S&P Global Stock Price, News & Analysis

S&P Global (NYSE:SPGI) has expanded its private markets offering by extending LoanX IDs (LXIDs) to private credit instruments, building upon its existing base of over 70,000 LXIDs for broadly syndicated loans. This strategic expansion aims to enhance market interoperability and operational efficiency in the growing private credit space.

The initiative provides standardized identification for private credit loans, enabling market participants to better manage data, track performance, and facilitate trading. The system connects various counterparties including investors, custodians, agents, and trustees, while supporting loan issuance, trading, settlement, and performance tracking.

The enhanced LXID system is integrated with S&P Global's Enterprise Data Organization, enabling AI-ready data consumption and seamless linking across datasets, including S&P Capital IQ Pro and credit risk capabilities.

S&P Global (NYSE:SPGI) has raised its 10-year Canadian oil sands production forecast for the fourth consecutive year. Production is expected to reach a record 3.5 million b/d in 2025, representing a 5% increase from 2024, and exceed 3.9 million b/d by 2030—500,000 barrels higher than 2024 levels.

The analysis reveals favorable economics with 2025 half-cycle break-even prices ranging from US$18/b to US$45/b, averaging US$27/b on a WTI basis. Despite lower oil prices, producers are focusing on maximizing existing assets through optimization and efficiency improvements. However, potential export capacity constraints could emerge as early as next year, presenting a downside risk to the outlook.

Anomali has appointed George Moser as Chief Growth Officer, bringing over 20 years of experience in security and IT transformations from major financial institutions. Moser, former CISO at S&P Global and Head of Global Operations at Visa, will report directly to CEO Ahmed Rubaie. In his new role, Moser will serve as Anomali's ambassador to customers and partners, providing strategic advice on operations modernization. His track record includes elevating security teams to C-suite level and implementing transformations that increased EPS while reducing risk. Moser praised Anomali's cloud-native operations platform, highlighting its ability to increase visibility by 20x and reduce critical incidents by 90% compared to traditional enterprise SIEMs.

The GEP Global Supply Chain Volatility Index fell to -0.46 in May from -0.39 in April, indicating increasing spare capacity in global supply chains due to trade tensions. Asian manufacturing hit a 17-month low, with China experiencing significant decline. North American supply chains remain underutilized, though U.S. manufacturers are stockpiling inventory as a precaution. Europe shows signs of recovery, supported by fiscal stimulus especially in Germany, while the U.K. continues to struggle with severe underutilization. The index reveals subdued global demand for raw materials, low safety stockpiling in Europe, robust material supply levels, and stable transportation costs. Labor capacity remains sufficient to meet current demand levels.

S&P Global (NYSE: SPGI) has completed the acquisition of TeraHelix, a private fintech firm specializing in enterprise-scale data modeling and interoperability solutions. The acquisition, which closed on June 6, 2025, builds upon their successful partnership since 2021 that produced Gearbox, an LLM-powered data linking tool. TeraHelix's technology enhances S&P Global's ability to link datasets across various classes and platforms, improving data interoperability and integration capabilities. The integration into S&P Global's Enterprise Data Organization will strengthen their AI and generative AI capabilities, helping customers structure enterprise data models across diverse technology environments. While financial terms were not disclosed, the acquisition was noted as non-material to S&P Global.

CARFAX reveals nearly 17 million vehicles in the U.S. are operating with expired registration tags as of early 2025, with an average delay of four months per vehicle. The company warns that expired tags can result in severe consequences including hefty fines, vehicle impoundment, and potential jail time in states like New York, Florida, Washington, and Georgia. In California, vehicles with registrations expired for over six months may be towed or impounded. CARFAX Car Care app offers free registration renewal reminders and maintenance alerts to help drivers avoid these issues. The report highlights particular concerns as summer travel season begins, with expired tags potentially complicating insurance claims in case of accidents.

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.