S&P Global Stock Price, News & Analysis

S&P Global Commodity Insights has launched the Platts Milling Wheat Marker, a pioneering daily spot market price assessment for Black Sea region milling wheat trade. The marker provides a comprehensive price assessment incorporating wheat from key Black Sea ports and uses Platts' Market-on-Close methodology to assess 12.5% protein milling wheat shipped on handysize vessels. The Black Sea region dominates global wheat exports, accounting for 38% of global wheat exports in 2023-2024, with Russia (54.7M tons), Ukraine (18.6M tons), and Romania/Bulgaria (10.5M tons) being major contributors. The marker combines data from three wheat assessments: FOB Russia, FOB Ukraine, and FOB Constanta-Varna-Burgas, with quality normalization applied to ensure consistent comparison.

S&P Global (NYSE: SPGI) has expanded its partnership with Databricks by making additional S&P Capital IQ Pro datasets available through Databricks Delta Sharing. The new datasets include financials, estimates, filings, transcripts, transactions, and sustainability data. This integration allows users to directly access and query S&P Global data without data ingestion requirements, reducing duplication and latency issues. The collaboration builds upon their previous integration of energy and commodities datasets from S&P Global Commodity Insights division. Delta Sharing, Databricks' open-source protocol, enables secure data sharing across platforms, clouds, and regions. The enhanced partnership aims to streamline data access for investment, risk, and strategy teams while maintaining data security and governance.

S&P Global Mobility projects U.S. auto sales in May 2025 to reach 1.47 million units, representing a modest 2% increase from May 2024. The seasonally adjusted annual rate (SAAR) is expected to be 15.7 million units, marking a significant decline from the 17.6-million-unit average during March-April 2025. Light truck SAAR is projected at 13.0 million units, while passenger cars should reach 2.7 million units. Battery-electric vehicle (BEV) market share is anticipated to slightly decrease to 6.8% in May, down from 7.0% in March and April, reflecting uncertainty around BEV incentives. Analysts warn this may be the last month of positive year-over-year growth due to tariff uncertainties and inventory challenges.

The S&P CoreLogic Case-Shiller U.S. National Home Price Index recorded a 3.4% annual gain in March 2025, down from 4% in February. Among the 20 cities tracked, New York led with an 8% increase, followed by Chicago (6.5%) and Cleveland (5.9%). Tampa was the only metro showing decline (-2.2%). Month-over-month, the National Index rose 0.8% before seasonal adjustment but decreased 0.3% after adjustment. Despite slowing year-over-year appreciation, the spring market showed renewed momentum with 18 of 20 metro areas posting positive monthly gains. The market faced continued affordability challenges with mortgage rates in the mid-6% range, though tight inventory levels and seasonal demand helped support prices.

S&P Global (SPGI) has launched CreditCompanion™, a new GenAI-powered application integrated into its RatingsDirect® platform on S&P Capital IQ Pro. The tool leverages advanced Natural Language Processing, Large Language Models, and Retrieval Augmented Generator technology to enhance credit analysis workflows.

Key features include an intuitive chat interface, structured and unstructured query capabilities, comparative credit risk analysis, and comprehensive natural language summarization. The application has been tested by S&P Global Ratings analysts and streamlines access to credit ratings and research data, offering transparent source linking and efficient information discovery.

Pegasystems (PEGA) is set to join the S&P MidCap 400 index, replacing Nordstrom (JWN) effective prior to market opening on May 22, 2025. The change comes as Nordstrom is being acquired by the Nordstrom family and El Puerto de Liverpool S.A.B. de C.V. in a deal expected to close on May 20. Pegasystems, classified under the Information Technology sector, will take Nordstrom's place, which was previously listed under the Consumer Discretionary sector in the index.

S&P Global (NYSE: SPGI) has announced that President and CEO Martina Cheung will participate in Bernstein's 41st Annual Strategic Decisions Conference on May 29, 2025, in New York. The session will be held as a "fireside chat" from 11:00 a.m. to 11:50 a.m. EDT.

The audio-only webcast will be available live and in replay format through S&P Global's Investor Relations website. The replay will be accessible approximately six hours after the presentation ends and will remain available for 90 days until August 26, 2025. Any additional presentation materials will be posted on the company's Investor Presentations webpage.

The GEP Global Supply Chain Volatility Index reveals a significant downturn in global manufacturing activity for April 2025, with manufacturers reducing input purchases at the fastest rate this year. North American manufacturers are actively stockpiling and reducing purchases in response to tariff concerns, while Asian manufacturing hubs recorded their weakest purchasing activity since December 2023. The impact is particularly evident in China, Taiwan, and South Korea.

In contrast, Europe shows signs of recovery from its industrial recession, with improved activity in Germany and France. However, the UK continues to struggle, showing the worst manufacturing weakness in nearly 20 years. The index, based on a monthly survey of 27,000 businesses, suggests a likely production slowdown in the near future due to tariff impacts.

A new S&P Global Commodity Insights study reveals that changes in Russian gas restrictions to Europe could significantly impact U.S. LNG exports. Under an "Opening the Taps" scenario where sanctions on Russian gas are lifted, over 17 MMtpa in new U.S. LNG projects (worth $70 billion in investments) would be curtailed. Conversely, a "Phasing Down" scenario of Russian gas would add 12 MMtpa in U.S. LNG projects ($48 billion in investments). The difference between scenarios represents 29 MMtpa in project decisions and $120 billion in investment impact. The study outlines three scenarios: "Current Trend" (33.7 MMtpa), "Opening the Taps" (16.5 MMtpa), and "Phasing Down" (45.5 MMtpa), highlighting the U.S. LNG sector's vulnerability to European policy changes and Russian gas flow restrictions.