes in a bit lower than that, 53.2, a bit of a miss there sequentially following 53.9's final read for July. So it is a bit lower, obviously, but it's still a pretty good number. It's in expansion territory. It would be the weakest going back to March of this year when we're at 52.3. We haven't been below 50 in contraction mode in this one since July of last year, one year. So that's a good thing. Manufacturing renaissance still seems to be rather healthy in much of the data. We look at the service side, different to manufacturing, much better than expectations, comes in at a whopping 56 6.8. That is a strong number, and that would equal where we were in March of '22. March of '22. To find a higher number than that, you're going back a ways. Uh, it's hard to have history on the S&P Global. Suffice it to say, very strong service number. And on the composite, also strong, 56.0. That would be the strongest since March of '22 when it was 58. So we see multi-year highs in services and composites, interest rates moving up a bit. They seem to coordinate with the up move in the equities, reversing yesterday's red. We do see that crude oil is virtually steady, and that has been a big driver of higher rates, but it is up in futures roughly $5 a week depending on which futures contract you're looking at. As we hover right now at $472, 2 in a 10-year. That would be up 1 on the day, up 3 on the week. And Squawk on the Street will return after a short break.
Rick Santelli — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21Alice Gladhill covers FX and rates for Bloomberg News. Right now, rates look like this. The 10-year Treasury yield is up about a basis point at 4.72%. The 2-year is at 4.22%. That's a gain of more than 3 basis points. And the long bond, the 30-year is up a basis point at 5.26%. A measure of business activity hit its highest pace in more than 4 years this month. Stronger demand and a rosier outlook fueled more hiring. The S&P Global Composite PMI jumped to 56 in August. Anything above 50 indicates expansion. Stocks are rising with the S&P 500 up 0.3%. The Dow Jones Industrial Average is 0.7% higher, a gain of 375 points. The Nasdaq Composite is up about 0.2%. Bitcoin is on track for its best week in more than 2 years, right now up 6% at more than $77,000. President Trump's making a new bid to lower food prices ahead of the midterms. He posted on social media that he's reached a deal to allow up to 300,000 metric tons of ground beef to be imported into the U.S. with no out-of-quote tariffs for the next 90 days. It's unclear where that beef would come from. Ground beef prices were flat in July but still near a record, averaging close to $7.12 a pound. Later today, President Trump heads to Myrtle Beach, South Carolina, to campaign for Senator Darlene Graham in a contentious Republican runoff for her late brother Lindsey's seat against Congressman Ralph Norman. Graham had a stumble on the debate stage this week when she said she's not well-versed in national security. Two days after her upset win in Florida, Democratic Socialist Senate candidate Angie Nixon has doubled her campaign coffers. The 42-year-old state lawmaker tells Bloomberg she raised close to $1 million in less than 48 hours. Nixon will face Republican Senator Ashley Moody in November. She's raised more than 5 times as much as Nixon in a race the Cook Political Report rates solidly Republican. Back to the markets. We're watching shares of Broadcom. They are up more than 1%. Bloomberg News has learned the company is in talks to raise about $60 billion in an AI chip financing deal that could benefit Anthropic and others. Carmen Reinicke covers stocks for Bloomberg.
Nathan Hager — Bloomberg News Now · Iran President Urges War's End, Markets Await Fiscal Plan, More · 2026-08-21The latest European economic data now on private sector activity in the euro area unexpectedly improved slightly in August thanks to the strongest manufacturing growth in more than 4 years. The composite purchasing managers' index compiled by S&P Global rose to 52.1 from 52 in July, staying well above the 50 threshold that separates growth from contraction. Analysts had expected a slight decline in the survey. To 51.7.
Stephen Carroll — Bloomberg News Now · Italian Bank Bids, Eurozone Activity Edges Up, More · 2026-08-21