Premier energy summit set for September to focus on 'Navigating Trade, Technology and Transition" SINGAPORE, Aug. 15, 2025 /PRNewswire/ -- The 41st annual Asia Pacific Petroleum Conference (APPEC) by S&P Global – Asia's leading energy conference - will take place from September 8 to 11, 2025, at the Raffles City Convention Centre in Singapore. A cornerstone of the energy industry for the past 40 years, this premier gathering of close to 1,500 industry leaders, experts and executives across 65 countries aims ...

近日，标普全球中国区主席黄直在接受中国证券报记者专访时表示，作为在华耕耘超过30年的全球知名 金融信息服务机构，标普全球的业务已从信用评级、数据服务，到指数编制、可持续发展评估等多个领 域深度融入中国市场。 未来，公司将持续深耕中国市场，通过专业服务衔接全球资本与中国企业的可持续发展需求，参与并见 证更多产业变革与市场开放进程。 可持续发展实践全球领先 黄直作为标普全球代表参加第三届中国国际供应链促进博览会期间，与全球企业CEO共同考察了中国可 持续发展实践。 链博会上看中国： 她表示，中国在可持续发展领域的理念、技术及实践已处于全球领先水平。从实地走访来看，中国绿色 能源基础设施的系统性建设给人留下深刻印象，光伏、风能、水能、氢能等领域不仅规模领先，还形成 了完整产业链。 以氢能产业为例，黄直表示："有氢能产业园以60%的甲醇加40%的水可转化为氢能，用于发电、供 暖。尽管目前成本较高，但技术迭代正在加速，未来有望像天然气一样，通过技术进步解决安全性顾 虑，成为日常能源的重要组成部分。" 黄直认为，作为能源消耗大国，中国的绿色能源转型不仅关乎能源保障，更是推动全球气候治理的重要 力量。"中国的实践为全球提供 ...

Core Insights - Global supply chain activity declined in July as U.S. manufacturers reduced purchases of materials and components after building inventories in June ahead of the end of the 'tariff pause' [1][2] - The GEP Global Supply Chain Volatility Index fell to -0.35 from -0.17 in June, indicating increased spare capacity worldwide, primarily driven by the U.S. [2][6] - U.S. manufacturers are preparing for lower demand, as evidenced by a significant reduction in input purchases [3][6] Regional Key Findings - North America's index dropped to -0.33 from -0.06, reflecting a pullback in orders [2][6] - Asian factory purchasing activity remains slightly below trend, with notable weakness in Japan and South Korea, while Taiwan's factories experienced an accelerated downturn [7] - Europe's industrial recovery stalled, with the index declining to -0.30 from 0.01, highlighting the fragile nature of the recovery, particularly in Germany [7] Inventory and Labor Insights - Safety stockpiling has eased, suggesting limited concern over supply bottlenecks or price surges [8] - Staffing capacity and transportation costs remained stable, with no signs of inflationary pressure from these sources [8]

高盛：美国企业业绩敏感度增强，关税影响温和 标普全球：美国通胀压力或加剧，CPI数据将验证7月价格走势 高盛交易员表示，标普500指数成分股在财报日的实际波动首次超过期权市场的隐含波动率，表明市场 对企业业绩反应更加敏感和剧烈。"特朗普关税"对通胀有显著影响，但剔除关税后，美国经济本身的通 胀动能温和。当前市场焦点在于就业、消费数据以及美联储降息步伐。 三菱日联金融集团外汇策略师表示，预计新兴亚洲货币将受益于下半年美元疲软。尤其是那些国内市场 驱动、收益率相对较高的经济体，可能更有机会从美元疲软中获益。 高盛研究显示，截至目前，美国企业已承担了唐纳德·特朗普关税的大部分成本，约占比64%；美国消 费者承担了约22%，外国出口商则承担了约14%。若近期加征的关税延续以往的转嫁模式，消费者承担 的成本比例将大幅上升至67%，而企业承担的比例将骤降至10%以下，外国出口商的负担则可能上升至 25%。随着关税成本逐步向消费者转嫁，美国通胀压力将回升。该行预计，到2025年12月，核心PCE （个人消费支出）物价指数同比将升至3.2%，高于当前水平。 三菱日联金融集团分析指出，如果美国的关税言论落实为长期50%的制裁措 ...

Group 1 - The core viewpoint of the article highlights that the upcoming US CPI data for July is a crucial economic indicator, especially in the context of rising inflation expectations due to tariff policies [1] - Despite recent tariff developments, including increased tariffs on August 7 and a proposed 100% tariff threat on chips, the overall consumer price increase in the US for Q2 remained below 3.0% [1] - The S&P Global US PMI data, which serves as a leading indicator for CPI trends, suggests that inflation may rise in the second half of 2025, indicating potential future price acceleration [1] Group 2 - The forthcoming CPI data will be essential in confirming whether prices began to accelerate in July, which is critical for the Federal Reserve's monetary policy [1] - Given the potential volatility in prices, the Federal Reserve is currently adopting a wait-and-see approach [1]

Group 1 - The Ministry of Finance emphasized that S&P's decision to maintain China's sovereign credit rating with a stable outlook reflects international recognition of China's economic resilience and effective debt management [1][3] - A stable sovereign credit rating is crucial for attracting foreign investment and maintaining financing costs, as it indicates lower risk premiums for sovereign bonds, benefiting enterprises and local governments planning to issue bonds in international markets [3] - The Ministry of Finance indicated that macro policies will "continue to exert force and timely increase strength," balancing economic growth and risk prevention, which is viewed positively by international investors [3][4] Group 2 - The focus on promoting domestic and international dual circulation is highlighted, with an emphasis on expanding domestic demand to support stable growth amid global economic slowdown risks [3] - Maintaining the credit rating does not eliminate challenges, as local government debt structure adjustments and uncertainties in external trade may pose pressure points for economic performance in the second half of the year [4] - If policies can effectively balance growth and risk prevention, China's economic outlook may not only remain stable but also enhance its image as a "long-term investable" option for international investors [4]

"从长远来看，中国经济基础稳、优势多、韧性强、潜力大，支撑高质量发展的积极因素不断积累。中 国特色社会主义制度优势、超大规模市场优势、完整产业体系优势、丰富人才资源优势都为经济持续健 康发展提供了坚实保障。"这位负责同志说，未来，中国将继续增强经济发展的内生动力，不断根据国 内外形势变化，及时研究和动态调整政策储备，确保经济持续稳中向好，为世界经济发展贡献中国力 量。（记者申铖） "很高兴看到标普作出维持中国主权信用评级和展望稳定的决定，标普报告对中国经济增长韧性和债务 管控成效高度认可，体现了对中国经济向好前景的信心。"这位负责同志说。 这位负责同志表示，2025年上半年，中国政府积极应对急剧变化的外部环境，打好政策"组合拳"，保障 经济运行稳中有进，主要经济指标表现好于预期，新质生产力积极发展，民生兜底保障进一步加强，中 国经济展现强大活力和韧性。下半年，中国宏观政策将持续发力、适时加力，同时保持政策连续性稳定 性，增强灵活性预见性，着力稳就业、稳企业、稳市场、稳预期，有力促进国内国际双循环，努力完成 全年经济社会发展目标任务，实现"十四五"圆满收官。 8月7日，国际信用评级机构标准普尔发布报告，决定维持 ...

New AI-powered capability transforms how private market investors surface portfolio intelligence — reinforcing S&P Global's leadership in delivering enterprise-grade GenAI solutions to financial professionals NEW YORK, Aug. 7, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the launch of iLEVEL Document Search, a new AI-powered search capability that enables private market investment professionals to extract intelligence from investment documents using natural language queries. This innovative ...

Private market portfolio insights and decision-making enhanced through advanced AI-powered document queries iLEVEL Document Search enables users to query comprehensive investment documents, including board decks and financial statements The launch of iLEVEL Document Search builds on recent enhancements to the platform, including Automated Data Ingestion and Capital Structure Analysis. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of cred ...

Summary of S&P Global Q2 2025 Earnings Call Company Overview - **Company**: S&P Global - **Industry**: Financial Services and Market Intelligence Key Points and Arguments Financial Performance - **Revenue Growth**: Revenue increased by 6% year-over-year, with subscription revenue rising by 7% [2][3] - **Capital Returns**: Nearly $950 million returned to shareholders through dividends and share repurchases in Q2 [3] - **Margin Expansion**: Achieved 150 basis points of margin expansion, with adjusted diluted EPS growth of 10% [2][10] Market Intelligence Division - **Organic Growth**: Market intelligence division saw 7% organic constant currency revenue growth, with over 200 basis points of margin expansion [3][11] - **Customer Engagement**: Enhanced customer engagement through the Chief Client Office, focusing on 130 strategic accounts [4][20] - **Sales Execution**: Improved sales execution led to significant contract wins, including a $20 million multi-year contract with Barclays [4][5] Private Markets and AI Innovations - **Private Markets Revenue**: Private markets revenue grew by 11% year-over-year, driven by private credit [10][11] - **AI Initiatives**: Launched several AI-driven products, including the Genii-powered Credit Companion, enhancing credit analysis workflows [8][9][32] Mobility Separation - **Leadership Announcement**: Bill Eger appointed as President of S&P Global Mobility and CEO-designate for the planned standalone public company [3][14] - **Revenue Growth**: Mobility revenue increased by 10% year-over-year, with vehicle revenue up 11% [14][26] S&P Dow Jones Indices - **Revenue Increase**: Revenue grew by 15%, driven by strong asset-linked fees and exchange-traded derivatives [15] - **AUM Growth**: Asset-linked fees increased by 17% due to higher AUM and net inflows [15] Guidance and Outlook - **Revenue Guidance**: Total revenue growth expected in the range of 5% to 7% for the year, with adjusted margins between 48.5% and 49.5% [15][16] - **Market Conditions**: Anticipating flat bill issuance in the second half of the year, with potential for one to two rate cuts from the U.S. Fed [6][10] Strategic Initiatives - **Product Innovations**: Continued focus on product innovations across divisions, with significant investments in AI and data analytics [9][10] - **Client Relationships**: Strengthened relationships with major clients, emphasizing the importance of individualized attention and strategic partnerships [4][20] Additional Important Content - **Regulatory Considerations**: Investors holding 5% or more of S&P Global should consult Investor Relations regarding European regulations [2] - **Market Dynamics**: Noted volatility in debt capital markets and the impact of global trade uncertainties on issuance [6][12] - **Employee Engagement**: Over 65% of employees actively using the internally developed AI assistant, Spark Assist, enhancing productivity [9] This summary encapsulates the key insights and developments discussed during the S&P Global Q2 2025 earnings call, highlighting the company's financial performance, strategic initiatives, and market outlook.